Position in ANET
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$191,922,697
+$99,072,874 QoQ
Shares Held
1,563,143
+120.6% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 20261832 Asset Management L.P. holds $347,552,030 across 6 Computer Hardware names. ANET ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
1,563,143 | $191,922,697 | |
| 2 | DELL |
Dell Technologies Inc.
|
630,676 | $103,512,851 | |
| 3 | WDC |
Western Digital Corp
|
175,013 | $47,339,266 | |
| 4 | STX |
Seagate Technology Holdings plc
|
10,837 | $4,245,503 | |
| 5 | P |
Everpure, Inc.
|
4,660 | $275,126 | |
| 6 | IONQ |
IonQ, Inc.
|
8,900 | $256,587 |
All Filings in ANET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $191,922,697 | 1,563,143 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $92,849,823 | 708,615 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $95,832,009 | 657,690 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $72,105,223 | 704,772 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $54,119,780 | 698,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $210,029,216 | 1,900,201 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||