Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$270,753,718
-$1,216,996 QoQ
Shares Held
2,205,194
+6.2% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,841,700
PutShares
15,000
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 Mar 31, 2026BARCLAYS PLC holds $1,558,137,916 across 25 Computer Hardware names. ANET ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
1,050,033 | $284,023,424 | |
| 2 | SNDK |
Sandisk Corp
|
441,747 | $280,659,537 | |
| 3 | ANET |
Arista Networks, Inc.
This page
|
2,205,194 | $270,753,718 | |
| 4 | STX |
Seagate Technology Holdings plc
|
669,828 | $262,411,816 | |
| 5 | LOGI |
Logitech International S.A.
|
1,796,530 | $163,699,813 | |
| 6 | DELL |
Dell Technologies Inc.
|
741,437 | $121,692,054 | |
| 7 | SMCI |
Super Micro Computer, Inc.
|
3,636,476 | $82,802,557 | |
| 8 | HPQ |
Hp Inc
|
2,739,890 | $52,633,283 |
All Filings in ANET
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,753,718 | 2,205,194 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $1,841,700 | 15,000 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $36,007,044 | 274,800 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $2,057,171 | 15,700 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $271,970,714 | 2,075,637 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,296,882 | 194,200 | Put | Sole | 2026-03-31 | |
| 2025-09-30 | $5,056,137 | 34,700 | Call | Sole | 2026-03-31 | |
| 2025-09-30 | $369,863,122 | 2,538,351 | Shares | Defined | 2026-03-31 | |
| 2025-06-30 | $264,807,333 | 2,588,284 | Shares | Defined | 2026-02-27 | |
| 2025-06-30 | $1,145,872 | 11,200 | Call | Sole | 2026-02-27 | |
| 2025-06-30 | $130,036,010 | 1,271,000 | Put | Sole | 2026-02-27 | |
| 2025-03-31 | $169,398,474 | 2,186,351 | Shares | Defined | 2026-03-17 | |
| 2025-03-31 | $58,110,000 | 750,000 | Put | Sole | 2026-03-17 | |
| 2024-12-31 | $182,255,015 | 1,648,919 | Shares | Defined | 2026-03-19 | |
| 2024-12-31 | $29,412,033 | 266,100 | Put | Sole | 2026-03-19 | |
| 2024-12-31 | $1,226,883 | 11,100 | Call | Sole | 2026-03-19 | |
| No filing history on record for this holder in this stock. | ||||||