Thu, Nov 20, 2025
Nov 20
971 shares @ $0.00
Decreased holdings by -33.30%
📍 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 a director
Part of a cluster of 15 transactions by 8 insiders
31% win rate · -9.2% median edge vs SPY (317 trades, 90-day)
Price 7% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—