Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$90,043,534
-$591,619 QoQ
Shares Held
733,373
+6.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 75.61704616886632.ToString("F0")%
None 24.38295383113368.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026NATIONAL BANK OF CANADA /FI/ holds $443,812,849 across 19 Computer Hardware names. ANET ranks #3 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
434,731 | $117,590,386 | |
| 2 | STX |
Seagate Technology Holdings plc
|
233,324 | $91,407,008 | |
| 3 | ANET |
Arista Networks, Inc.
This page
|
733,373 | $90,043,534 | |
| 4 | SMCI |
Super Micro Computer, Inc.
|
2,654,679 | $60,447,040 | |
| 5 | IONQ |
IonQ, Inc.
|
1,333,373 | $38,441,142 | |
| 6 | DELL |
Dell Technologies Inc.
|
147,086 | $24,141,223 | |
| 7 | HPQ |
Hp Inc
|
494,625 | $9,501,744 | |
| 8 | RGTI |
Rigetti Computing, Inc.
|
584,399 | $8,204,961 |
All Filings in ANET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,043,534 | 733,373 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $90,635,153 | 691,713 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $157,916,561 | 1,083,773 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $90,832,350 | 887,815 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $75,483,881 | 974,237 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $124,873,144 | 1,129,767 | Shares | Defined | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||