Polymer Capital Management (US) LLC

Position in ANET — Arista Networks, Inc.

CIK 1973324 NEW YORK, NY

Position in ANET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,055,378

+$1,365,969 QoQ

Shares Held

12,099

+115.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#977

of 2,241 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $6,913,023 across 5 Computer Hardware names. ANET ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp	1,080	$2,455,628
2	ANET	Arista Networks, Inc. This page	12,099	$2,055,378
3	STX	Seagate Technology Holdings plc	1,535	$1,481,275
4	SMCI	Super Micro Computer, Inc.	21,092	$618,628
5	WDC	Western Digital Corp	473	$302,114

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,055,378	12,099	+115.5%	Shares	Sole	2026-08-14
2026-03-31	$689,409	5,615	+29.7%	Shares	Sole	2026-05-14
2025-12-31	$567,359	4,330	+6.2%	Shares	Sole	2026-02-17
2025-09-30	$594,351	4,079	-26.8%	Shares	Sole	2025-11-14
2025-03-31	$431,486	5,569	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.