AO Asset Management as of Dec. 31, 2018
Portfolio Holdings for AO Asset Management
AO Asset Management holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tableau Software Inc Cl A | 9.2 | $68M | 564k | 120.00 | |
| Workday Inc cl a (WDAY) | 8.8 | $65M | 408k | 159.68 | |
| salesforce (CRM) | 8.5 | $63M | 457k | 136.97 | |
| Metropcs Communications (TMUS) | 8.3 | $62M | 967k | 63.61 | |
| Alphabet Inc Class A cs (GOOGL) | 8.2 | $61M | 58k | 1044.96 | |
| Palo Alto Networks (PANW) | 6.7 | $49M | 261k | 188.35 | |
| Ultimate Software | 5.0 | $37M | 151k | 244.87 | |
| Crown Castle Intl (CCI) | 4.3 | $32M | 290k | 108.63 | |
| Amazon (AMZN) | 4.2 | $31M | 21k | 1501.95 | |
| stock | 3.3 | $24M | 229k | 104.85 | |
| Xilinx | 3.1 | $23M | 266k | 85.17 | |
| Take-Two Interactive Software (TTWO) | 2.8 | $21M | 200k | 102.94 | |
| Paypal Holdings (PYPL) | 2.8 | $20M | 242k | 84.09 | |
| Apple (AAPL) | 2.7 | $20M | 128k | 157.74 | |
| Viavi Solutions Inc equities (VIAV) | 2.5 | $19M | 1.9M | 10.05 | |
| 2.2 | $16M | 558k | 28.74 | ||
| Netflix (NFLX) | 2.1 | $15M | 57k | 267.66 | |
| Qualcomm (QCOM) | 2.0 | $15M | 256k | 56.91 | |
| New Relic | 1.9 | $14M | 178k | 80.97 | |
| Activision Blizzard | 1.7 | $13M | 272k | 46.57 | |
| Facebook Inc cl a (META) | 1.7 | $12M | 93k | 131.08 | |
| Alibaba Group Holding (BABA) | 1.5 | $11M | 79k | 137.07 | |
| Interxion Holding | 1.5 | $11M | 200k | 54.16 | |
| Zendesk | 1.4 | $10M | 176k | 58.37 | |
| NetEase (NTES) | 1.1 | $8.0M | 34k | 235.37 | |
| Fortinet (FTNT) | 1.0 | $7.0M | 100k | 70.43 | |
| Intelsat Sa | 0.9 | $6.6M | 307k | 21.39 | |
| Pure Storage Inc - Class A (PSTG) | 0.7 | $5.2M | 325k | 16.08 |
