Position in ANET
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,985,042
-$2,283,208 QoQ
Shares Held
35,231
-47.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#638
of 2,241 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2025CallValue
$3,724,084
CallShares
36,400
PutValue
$1,790,425
PutShares
17,500
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, 2026Jefferies Financial Group Inc. holds $109,124,551 across 10 Computer Hardware names. ANET ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
60,306 | $58,195,290 | |
| 2 | SMCI |
Super Micro Computer, Inc.
|
323,986 | $13,898,929 | |
| 3 | SNDK |
Sandisk Corp
|
4,569 | $10,388,672 | |
| 4 | DELL |
Dell Technologies Inc.
|
17,432 | $7,521,210 | |
| 5 | ANET |
Arista Networks, Inc.
This page
|
35,231 | $5,985,042 | |
| 6 | HPQ |
Hp Inc
|
246,815 | $5,415,121 | |
| 7 | IONQ |
IonQ, Inc.
|
76,775 | $4,089,036 | |
| 8 | P |
Everpure, Inc.
|
33,334 | $2,626,385 |
All Filings in ANET
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,985,042 | 35,231 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $8,268,250 | 67,342 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,308,879 | 17,621 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,607,181 | 11,030 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,790,425 | 17,500 | Put | Defined | 2025-08-12 | |
| 2025-06-30 | $21,178 | 207 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $3,724,084 | 36,400 | Call | Defined | 2025-08-12 | |
| 2025-03-31 | $3,448,014 | 44,502 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $23,456,234 | 212,216 | Shares | Defined | 2025-02-27 | |
| 2024-12-31 | $3,669,596 | 33,200 | Call | Defined | 2025-02-27 | |
| 2024-09-30 | $15,352,800 | 40,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $4,184,021 | 10,901 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,509,005 | 10,012 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,425,243 | 11,812 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $2,004,837 | 10,900 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,306,203 | 8,060 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,590,241 | 33,303 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,645,430 | 21,800 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||