AO Asset Management as of Sept. 30, 2019
Portfolio Holdings for AO Asset Management
AO Asset Management holds 44 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 7.0 | $71M | 397k | 178.08 | |
| Metropcs Communications (TMUS) | 6.1 | $62M | 787k | 78.77 | |
| Palo Alto Networks (PANW) | 6.0 | $61M | 298k | 203.83 | |
| Workday Inc cl a (WDAY) | 5.6 | $57M | 334k | 169.96 | |
| Fidelity National Information Services (FIS) | 4.7 | $47M | 357k | 132.76 | |
| Netflix (NFLX) | 4.2 | $43M | 160k | 267.62 | |
| 3.5 | $36M | 873k | 41.20 | ||
| Take-Two Interactive Software (TTWO) | 3.5 | $36M | 286k | 125.34 | |
| salesforce (CRM) | 3.5 | $36M | 242k | 148.44 | |
| American Tower Reit (AMT) | 3.4 | $35M | 156k | 221.13 | |
| Broadcom (AVGO) | 3.1 | $31M | 113k | 276.07 | |
| Zynga | 2.9 | $30M | 5.1M | 5.82 | |
| Apple (AAPL) | 2.8 | $29M | 129k | 223.97 | |
| stock | 2.6 | $27M | 229k | 117.86 | |
| Skyworks Solutions (SWKS) | 2.5 | $25M | 316k | 79.25 | |
| Xilinx | 2.4 | $25M | 257k | 95.90 | |
| Inphi Corporation | 2.4 | $24M | 400k | 61.05 | |
| Amazon (AMZN) | 2.2 | $22M | 13k | 1735.92 | |
| Viavi Solutions Inc equities (VIAV) | 2.1 | $21M | 1.5M | 14.00 | |
| Alibaba Group Holding (BABA) | 2.0 | $21M | 124k | 167.23 | |
| Servicenow (NOW) | 1.9 | $20M | 78k | 253.85 | |
| Anaplan | 1.9 | $20M | 419k | 47.00 | |
| Marvell Technology Group | 1.9 | $19M | 756k | 24.97 | |
| Proofpoint | 1.8 | $18M | 142k | 129.05 | |
| Zendesk | 1.7 | $17M | 238k | 72.88 | |
| Alphabet Inc Class A cs (GOOGL) | 1.6 | $17M | 14k | 1221.13 | |
| Trade Desk (TTD) | 1.6 | $16M | 87k | 187.55 | |
| Zoom Video Communications In cl a (ZM) | 1.5 | $15M | 200k | 76.20 | |
| Acacia Communications | 1.4 | $15M | 226k | 65.40 | |
| Huya Inc ads rep shs a (HUYA) | 1.4 | $14M | 596k | 23.64 | |
| Jd (JD) | 1.4 | $14M | 496k | 28.21 | |
| Lyft (LYFT) | 1.2 | $13M | 306k | 40.84 | |
| Arista Networks (ANET) | 1.2 | $12M | 50k | 238.92 | |
| Coupa Software | 1.1 | $11M | 82k | 129.57 | |
| Coherent | 1.0 | $10M | 66k | 153.73 | |
| Intelsat Sa | 0.8 | $8.3M | 363k | 22.80 | |
| Elastic N V ord (ESTC) | 0.8 | $8.2M | 100k | 82.34 | |
| Crown Castle Intl (CCI) | 0.8 | $7.8M | 56k | 139.00 | |
| M/a (MTSI) | 0.7 | $7.1M | 332k | 21.49 | |
| Avalara | 0.7 | $6.7M | 100k | 67.29 | |
| Box Inc cl a (BOX) | 0.4 | $3.8M | 227k | 16.56 | |
| Uber Technologies (UBER) | 0.3 | $3.0M | 100k | 30.47 | |
| Blackline (BL) | 0.2 | $2.4M | 50k | 47.82 | |
| Datadog Inc Cl A (DDOG) | 0.2 | $1.7M | 50k | 33.92 |
