AO Asset Management

AO Asset Management as of Sept. 30, 2015

Portfolio Holdings for AO Asset Management

AO Asset Management holds 17 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Google 12.9 $52M 82k 638.37
Amazon (AMZN) 12.7 $51M 100k 511.89
MicroStrategy Incorporated (MSTR) 8.3 $34M 171k 196.47
Facebook Inc cl a (META) 7.7 $31M 344k 89.90
American Tower Reit (AMT) 7.5 $31M 347k 87.98
salesforce (CRM) 6.8 $28M 396k 69.43
Netflix (NFLX) 5.5 $22M 216k 103.26
SBA Communications Corporation 5.3 $22M 205k 104.74
Arista Networks (ANET) 4.9 $20M 325k 61.19
Pandora Media 4.9 $20M 926k 21.34
BroadSoft 4.8 $19M 647k 29.96
Expedia (EXPE) 4.2 $17M 146k 117.68
DISH Network 4.0 $16M 275k 58.34
Adobe Systems Incorporated (ADBE) 2.9 $12M 144k 82.22
Demandware 2.7 $11M 211k 51.68
Walt Disney Company (DIS) 2.6 $11M 103k 102.20
Juniper Networks (JNPR) 2.2 $8.9M 348k 25.71