AO Asset Management as of March 31, 2020
Portfolio Holdings for AO Asset Management
AO Asset Management holds 44 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inphi Corporation | 7.9 | $95M | 1.2M | 79.17 | |
| Metropcs Communications (TMUS) | 6.8 | $81M | 968k | 83.90 | |
| Netflix (NFLX) | 5.1 | $61M | 162k | 375.50 | |
| Zynga | 4.8 | $58M | 8.5M | 6.85 | |
| Jd (JD) | 4.7 | $56M | 1.4M | 40.50 | |
| American Tower Reit (AMT) | 4.3 | $52M | 237k | 217.75 | |
| Palo Alto Networks (PANW) | 4.0 | $49M | 296k | 163.96 | |
| Amazon (AMZN) | 3.9 | $46M | 24k | 1949.71 | |
| Adobe Systems Incorporated (ADBE) | 3.7 | $45M | 140k | 318.24 | |
| Fidelity National Information Services (FIS) | 3.5 | $42M | 347k | 121.64 | |
| Facebook Inc cl a (META) | 3.5 | $42M | 250k | 166.80 | |
| NetEase (NTES) | 3.0 | $37M | 114k | 320.96 | |
| Workday Inc cl a (WDAY) | 2.9 | $35M | 272k | 130.22 | |
| Activision Blizzard | 2.9 | $35M | 590k | 59.48 | |
| salesforce (CRM) | 2.9 | $34M | 238k | 143.98 | |
| Atlassian Corp Plc cl a | 2.7 | $32M | 234k | 137.26 | |
| 2.6 | $31M | 1.3M | 24.56 | ||
| Alibaba Group Holding (BABA) | 2.3 | $27M | 140k | 194.48 | |
| Uber Technologies (UBER) | 2.2 | $27M | 961k | 27.92 | |
| NVIDIA Corporation (NVDA) | 2.1 | $25M | 94k | 263.60 | |
| Zoom Video Communications In cl a (ZM) | 1.9 | $23M | 154k | 146.12 | |
| Take-Two Interactive Software (TTWO) | 1.9 | $22M | 189k | 118.61 | |
| Servicenow (NOW) | 1.9 | $22M | 78k | 286.58 | |
| Microsoft Corporation (MSFT) | 1.8 | $22M | 138k | 157.71 | |
| Snap Inc cl a (SNAP) | 1.5 | $18M | 1.5M | 11.89 | |
| Marvell Technology Group | 1.5 | $18M | 781k | 22.63 | |
| Trade Desk (TTD) | 1.4 | $17M | 87k | 193.00 | |
| Sba Communications Corp (SBAC) | 1.4 | $16M | 61k | 269.97 | |
| Skyworks Solutions (SWKS) | 1.3 | $16M | 179k | 89.38 | |
| Lyft (LYFT) | 1.1 | $13M | 488k | 26.85 | |
| Viavi Solutions Inc equities (VIAV) | 1.1 | $13M | 1.1M | 11.21 | |
| Coupa Software | 1.0 | $12M | 82k | 139.73 | |
| Lam Research Corporation (LRCX) | 0.9 | $11M | 46k | 240.00 | |
| Arista Networks (ANET) | 0.8 | $10M | 50k | 202.56 | |
| stock | 0.8 | $9.6M | 76k | 126.23 | |
| Cisco Systems (CSCO) | 0.8 | $9.2M | 234k | 39.31 | |
| Crown Castle Intl (CCI) | 0.7 | $8.1M | 56k | 144.39 | |
| Electronic Arts (EA) | 0.5 | $5.8M | 58k | 100.17 | |
| Qorvo (QRVO) | 0.5 | $5.5M | 68k | 80.63 | |
| Zscaler Incorporated (ZS) | 0.5 | $5.5M | 90k | 60.86 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.4 | $5.2M | 145k | 36.02 | |
| Pagerduty (PD) | 0.3 | $4.2M | 243k | 17.28 | |
| Ping Identity Hldg Corp | 0.3 | $3.6M | 178k | 20.02 | |
| Blackline (BL) | 0.2 | $2.6M | 50k | 52.62 |
