AO Asset Management

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
Twitter 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
Google 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