Position in ANET
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$168,900,340
+$7,599,005 QoQ
Shares Held
1,375,634
+11.7% QoQ
Ownership
0.109%
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 10.562765968273538.ToString("F0")%
Shared 0.ToString("F0")%
None 89.43723403172646.ToString("F0")%
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 Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $715,914,237 across 19 Computer Hardware names. ANET ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
1,375,634 | $168,900,340 | |
| 2 | DELL |
Dell Technologies Inc.
|
933,161 | $153,159,712 | |
| 3 | STX |
Seagate Technology Holdings plc
|
385,329 | $150,956,487 | |
| 4 | WDC |
Western Digital Corp
|
310,095 | $83,877,595 | |
| 5 | SNDK |
Sandisk Corp
|
109,605 | $69,636,439 | |
| 6 | P |
Everpure, Inc.
|
552,833 | $32,639,259 | |
| 7 | IONQ |
IonQ, Inc.
|
499,845 | $14,410,529 | |
| 8 | HPQ |
Hp Inc
|
708,152 | $13,603,599 |
All Filings in ANET
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||