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Disclosery

Carmignac Gestion: ANET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmignac Gestion on ANET, newest first. How the timeline and the estimate are built.

Carmignac Gestion held 72,457 ANET shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,457 shares
    Change vs previous 13F -674,569 shares

    0.16% of the 13F portfolio, value $12,275,587.

    13F-HR 0000945621-26-001046 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 747,026 shares
    Change vs previous 13F -346,758 shares

    1.41% of the 13F portfolio, value $91,637,394.

    13F-HR 0000945621-26-000828 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,093,784 shares
    Change vs previous 13F +91,084 shares

    1.94% of the 13F portfolio, value $143,333,384.

    13F-HR 0000945621-26-000299 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,002,700 shares
    Change vs previous 13F -6,800 shares

    2.18% of the 13F portfolio, value $146,103,417.

    13F-HR 0000945621-25-001089 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,009,500 shares
    Change vs previous 13F +796,800 shares

    1.59% of the 13F portfolio, value $103,281,945.

    13F-HR 0000945621-25-000748 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 212,700 shares
    Change vs previous 13F +206,700 shares

    0.27% of the 13F portfolio, value $16,479,996.

    13F-HR 0000945621-25-000472 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $663,180.

    13F-HR 0000945621-25-000179 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).