Position in ANET
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$737,524,352
-$39,625,450 QoQ
Shares Held
6,006,877
+1.3% QoQ
Ownership
0.477%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 38.29499089127345.ToString("F0")%
Shared 0.ToString("F0")%
None 61.70500910872655.ToString("F0")%
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 Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $7,820,207,333 across 24 Computer Hardware names. ANET ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
14,394,835 | $2,362,624,264 | |
| 2 | WDC |
Western Digital Corp
|
8,489,612 | $2,296,355,145 | |
| 3 | STX |
Seagate Technology Holdings plc
|
3,380,440 | $1,324,321,171 | |
| 4 | ANET |
Arista Networks, Inc.
This page
|
6,006,877 | $737,524,352 | |
| 5 | SNDK |
Sandisk Corp
|
999,802 | $635,214,201 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
3,893,969 | $88,665,673 | |
| 7 | LOGI |
Logitech International S.A.
|
915,733 | $83,441,589 | |
| 8 | HPQ |
Hp Inc
|
4,176,527 | $80,231,080 |
All Filings in ANET
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $938,574,786 | 6,441,389 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $48,098,871 | 330,100 | Put | 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 | |
| No filing history on record for this holder in this stock. | ||||||