Position in ANET
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$193,505,104
+$48,130,237 QoQ
Shares Held
1,476,800
+48.0% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 96.93255687973998.ToString("F0")%
Shared 0.ToString("F0")%
None 3.0674431202600214.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Dec 31, 2025TWO SIGMA ADVISERS, LP holds $572,398,333 across 14 Computer Hardware names. ANET ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
816,000 | $193,702,080 | |
| 2 | ANET |
Arista Networks, Inc.
This page
|
1,476,800 | $193,505,104 | |
| 3 | HPQ |
Hp Inc
|
2,599,200 | $57,910,176 | |
| 4 | DELL |
Dell Technologies Inc.
|
361,500 | $45,505,620 | |
| 5 | LOGI |
Logitech International S.A.
|
410,584 | $41,148,728 | |
| 6 | P |
Everpure, Inc.
|
281,300 | $18,849,913 | |
| 7 | WDC |
Western Digital Corp
|
76,200 | $13,126,974 | |
| 8 | DDD |
3D Systems Corp
|
2,375,300 | $4,204,281 |
All Filings in ANET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $193,505,104 | 1,476,800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $145,374,867 | 997,700 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $198,870,178 | 1,943,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $172,516,968 | 2,226,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,891,463 | 397,100 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||