Breakwater Investment Management

Position in ANET — Arista Networks, Inc.

CIK 2025925 SEATTLE, WA

Position in ANET

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$679

+$188 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,231

of 2,241 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Breakwater Investment Management holds $13,422 across 5 Computer Hardware names. ANET ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDC	Western Digital Corp	9	$5,748
2	STX	Seagate Technology Holdings plc	4	$3,860
3	SNDK	Sandisk Corp	1	$2,273
4	DELL	Dell Technologies Inc.	2	$862
5	ANET	Arista Networks, Inc. This page	4	$679

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679	4	0.0%	Shares	Sole	2026-08-06
2026-03-31	$491	4	0.0%	Shares	Sole	2026-05-15
2025-09-30	$582	4	—	Shares	Sole	2025-10-03
No filing history on record for this holder in this stock.