Position in ANET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,015,202
+$323,092 QoQ
Shares Held
5,976
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,240
of 2,250 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026L2 Asset Management, LLC holds $31,017,386 across 6 Computer Hardware names. ANET ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
41,547 | $17,925,868 | |
| 2 | LOGI |
Logitech International S.A.
|
82,975 | $7,802,969 | |
| 3 | SNDK |
Sandisk Corp
|
796 | $1,809,889 | |
| 4 | STX |
Seagate Technology Holdings plc
|
1,280 | $1,235,200 | |
| 5 | WDC |
Western Digital Corp
|
1,923 | $1,228,258 | |
| 6 | ANET |
Arista Networks, Inc.
This page
|
5,976 | $1,015,202 |
All Filings in ANET
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,015,202 | 5,976 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $692,110 | 5,637 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $689,872 | 5,265 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $674,200 | 4,627 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $452,005 | 4,418 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $426,866 | 3,862 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $392,647 | 1,023 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $345,923 | 987 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $256,342 | 884 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $203,245 | 863 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||