Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,610,668
+$9,975,512 QoQ
Shares Held
215,509
-0.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#295
of 2,250 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Gotham Asset Management, LLC holds $474,310,194 across 10 Computer Hardware names. ANET ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
61,881 | $140,700,686 | |
| 2 | DELL |
Dell Technologies Inc.
|
307,070 | $132,488,422 | |
| 3 | WDC |
Western Digital Corp
|
166,756 | $106,510,392 | |
| 4 | HPQ |
Hp Inc
|
1,890,065 | $41,468,026 | |
| 5 | ANET |
Arista Networks, Inc.
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|
215,509 | $36,610,668 | |
| 6 | STX |
Seagate Technology Holdings plc
|
10,760 | $10,383,400 | |
| 7 | P |
Everpure, Inc.
|
61,034 | $4,808,868 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
38,374 | $1,125,509 |
All Filings in ANET
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,610,668 | 215,509 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,635,156 | 216,934 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,495,665 | 186,947 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,299,466 | 159,903 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,357,645 | 62,141 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,860,492 | 127,265 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,285,946 | 29,729 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,276,522 | 11,142 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $371,859 | 1,061 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $295,779 | 1,020 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $237,629 | 1,009 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $217,957 | 1,185 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $1,196,268 | 9,858 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $988,019 | 10,540 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $1,182,808 | 3,442 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $446,967 | 2,160 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,417,659 | 11,511 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $411,177 | 2,030 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||