AO Asset Management as of March 31, 2016
Portfolio Holdings for AO Asset Management
AO Asset Management holds 21 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 15.6 | $59M | 78k | 762.90 | |
| Yahoo! | 8.4 | $32M | 863k | 36.81 | |
| salesforce (CRM) | 7.8 | $30M | 400k | 73.83 | |
| Facebook Inc cl a (META) | 7.7 | $29M | 254k | 114.10 | |
| Adobe Systems Incorporated (ADBE) | 7.7 | $29M | 309k | 93.80 | |
| Lumentum Hldgs (LITE) | 6.0 | $23M | 836k | 26.97 | |
| Amazon (AMZN) | 5.5 | $21M | 35k | 593.63 | |
| Finisar Corporation | 4.8 | $18M | 999k | 18.24 | |
| priceline.com Incorporated | 4.6 | $17M | 14k | 1288.96 | |
| Ctrip.com International | 3.9 | $15M | 332k | 44.26 | |
| BroadSoft | 3.8 | $14M | 352k | 40.35 | |
| Ciena Corporation (CIEN) | 3.7 | $14M | 736k | 19.02 | |
| Take-Two Interactive Software (TTWO) | 3.5 | $13M | 352k | 37.67 | |
| Netflix (NFLX) | 3.1 | $12M | 114k | 102.23 | |
| Juniper Networks (JNPR) | 3.0 | $12M | 453k | 25.51 | |
| Electronic Arts (EA) | 2.8 | $10M | 158k | 66.11 | |
| Arista Networks (ANET) | 2.6 | $9.7M | 154k | 63.10 | |
| Workday Inc cl a (WDAY) | 2.3 | $8.8M | 114k | 76.84 | |
| 58 Com Inc spon adr rep a | 1.8 | $6.8M | 123k | 55.65 | |
| Universal Display Corporation (OLED) | 1.5 | $5.7M | 105k | 54.10 | |
| Atlassian Corp Plc cl a | 0.1 | $252k | 10k | 25.20 |
