AO Asset Management as of March 31, 2019
Portfolio Holdings for AO Asset Management
AO Asset Management holds 35 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Inc cl a (WDAY) | 9.1 | $83M | 430k | 192.85 | |
| Palo Alto Networks (PANW) | 7.9 | $72M | 298k | 242.88 | |
| Metropcs Communications (TMUS) | 7.7 | $71M | 1.0M | 69.10 | |
| Tableau Software Inc Cl A | 7.3 | $67M | 524k | 127.28 | |
| Alphabet Inc Class A cs (GOOGL) | 6.3 | $58M | 49k | 1176.89 | |
| salesforce (CRM) | 5.3 | $48M | 304k | 158.37 | |
| Zendesk | 4.4 | $41M | 477k | 85.00 | |
| Ultimate Software | 4.4 | $40M | 122k | 330.13 | |
| Xilinx | 4.0 | $36M | 287k | 126.79 | |
| Acacia Communications | 3.9 | $35M | 615k | 57.35 | |
| stock | 3.1 | $29M | 229k | 124.60 | |
| Skyworks Solutions (SWKS) | 2.9 | $26M | 316k | 82.48 | |
| Alibaba Group Holding (BABA) | 2.8 | $25M | 139k | 182.45 | |
| Apple (AAPL) | 2.7 | $25M | 129k | 189.95 | |
| Viavi Solutions Inc equities (VIAV) | 2.6 | $24M | 1.9M | 12.38 | |
| Crown Castle Intl (CCI) | 2.3 | $21M | 167k | 128.00 | |
| Lumentum Hldgs (LITE) | 2.2 | $21M | 363k | 56.54 | |
| Servicenow (NOW) | 2.1 | $19M | 78k | 246.49 | |
| Take-Two Interactive Software (TTWO) | 2.1 | $19M | 200k | 94.37 | |
| Facebook Inc cl a (META) | 2.0 | $19M | 113k | 166.69 | |
| 2.0 | $18M | 558k | 32.88 | ||
| Netflix (NFLX) | 2.0 | $18M | 51k | 356.55 | |
| Jd (JD) | 1.6 | $15M | 496k | 30.15 | |
| Activision Blizzard | 1.4 | $12M | 272k | 45.53 | |
| Huya Inc ads rep shs a (HUYA) | 1.1 | $10M | 371k | 28.13 | |
| Zynga | 1.1 | $10M | 1.9M | 5.33 | |
| Amazon (AMZN) | 0.9 | $8.6M | 4.8k | 1780.79 | |
| Fortinet (FTNT) | 0.9 | $8.4M | 100k | 83.97 | |
| Grubhub | 0.9 | $8.1M | 117k | 69.47 | |
| Intelsat Sa | 0.8 | $7.0M | 447k | 15.66 | |
| Pure Storage Inc - Class A (PSTG) | 0.8 | $7.1M | 325k | 21.79 | |
| NetEase (NTES) | 0.7 | $6.5M | 27k | 241.44 | |
| New Relic | 0.4 | $3.7M | 38k | 98.71 | |
| Inphi Corporation | 0.2 | $2.2M | 50k | 43.74 | |
| Lyft (LYFT) | 0.1 | $587k | 7.5k | 78.27 |
