AO Asset Management

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
Twitter 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 (SPLK) 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