Position in ANET
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$299,460
+$230,932 QoQ
Shares Held
2,439
+366.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026Truvestments Capital LLC holds $6,255,999 across 10 Computer Hardware names. ANET ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
19,054 | $3,127,333 | |
| 2 | WDC |
Western Digital Corp
|
2,516 | $680,552 | |
| 3 | P |
Everpure, Inc.
|
10,103 | $596,481 | |
| 4 | STX |
Seagate Technology Holdings plc
|
1,048 | $410,564 | |
| 5 | LOGI |
Logitech International S.A.
|
4,366 | $397,829 | |
| 6 | HPQ |
Hp Inc
|
19,785 | $380,069 | |
| 7 | ANET |
Arista Networks, Inc.
This page
|
2,439 | $299,460 | |
| 8 | SNDK |
Sandisk Corp
|
333 | $211,568 |
All Filings in ANET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,460 | 2,439 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $68,528 | 523 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $76,206 | 523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,551 | 152 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,776 | 152 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,842 | 80 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||