Assenagon Asset Management S.A.

Position in ANET — Arista Networks, Inc.

CIK 1546007 SENNINGERBERG, N4

Position in ANET

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$351,933,770

+$228,722,444 QoQ

Shares Held

2,071,661

+106.4% QoQ

Ownership

0.165%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

of 211 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Jun 30, 2026

Assenagon Asset Management S.A. holds $2,021,491,908 across 9 Computer Hardware names. ANET ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp	621,849	$1,413,916,726
2	ANET	Arista Networks, Inc. This page	2,071,661	$351,933,770
3	LOGI	Logitech International S.A.	1,045,742	$98,341,577
4	SMCI	Super Micro Computer, Inc.	2,174,863	$63,788,731
5	DELL	Dell Technologies Inc.	139,560	$60,214,557
6	P	Everpure, Inc.	164,585	$12,967,652
7	WDC	Western Digital Corp	18,844	$12,036,039
8	STX	Seagate Technology Holdings plc	7,321	$7,064,765

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,933,770	2,071,661	+106.4%	Shares	Sole	2026-07-08
2026-03-31	$123,211,326	1,003,513	-63.8%	Shares	Sole	2026-04-20
2025-12-31	$363,469,358	2,773,940	-5.3%	Shares	Sole	2026-01-09
2025-09-30	$426,691,335	2,928,360	-9.3%	Shares	Sole	2025-10-07
2025-06-30	$330,333,003	3,228,746	+79.3%	Shares	Sole	2025-07-11
2025-03-31	$139,483,757	1,800,255	+442.5%	Shares	Sole	2025-04-15
2024-12-31	$36,681,812	331,872	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.