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Equibles

Allianz Asset Management GmbH

Position in ANET — Arista Networks, Inc.

CIK 1535323 MUNICH, 2M
Back to ANET Full portfolio

Position in ANET

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$349,044,279
+$118,414,207 QoQ
Shares Held
2,054,652
+9.4% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#68
of 2,250 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 65% Shared 0% None 35%

Common Shares in ANET Over Time

Shares Held

Position Value (USD)

Derivatives in ANET

reported options exposure · as of Jun 30, 2026
CallValue
$31,597,680
CallShares
186,000
PutValue
$45,273,020
PutShares
266,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Computer Hardware

Technology · as of Jun 30, 2026

Allianz Asset Management GmbH holds $991,427,513 across 10 Computer Hardware names. ANET ranks #1 (35.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ANET
Arista Networks, Inc.
This page 		2,054,652 $349,044,279
2 HPQ
Hp Inc
 8,216,788 $180,276,328
3 LOGI
Logitech International S.A.
 1,712,812 $161,072,839
4 STX
Seagate Technology Holdings plc
 81,461 $78,609,865
5 SNDK
Sandisk Corp
 33,387 $75,913,023
6 DELL
Dell Technologies Inc.
 161,421 $69,646,704
7 WDC
Western Digital Corp
 103,400 $66,043,646
8 SMCI
Super Micro Computer, Inc.
 288,138 $8,451,086

All Filings in ANET

Export CSV
46 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $31,597,680 186,000
2026-06-30 $45,273,020 266,500
2026-06-30 $349,044,279 2,054,652
2026-03-31 $5,267,262 42,900
2026-03-31 $230,630,072 1,878,401
2026-03-31 $9,969,736 81,200
2025-12-31 $14,963,626 114,200
2025-12-31 $7,901,109 60,300
2025-12-31 $237,102,059 1,809,525
2025-09-30 $267,528,365 1,836,033
2025-09-30 $6,804,657 46,700
2025-09-30 $9,092,304 62,400
2025-06-30 $215,633,157 2,107,645
2025-06-30 $4,225,403 41,300
2025-06-30 $5,862,363 57,300
2025-03-31 $138,763,190 1,790,955
2025-03-31 $6,647,784 85,800
2025-03-31 $4,757,272 61,400
2024-12-31 $5,880,196 53,200
2024-12-31 $238,292,066 2,155,904
2024-12-31 $3,183,264 28,800
2024-09-30 $2,226,156 5,800
2024-09-30 $3,953,346 10,300
2024-09-30 $176,736,057 460,466
2024-06-30 $145,781,803 415,949
2024-06-30 $2,137,928 6,100
2024-06-30 $2,313,168 6,600
2024-03-31 $123,523,359 425,972
2024-03-31 $57,996 200
2024-03-31 $86,994 300
2023-12-31 $55,268,778 234,677
2023-09-30 $43,470,934 236,345
2023-06-30 $35,427,124 218,605
2023-03-31 $57,707,581 343,784
2022-12-31 $52,447,590 432,201
2022-09-30 $58,624,001 519,302
2022-06-30 $165,012,864 1,760,325
2022-03-31 $278,926,325 2,006,953
2021-12-31 $288,714,542 2,008,449
2021-09-30 $134,787,634 392,235
2021-06-30 $124,297,466 343,069
2021-03-31 $82,292,991 272,593
2020-12-31 $101,507,292 349,339
2020-09-30 $27,360,024 132,219
2020-06-30 $17,996,664 85,686
2020-03-31 $20,316,209 100,302

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