Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,166,820
-$15,734,750 QoQ
Shares Held
319,000
-23.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026Nearwater Capital Markets, Ltd holds $170,046,860 across 2 Computer Hardware names. ANET ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
206,000 | $130,880,040 | |
| 2 | ANET |
Arista Networks, Inc.
This page
|
319,000 | $39,166,820 |
All Filings in ANET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,166,820 | 319,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,901,570 | 419,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,406,946 | 112,600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,462,000 | 200,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,496,000 | 200,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,053,000 | 100,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||