Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,220,368
+$37,220,368 QoQ
Shares Held
219,098
Ownership
0.017%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#289
of 2,241 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in ANET
reported options exposure · as of Mar 31, 2026CallValue
$3,069,500
CallShares
25,000
PutValue
$0
PutShares
0
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, 2026Meridiem Capital Partners LP holds $67,454,496 across 2 Computer Hardware names. ANET ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
219,098 | $37,220,368 | |
| 2 | DELL |
Dell Technologies Inc.
|
70,074 | $30,234,128 |
All Filings in ANET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,220,368 | 219,098 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,069,500 | 25,000 | Call | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||