Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$137,747,250
+$14,106,163 QoQ
Shares Held
1,121,903
+18.9% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,516,990
PutShares
20,500
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 Mar 31, 2026Quantinno Capital Management LP holds $463,911,615 across 16 Computer Hardware names. ANET ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
1,121,903 | $137,747,250 | |
| 2 | WDC |
Western Digital Corp
|
338,635 | $91,597,381 | |
| 3 | DELL |
Dell Technologies Inc.
|
438,347 | $71,945,893 | |
| 4 | STX |
Seagate Technology Holdings plc
|
125,633 | $49,217,984 | |
| 5 | SNDK |
Sandisk Corp
|
66,953 | $42,537,919 | |
| 6 | P |
Everpure, Inc.
|
582,812 | $34,409,220 | |
| 7 | HPQ |
Hp Inc
|
1,019,178 | $19,578,409 | |
| 8 | LOGI |
Logitech International S.A.
|
103,549 | $9,435,384 |
All Filings in ANET
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,516,990 | 20,500 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $137,747,250 | 1,121,903 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,620,600 | 20,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $123,641,087 | 943,609 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $130,937,628 | 898,618 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $69,976,970 | 683,970 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,755,669 | 332,417 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $25,121,037 | 227,278 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||