Position in ANET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$229,357,705
+$78,753,549 QoQ
Shares Held
1,350,116
+10.1% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#97
of 2,241 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 42%
Shared 58%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2026CallValue
$5,911,824
CallShares
34,800
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, 2026Tidal Investments LLC holds $703,603,591 across 15 Computer Hardware names. ANET ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
1,350,116 | $229,357,705 | |
| 2 | DELL |
Dell Technologies Inc.
|
308,331 | $133,032,492 | |
| 3 | SNDK |
Sandisk Corp
|
44,387 | $100,924,051 | |
| 4 | STX |
Seagate Technology Holdings plc
|
99,407 | $95,927,755 | |
| 5 | WDC |
Western Digital Corp
|
104,941 | $67,027,914 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
1,068,645 | $31,343,356 | |
| 7 | P |
Everpure, Inc.
|
180,884 | $14,251,848 | |
| 8 | VELO |
Velo3D, Inc.
|
760,262 | $13,342,598 |
All Filings in ANET
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,911,824 | 34,800 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $229,357,705 | 1,350,116 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,044,944 | 24,800 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $150,604,156 | 1,226,618 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $157,950,767 | 1,205,455 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $3,393,677 | 25,900 | Call | Defined | 2026-02-13 | |
| 2025-09-30 | $218,565 | 1,500 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $119,639,420 | 821,079 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $59,203,113 | 578,664 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $56,375,299 | 727,611 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $58,734,094 | 531,386 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,348,342 | 37,383 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $12,401,734 | 35,385 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,764,206 | 33,672 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $4,890,600 | 20,766 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $4,141,735 | 22,518 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,727,289 | 29,170 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,203,724 | 7,171 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $797,026 | 6,568 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $679,033 | 6,015 | Shares | Defined | 2022-11-23 | |
| 2022-06-30 | $541,535 | 5,777 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $693,927 | 4,993 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $635,231 | 4,419 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $342,264 | 996 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $282,239 | 779 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $209,209 | 693 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||