Position in ANET
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$230,630,072
-$6,471,987 QoQ
Shares Held
1,878,401
+3.8% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 62.127575528335.ToString("F0")%
Shared 0.ToString("F0")%
None 37.87242447166499.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Mar 31, 2026CallValue
$5,267,262
CallShares
42,900
PutValue
$9,969,736
PutShares
81,200
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 Mar 31, 2026Allianz Asset Management GmbH holds $676,522,197 across 10 Computer Hardware names. ANET ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
1,878,401 | $230,630,072 | |
| 2 | LOGI |
Logitech International S.A.
|
1,686,007 | $153,628,957 | |
| 3 | HPQ |
Hp Inc
|
6,456,954 | $124,038,085 | |
| 4 | STX |
Seagate Technology Holdings plc
|
227,373 | $89,075,644 | |
| 5 | WDC |
Western Digital Corp
|
106,215 | $28,730,094 | |
| 6 | SNDK |
Sandisk Corp
|
34,608 | $21,987,845 | |
| 7 | DELL |
Dell Technologies Inc.
|
133,172 | $21,857,520 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
220,141 | $5,012,610 |
All Filings in ANET
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,267,262 | 42,900 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $230,630,072 | 1,878,401 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $9,969,736 | 81,200 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $14,963,626 | 114,200 | Put | Defined | 2026-02-11 | |
| 2025-12-31 | $7,901,109 | 60,300 | Call | Defined | 2026-02-11 | |
| 2025-12-31 | $237,102,059 | 1,809,525 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $267,528,365 | 1,836,033 | Shares | Defined | 2025-11-04 | |
| 2025-09-30 | $6,804,657 | 46,700 | Call | Defined | 2025-11-04 | |
| 2025-09-30 | $9,092,304 | 62,400 | Put | Defined | 2025-11-04 | |
| 2025-06-30 | $215,633,157 | 2,107,645 | Shares | Defined | 2025-07-28 | |
| 2025-06-30 | $4,225,403 | 41,300 | Call | Defined | 2025-07-28 | |
| 2025-06-30 | $5,862,363 | 57,300 | Put | Defined | 2025-07-28 | |
| 2025-03-31 | $138,763,190 | 1,790,955 | Shares | Defined | 2025-05-05 | |
| 2025-03-31 | $6,647,784 | 85,800 | Put | Defined | 2025-05-05 | |
| 2025-03-31 | $4,757,272 | 61,400 | Call | Defined | 2025-05-05 | |
| 2024-12-31 | $5,880,196 | 53,200 | Put | Defined | 2025-02-03 | |
| 2024-12-31 | $238,292,066 | 2,155,904 | Shares | Defined | 2025-02-03 | |
| 2024-12-31 | $3,183,264 | 28,800 | Call | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||