Position in ANET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$28,447,085
+$10,250,230 QoQ
Shares Held
167,454
+13.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#335
of 2,241 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026NEOS Investment Management LLC holds $627,392,858 across 7 Computer Hardware names. ANET ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
109,085 | $248,029,837 | |
| 2 | WDC |
Western Digital Corp
|
256,492 | $163,826,570 | |
| 3 | STX |
Seagate Technology Holdings plc
|
166,382 | $160,558,630 | |
| 4 | ANET |
Arista Networks, Inc.
This page
|
167,454 | $28,447,085 | |
| 5 | DELL |
Dell Technologies Inc.
|
47,895 | $20,664,776 | |
| 6 | HPQ |
Hp Inc
|
151,283 | $3,319,149 | |
| 7 | SMCI |
Super Micro Computer, Inc.
|
86,833 | $2,546,811 |
All Filings in ANET
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,447,085 | 167,454 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,196,855 | 148,207 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,553,827 | 133,968 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,409,875 | 126,346 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,081,363 | 78,989 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,242,494 | 54,756 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,944,117 | 44,731 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,339,234 | 8,700 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,479,996 | 7,076 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,474,258 | 5,084 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $769,175 | 3,266 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $412,187 | 2,241 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||