LBP AM SA

Position in ANET — Arista Networks, Inc.

CIK 1970075 Paris, I0

Position in ANET

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$39,952,378

+$14,258,576 QoQ

Shares Held

235,180

+12.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#280

of 2,240 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LBP AM SA holds $187,557,727 across 6 Computer Hardware names. ANET ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STX	Seagate Technology Holdings plc	67,319	$64,962,835
2	ANET	Arista Networks, Inc. This page	235,180	$39,952,378
3	WDC	Western Digital Corp	52,592	$33,591,561
4	SNDK	Sandisk Corp	9,374	$21,313,945
5	DELL	Dell Technologies Inc.	38,951	$16,805,798
6	HPQ	Hp Inc	498,232	$10,931,210

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,952,378	235,180	+12.4%	Shares	Defined	2026-07-24
2026-03-31	$25,693,802	209,267	+105.5%	Shares	Defined	2026-04-27
2025-12-31	$13,343,177	101,833	-19.9%	Shares	Sole	2026-01-26
2025-09-30	$18,529,066	127,164	-1.6%	Shares	Defined	2025-10-31
2025-06-30	$13,222,953	129,244	+34.6%	Shares	Defined	2025-07-18
2025-03-31	$7,438,311	96,003	-2.2%	Shares	Defined	2025-04-30
2024-12-31	$10,852,940	98,190	+609.7%	Shares	Defined	2025-02-10
2024-09-30	$5,310,532	13,836	+131.0%	Shares	Defined	2024-11-12
2024-06-30	$2,099,375	5,990	+111.1%	Shares	Sole	2024-07-31
2024-03-31	$822,963	2,838	-71.5%	Shares	Sole	2024-05-16
2023-12-31	$2,347,328	9,967	-45.4%	Shares	Sole	2024-02-14
2023-09-30	$3,359,481	18,265	-1.3%	Shares	Sole	2023-11-14
2023-06-30	$2,998,596	18,503	-1.6%	Shares	Sole	2023-08-14
2023-03-31	$3,157,950	18,813	-8.1%	Shares	Sole	2023-05-15
2022-12-31	$2,484,155	20,471	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.