Skip to main content
Equibles

Point72 Asset Management, L.P.

Position in ANET — Arista Networks, Inc.

CIK 1603466 STAMFORD, CT
Back to ANET Full portfolio

Position in ANET

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$873,138,521
+$69,474,542 QoQ
Shares Held
5,139,737
-21.5% QoQ
Ownership
0.408%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#36
of 2,241 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in ANET Over Time

Shares Held

Position Value (USD)

Derivatives in ANET

reported options exposure · as of Jun 30, 2026
CallValue
$20,810,300
CallShares
122,500
PutValue
$21,591,748
PutShares
127,100

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, 2026

Point72 Asset Management, L.P. holds $1,977,325,919 across 11 Computer Hardware names. ANET ranks #1 (44.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ANET
Arista Networks, Inc.
This page 		5,139,737 $873,138,521
2 STX
Seagate Technology Holdings plc
 822,914 $794,112,010
3 SMCI
Super Micro Computer, Inc.
 4,755,283 $139,472,450
4 SNDK
Sandisk Corp
 49,692 $112,986,191
5 WDC
Western Digital Corp
 73,593 $47,005,320
6 LOGI
Logitech International S.A.
 78,600 $7,391,544
7 CRSR
Corsair Gaming, Inc.
 184,413 $1,783,273
8 VELO
Velo3D, Inc.
 43,521 $763,793

All Filings in ANET

Export CSV
37 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,810,300 122,500
2026-06-30 $21,591,748 127,100
2026-06-30 $873,138,521 5,139,737
2026-03-31 $18,367,888 149,600
2026-03-31 $15,003,716 122,200
2026-03-31 $803,663,979 6,545,561
2025-12-31 $30,805,153 235,100
2025-12-31 $990,602,130 7,560,117
2025-12-31 $127,361,160 972,000
2025-09-30 $803,069,008 5,511,420
2025-09-30 $461,172,150 3,165,000
2025-06-30 $709,073,062 6,930,633
2025-06-30 $224,938,766 2,198,600
2025-03-31 $144,344,930 1,862,996
2024-12-31 $333,928,151 3,021,154
2024-09-30 $337,040,786 878,122
2024-06-30 $233,524,473 666,299
2024-03-31 $72,495,000 250,000
2024-03-31 $286,478,781 987,926
2023-12-31 $196,275,918 833,408
2023-12-31 $706,530 3,000
2023-09-30 $314,123,930 1,707,845
2023-09-30 $551,790 3,000
2023-06-30 $12,640,680 78,000
2023-06-30 $88,907,250 548,607
2023-03-31 $360,589,969 2,148,159
2022-12-31 $219,917,872 1,812,261
2022-09-30 $223,286,147 1,977,909
2022-06-30 $4,687,000 50,000
2022-06-30 $177,226,531 1,890,618
2022-06-30 $4,687,000 50,000
2022-03-31 $5,559,200 40,000
2022-03-31 $230,390,203 1,657,722
2021-12-31 $184,138,718 1,280,965
2021-09-30 $154,053,812 448,300
2021-06-30 $102,171,532 282,000
2021-03-31 $7,245,350 24,000

Report a Problem

Category
Description
Email (optional, for follow-up)