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Polymer Capital Management (US) LLC: ANET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polymer Capital Management (US) LLC on ANET, newest first. How the timeline and the estimate are built.

Polymer Capital Management (US) LLC held 12,099 ANET shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,099 shares
    Change vs previous 13F +6,484 shares

    0.3% of the 13F portfolio, value $2,055,378.

    13F-HR 0001973324-26-000009 filed by Polymer Capital Management (US) 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 5,615 shares
    Change vs previous 13F +1,285 shares

    0.1% of the 13F portfolio, value $689,410.

    13F-HR 0001973324-26-000007 filed by Polymer Capital Management (US) 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 4,330 shares
    Change vs previous 13F +251 shares

    0.07% of the 13F portfolio, value $567,360.

    13F-HR 0001973324-26-000003 filed by Polymer Capital Management (US) 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 4,079 shares
    Change vs previous 13F +4,079 shares

    0.08% of the 13F portfolio, value $594,351.

    13F-HR 0001973324-25-000011 filed by Polymer Capital Management (US) 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 0 shares
    Change vs previous 13F -5,569 shares

    13F-HR 0001641447-25-000003 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 5,569 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $431,486.

    13F-HR 0001973324-25-000006 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

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