Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,071,107
+$45,932,107 QoQ
Shares Held
306,517
+513.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#245
of 2,250 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$3,094,840
PutShares
28,000
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 Jun 30, 2026LMR Partners LLP holds $268,135,378 across 10 Computer Hardware names. ANET ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
104,600 | $100,939,000 | |
| 2 | SNDK |
Sandisk Corp
|
29,009 | $65,958,632 | |
| 3 | ANET |
Arista Networks, Inc.
This page
|
306,517 | $52,071,107 | |
| 4 | WDC |
Western Digital Corp
|
31,053 | $19,834,171 | |
| 5 | P |
Everpure, Inc.
|
140,447 | $11,065,819 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
5,557,623 | $8,535,242 | |
| 7 | DELL |
Dell Technologies Inc.
|
16,395 | $7,073,786 | |
| 8 | IONQ |
IonQ, Inc.
|
45,608 | $2,429,081 |
All Filings in ANET
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,071,107 | 306,517 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,139,000 | 50,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,930,900 | 30,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,638,900 | 100,466 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $3,094,840 | 28,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $22,437,590 | 203,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $27,076,198 | 70,544 | Shares | Other | 2024-11-07 | |
| 2024-09-30 | $2,686,740 | 7,000 | Put | Sole | 2024-11-07 | |
| 2024-09-30 | $2,072,628 | 5,400 | Call | Sole | 2024-11-07 | |
| 2024-06-30 | $2,453,360 | 7,000 | Put | Other | 2024-08-14 | |
| 2024-06-30 | $1,892,592 | 5,400 | Call | Other | 2024-08-14 | |
| 2024-03-31 | $4,813,088 | 16,598 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $1,565,892 | 5,400 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $2,029,860 | 7,000 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $435,222 | 1,848 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $1,648,570 | 7,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $1,271,754 | 5,400 | Call | Sole | 2024-02-14 | |
| 2023-03-31 | $13,525,990 | 80,579 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,114,281 | 17,423 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $534,880 | 5,706 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $460,287 | 3,202 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $7,876,990 | 21,741 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $643,030 | 2,213 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $2,216,660 | 10,554 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||