Position in ANET
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$118,288,633
+$25,064,726 QoQ
Shares Held
696,307
-8.3% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#147
of 2,252 holders
Holding Since
Mar 2026
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, 2026SEB Asset Management AB holds $396,844,413 across 10 Computer Hardware names. ANET ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
696,307 | $118,288,633 | |
| 2 | STX |
Seagate Technology Holdings plc
|
69,799 | $67,356,035 | |
| 3 | WDC |
Western Digital Corp
|
100,625 | $64,271,200 | |
| 4 | DELL |
Dell Technologies Inc.
|
110,372 | $47,621,103 | |
| 5 | SNDK |
Sandisk Corp
|
17,857 | $40,601,996 | |
| 6 | LOGI |
Logitech International S.A.
|
264,738 | $24,895,961 | |
| 7 | P |
Everpure, Inc.
|
178,334 | $14,050,935 | |
| 8 | HPQ |
Hp Inc
|
556,305 | $12,205,331 |
All Filings in ANET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,288,633 | 696,307 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $93,223,907 | 759,276 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||