President and CTO
Wed, Sep 17, 2025
Sep 17
16,247 shares @ $141.33
Decreased holdings by -40.80%
25th 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 →
Large Trade
Trade made by an officer
10b5-1 scheduled trade
21% win rate · -8.2% median edge vs SPY (1157 trades, 90-day)
Price 37% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—