Wed, Dec 20, 2023
Dec 20
43,739 shares @ $36.71
Decreased holdings by -4.20%
30th 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
34% win rate · -6.3% median edge vs SPY (152 trades, 90-day)
Price 10% above 200-day moving average