Mon, Jun 20, 2022
Jun 20
42,716 shares @ $25.33
Decreased holdings by -2.60%
42nd 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 an officer
Part of a cluster of 2 transactions by 2 insiders
32% win rate · -6.3% median edge vs SPY (92 trades, 90-day)