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Disclosery

Varenne Capital Partners: ANET position timeline

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

Varenne Capital Partners held 419,076 ANET shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 419,076 shares
    Change vs previous 13F -938 shares

    11.94% of the 13F portfolio, value $71,142,802.

    13F-HR 0000945621-26-000997 filed by Varenne Capital Partners
    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 420,014 shares
    Change vs previous 13F -22,069 shares

    12.84% of the 13F portfolio, value $51,730,514.

    13F-HR 0000945621-26-000681 filed by Varenne Capital Partners
    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 442,083 shares
    Change vs previous 13F -1,921 shares

    12.05% of the 13F portfolio, value $57,952,326.

    13F-HR 0000945621-26-000325 filed by Varenne Capital Partners
    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 444,004 shares
    Change vs previous 13F -71,481 shares

    13.65% of the 13F portfolio, value $64,695,823.

    13F-HR 0000945621-25-001070 filed by Varenne Capital Partners
    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 515,485 shares
    Change vs previous 13F +35,658 shares

    13.31% of the 13F portfolio, value $52,739,270.

    13F-HR 0000945621-25-000733 filed by Varenne Capital Partners
    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 479,827 shares
    Change vs previous 13F not available

    13.7% of the 13F portfolio, value $37,176,995.

    13F-HR 0000945621-25-000458 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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