AO Asset Management as of June 30, 2019
Portfolio Holdings for AO Asset Management
AO Asset Management holds 34 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Inc cl a (WDAY) | 9.1 | $88M | 430k | 205.58 | |
| Metropcs Communications (TMUS) | 8.2 | $80M | 1.1M | 74.14 | |
| Palo Alto Networks (PANW) | 6.3 | $61M | 298k | 203.76 | |
| Netflix (NFLX) | 6.1 | $59M | 160k | 367.32 | |
| Walt Disney Company (DIS) | 4.8 | $47M | 335k | 139.64 | |
| salesforce (CRM) | 4.8 | $46M | 304k | 151.73 | |
| Zendesk | 4.4 | $42M | 477k | 89.03 | |
| Xilinx | 3.2 | $31M | 265k | 117.92 | |
| 3.1 | $31M | 873k | 34.90 | ||
| stock | 3.0 | $29M | 229k | 125.75 | |
| Amazon (AMZN) | 2.9 | $28M | 15k | 1893.60 | |
| Zynga | 2.8 | $27M | 4.5M | 6.13 | |
| Facebook Inc cl a (META) | 2.8 | $27M | 141k | 193.00 | |
| Inphi Corporation | 2.8 | $27M | 537k | 50.10 | |
| Apple (AAPL) | 2.6 | $26M | 129k | 197.92 | |
| Skyworks Solutions (SWKS) | 2.5 | $24M | 316k | 77.27 | |
| Viavi Solutions Inc equities (VIAV) | 2.5 | $24M | 1.8M | 13.29 | |
| Lumentum Hldgs (LITE) | 2.5 | $24M | 452k | 53.41 | |
| Alibaba Group Holding (BABA) | 2.4 | $24M | 139k | 169.45 | |
| Take-Two Interactive Software (TTWO) | 2.3 | $23M | 200k | 113.53 | |
| Dropbox Inc-class A (DBX) | 2.2 | $22M | 859k | 25.05 | |
| Servicenow (NOW) | 2.2 | $21M | 78k | 274.56 | |
| Anaplan | 2.2 | $21M | 419k | 50.47 | |
| Crown Castle Intl (CCI) | 2.1 | $20M | 155k | 130.35 | |
| Trade Desk (TTD) | 2.0 | $20M | 87k | 227.78 | |
| Alphabet Inc Class A cs (GOOGL) | 1.6 | $15M | 14k | 1082.79 | |
| Jd (JD) | 1.6 | $15M | 496k | 30.29 | |
| Tableau Software Inc Cl A | 1.4 | $14M | 83k | 166.02 | |
| Huya Inc ads rep shs a (HUYA) | 1.4 | $14M | 554k | 24.71 | |
| Bilibili Ads (BILI) | 1.1 | $11M | 684k | 16.27 | |
| Acacia Communications | 1.1 | $11M | 232k | 47.16 | |
| Intelsat Sa | 0.9 | $8.9M | 458k | 19.45 | |
| Fortinet (FTNT) | 0.8 | $7.7M | 100k | 76.83 | |
| Lyft (LYFT) | 0.1 | $493k | 7.5k | 65.73 |
