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Equibles

Concurrent Investment Advisors, LLC

Position in ANET — Arista Networks, Inc.

CIK 2001015 Tampa, FL
Back to ANET Full portfolio

Position in ANET

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$11,902,641
+$4,322,696 QoQ
Shares Held
70,065
+13.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#473
of 2,253 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ANET Over Time

Shares Held

Position Value (USD)

Derivatives in ANET

reported options exposure · as of Sep 30, 2025
CallValue
$72,855
CallShares
500
PutValue
$14,571
PutShares
100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Computer Hardware

Technology · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $79,173,376 across 13 Computer Hardware names. ANET ranks #3 (15.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DELL
Dell Technologies Inc.
 59,954 $25,867,752
2 STX
Seagate Technology Holdings plc
 13,030 $12,573,950
3 ANET
Arista Networks, Inc.
This page 		70,065 $11,902,641
4 WDC
Western Digital Corp
 16,533 $10,559,956
5 SNDK
Sandisk Corp
 3,317 $7,541,962
6 IONQ
IonQ, Inc.
 63,474 $3,380,624
7 RGTI
Rigetti Computing, Inc.
 158,946 $3,070,836
8 UMAC
Unusual Machines, Inc.
 64,846 $1,446,065

All Filings in ANET

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,902,641 70,065
2026-03-31 $7,579,945 61,736
2025-12-31 $7,370,044 56,247
2025-09-30 $2,451,279 16,823
2025-09-30 $72,855 500
2025-09-30 $14,571 100
2025-06-30 $20,462 200
2025-06-30 $1,770,372 17,304
2025-03-31 $1,308,327 16,886
2024-12-31 $1,714,541 15,512
2024-09-30 $1,069,706 2,787
2024-06-30 $733,905 2,094
2024-03-31 $536,752 1,851
2023-12-31 $353,736 1,502