AO Asset Management as of Dec. 31, 2014
Portfolio Holdings for AO Asset Management
AO Asset Management holds 23 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 8.4 | $32M | 408k | 78.02 | |
| Baidu (BIDU) | 8.1 | $31M | 134k | 227.97 | |
| Palo Alto Networks (PANW) | 7.6 | $29M | 236k | 122.57 | |
| Apple (AAPL) | 7.0 | $26M | 239k | 110.38 | |
| salesforce (CRM) | 6.7 | $25M | 426k | 59.31 | |
| Fortinet (FTNT) | 5.5 | $21M | 679k | 30.66 | |
| Cisco Systems (CSCO) | 5.4 | $21M | 738k | 27.81 | |
| DISH Network | 5.0 | $19M | 262k | 72.89 | |
| Mellanox Technologies | 5.0 | $19M | 440k | 42.73 | |
| Yahoo! | 4.9 | $19M | 368k | 50.51 | |
| American Tower Reit (AMT) | 4.4 | $17M | 169k | 98.85 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $13M | 179k | 72.70 | |
| Ambarella (AMBA) | 3.4 | $13M | 255k | 50.72 | |
| PMC-Sierra | 3.1 | $12M | 1.3M | 9.16 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.0 | $11M | 582k | 19.54 | |
| Lendingclub | 2.9 | $11M | 430k | 25.30 | |
| Silicon Motion Technology (SIMO) | 2.8 | $11M | 444k | 23.65 | |
| F5 Networks (FFIV) | 2.6 | $9.7M | 75k | 130.47 | |
| Ciena Corporation (CIEN) | 2.5 | $9.4M | 484k | 19.41 | |
| Manhattan Associates (MANH) | 2.2 | $8.3M | 205k | 40.72 | |
| qunar Cayman Is Ltd spns adr cl b | 2.2 | $8.3M | 293k | 28.43 | |
| Walt Disney Company (DIS) | 2.1 | $8.1M | 86k | 94.19 | |
| Nokia Corporation (NOK) | 1.9 | $7.0M | 894k | 7.86 |
