AO Asset Management

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

Companies in the AO Asset Management portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Facebook Inc cl a 6.96 397200 +180% 178.08
Metropcs Communications 6.10 786958 -26% 78.77
Palo Alto Networks 5.98 298167 203.83
Workday Inc cl a 5.58 333948 -22% 169.96
Fidelity National Information Services (FIS) 4.66 357200 NEW 132.76
Netflix (NFLX) 4.22 160250 267.62
Twitter 3.54 873300 41.20
Take-Two Interactive Software (TTWO) 3.53 286100 +43% 125.34
salesforce (CRM) 3.53 241684 -20% 148.44
American Tower Reit 3.40 156100 NEW 221.13
Broadcom Ltd 3.06 112700 NEW 276.07
Zynga 2.92 5.09M +14% 5.82
Apple (AAPL) 2.84 129000 223.97
stock 2.65 229000 117.86
Skyworks Solutions (SWKS) 2.46 316000 79.25
Xilinx (XLNX) 2.43 257133 -3% 95.90
Inphi Corporation (IPHI) 2.40 400000 -25% 61.05
Amazon (AMZN) 2.16 12644 -14% 1735.92
Viavi Solutions Inc equities 2.06 1.50M -17% 14.00
Alibaba Group Holding Ltd Spon 2.04 124065 -10% 167.23
Servicenow 1.95 78000 253.85
Anaplan Inc 1.94 418700 47.00
Marvell Technology Group Ltd 1.86 755900 NEW 24.97
Proofpoint 1.80 142000 NEW 129.05
Zendesk 1.71 238000 -50% 72.88
Alphabet Inc Class A cs 1.64 13648 -2% 1221.13
Trade Desk 1.61 87300 187.55
Zoom Video Communications In cl a 1.50 200000 NEW 76.20
* Acacia Communications Inc Com stock 1.45 225796 -2% 65.40
Huya Inc ads rep shs a 1.39 595640 +7% 23.64
Jd 1.38 496000 28.21
Lyft Inc 1.23 305700 +3976% 40.84
Arista Networks 1.18 50000 NEW 238.92
Coupa Software 1.05 81997 NEW 129.57
Coherent (COHR) 0.99 65500 NEW 153.73
Intelsat Sa 0.81 363387 -20% 22.80
Elastic N V ord shs 0.81 100000 NEW 82.34
Crown Castle Intl 0.77 56409 -63% 139.00
M/a 0.70 332425 NEW 21.49
Avalara Inc 0.66 100000 NEW 67.29
Box Inc cl a 0.37 226900 NEW 16.56
Uber Technologies Inc Com 0.30 100000 NEW 30.47
Blackline 0.24 50000 NEW 47.82
Datadog Inc Cl A 0.17 50000 NEW 33.92

Past 13F-HR SEC Filings by AO Asset Management

View All Filings