Fri, Dec 20, 2024
Dec 20
32,815 shares @ $64.30
Decreased holdings by -2.80%
23rd 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 Trade
Trade made by an officer
24% win rate · -9.8% median edge vs SPY (259 trades, 90-day)
Price 15% above 200-day moving average