AO Asset Management

AO Asset Management as of Dec. 31, 2019

Portfolio Holdings for AO Asset Management

AO Asset Management holds 46 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity National Information Services (FIS) 5.0 $55M 397k 139.09
Palo Alto Networks (PANW) 4.7 $52M 226k 231.25
Netflix (NFLX) 4.7 $52M 160k 323.57
Facebook Inc cl a (META) 4.7 $52M 253k 205.25
Metropcs Communications (TMUS) 4.3 $48M 610k 78.42
Workday Inc cl a (WDAY) 4.1 $45M 274k 164.45
Juniper Networks (JNPR) 3.9 $43M 1.7M 24.63
Snap Inc cl a (SNAP) 3.9 $42M 2.6M 16.33
Jd (JD) 3.7 $40M 1.1M 35.23
American Tower Reit (AMT) 3.6 $39M 170k 229.82
Alphabet Inc Class A cs (GOOGL) 3.5 $39M 29k 1339.40
salesforce (CRM) 3.5 $39M 238k 162.64
Apple (AAPL) 3.4 $38M 129k 293.65
Activision Blizzard 3.4 $37M 626k 59.42
Zynga 3.2 $36M 5.8M 6.12
Alibaba Group Holding (BABA) 3.0 $33M 154k 212.10
Uber Technologies (UBER) 2.6 $29M 961k 29.74
Viavi Solutions Inc equities (VIAV) 2.6 $28M 1.9M 15.00
Take-Two Interactive Software (TTWO) 2.1 $23M 189k 122.43
Marvell Technology Group 2.1 $23M 865k 26.56
Inphi Corporation 2.1 $23M 307k 74.02
Trade Desk (TTD) 2.1 $23M 87k 259.78
Amazon (AMZN) 2.0 $22M 12k 1847.82
Servicenow (NOW) 2.0 $22M 78k 282.32
Anaplan 2.0 $22M 419k 52.40
Lyft (LYFT) 1.9 $21M 487k 43.02
Proofpoint 1.7 $19M 165k 114.78
Zendesk 1.7 $18M 238k 76.63
Fiserv (FI) 1.1 $12M 104k 115.63
Coupa Software 1.1 $12M 82k 146.26
Adobe Systems Incorporated (ADBE) 1.0 $11M 34k 329.80
stock (SPLK) 1.0 $11M 76k 149.78
Cisco Systems (CSCO) 1.0 $11M 234k 47.96
Zoom Video Communications In cl a (ZM) 1.0 $11M 154k 68.04
Arista Networks (ANET) 0.9 $10M 50k 203.40
Coherent 0.7 $8.1M 48k 166.34
Crown Castle Intl (CCI) 0.7 $8.0M 56k 142.16
Skyworks Solutions (SWKS) 0.6 $6.7M 56k 120.88
Elastic N V ord (ESTC) 0.6 $6.4M 100k 64.30
Avalara 0.6 $6.0M 82k 73.25
Pagerduty (PD) 0.5 $5.7M 243k 23.39
Pure Storage Inc - Class A (PSTG) 0.5 $5.5M 324k 17.11
Xilinx 0.4 $4.8M 49k 97.76
Box Inc cl a (BOX) 0.3 $3.8M 227k 16.78
Blackline (BL) 0.2 $2.6M 50k 51.56
Datadog Inc Cl A (DDOG) 0.1 $1.6M 42k 37.78