Position in ANET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,336,100
+$4,417,187 QoQ
Shares Held
31,411
+347.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#680
of 2,241 holders
Holding Since
Dec 2025
2 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, 2026Havemeyer Place LP holds $16,493,112 across 7 Computer Hardware names. ANET ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
31,411 | $5,336,100 | |
| 2 | WDC |
Western Digital Corp
|
5,936 | $3,791,441 | |
| 3 | STX |
Seagate Technology Holdings plc
|
3,927 | $3,789,555 | |
| 4 | SNDK |
Sandisk Corp
|
1,235 | $2,808,056 | |
| 5 | QUBT |
Quantum Computing Inc.
|
33,722 | $327,103 | |
| 6 | HPQ |
Hp Inc
|
12,180 | $267,229 | |
| 7 | RGTI |
Rigetti Computing, Inc.
|
8,987 | $173,628 |
All Filings in ANET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,336,100 | 31,411 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $918,913 | 7,013 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||