Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,244,011,990
+$276,237,910 QoQ
Shares Held
10,132,041
+37.2% QoQ
Ownership
0.805%
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 93.97745291620386.ToString("F0")%
Shared 0.1763020721785401.ToString("F0")%
None 5.846245011617599.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Mar 31, 2026CallValue
$8,594,600
CallShares
70,000
PutValue
$6,777,456
PutShares
55,200
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, 2026GOLDMAN SACHS GROUP INC holds $7,223,914,402 across 28 Computer Hardware names. ANET ranks #4 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
5,406,883 | $1,462,507,779 | |
| 2 | STX |
Seagate Technology Holdings plc
|
3,573,790 | $1,400,067,967 | |
| 3 | SNDK |
Sandisk Corp
|
2,042,540 | $1,297,707,361 | |
| 4 | ANET |
Arista Networks, Inc.
This page
|
10,132,041 | $1,244,011,990 | |
| 5 | DELL |
Dell Technologies Inc.
|
6,609,696 | $1,084,849,402 | |
| 6 | HPQ |
Hp Inc
|
10,611,013 | $203,837,559 | |
| 7 | LOGI |
Logitech International S.A.
|
1,554,895 | $141,682,031 | |
| 8 | P |
Everpure, Inc.
|
1,751,198 | $103,390,729 |
All Filings in ANET
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,594,600 | 70,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $6,777,456 | 55,200 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $1,244,011,990 | 10,132,041 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $967,774,080 | 7,385,897 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $1,978,553 | 15,100 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $8,543,156 | 65,200 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $13,580,172 | 93,200 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $21,084,237 | 144,700 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $1,260,877,876 | 8,653,338 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,023,100 | 10,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,023,100 | 10,000 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $954,257,338 | 9,327,117 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $737,957,018 | 9,524,484 | Shares | Defined | 2025-06-27 | |
| 2025-03-31 | $1,084,720 | 14,000 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $1,084,720 | 14,000 | Call | Defined | 2025-06-27 | |
| 2024-12-31 | $442,120 | 4,000 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $769,100,897 | 6,958,300 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $442,120 | 4,000 | Put | Defined | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||