Fri, Jul 10, 2026
5d ago
12,991 shares @ $81.51
Decreased holdings by -0.80%
46th largest trade (out of 437)
📍 ANET ThesisConcentrates 99% of 205 backtested trades in ANET, which has averaged +92.1% @730d vs SPY. Their own timing adds only +4.6% on top — this is thesis validation, not market-timing skill. Methodology →
Large Trade
Trade made by an officer
10b5-1 scheduled trade
31% win rate · -9.2% median edge vs SPY (334 trades, 90-day)
Price 5% above 200-day moving average