Position in ANET
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$559,702,697
+$15,650,154 QoQ
Shares Held
4,558,582
+9.8% QoQ
Ownership
0.362%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 96.89565746541359.ToString("F0")%
Shared 0.ToString("F0")%
None 3.1043425345864133.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2025CallValue
$8,154,107
CallShares
79,700
PutValue
$8,154,107
PutShares
79,700
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, 2026WELLS FARGO & COMPANY/MN holds $1,689,032,061 across 27 Computer Hardware names. ANET ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
4,558,582 | $559,702,697 | |
| 2 | DELL |
Dell Technologies Inc.
|
1,709,181 | $280,527,875 | |
| 3 | WDC |
Western Digital Corp
|
1,024,545 | $277,129,175 | |
| 4 | SNDK |
Sandisk Corp
|
309,105 | $196,386,768 | |
| 5 | STX |
Seagate Technology Holdings plc
|
325,412 | $127,483,403 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
4,972,237 | $113,217,833 | |
| 7 | P |
Everpure, Inc.
|
1,031,449 | $60,896,746 | |
| 8 | HPQ |
Hp Inc
|
2,471,488 | $47,477,282 |
All Filings in ANET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||