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Disclosery

ITHAKA GROUP LLC: ANET position timeline

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

ITHAKA GROUP LLC held 97,257 ANET shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,257 shares
    Change vs previous 13F -6,675 shares

    3% of the 13F portfolio, value $16,522,019.

    13F-HR 0001104659-26-093794 filed by ITHAKA GROUP LLC
    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 103,932 shares
    Change vs previous 13F +2,191 shares

    2.65% of the 13F portfolio, value $12,760,771.

    13F-HR 0001104659-26-059088 filed by ITHAKA GROUP LLC
    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 101,741 shares
    Change vs previous 13F +1,498 shares

    2.38% of the 13F portfolio, value $13,331,123.

    13F-HR 0001104659-26-012519 filed by ITHAKA GROUP LLC
    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 100,243 shares
    Change vs previous 13F +28,525 shares

    2.49% of the 13F portfolio, value $14,606,408.

    13F-HR 0001104659-25-109736 filed by ITHAKA GROUP LLC
    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 71,718 shares
    Change vs previous 13F -3,380 shares

    1.26% of the 13F portfolio, value $7,337,469.

    13F-HR 0001104659-25-076721 filed by ITHAKA GROUP LLC
    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 75,098 shares
    Change vs previous 13F -313 shares

    1.19% of the 13F portfolio, value $5,818,593.

    13F-HR 0001104659-25-046665 filed by ITHAKA GROUP LLC
    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 75,411 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $8,335,178.

    13F-HR 0001104659-25-010799 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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