AO Asset Management as of June 30, 2018
Portfolio Holdings for AO Asset Management
AO Asset Management holds 31 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 8.8 | $58M | 426k | 136.40 | |
| Palo Alto Networks (PANW) | 7.1 | $47M | 229k | 205.47 | |
| Facebook Inc cl a (META) | 6.4 | $42M | 218k | 194.32 | |
| Tableau Software Inc Cl A | 5.5 | $36M | 371k | 97.75 | |
| Mellanox Technologies | 5.0 | $33M | 395k | 84.30 | |
| Amazon (AMZN) | 4.8 | $32M | 19k | 1699.79 | |
| Metropcs Communications (TMUS) | 4.6 | $31M | 514k | 59.75 | |
| Box Inc cl a (BOX) | 4.2 | $28M | 1.1M | 24.99 | |
| New Relic | 4.1 | $28M | 273k | 100.59 | |
| 3.7 | $24M | 558k | 43.67 | ||
| Netflix (NFLX) | 3.6 | $24M | 61k | 391.43 | |
| Alibaba Group Holding (BABA) | 3.5 | $23M | 125k | 185.53 | |
| stock | 3.4 | $23M | 230k | 99.11 | |
| Workday Inc cl a (WDAY) | 3.3 | $22M | 183k | 121.12 | |
| Interxion Holding | 2.8 | $19M | 297k | 62.42 | |
| Take-Two Interactive Software (TTWO) | 2.7 | $18M | 153k | 118.36 | |
| F5 Networks (FFIV) | 2.7 | $18M | 102k | 172.45 | |
| Spotify Technology Sa (SPOT) | 2.6 | $17M | 101k | 168.24 | |
| Viavi Solutions Inc equities (VIAV) | 2.4 | $16M | 1.5M | 10.24 | |
| Cisco Systems (CSCO) | 2.1 | $14M | 330k | 43.03 | |
| Pure Storage Inc - Class A (PSTG) | 1.9 | $13M | 539k | 23.88 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $13M | 11k | 1129.20 | |
| Discovery Communications | 1.8 | $12M | 428k | 27.50 | |
| Juniper Networks (JNPR) | 1.8 | $12M | 428k | 27.42 | |
| Crown Castle Intl (CCI) | 1.8 | $12M | 109k | 107.82 | |
| Apple (AAPL) | 1.7 | $11M | 61k | 185.12 | |
| Fortinet (FTNT) | 1.7 | $11M | 178k | 62.43 | |
| Lumentum Hldgs (LITE) | 1.6 | $11M | 190k | 57.90 | |
| Activision Blizzard | 1.6 | $11M | 140k | 76.32 | |
| Pegasystems (PEGA) | 0.9 | $5.7M | 104k | 54.80 | |
| Carbon Black | 0.1 | $572k | 22k | 26.00 |
