AO Asset Management

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