Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,540,115
+$3,821,096 QoQ
Shares Held
79,704
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#447
of 2,241 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Kera Capital Partners, Inc. holds $17,647,507 across 7 Computer Hardware names. ANET ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
79,704 | $13,540,115 | |
| 2 | WDC |
Western Digital Corp
|
1,956 | $1,249,336 | |
| 3 | DELL |
Dell Technologies Inc.
|
2,778 | $1,198,595 | |
| 4 | SNDK |
Sandisk Corp
|
291 | $661,655 | |
| 5 | HPQ |
Hp Inc
|
19,263 | $422,630 | |
| 6 | STX |
Seagate Technology Holdings plc
|
388 | $374,420 | |
| 7 | P |
Everpure, Inc.
|
2,548 | $200,756 |
All Filings in ANET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,540,115 | 79,704 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,719,019 | 79,158 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,611,726 | 80,987 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $10,566,597 | 72,518 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,924,750 | 67,684 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $5,034,727 | 64,981 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $7,028,160 | 63,586 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||