CTO and SVP Software Eng.
Wed, Aug 20, 2025
Aug 20
4,148 shares @ $0.00
Increased holdings by +11.80%
1810th largest trade (out of 1880)
📍 ANET ThesisConcentrates 100% of 869 backtested trades in ANET, which has averaged +90.8% @730d vs SPY. Their own timing adds only +6.0% on top — this is thesis validation, not market-timing skill. Methodology →
Cluster Buy
Trade made by an officer
Part of a cluster of 8 transactions by 7 insiders
21% win rate · -8.2% median edge vs SPY (1157 trades, 90-day)
Price 31% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—