President and CTO
Wed, Dec 17, 2025
Dec 17
1,400 shares @ $125.31
Decreased holdings by -0.10%
796th 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 2 transactions by 2 insiders
10b5-1 scheduled trade
23% win rate · -8.2% median edge vs SPY (1208 trades, 90-day)
Price 7% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—