AO Asset Management
Latest statistics and disclosures from AO Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IPHI, Metropcs Communications, NFLX, Zynga, Jd, and represent 29.24% of AO Asset Management's stock portfolio.
- Added to shares of these 10 stocks: IPHI (+$70.65M), NTES (+$36.46M), ADBE (+$33.74M), Atlassian Corp Plc cl a (+$32.10M), Twitter (+$30.70M), Metropcs Communications (+$30.02M), NVDA (+$24.67M), AMZN (+$22.81M), MSFT (+$21.76M), Zynga (+$17.95M).
- Started 12 new stock positions in NTES, Sba Communications Corp Com stock, Ping Identity Hldg Corp, LRCX, Atlassian Corp Plc cl a, Zscaler Incorporated, Zillow Group Inc Cl C Cap Stk stock, Twitter, Qorvo, MSFT. ERTS, NVDA.
- Reduced shares in these 10 stocks: , Alphabet Inc Class A cs (-$38.77M), AAPL (-$37.88M), Anaplan Inc (-$21.94M), Proofpoint (-$18.96M), Zendesk (-$18.24M), Snap Inc cl a (-$12.97M), FISV (-$12.00M), Viavi Solutions Inc equities (-$8.18M), COHR (-$8.05M).
- Sold out of its positions in Alphabet Inc Class A cs, Anaplan Inc, AAPL, Avalara Inc, Box Inc cl a, COHR, Datadog Inc Cl A, FISV, JNPR, Proofpoint. Pure Storage Inc - Class A, XLNX, Zendesk, Elastic N V ord shs.
- AO Asset Management was a net buyer of stock by $159.90M.
- AO Asset Management has $1.20B in assets under management (AUM), growing by 9.15%.
Portfolio Holdings for AO Asset Management
Companies in the AO Asset Management portfolio as of the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Inphi Corporation (IPHI) | 7.91 | 1.20M | +291% | 79.17 |
| Metropcs Communications | 6.76 | 967458 | +58% | 83.90 |
| Netflix (NFLX) | 5.07 | 162050 | 375.50 | |
| Zynga | 4.83 | 8.46M | +44% | 6.85 |
| Jd | 4.67 | 1.39M | +20% | 40.50 |
| American Tower Reit | 4.31 | 237342 | +39% | 217.75 |
| Palo Alto Networks | 4.04 | 296090 | +31% | 163.96 |
| Amazon (AMZN) | 3.87 | 23804 | +96% | 1949.71 |
| Adobe Systems Incorporated (ADBE) | 3.72 | 140416 | +308% | 318.24 |
| Fidelity National Information Services (FIS) | 3.52 | 347100 | -12% | 121.64 |
| Facebook Inc cl a | 3.47 | 250000 | 166.80 | |
| NetEase (NTES) | 3.04 | 113600 | NEW | 320.96 |
| Workday Inc cl a | 2.95 | 271745 | 130.22 | |
| Activision Blizzard (ATVI) | 2.92 | 589947 | -5% | 59.48 |
| salesforce (CRM) | 2.85 | 237984 | 143.98 | |
| Atlassian Corp Plc cl a | 2.67 | 233900 | NEW | 137.26 |
| 2.56 | 1.25M | NEW | 24.56 | |
| Alibaba Group Holding Ltd Spon | 2.26 | 139465 | -9% | 194.48 |
| Uber Technologies Inc Com | 2.23 | 960500 | 27.92 | |
| NVIDIA Corporation (NVDA) | 2.06 | 93600 | NEW | 263.60 |
| Zoom Video Communications In cl a | 1.88 | 154400 | 146.12 | |
| Take-Two Interactive Software (TTWO) | 1.86 | 188500 | 118.61 | |
| Servicenow | 1.86 | 78000 | 286.58 | |
| Microsoft Corporation (MSFT) | 1.81 | 138000 | NEW | 157.71 |
| Snap Inc cl a | 1.49 | 1.50M | -42% | 11.89 |
| Marvell Technology Group Ltd | 1.47 | 781200 | -9% | 22.63 |
| Trade Desk | 1.40 | 87300 | 193.00 | |
| Sba Communications Corp Com stock | 1.37 | 60844 | NEW | 269.97 |
| Skyworks Solutions (SWKS) | 1.33 | 178700 | +220% | 89.38 |
| Lyft Inc | 1.09 | 487600 | 26.85 | |
| Viavi Solutions Inc equities | 1.07 | 1.15M | -38% | 11.21 |
| Coupa Software | 0.95 | 82000 | 139.73 | |
| Lam Research Corporation (LRCX) | 0.91 | 45700 | NEW | 240.00 |
| Arista Networks | 0.84 | 50000 | 202.56 | |
| stock | 0.80 | 75800 | 126.23 | |
| Cisco Systems (CSCO) | 0.76 | 233500 | 39.31 | |
| Crown Castle Intl | 0.67 | 56000 | 144.39 | |
| Electronic Arts (ERTS) | 0.48 | 57700 | NEW | 100.17 |
| Qorvo | 0.46 | 68200 | NEW | 80.63 |
| Zscaler Incorporated | 0.46 | 89900 | NEW | 60.86 |
| Zillow Group Inc Cl C Cap Stk stock | 0.44 | 145100 | NEW | 36.02 |
| Pagerduty Inc | 0.35 | 243000 | 17.28 | |
| Ping Identity Hldg Corp | 0.30 | 177965 | NEW | 20.02 |
| Blackline | 0.22 | 50000 | 52.62 |
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Past Filings by AO Asset Management
View past SEC 13F filings by AO Asset Management
- AO Asset Management 2019 Q4 filed Feb. 13, 2020
- AO Asset Management 2019 Q3 filed Nov. 14, 2019
- AO Asset Management 2019 Q2 filed Aug. 13, 2019
- AO Asset Management 2019 Q1 filed May 14, 2019
- AO Asset Management 2018 Q4 filed Feb. 13, 2019
- AO Asset Management 2018 Q3 filed Nov. 9, 2018
- AO Asset Management 2018 Q2 filed Aug. 13, 2018
- AO Asset Management 2018 Q1 filed May 11, 2018
- AO Asset Management 2017 Q4 filed Feb. 13, 2018
- AO Asset Management 2017 Q3 filed Nov. 13, 2017
- AO Asset Management 2017 Q2 filed Aug. 11, 2017
- AO Asset Management 2017 Q1 filed May 12, 2017
- AO Asset Management 2016 Q4 filed Feb. 10, 2017
- AO Asset Management 2016 Q3 filed Nov. 4, 2016
- AO Asset Management 2016 Q2 filed Aug. 3, 2016
- AO Asset Management 2016 Q1 filed May 6, 2016
- AO Asset Management 2015 Q4 filed Feb. 11, 2016
- AO Asset Management 2015 Q3 filed Nov. 5, 2015
- AO Asset Management 2015 Q2 filed July 30, 2015