Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$803,663,979
-$186,938,151 QoQ
Shares Held
6,545,561
-13.4% QoQ
Ownership
0.520%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Mar 31, 2026CallValue
$18,367,888
CallShares
149,600
PutValue
$15,003,716
PutShares
122,200
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 Mar 31, 2026Point72 Asset Management, L.P. holds $1,457,889,026 across 12 Computer Hardware names. ANET ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
6,545,561 | $803,663,979 | |
| 2 | SNDK |
Sandisk Corp
|
376,608 | $239,274,126 | |
| 3 | STX |
Seagate Technology Holdings plc
|
546,378 | $214,049,045 | |
| 4 | WDC |
Western Digital Corp
|
623,944 | $168,770,612 | |
| 5 | LOGI |
Logitech International S.A.
|
147,600 | $13,449,312 | |
| 6 | IONQ |
IonQ, Inc.
|
415,598 | $11,981,690 | |
| 7 | QBTS |
D-Wave Quantum Inc.
|
186,262 | $2,687,760 | |
| 8 | UMAC |
Unusual Machines, Inc.
|
213,093 | $2,642,353 |
All Filings in ANET
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,367,888 | 149,600 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $15,003,716 | 122,200 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $803,663,979 | 6,545,561 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $30,805,153 | 235,100 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $990,602,130 | 7,560,117 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $127,361,160 | 972,000 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $803,069,008 | 5,511,420 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $461,172,150 | 3,165,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $709,073,062 | 6,930,633 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $224,938,766 | 2,198,600 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $144,344,930 | 1,862,996 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $333,928,151 | 3,021,154 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||