AO Asset Management

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

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Positions held by AO Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for AO Asset Management

Companies in the AO Asset Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Marvell Technology (MRVL) 6.9 $25M -50% 353k 71.71
Microsoft Corporation (MSFT) 6.7 $25M -38% 80k 308.31
Palo Alto Networks (PANW) 6.7 $25M -12% 40k 622.50
Arista Networks (ANET) 5.9 $22M -34% 157k 138.98
Metropcs Communications (TMUS) 5.6 $21M -61% 160k 128.35
Datadog Cl A Com (DDOG) 4.6 $17M -24% 111k 151.47
Box Cl A (BOX) 4.2 $16M -47% 535k 29.06
Hubspot (HUBS) 3.8 $14M +36% 29k 474.95
Tenable Hldgs (TENB) 3.5 $13M -63% 220k 57.79
Crowdstrike Hldgs Cl A (CRWD) 3.1 $11M 50k 227.08
Atlassian Corp Cl A (TEAM) 3.1 $11M -24% 39k 293.83
Amazon (AMZN) 3.0 $11M -46% 3.4k 3259.81
Servicenow (NOW) 2.9 $11M -23% 19k 556.89
Alphabet Cap Stk Cl A (GOOGL) 2.8 $11M -71% 3.8k 2781.47

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Meta Platforms Cl A (FB) 2.8 $10M -5% 47k 222.36
Lumentum Hldgs (LITE) 2.8 $10M +54% 106k 97.60
Crown Castle Intl (CCI) 2.8 $10M NEW 55k 184.60
NVIDIA Corporation (NVDA) 2.4 $9.0M -42% 33k 272.87
Confluent Class A Com (CFLT) 2.3 $8.6M +321% 209k 41.00
Ambarella SHS (AMBA) 2.2 $8.0M -34% 76k 104.91
Mongodb Cl A (MDB) 2.1 $7.8M NEW 18k 443.58
Okta Cl A (OKTA) 2.1 $7.5M NEW 50k 150.96
Fortinet (FTNT) 1.9 $7.1M -44% 21k 341.76
Intuit (INTU) 1.7 $6.2M +22% 13k 480.84
Applied Materials (AMAT) 1.6 $6.0M -71% 46k 131.80
Elastic N V Ord Shs (ESTC) 1.5 $5.6M +58% 63k 88.95
Zscaler Incorporated (ZS) 1.5 $5.6M -75% 23k 241.28
Snowflake Cl A (SNOW) 1.5 $5.4M -58% 24k 229.15
Unity Software (U) 1.3 $5.0M NEW 50k 99.22
Adobe Systems Incorporated (ADBE) 1.2 $4.6M -68% 10k 455.62
Roblox Corp Cl A (RBLX) 1.2 $4.6M -51% 99k 46.24
Nxp Semiconductors N V (NXPI) 1.1 $4.0M -25% 22k 185.06
Paycom Software (PAYC) 1.1 $3.9M -68% 11k 346.35
Sentinelone Cl A (S) 0.7 $2.5M -79% 64k 38.73
Dynatrace Com New (DT) 0.5 $1.9M -87% 41k 47.10
Sba Communications Corp Cl A (SBAC) 0.4 $1.6M -91% 4.6k 344.19
Snap Cl A (SNAP) 0.3 $972k -81% 27k 36.00
Digitalbridge Group Cl A Com (DBRG) 0.1 $360k NEW 50k 7.20

Past Filings by AO Asset Management

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

View all past filings