Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,111,877,847
+$374,353,495 QoQ
Shares Held
6,545,078
+9.0% QoQ
Ownership
0.519%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#27
of 2,241 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Sep 30, 2025CallValue
$38,044,881
CallShares
261,100
PutValue
$48,098,871
PutShares
330,100
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, 2026BANK OF AMERICA CORP /DE/ holds $14,399,882,757 across 25 Computer Hardware names. ANET ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
10,842,148 | $4,677,953,172 | |
| 2 | WDC |
Western Digital Corp
|
6,489,630 | $4,145,056,470 | |
| 3 | STX |
Seagate Technology Holdings plc
|
2,115,112 | $2,041,083,080 | |
| 4 | SNDK |
Sandisk Corp
|
688,253 | $1,564,901,491 | |
| 5 | ANET |
Arista Networks, Inc.
This page
|
6,545,078 | $1,111,877,847 | |
| 6 | IONQ |
IonQ, Inc.
|
6,473,088 | $344,756,663 | |
| 7 | SMCI |
Super Micro Computer, Inc.
|
4,516,383 | $133,757,345 | |
| 8 | QBTS |
D-Wave Quantum Inc.
|
4,342,782 | $104,183,337 |
All Filings in ANET
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,111,877,847 | 6,545,078 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $737,524,352 | 6,006,877 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $777,149,802 | 5,931,083 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $38,044,881 | 261,100 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $48,098,871 | 330,100 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $938,574,786 | 6,441,389 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $637,226,474 | 6,228,389 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $11,284,793 | 110,300 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $25,587,731 | 250,100 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $522,570,597 | 6,744,587 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $22,376,224 | 288,800 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $13,636,480 | 176,000 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $21,520,191 | 194,700 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $718,689,599 | 6,502,213 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $16,203,698 | 146,600 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $10,363,140 | 27,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $211,442,983 | 550,891 | Shares | Defined | 2025-03-18 | |
| 2024-09-30 | $8,751,096 | 22,800 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $7,360,080 | 21,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $5,888,064 | 16,800 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $621,773,596 | 1,774,063 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,639,680 | 16,000 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $98,099,073 | 338,296 | Shares | Defined | 2025-03-18 | |
| 2024-03-31 | $3,421,764 | 11,800 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $3,367,793 | 14,300 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $5,558,036 | 23,600 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $290,984,848 | 1,235,552 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,598,250 | 25,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $6,051,297 | 32,900 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $223,889,524 | 1,217,254 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,221,214 | 56,900 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $210,769,884 | 1,300,567 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $4,051,500 | 25,000 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $283,071,546 | 1,686,355 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $151,660,435 | 1,249,777 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $11,880,165 | 97,900 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $31,417,515 | 258,900 | Put | Defined | 2023-02-10 | |
| 2022-09-30 | $119,279,570 | 1,056,600 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $29,441,712 | 260,800 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $24,700,332 | 218,800 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $117,706,689 | 1,255,672 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $179,719,483 | 1,293,132 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $142,690,272 | 992,628 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $113,995,693 | 331,730 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $6,151,156 | 17,900 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $106,515,267 | 293,989 | Shares | Defined | 2021-09-13 | |
| 2021-06-30 | $6,485,356 | 17,900 | Call | Defined | 2021-09-13 | |
| 2021-03-31 | $5,403,823 | 17,900 | Call | Defined | 2021-05-14 | |
| 2021-03-31 | $70,924,732 | 234,936 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,201,195 | 17,900 | Call | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||