AO Asset Management as of March 31, 2015
Portfolio Holdings for AO Asset Management
AO Asset Management holds 30 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 6.0 | $27M | 291k | 94.15 | |
| Commscope Hldg (COMM) | 5.6 | $26M | 898k | 28.54 | |
| Jd (JD) | 5.1 | $23M | 791k | 29.38 | |
| 5.0 | $23M | 460k | 50.08 | ||
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.8 | $22M | 753k | 29.44 | |
| ARM Holdings | 4.3 | $20M | 400k | 49.30 | |
| Adobe Systems Incorporated (ADBE) | 4.2 | $19M | 258k | 73.94 | |
| DISH Network | 4.1 | $19M | 272k | 70.06 | |
| Facebook Inc cl a (META) | 4.0 | $19M | 226k | 82.22 | |
| Palo Alto Networks (PANW) | 4.0 | $18M | 125k | 146.08 | |
| Walt Disney Company (DIS) | 3.9 | $18M | 170k | 104.89 | |
| Manhattan Associates (MANH) | 3.8 | $18M | 346k | 50.61 | |
| Silicon Motion Technology (SIMO) | 3.8 | $18M | 652k | 26.88 | |
| Mellanox Technologies | 3.6 | $17M | 366k | 45.34 | |
| qunar Cayman Is Ltd spns adr cl b | 3.6 | $17M | 400k | 41.25 | |
| 3.5 | $16M | 29k | 554.69 | ||
| Netflix (NFLX) | 3.0 | $14M | 34k | 416.69 | |
| Infinera (INFN) | 3.0 | $14M | 689k | 19.67 | |
| Linkedin Corp | 2.9 | $14M | 54k | 249.85 | |
| MicroStrategy Incorporated (MSTR) | 2.9 | $13M | 78k | 169.19 | |
| Cirrus Logic (CRUS) | 2.7 | $12M | 367k | 33.26 | |
| salesforce (CRM) | 2.5 | $12M | 175k | 66.81 | |
| BroadSoft | 2.5 | $12M | 344k | 33.46 | |
| Micron Technology (MU) | 2.4 | $11M | 400k | 27.13 | |
| Nokia Corporation (NOK) | 2.3 | $11M | 1.4M | 7.58 | |
| PMC-Sierra | 2.3 | $11M | 1.1M | 9.28 | |
| Demandware | 2.3 | $11M | 173k | 60.90 | |
| Finisar Corporation | 1.7 | $7.7M | 363k | 21.34 | |
| Spdr S&p 500 Etf Tr option | 0.2 | $873k | 3.0k | 291.00 | |
| Powershares Qqq Trust unit ser 1 | 0.1 | $464k | 3.0k | 154.67 |
