Position in ANET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$160,236,929
+$49,567,090 QoQ
Shares Held
943,236
+4.6% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#129
of 2,250 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $655,923,659 across 18 Computer Hardware names. ANET ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
424,917 | $183,334,686 | |
| 2 | ANET |
Arista Networks, Inc.
This page
|
943,236 | $160,236,929 | |
| 3 | STX |
Seagate Technology Holdings plc
|
152,692 | $147,347,780 | |
| 4 | WDC |
Western Digital Corp
|
112,432 | $71,812,564 | |
| 5 | SNDK |
Sandisk Corp
|
14,206 | $32,300,606 | |
| 6 | HPQ |
Hp Inc
|
883,278 | $19,379,117 | |
| 7 | SMCI |
Super Micro Computer, Inc.
|
402,594 | $12,621,085 | |
| 8 | QBTS |
D-Wave Quantum Inc.
|
504,288 | $12,097,868 |
All Filings in ANET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,236,929 | 943,236 | Shares | Defined | 2026-08-12 | |
| 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 | |
| 2024-09-30 | $62,275,559 | 162,252 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $54,235,726 | 154,747 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $48,916,725 | 168,690 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $36,911,950 | 156,732 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $27,581,772 | 149,958 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $25,002,290 | 154,278 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,302,160 | 120,947 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,406,956 | 126,963 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,283,876 | 117,671 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,600,492 | 113,084 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $14,208,757 | 102,236 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $15,822,705 | 110,071 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,865,902 | 28,710 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,882,377 | 27,276 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,352,680 | 27,668 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,379,013 | 25,395 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,574,799 | 22,108 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,835,829 | 13,502 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,387,847 | 21,663 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||