Thu, May 14, 2026
May 14
118,050 shares @ $0.00
New position
412th 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 →
Cluster Buy
Trade made by an officer
Part of a cluster of 6 transactions by 5 insiders
Unscheduled trade
31% win rate · -9.2% median edge vs SPY (334 trades, 90-day)
Price 13% above 200-day moving average