CTO and SVP Software Eng.
Fri, Aug 29, 2025
Aug 29
62,965 shares @ $0.00
Decreased holdings by -8.40%
1813th 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 →
Trade made by an officer
Unscheduled trade
21% win rate · -8.2% median edge vs SPY (1157 trades, 90-day)
Price 34% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—