AO Asset Management

AO Asset Management as of Dec. 31, 2017

Portfolio Holdings for AO Asset Management

AO Asset Management holds 25 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Box Inc cl a (BOX) 8.9 $34M 1.6M 21.12
Activision Blizzard 6.8 $26M 411k 63.32
Amazon (AMZN) 6.8 $26M 22k 1169.48
Alibaba Group Holding (BABA) 6.8 $26M 150k 172.43
Mellanox Technologies 6.4 $24M 376k 64.70
Facebook Inc cl a (META) 6.3 $24M 136k 176.46
Alphabet Inc Class A cs (GOOGL) 5.9 $23M 22k 1053.40
Metropcs Communications (TMUS) 5.9 $23M 356k 63.51
Apple (AAPL) 5.9 $23M 133k 169.23
LogMeIn 4.6 $18M 155k 114.50
salesforce (CRM) 3.6 $14M 136k 102.23
Workday Inc cl a (WDAY) 3.6 $14M 135k 101.74
Lumentum Hldgs (LITE) 3.0 $11M 234k 48.90
Palo Alto Networks (PANW) 3.0 $11M 79k 144.94
Tableau Software Inc Cl A 3.0 $11M 165k 69.20
Twitter 2.9 $11M 456k 24.01
Interxion Holding 2.5 $9.6M 163k 58.93
Cisco Systems (CSCO) 2.4 $9.3M 243k 38.30
NetEase (NTES) 2.4 $9.1M 26k 345.08
Pure Storage Inc - Class A (PSTG) 2.1 $8.1M 509k 15.86
Take-Two Interactive Software (TTWO) 1.8 $6.9M 63k 109.78
Oclaro 1.7 $6.7M 990k 6.74
Acacia Communications 1.6 $6.2M 171k 36.23
Talend S A ads 1.2 $4.5M 121k 37.48
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 1.1 $4.3M 368k 11.72