AO Asset Management

Latest statistics and disclosures from AO Asset Management's latest quarterly 13F-HR filing:

Portfolio Holdings for AO Asset Management

Companies in the AO Asset Management portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jd.com Spon Adr Cl A (JD) 6.0 $83M 1.4M 60.18
Inphi Corporation (IPHI) 5.9 $81M -42% 691k 117.50
Netflix (NFLX) 5.3 $74M 162k 455.04
Zynga Cl A (ZNGA) 5.1 $71M -12% 7.4M 9.54
Palo Alto Networks (PANW) 4.9 $68M 296k 229.67
Metropcs Communications (TMUS) 4.5 $63M -37% 600k 104.15
Amazon (AMZN) 4.2 $58M -11% 21k 2758.82
Workday Cl A (WDAY) 3.7 $51M 272k 187.36
Facebook Cl A (FB) 3.0 $42M -26% 185k 227.07
Uber Technologies (UBER) 2.9 $40M +33% 1.3M 31.08
Zoom Video Communications In Cl A (ZM) 2.8 $39M 154k 253.54
Twitter (TWTR) 2.7 $37M 1.3M 29.79
The Trade Desk Com Cl A (TTD) 2.6 $36M 87k 406.49
Snap Cl A (SNAP) 2.6 $35M 1.5M 23.49
Activision Blizzard (ATVI) 2.5 $35M -22% 459k 75.90
American Tower Reit (AMT) 2.3 $32M -48% 123k 258.54
Servicenow (NOW) 2.3 $32M 78k 405.06
Alibaba Group Hldg Sponsored Ads (BABA) 2.2 $30M 140k 215.70
salesforce (CRM) 2.1 $29M -36% 152k 187.33
Lam Research Corporation (LRCX) 2.1 $29M +92% 88k 323.45
Skyworks Solutions (SWKS) 2.0 $27M +18% 213k 127.86
Atlassian Corp Cl A (TEAM) 1.9 $26M -37% 147k 180.27
Take-Two Interactive Software (TTWO) 1.9 $26M 189k 139.57
Coherent (COHR) 1.9 $26M NEW 200k 130.98
Lumentum Hldgs (LITE) 1.8 $25M NEW 309k 81.43
Crowdstrike Hldgs Cl A (CRWD) 1.7 $23M NEW 229k 100.29
Marvell Technology Group Ord (MRVL) 1.7 $23M -16% 655k 35.06
Coupa Software (COUP) 1.6 $23M 82k 277.04
Qorvo (QRVO) 1.5 $21M +182% 193k 110.53
Adobe Systems Incorporated (ADBE) 1.5 $21M -65% 49k 435.32
Apple (AAPL) 1.5 $20M NEW 56k 364.79
Fidelity National Information Services (FIS) 1.4 $20M -57% 146k 134.09
Proofpoint (PFPT) 1.4 $20M NEW 175k 111.12
Sba Communications Corp Cl A (SBAC) 1.2 $16M -11% 54k 297.91
Viavi Solutions Inc equities (VIAV) 1.1 $16M +6% 1.2M 12.74
stock (SPLK) 1.1 $15M 76k 198.69
Lyft Cl A Com (LYFT) 1.0 $13M -17% 404k 33.01
Cisco Systems (CSCO) 0.8 $11M 234k 46.64
Arista Networks (ANET) 0.8 $11M 50k 210.04
Zscaler Incorporated (ZS) 0.7 $9.9M 90k 109.50
Zillow Group Cl C Cap Stk (Z) 0.6 $8.4M 145k 57.61
Draftkings Com Cl A 0.6 $8.3M NEW 251k 33.26
Electronic Arts (EA) 0.6 $7.6M 58k 132.05
T-mobile Us Right 7/27/2020 0.0 $90k NEW 535k 0.17

Past Filings by AO Asset Management

SEC 13F filings are viewable for AO Asset Management going back to 2014

View all past filings