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 |
|---|---|---|---|---|---|
| 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 |
