Position in ANET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,465,532
+$16,306,980 QoQ
Shares Held
102,811
+989.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#407
of 2,241 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2026CallValue
$356,748
CallShares
2,100
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 Jun 30, 2026Arax Advisory Partners holds $89,217,282 across 22 Computer Hardware names. ANET ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
38,169 | $24,379,303 | |
| 2 | ANET |
Arista Networks, Inc.
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|
102,811 | $17,465,532 | |
| 3 | DELL |
Dell Technologies Inc.
|
32,540 | $14,039,708 | |
| 4 | SNDK |
Sandisk Corp
|
5,964 | $13,560,525 | |
| 5 | STX |
Seagate Technology Holdings plc
|
13,206 | $12,743,790 | |
| 6 | P |
Everpure, Inc.
|
46,279 | $3,646,322 | |
| 7 | HPQ |
Hp Inc
|
77,070 | $1,690,915 | |
| 8 | IONQ |
IonQ, Inc.
|
7,982 | $425,121 |
All Filings in ANET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,465,532 | 102,811 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $356,748 | 2,100 | Call | Sole | 2026-08-10 | |
| 2026-03-31 | $1,158,552 | 9,436 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $823,523 | 6,285 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $32,232,363 | 221,209 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $203,494 | 1,989 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $167,666 | 2,164 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $143,689 | 1,300 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $109,388 | 285 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $81,311 | 232 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $869 | 3 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $706 | 3 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $551 | 3 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $648 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,678 | 10 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,213 | 10 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $1,128 | 10 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $937 | 10 | Shares | Sole | 2022-08-22 | |
| 2020-12-31 | $1,162 | 4 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||