Position in ANET
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,810,411
+$685,501 QoQ
Shares Held
10,657
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,015
of 2,241 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2020CallValue
$63,009
CallShares
4,800
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, 2026Valeo Financial Advisors, LLC holds $11,120,607 across 8 Computer Hardware names. ANET ranks #4 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
6,100 | $2,631,906 | |
| 2 | SNDK |
Sandisk Corp
|
1,059 | $2,407,880 | |
| 3 | STX |
Seagate Technology Holdings plc
|
2,035 | $1,963,775 | |
| 4 | ANET |
Arista Networks, Inc.
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|
10,657 | $1,810,411 | |
| 5 | WDC |
Western Digital Corp
|
1,787 | $1,141,392 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
22,777 | $668,049 | |
| 7 | P |
Everpure, Inc.
|
3,809 | $300,111 | |
| 8 | RGTI |
Rigetti Computing, Inc.
|
10,201 | $197,083 |
All Filings in ANET
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,810,411 | 10,657 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,124,910 | 9,162 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,793,407 | 13,687 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,750,268 | 12,012 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,024,327 | 10,012 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $879,552 | 11,352 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $900,819 | 8,150 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $783,376 | 2,041 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $653,995 | 1,866 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $513,264 | 1,770 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $420,620 | 1,786 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $292,448 | 1,590 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $217,322 | 1,341 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $200,424 | 1,194 | Shares | Sole | 2023-04-17 | |
| 2021-03-31 | $6,037 | 20 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $27,022 | 93 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $15,105 | 73 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $35,075 | 167 | Shares | Sole | 2020-07-20 | |
| 2020-06-30 | $63,009 | 300 | Call | Sole | 2020-07-20 | |
| 2020-03-31 | $23,293 | 115 | Shares | Sole | 2020-04-13 | |
| 2020-03-31 | $20,255 | 100 | Call | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||