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 December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palo Alto Networks (PANW) 8.6 $129M 364k 355.39
Qorvo (QRVO) 4.4 $67M -20% 400k 166.27
Skyworks Solutions (SWKS) 4.0 $61M -18% 399k 152.88
Jd.com Spon Adr Cl A (JD) 4.0 $60M -19% 684k 87.90
Uber Technologies (UBER) 3.9 $59M -10% 1.1M 51.00
Peloton Interactive Cl A Com (PTON) 3.8 $57M -24% 374k 151.72
Metropcs Communications (TMUS) 3.7 $56M -17% 417k 134.85
Inphi Corporation (IPHI) 3.6 $54M -46% 338k 160.47
Netflix (NFLX) 3.6 $54M -9% 100k 540.73
Twilio Cl A (TWLO) 3.5 $52M +117% 155k 338.50
Servicenow (NOW) 2.8 $43M 78k 550.44
Lam Research Corporation (LRCX) 2.8 $42M 88k 472.27
Amazon (AMZN) 2.6 $40M -32% 12k 3256.91
Arista Networks (ANET) 2.5 $37M NEW 128k 290.57

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Workday Cl A (WDAY) 2.4 $36M -25% 150k 239.61
Visa Com Cl A (V) 2.3 $34M NEW 156k 218.73
Fidelity National Information Services (FIS) 2.1 $32M +48% 227k 141.46
Crowdstrike Hldgs Cl A (CRWD) 2.1 $32M -22% 150k 211.82
Qualcomm (QCOM) 2.0 $31M -9% 200k 152.34
Marvell Technology Group Ord (MRVL) 2.0 $30M 637k 47.54
Walt Disney Company (DIS) 2.0 $30M NEW 166k 181.18
Zynga Cl A (ZNGA) 2.0 $30M -50% 3.0M 9.87
Zscaler Incorporated (ZS) 1.9 $29M +61% 146k 199.71
Coupa Software (COUP) 1.8 $27M -2% 80k 338.91
Lyft Cl A Com (LYFT) 1.8 $26M +115% 538k 49.13
Pinterest Cl A (PINS) 1.7 $26M -30% 400k 65.90
Alphabet Cap Stk Cl A (GOOGL) 1.7 $26M NEW 15k 1752.65
Facebook Cl A (FB) 1.7 $25M -28% 92k 273.16
Snap Cl A (SNAP) 1.7 $25M -50% 500k 50.07
Take-Two Interactive Software (TTWO) 1.4 $21M -46% 100k 207.79
Adobe Systems Incorporated (ADBE) 1.3 $20M -35% 39k 500.13
Zoom Video Communications In Cl A (ZM) 1.1 $17M -67% 50k 337.32
F5 Networks (FFIV) 1.0 $16M NEW 88k 175.94
Microsoft Corporation (MSFT) 1.0 $15M NEW 69k 222.42
salesforce (CRM) 1.0 $15M -34% 68k 222.53
Snowflake Cl A (SNOW) 1.0 $15M +210% 53k 281.39
Sba Communications Corp Cl A (SBAC) 1.0 $15M +12% 52k 282.13
American Tower Reit (AMT) 0.9 $14M -48% 63k 224.46
Lumentum Hldgs (LITE) 0.9 $14M -55% 150k 94.80
Activision Blizzard (ATVI) 0.9 $14M -9% 150k 92.85
Ringcentral Cl A (RNG) 0.9 $14M NEW 37k 378.96
Docusign (DOCU) 0.9 $14M NEW 62k 222.30
Zillow Group Cl A (ZG) 0.9 $14M NEW 100k 135.94
Okta Cl A (OKTA) 0.8 $13M NEW 50k 254.26
Proofpoint (PFPT) 0.7 $10M NEW 75k 136.41
Nxp Semiconductors N V (NXPI) 0.5 $7.8M NEW 49k 159.02
Cisco Systems (CSCO) 0.4 $6.7M 150k 44.75
Atlassian Corp Cl A (TEAM) 0.4 $5.5M -83% 24k 233.89

Past Filings by AO Asset Management

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

View all past filings