Osbon Capital Management LLC

Position in ANET — Arista Networks, Inc.

CIK 1784418 BOSTON, MA

Position in ANET

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$20,504

-$853 QoQ

Shares Held

167

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Osbon Capital Management LLC holds $39,382 across 4 Computer Hardware names. ANET ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANET	Arista Networks, Inc. This page	167	$20,504
2	STX	Seagate Technology Holdings plc	43	$16,845
3	VTIX	Virtuix Holdings Inc.	250	$1,692
4	SMCI	Super Micro Computer, Inc.	15	$341

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,504	167	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$21,357	163	—	Shares	Sole	2026-03-16
No filing history on record for this holder in this stock.