Baker Avenue Asset Management, LP
Position in ANET — Arista Networks, Inc.
CIK 1432529
SAN FRANCISCO, CA
Position in ANET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,190,171
+$2,095,907 QoQ
Shares Held
42,325
+2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#587
of 2,250 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $15,173,631 across 6 Computer Hardware names. ANET ranks #1 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
42,325 | $7,190,171 | |
| 2 | DELL |
Dell Technologies Inc.
|
7,209 | $3,110,395 | |
| 3 | WDC |
Western Digital Corp
|
3,544 | $2,263,623 | |
| 4 | STX |
Seagate Technology Holdings plc
|
1,290 | $1,244,850 | |
| 5 | SNDK |
Sandisk Corp
|
370 | $841,280 | |
| 6 | HPQ |
Hp Inc
|
23,852 | $523,312 |
All Filings in ANET
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,190,171 | 42,325 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,094,264 | 41,491 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,329,493 | 33,042 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,938,111 | 33,890 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,288,652 | 32,144 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,616,112 | 33,765 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,973,809 | 26,905 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,411,541 | 6,283 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,048,906 | 5,846 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,750,029 | 6,035 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,419,418 | 6,027 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,222,030 | 6,644 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,040,587 | 6,421 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,047,949 | 6,243 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $298,156 | 2,457 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $730,398 | 6,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,609,289 | 49,171 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||