Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$815,259,214
+$255,556,517 QoQ
Shares Held
4,799,030
+5.3% QoQ
Ownership
0.381%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#39
of 2,241 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$679,520
PutShares
4,000
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, 2026WELLS FARGO & COMPANY/MN holds $4,646,843,075 across 28 Computer Hardware names. ANET ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
839,305 | $1,908,352,955 | |
| 2 | ANET |
Arista Networks, Inc.
This page
|
4,799,030 | $815,259,214 | |
| 3 | DELL |
Dell Technologies Inc.
|
1,759,400 | $759,110,721 | |
| 4 | WDC |
Western Digital Corp
|
863,445 | $551,499,588 | |
| 5 | STX |
Seagate Technology Holdings plc
|
372,329 | $359,297,485 | |
| 6 | P |
Everpure, Inc.
|
1,147,336 | $90,398,602 | |
| 7 | HPQ |
Hp Inc
|
2,719,810 | $59,672,629 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
1,144,647 | $43,735,627 |
All Filings in ANET
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,259,214 | 4,799,030 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $679,520 | 4,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $559,702,697 | 4,558,582 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $544,052,543 | 4,152,122 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $627,048,412 | 4,303,400 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,154,107 | 79,700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $8,154,107 | 79,700 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $415,953,580 | 4,065,620 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,221,772 | 273,900 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $314,905,836 | 4,064,350 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $7,748,000 | 100,000 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $485,659,976 | 4,393,920 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $2,752,197 | 24,900 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $413,788,664 | 1,078,080 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $393,313,211 | 1,122,213 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $7,009,600 | 20,000 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $274,219,295 | 945,649 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $226,171,084 | 960,346 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $158,375,131 | 861,062 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $142,617,012 | 880,026 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $142,688,552 | 850,045 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $84,945 | 700 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $118,577,515 | 977,153 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $101,412,246 | 898,328 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $79,023 | 700 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $82,250,850 | 877,436 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $133,200,931 | 958,418 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $131,037,323 | 911,564 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $82,961,567 | 241,420 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $88,924,739 | 245,438 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,264,172 | 7,500 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $84,167,723 | 278,803 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $135,000 | 41,900 | Put | Defined | 2021-02-09 | |
| 2020-12-31 | $87,837,153 | 302,293 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,000 | 2,600 | Put | Defined | 2020-11-05 | |
| 2020-09-30 | $84,098,257 | 406,410 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $86,639,219 | 412,508 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $43,197,516 | 213,268 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||