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 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
Twitter 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

Past Filings by AO Asset Management

View past SEC 13F filings by AO Asset Management

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