Position in ANET
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,395,051
+$1,104,591 QoQ
Shares Held
19,985
+7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#818
of 2,241 holders
Holding Since
Dec 2025
3 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, 2026Sagewood Asset Management LP holds $8,895,629 across 6 Computer Hardware names. ANET ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
19,985 | $3,395,051 | |
| 2 | WDC |
Western Digital Corp
|
4,483 | $2,863,381 | |
| 3 | SNDK |
Sandisk Corp
|
585 | $1,330,132 | |
| 4 | STX |
Seagate Technology Holdings plc
|
527 | $508,555 | |
| 5 | P |
Everpure, Inc.
|
5,940 | $468,012 | |
| 6 | DELL |
Dell Technologies Inc.
|
766 | $330,498 |
All Filings in ANET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,395,051 | 19,985 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,290,460 | 18,655 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,412,393 | 18,411 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||