Position in ANET
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$27,288,346
-$3,034,485 QoQ
Shares Held
222,254
-4.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 4.260890692630954.ToString("F0")%
Shared 0.ToString("F0")%
None 95.73910930736903.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Mar 31, 2025CallValue
$77,480
CallShares
1,000
PutValue
$0
PutShares
0
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, 2026CWM, LLC holds $107,983,168 across 23 Computer Hardware names. ANET ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
120,888 | $32,698,995 | |
| 2 | ANET |
Arista Networks, Inc.
This page
|
222,254 | $27,288,346 | |
| 3 | SNDK |
Sandisk Corp
|
42,372 | $26,920,626 | |
| 4 | DELL |
Dell Technologies Inc.
|
31,952 | $5,244,281 | |
| 5 | STX |
Seagate Technology Holdings plc
|
12,794 | $5,012,177 | |
| 6 | P |
Everpure, Inc.
|
83,154 | $4,909,412 | |
| 7 | HPQ |
Hp Inc
|
196,972 | $3,783,832 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
19,558 | $445,335 |
All Filings in ANET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,288,346 | 222,254 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $30,322,831 | 231,419 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $27,747,701 | 190,431 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $16,789,377 | 164,103 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,143,681 | 130,920 | Shares | Sole | 2025-05-01 | |
| 2025-03-31 | $77,480 | 1,000 | Call | Sole | 2025-05-01 | |
| 2024-12-31 | $8,713,964 | 78,838 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||