Tue, Jul 1, 2025
Jul 1
1,660 shares @ $101.30
Decreased holdings by -2.50%
147th 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 →
Trade made by a director
10b5-1 scheduled trade
28% win rate · -9.8% median edge vs SPY (291 trades, 90-day)
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—