Fri, Jun 6, 2025
Jun 6
2,611 shares @ $305.00
Decreased holdings by -100.00%
50th 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 →
Cluster Buy
Trade made by a director
Part of a cluster of 6 transactions by 4 insiders
Unscheduled trade
27% win rate · -9.8% median edge vs SPY (289 trades, 90-day)
Price 50% above 200-day moving average