Position in ANET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$445,085
+$24,182 QoQ
Shares Held
2,620
-36.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,608
of 2,250 holders
Holding Since
Jun 2022
4 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, 2026PICTON MAHONEY ASSET MANAGEMENT holds $67,170,559 across 6 Computer Hardware names. ANET ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
12,503 | $28,428,446 | |
| 2 | STX |
Seagate Technology Holdings plc
|
24,489 | $23,631,885 | |
| 3 | DELL |
Dell Technologies Inc.
|
26,277 | $11,337,474 | |
| 4 | WDC |
Western Digital Corp
|
4,703 | $3,003,900 | |
| 5 | ANET |
Arista Networks, Inc.
This page
|
2,620 | $445,085 | |
| 6 | QBTS |
D-Wave Quantum Inc.
|
13,496 | $323,769 |
All Filings in ANET
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,085 | 2,620 | Shares | Sole | 2026-08-13 | |
| 2025-06-30 | $420,903 | 4,114 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $2,759,881 | 17,030 | Shares | Sole | 2023-08-03 | |
| 2022-06-30 | $1,482,966 | 15,820 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||