Assenagon Asset Management S.A.
Position in ANET — Arista Networks, Inc.
CIK 1546007
SENNINGERBERG, N4
Position in ANET
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$351,933,770
+$228,722,444 QoQ
Shares Held
2,071,661
+106.4% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#67
of 2,250 holders
Holding Since
Mar 2021
22 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, 2026Assenagon 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) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in ANET
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,933,770 | 2,071,661 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $123,211,326 | 1,003,513 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $363,469,358 | 2,773,940 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $426,691,335 | 2,928,360 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $330,333,003 | 3,228,746 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $139,483,757 | 1,800,255 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $36,681,812 | 331,872 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $54,547,730 | 142,118 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $126,673,986 | 361,430 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $146,088,734 | 503,789 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $175,604,263 | 745,634 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $34,774,909 | 189,066 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $9,886,146 | 61,003 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $38,897,358 | 231,725 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $44,825,476 | 369,390 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $38,172,285 | 338,137 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $21,344,504 | 227,699 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $272,122 | 1,958 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $286,350 | 1,992 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $27,977,450 | 81,415 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $7,282,801 | 20,101 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,104,792 | 13,597 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||