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Equibles

Walleye Capital LLC

Position in ANET — Arista Networks, Inc.

CIK 1758720 NEW YORK, NY
Back to ANET Full portfolio

Position in ANET

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$18,049,410
-$1,257,008 QoQ
Shares Held
106,248
-32.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#401
of 2,253 holders
Holding Since
Sep 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, 2026
CallValue
$2,887,960
CallShares
17,000
PutValue
$3,550,492
PutShares
20,900

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, 2026

Walleye Capital LLC holds $274,493,473 across 14 Computer Hardware names. ANET ranks #5 (6.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SNDK
Sandisk Corp
 47,008 $106,883,499
2 SMCI
Super Micro Computer, Inc.
 1,390,223 $71,325,740
3 DELL
Dell Technologies Inc.
 85,692 $36,972,670
4 STX
Seagate Technology Holdings plc
 27,721 $26,750,765
5 ANET
Arista Networks, Inc.
This page 		106,248 $18,049,410
6 WDC
Western Digital Corp
 14,732 $9,409,623
7 ALOT
AstroNova, Inc.
 95,650 $2,723,155
8 QMCO
Quantum Corp /De/
 120,044 $1,320,484

All Filings in ANET

Export CSV
48 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,049,410 106,248
2026-06-30 $2,887,960 17,000
2026-06-30 $3,550,492 20,900
2026-03-31 $3,916,682 31,900
2026-03-31 $19,306,418 157,244
2026-03-31 $3,965,794 32,300
2025-12-31 $28,119,693 214,605
2025-12-31 $9,984,486 76,200
2025-12-31 $13,994,004 106,800
2025-09-30 $16,057,242 110,200
2025-09-30 $28,679,953 196,829
2025-09-30 $13,798,737 94,700
2025-06-30 $4,849,494 47,400
2025-06-30 $2,971,593 29,045
2025-06-30 $4,501,640 44,000
2025-03-31 $4,610,060 59,500
2025-03-31 $20,904,104 269,800
2025-03-31 $3,024,896 39,041
2024-12-31 $7,217,609 65,300
2024-12-31 $5,158,877 46,674
2024-12-31 $41,470,856 375,200
2024-09-30 $5,527,008 14,400
2024-09-30 $6,576,371 17,134
2024-09-30 $33,507,486 87,300
2024-06-30 $17,243,616 49,200
2024-06-30 $51,380,368 146,600
2024-06-30 $20,177,834 57,572
2024-03-31 $17,369,802 59,900
2024-03-31 $14,240,047 49,107
2024-03-31 $53,878,284 185,800
2023-12-31 $16,061,782 68,200
2023-12-31 $1,476,647 6,270
2023-12-31 $44,016,819 186,900
2023-09-30 $21,924,456 119,200
2023-09-30 $4,579,857 24,900
2023-09-30 $12,718,391 69,148
2023-06-30 $6,968,580 43,000
2023-06-30 $2,852,256 17,600
2023-03-31 $15,542,157 92,590
2023-03-31 $637,868 3,800
2023-03-31 $167,860 1,000
2022-12-31 $1,917,330 15,800
2022-12-31 $1,516,875 12,500
2022-09-30 $1,952,997 17,300
2022-09-30 $1,185,345 10,500
2022-06-30 $1,697,162 18,105
2022-03-31 $1,104,752 7,949
2020-09-30 $2,471,153 11,942