Fri, Sep 20, 2024
Sep 20
32,815 shares @ $49.75
Decreased holdings by -2.70%
29th largest trade (out of 424)
📍 ANET ThesisConcentrates 99% of 205 backtested trades in ANET, which has averaged +92.5% @730d vs SPY. Their own timing adds only +4.2% on top — this is thesis validation, not market-timing skill. Methodology →
Large TradeCluster Buy
Trade made by an officer
Part of a cluster of 2 transactions by 2 insiders
23% win rate · -9.8% median edge vs SPY (233 trades, 90-day)