Asio Capital, LLC

Position in ANET — Arista Networks, Inc.

CIK 1803291 LEXINGTON, KY

Position in ANET

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$5,341,027

+$2,451,769 QoQ

Shares Held

31,440

+33.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#678

of 2,241 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Asio Capital, LLC holds $14,834,342 across 3 Computer Hardware names. ANET ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc.	19,963	$8,613,235
2	ANET	Arista Networks, Inc. This page	31,440	$5,341,027
3	STX	Seagate Technology Holdings plc	912	$880,080

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,341,027	31,440	+33.6%	Shares	Sole	2026-07-17
2026-03-31	$2,889,258	23,532	—	Shares	Sole	2026-04-15
No filing history on record for this holder in this stock.