Position in ANET
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$110,669,839
+$3,847,109 QoQ
Shares Held
901,367
+10.6% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 93.17669717218403.ToString("F0")%
Shared 0.017972701463443857.ToString("F0")%
None 6.80533012635253.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $375,354,738 across 17 Computer Hardware names. ANET ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
749,515 | $123,017,893 | |
| 2 | ANET |
Arista Networks, Inc.
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|
901,367 | $110,669,839 | |
| 3 | STX |
Seagate Technology Holdings plc
|
132,293 | $51,827,103 | |
| 4 | WDC |
Western Digital Corp
|
166,695 | $45,089,327 | |
| 5 | HPQ |
Hp Inc
|
672,918 | $12,926,751 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
423,613 | $9,645,667 | |
| 7 | QBTS |
D-Wave Quantum Inc.
|
411,262 | $5,934,510 | |
| 8 | P |
Everpure, Inc.
|
74,204 | $4,381,003 |
All Filings in ANET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,669,839 | 901,367 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $106,822,730 | 815,254 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $100,910,436 | 692,543 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $79,993,935 | 781,878 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $60,449,661 | 780,197 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $76,045,300 | 688,006 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||