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 | |
| 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 |
