AO Asset Management as of Dec. 31, 2015
Portfolio Holdings for AO Asset Management
AO Asset Management holds 22 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 12.1 | $56M | 72k | 778.01 | |
| salesforce (CRM) | 11.0 | $51M | 644k | 78.40 | |
| Juniper Networks (JNPR) | 8.8 | $40M | 1.5M | 27.60 | |
| Amazon (AMZN) | 8.5 | $39M | 58k | 675.90 | |
| Netflix (NFLX) | 6.1 | $28M | 244k | 114.38 | |
| Lumentum Hldgs (LITE) | 5.5 | $25M | 1.1M | 22.02 | |
| Alibaba Group Holding (BABA) | 5.0 | $23M | 283k | 81.27 | |
| Facebook Inc cl a (META) | 4.5 | $21M | 200k | 104.66 | |
| Adobe Systems Incorporated (ADBE) | 4.4 | $20M | 217k | 93.94 | |
| Zendesk | 4.3 | $20M | 754k | 26.44 | |
| Activision Blizzard | 4.0 | $18M | 472k | 38.71 | |
| American Tower Reit (AMT) | 3.4 | $15M | 159k | 96.95 | |
| Arista Networks (ANET) | 3.3 | $15M | 195k | 77.84 | |
| BroadSoft | 3.1 | $14M | 404k | 35.36 | |
| MicroStrategy Incorporated (MSTR) | 3.0 | $14M | 77k | 179.29 | |
| Cirrus Logic (CRUS) | 2.7 | $13M | 426k | 29.53 | |
| Electronic Arts (EA) | 2.6 | $12M | 176k | 68.72 | |
| Ctrip.com International | 2.5 | $12M | 251k | 46.33 | |
| Finisar Corporation | 2.4 | $11M | 747k | 14.54 | |
| Take-Two Interactive Software (TTWO) | 1.4 | $6.2M | 179k | 34.84 | |
| Ciena Corporation (CIEN) | 1.4 | $6.2M | 302k | 20.69 | |
| Atlassian Corp Plc cl a | 0.1 | $301k | 10k | 30.10 |
