Position in ANET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,346,030,368
+$1,073,964,745 QoQ
Shares Held
19,696,435
+6.4% QoQ
Ownership
1.56%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#8
of 2,250 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026MORGAN STANLEY holds $24,557,855,459 across 34 Computer Hardware names. ANET ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
2,400,851 | $5,458,886,936 | |
| 2 | WDC |
Western Digital Corp
|
8,148,144 | $5,204,382,524 | |
| 3 | STX |
Seagate Technology Holdings plc
|
4,720,524 | $4,555,305,660 | |
| 4 | ANET |
Arista Networks, Inc.
This page
|
19,696,435 | $3,346,030,368 | |
| 5 | DELL |
Dell Technologies Inc.
|
7,074,450 | $3,052,342,188 | |
| 6 | IONQ |
IonQ, Inc.
|
26,279,397 | $1,399,640,679 | |
| 7 | LOGI |
Logitech International S.A.
|
5,459,943 | $513,453,037 | |
| 8 | HPQ |
Hp Inc
|
14,033,468 | $307,894,280 |
All Filings in ANET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,346,030,368 | 19,696,435 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,272,065,623 | 18,505,177 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,382,111,369 | 18,179,893 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,714,747,189 | 18,631,166 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,869,397,875 | 18,271,898 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,481,780,120 | 19,124,679 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,282,939,003 | 20,654,474 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,913,860,846 | 4,986,350 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,736,811,345 | 4,955,522 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,576,668,809 | 5,437,164 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,312,227,800 | 5,571,856 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $967,154,330 | 5,258,274 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $878,536,975 | 5,421,060 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $966,103,955 | 5,755,415 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $673,411,795 | 5,549,335 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $238,918,471 | 2,116,383 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $202,888,412 | 2,164,374 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $166,869,808 | 1,200,675 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $180,361,828 | 1,254,691 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $123,042,015 | 358,055 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $121,402,239 | 335,078 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $111,468,807 | 369,237 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $100,004,754 | 344,168 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $75,101,782 | 362,934 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $68,939,954 | 328,238 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $56,161,346 | 277,271 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||