Sat, Sep 20, 2025
Sep 20
21,012 shares @ $87.87
Decreased holdings by -1.70%
25th 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
29% win rate · -9.8% median edge vs SPY (307 trades, 90-day)