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 | 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 |
