AO Asset Management as of March 31, 2018
Portfolio Holdings for AO Asset Management
AO Asset Management holds 37 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Workday Inc cl a (WDAY) | 7.3 | $43M | 334k | 127.11 | |
| Mellanox Technologies | 5.6 | $33M | 448k | 72.85 | |
| salesforce (CRM) | 5.1 | $30M | 254k | 116.30 | |
| Palo Alto Networks (PANW) | 4.4 | $25M | 140k | 181.52 | |
| Amazon (AMZN) | 4.2 | $24M | 17k | 1447.33 | |
| Box Inc cl a (BOX) | 4.1 | $24M | 1.2M | 20.55 | |
| Cisco Systems (CSCO) | 4.0 | $24M | 549k | 42.89 | |
| Alibaba Group Holding (BABA) | 3.9 | $23M | 123k | 183.54 | |
| Crown Castle Intl (CCI) | 3.8 | $22M | 202k | 109.61 | |
| Alphabet Inc Class A cs (GOOGL) | 3.4 | $20M | 19k | 1037.14 | |
| Intel Corporation (INTC) | 3.3 | $19M | 365k | 52.08 | |
| Facebook Inc cl a (META) | 3.1 | $18M | 114k | 159.79 | |
| stock | 2.9 | $17M | 174k | 98.39 | |
| Commscope Hldg (COMM) | 2.8 | $16M | 410k | 39.97 | |
| Netflix (NFLX) | 2.7 | $16M | 54k | 295.35 | |
| Viavi Solutions Inc equities (VIAV) | 2.7 | $16M | 1.6M | 9.72 | |
| New Relic | 2.7 | $16M | 212k | 74.12 | |
| Fireeye | 2.7 | $16M | 924k | 16.93 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.4 | $14M | 841k | 16.62 | |
| Red Hat | 2.3 | $13M | 89k | 149.51 | |
| American Tower Reit (AMT) | 2.3 | $13M | 91k | 145.34 | |
| Fortinet (FTNT) | 2.2 | $13M | 239k | 53.58 | |
| Forescout Technologies | 1.9 | $11M | 342k | 32.44 | |
| Pure Storage Inc - Class A (PSTG) | 1.9 | $11M | 545k | 19.95 | |
| Pegasystems (PEGA) | 1.8 | $11M | 174k | 60.65 | |
| Interxion Holding | 1.8 | $11M | 169k | 62.11 | |
| Metropcs Communications (TMUS) | 1.8 | $10M | 168k | 61.04 | |
| Take-Two Interactive Software (TTWO) | 1.7 | $9.9M | 102k | 97.78 | |
| Apple (AAPL) | 1.6 | $9.4M | 56k | 167.78 | |
| Activision Blizzard | 1.6 | $9.2M | 137k | 67.46 | |
| Discovery Communications | 1.5 | $8.9M | 417k | 21.43 | |
| Acacia Communications | 1.5 | $8.9M | 230k | 38.46 | |
| Lumentum Hldgs (LITE) | 1.4 | $8.4M | 132k | 63.80 | |
| Tableau Software Inc Cl A | 1.3 | $7.5M | 92k | 80.82 | |
| Talend S A ads | 1.1 | $6.7M | 139k | 48.12 | |
| Mongodb Inc. Class A (MDB) | 0.7 | $4.0M | 93k | 43.40 | |
| Zscaler Incorporated (ZS) | 0.3 | $2.1M | 73k | 28.07 |
