Position in ANET
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$159,790,432
-$25,700,349 QoQ
Shares Held
1,301,437
-8.1% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 96.02039898973212.ToString("F0")%
Shared 0.ToString("F0")%
None 3.979601010267881.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,210,040
PutShares
18,000
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, 2026BANK OF MONTREAL /CAN/ holds $1,139,051,834 across 14 Computer Hardware names. ANET ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
1,008,491 | $395,086,431 | |
| 2 | WDC |
Western Digital Corp
|
1,405,042 | $380,049,807 | |
| 3 | ANET |
Arista Networks, Inc.
This page
|
1,301,437 | $159,790,432 | |
| 4 | SNDK |
Sandisk Corp
|
104,232 | $66,222,755 | |
| 5 | DELL |
Dell Technologies Inc.
|
287,868 | $47,247,771 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
1,337,555 | $30,456,124 | |
| 7 | IONQ |
IonQ, Inc.
|
1,035,633 | $29,857,296 | |
| 8 | HPQ |
Hp Inc
|
741,858 | $14,251,090 |
All Filings in ANET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,210,040 | 18,000 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $159,790,432 | 1,301,437 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $185,490,781 | 1,415,636 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $189,423 | 1,300 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $255,774,668 | 1,755,368 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,358,727 | 81,700 | Put | Defined | 2025-08-05 | |
| 2025-06-30 | $160,481,823 | 1,568,584 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $18,293,028 | 236,100 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $2,324,400 | 30,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $126,973,058 | 1,638,785 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $164,767,067 | 1,490,700 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||