Sat, Mar 20, 2021
Mar 20
110,317 shares @ $22.30
Decreased holdings by -7.90%
19th 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 →
Large Trade
Trade made by an officer
16% win rate · -6.3% median edge vs SPY (31 trades, 90-day)