Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,637,786,406
+$393,774,416 QoQ
Shares Held
9,640,843
-4.8% QoQ
Ownership
0.764%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#19
of 2,241 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2026CallValue
$13,318,592
CallShares
78,400
PutValue
$32,022,380
PutShares
188,500
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, 2026GOLDMAN SACHS GROUP INC holds $15,097,915,414 across 26 Computer Hardware names. ANET ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
3,440,106 | $3,319,702,290 | |
| 2 | WDC |
Western Digital Corp
|
5,178,993 | $3,307,926,405 | |
| 3 | SNDK |
Sandisk Corp
|
1,448,361 | $3,293,181,854 | |
| 4 | DELL |
Dell Technologies Inc.
|
5,498,457 | $2,372,364,253 | |
| 5 | ANET |
Arista Networks, Inc.
This page
|
9,640,843 | $1,637,786,406 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
12,620,711 | $404,901,302 | |
| 7 | HPQ |
Hp Inc
|
10,030,640 | $220,072,239 | |
| 8 | LOGI |
Logitech International S.A.
|
1,587,345 | $149,273,923 |
All Filings in ANET
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,318,592 | 78,400 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $1,637,786,406 | 9,640,843 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $32,022,380 | 188,500 | Put | Defined | 2026-08-14 | |
| 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 | $8,543,156 | 65,200 | Put | Defined | 2026-03-25 | |
| 2025-12-31 | $1,978,553 | 15,100 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $967,774,080 | 7,385,897 | Shares | 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 | $1,084,720 | 14,000 | Call | Defined | 2025-06-27 | |
| 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 | |
| 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 | |
| 2024-09-30 | $551,489,077 | 1,436,843 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $383,820 | 1,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $383,820 | 1,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $582,428,712 | 1,661,803 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $581,930,992 | 2,006,797 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,065,300 | 30,000 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $586,112,085 | 2,488,693 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $475,169,542 | 2,583,426 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $5,517,900 | 30,000 | Put | Defined | 2024-05-15 | |
| 2023-06-30 | $4,861,800 | 30,000 | Put | Defined | 2024-05-14 | |
| 2023-06-30 | $451,136,629 | 2,783,763 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $5,035,800 | 30,000 | Put | Defined | 2024-05-14 | |
| 2023-03-31 | $248,607,707 | 1,481,042 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $160,483,917 | 1,322,488 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $162,164,450 | 1,436,482 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $90,745,473 | 968,055 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $130,310,008 | 937,617 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $125,549,092 | 873,385 | Shares | Defined | 2022-02-17 | |
| 2021-12-31 | $575,000 | 4,000 | Call | Defined | 2022-02-17 | |
| 2021-12-31 | $4,830,000 | 33,600 | Put | Defined | 2022-02-17 | |
| 2021-09-30 | $343,640 | 1,000 | Call | Defined | 2022-01-20 | |
| 2021-09-30 | $2,886,576 | 8,400 | Put | Defined | 2022-01-20 | |
| 2021-09-30 | $99,231,202 | 288,765 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $3,043,407 | 8,400 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $362,310 | 1,000 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $82,608,580 | 228,005 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $603,779 | 2,000 | Call | Defined | 2021-05-17 | |
| 2021-03-31 | $81,697,663 | 270,621 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $1,932,093 | 6,400 | Put | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||