Tue, Jun 30, 2026
5d ago
4,200 shares @ $80.01
Decreased holdings by -0.20%
84th 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 →
Trade made by an officer
10b5-1 scheduled trade
31% win rate · -9.2% median edge vs SPY (334 trades, 90-day)