Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$553,369
-$8,259,754 QoQ
Shares Held
4,507
-92.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026Concentric Capital Strategies, LP holds $4,961,786 across 6 Computer Hardware names. ANET ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
2,910 | $1,848,839 | |
| 2 | DELL |
Dell Technologies Inc.
|
10,118 | $1,660,667 | |
| 3 | SMCI |
Super Micro Computer, Inc.
|
26,898 | $612,467 | |
| 4 | ANET |
Arista Networks, Inc.
This page
|
4,507 | $553,369 | |
| 5 | CRSR |
Corsair Gaming, Inc.
|
38,299 | $212,559 | |
| 6 | DPRO |
Draganfly Inc.
|
15,048 | $73,885 |
All Filings in ANET
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $553,369 | 4,507 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $8,813,123 | 60,484 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,533,041 | 93,178 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $15,221,970 | 137,718 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||