Waterloo Capital, L.P.

Position in ANET — Arista Networks, Inc.

CIK 1730942 Austin, TX

Position in ANET

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$656,586

+$215,806 QoQ

Shares Held

3,865

+7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,419

of 2,241 holders

Holding Since

Jun 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waterloo Capital, L.P. holds $16,536,066 across 5 Computer Hardware names. ANET ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STX	Seagate Technology Holdings plc	12,142	$11,717,030
2	DELL	Dell Technologies Inc.	4,425	$1,909,210
3	SNDK	Sandisk Corp	539	$1,225,540
4	WDC	Western Digital Corp	1,609	$1,027,700
5	ANET	Arista Networks, Inc. This page	3,865	$656,586

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$656,586	3,865	+7.7%	Shares	Sole	2026-07-29
2026-03-31	$440,780	3,590	-22.9%	Shares	Sole	2026-05-12
2025-12-31	$610,468	4,659	-10.5%	Shares	Sole	2026-02-10
2025-09-30	$758,711	5,207	+60.9%	Shares	Sole	2025-11-05
2025-06-30	$331,177	3,237	+24.7%	Shares	Sole	2025-08-12
2024-12-31	$286,935	2,596	+318.7%	Shares	Sole	2025-02-13
2024-06-30	$217,297	620	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.