Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$276,523,866
+$107,623,526 QoQ
Shares Held
1,627,760
+18.3% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#80
of 2,240 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Dec 31, 2025CallValue
$26,206
CallShares
200
PutValue
$0
PutShares
0
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, 2026RAYMOND JAMES FINANCIAL INC holds $1,681,722,684 across 21 Computer Hardware names. ANET ranks #4 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
159,638 | $362,973,706 | |
| 2 | DELL |
Dell Technologies Inc.
|
840,389 | $362,594,235 | |
| 3 | STX |
Seagate Technology Holdings plc
|
348,962 | $336,748,330 | |
| 4 | ANET |
Arista Networks, Inc.
This page
|
1,627,760 | $276,523,866 | |
| 5 | WDC |
Western Digital Corp
|
268,743 | $171,651,527 | |
| 6 | P |
Everpure, Inc.
|
907,597 | $71,509,565 | |
| 7 | HPQ |
Hp Inc
|
1,173,887 | $25,755,079 | |
| 8 | IONQ |
IonQ, Inc.
|
444,625 | $23,680,726 |
All Filings in ANET
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,523,866 | 1,627,760 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $168,900,340 | 1,375,634 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $26,206 | 200 | Call | Defined | 2026-02-18 | |
| 2025-12-31 | $161,301,335 | 1,231,026 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $29,142 | 200 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $169,290,393 | 1,161,831 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $107,482,995 | 1,050,562 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $40,924 | 400 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $98,465,610 | 1,270,852 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $146,789,475 | 1,328,051 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||