Tue, Jun 3, 2025
Jun 3
4,808 shares @ $290.83
Decreased holdings by -27.00%
36th 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 TradeCluster Buy
Trade made by a director
Part of a cluster of 6 transactions by 4 insiders
Unscheduled trade
26% win rate · -9.8% median edge vs SPY (284 trades, 90-day)
Price 47% above 200-day moving average