Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$57,759
+$52,848 QoQ
Shares Held
340
+750.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,059
of 2,241 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Quarry LP holds $1,272,912 across 13 Computer Hardware names. ANET ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
1,032 | $659,159 | |
| 2 | STX |
Seagate Technology Holdings plc
|
375 | $361,875 | |
| 3 | SNDK |
Sandisk Corp
|
71 | $161,434 | |
| 4 | ANET |
Arista Networks, Inc.
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|
340 | $57,759 | |
| 5 | SMCI |
Super Micro Computer, Inc.
|
760 | $22,290 | |
| 6 | BGIN |
BGIN BLOCKCHAIN Ltd
|
1,572 | $2,766 | |
| 7 | DELL |
Dell Technologies Inc.
|
5 | $2,157 | |
| 8 | CRSR |
Corsair Gaming, Inc.
|
172 | $1,663 |
All Filings in ANET
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,759 | 340 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,911 | 40 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $16,640 | 127 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $33,367 | 229 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $121,566 | 1,569 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $28,737 | 260 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $20,726 | 54 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $71,848 | 205 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $43,497 | 150 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $42,862 | 182 | Shares | Other | 2024-02-20 | |
| 2023-09-30 | $59,777 | 325 | Shares | Other | 2023-11-14 | |
| 2023-03-31 | $28,536 | 170 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $22,207 | 183 | Shares | Other | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||