Americana Partners, LLC

Position in ANET — Arista Networks, Inc.

CIK 1797678 Houston, TX

Position in ANET

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$16,593,708

+$14,849,250 QoQ

Shares Held

97,679

+587.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#417

of 2,241 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Americana Partners, LLC holds $81,021,081 across 8 Computer Hardware names. ANET ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp	16,775	$38,141,820
2	ANET	Arista Networks, Inc. This page	97,679	$16,593,708
3	WDC	Western Digital Corp	25,204	$16,098,298
4	HPQ	Hp Inc	237,473	$5,210,157
5	DELL	Dell Technologies Inc.	5,149	$2,221,587
6	STX	Seagate Technology Holdings plc	2,256	$2,177,040
7	P	Everpure, Inc.	4,223	$332,730
8	IONQ	IonQ, Inc.	4,614	$245,741

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,593,708	97,679	+587.5%	Shares	Sole	2026-08-05
2026-03-31	$1,744,458	14,208	-2.0%	Shares	Sole	2026-05-12
2025-12-31	$1,898,755	14,491	+37.9%	Shares	Sole	2026-02-06
2025-09-30	$1,531,557	10,511	+0.0%	Shares	Sole	2025-10-29
2025-06-30	$1,074,971	10,507	+32.9%	Shares	Sole	2025-08-07
2025-03-31	$612,401	7,904	0.0%	Shares	Sole	2025-05-12
2024-12-31	$873,629	7,904	+300.0%	Shares	Sole	2025-01-31
2024-09-30	$758,428	1,976	-9.2%	Shares	Sole	2024-10-28
2024-06-30	$762,644	2,176	+10.1%	Shares	Sole	2024-07-30
2024-03-31	$573,000	1,976	-39.7%	Shares	Sole	2024-05-07
2023-12-31	$771,530	3,276	0.0%	Shares	Sole	2024-01-25
2023-09-30	$602,554	3,276	-5.8%	Shares	Sole	2023-11-07
2023-06-30	$563,320	3,476	-12.6%	Shares	Sole	2023-07-31
2023-03-31	$667,411	3,976	+33.6%	Shares	Sole	2023-05-08
2022-12-31	$361,137	2,976	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.