Sat, Dec 20, 2025
Dec 20
21,010 shares @ $69.13
Decreased holdings by -1.70%
33rd 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
31% win rate · -9.2% median edge vs SPY (320 trades, 90-day)