Position in ANET
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$821,879
+$218,047 QoQ
Shares Held
4,838
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,309
of 2,241 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Sep 30, 2023CallValue
$36,786
CallShares
800
PutValue
$0
PutShares
0
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, 2026Orion Capital Management LLC holds $2,208,304 across 3 Computer Hardware names. ANET ranks #2 (37.2% of the industry book) .
All Filings in ANET
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821,879 | 4,838 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $603,832 | 4,918 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $725,644 | 5,538 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $664,146 | 4,558 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $461,213 | 4,508 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $473,247 | 6,108 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $720,434 | 6,518 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $737,702 | 1,922 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $621,050 | 1,772 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $476,147 | 1,642 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $403,193 | 1,712 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $333,281 | 1,812 | Shares | Sole | 2023-11-16 | |
| 2023-09-30 | $36,786 | 200 | Call | Sole | 2023-11-16 | |
| 2023-06-30 | $317,961 | 1,962 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $295,769 | 1,762 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $232,021 | 1,912 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $215,845 | 1,912 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $179,230 | 1,912 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $390,811 | 2,812 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $519,225 | 3,612 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $310,306 | 903 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $327,166 | 903 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $272,606 | 903 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $262,384 | 903 | Shares | Sole | 2021-02-23 | |
| No filing history on record for this holder in this stock. | ||||||