AO Asset Management as of Sept. 30, 2020
Portfolio Holdings for AO Asset Management
AO Asset Management holds 41 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 6.4 | $89M | 364k | 244.75 | |
| Zoom Video Communications In Cl A (ZM) | 5.2 | $72M | 154k | 470.11 | |
| Skyworks Solutions (SWKS) | 5.1 | $71M | 489k | 145.50 | |
| Inphi Corporation | 5.1 | $71M | 632k | 112.25 | |
| Jd.com Spon Adr Cl A (JD) | 4.7 | $66M | 847k | 77.61 | |
| Qorvo (QRVO) | 4.7 | $65M | 506k | 129.01 | |
| Metropcs Communications (TMUS) | 4.2 | $58M | 507k | 114.36 | |
| Amazon (AMZN) | 4.1 | $57M | 18k | 3148.75 | |
| Netflix (NFLX) | 4.0 | $55M | 111k | 500.03 | |
| Zynga Cl A | 3.9 | $55M | 6.0M | 9.12 | |
| Peloton Interactive Cl A Com (PTON) | 3.5 | $49M | 498k | 99.24 | |
| Uber Technologies (UBER) | 3.3 | $47M | 1.3M | 36.48 | |
| Workday Cl A (WDAY) | 3.1 | $43M | 200k | 215.13 | |
| Servicenow (NOW) | 2.7 | $38M | 78k | 485.00 | |
| Facebook Cl A (META) | 2.4 | $34M | 129k | 261.90 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.3 | $31M | 107k | 293.98 | |
| Take-Two Interactive Software (TTWO) | 2.2 | $31M | 189k | 165.22 | |
| Adobe Systems Incorporated (ADBE) | 2.1 | $30M | 61k | 490.43 | |
| American Tower Reit (AMT) | 2.1 | $30M | 123k | 241.73 | |
| Lam Research Corporation (LRCX) | 2.1 | $29M | 88k | 331.75 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $27M | 194k | 137.32 | |
| Atlassian Corp Cl A | 1.9 | $27M | 147k | 181.79 | |
| Snap Cl A (SNAP) | 1.9 | $26M | 1.0M | 26.11 | |
| Qualcomm (QCOM) | 1.9 | $26M | 222k | 117.68 | |
| salesforce (CRM) | 1.9 | $26M | 103k | 251.32 | |
| Lumentum Hldgs (LITE) | 1.8 | $25M | 339k | 75.13 | |
| Marvell Technology Group Ord | 1.8 | $25M | 640k | 39.70 | |
| Pinterest Cl A (PINS) | 1.7 | $24M | 579k | 41.51 | |
| Coupa Software | 1.6 | $23M | 82k | 274.24 | |
| Fidelity National Information Services (FIS) | 1.6 | $23M | 153k | 147.21 | |
| Twilio Cl A (TWLO) | 1.3 | $18M | 71k | 247.08 | |
| Zillow Group Cl C Cap Stk (Z) | 1.1 | $15M | 145k | 101.59 | |
| Sba Communications Corp Cl A (SBAC) | 1.0 | $15M | 46k | 318.48 | |
| stock | 1.0 | $14M | 76k | 188.13 | |
| Activision Blizzard | 1.0 | $14M | 166k | 80.95 | |
| Zscaler Incorporated (ZS) | 0.9 | $13M | 90k | 140.69 | |
| Palantir Technologies Cl A (PLTR) | 0.6 | $8.1M | 850k | 9.50 | |
| Electronic Arts (EA) | 0.5 | $7.5M | 58k | 130.42 | |
| Lyft Cl A Com (LYFT) | 0.5 | $6.9M | 250k | 27.55 | |
| Cisco Systems (CSCO) | 0.4 | $5.9M | 150k | 39.39 | |
| Snowflake Cl A (SNOW) | 0.3 | $4.2M | 17k | 251.01 |
