AO Asset Management as of Dec. 31, 2020
Portfolio Holdings for AO Asset Management
AO Asset Management holds 48 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 8.6 | $129M | 364k | 355.39 | |
| Qorvo (QRVO) | 4.4 | $67M | 400k | 166.27 | |
| Skyworks Solutions (SWKS) | 4.0 | $61M | 399k | 152.88 | |
| Jd.com Spon Adr Cl A (JD) | 4.0 | $60M | 684k | 87.90 | |
| Uber Technologies (UBER) | 3.9 | $59M | 1.1M | 51.00 | |
| Peloton Interactive Cl A Com (PTON) | 3.8 | $57M | 374k | 151.72 | |
| Metropcs Communications (TMUS) | 3.7 | $56M | 417k | 134.85 | |
| Inphi Corporation | 3.6 | $54M | 338k | 160.47 | |
| Netflix (NFLX) | 3.6 | $54M | 100k | 540.73 | |
| Twilio Cl A (TWLO) | 3.5 | $52M | 155k | 338.50 | |
| Servicenow (NOW) | 2.8 | $43M | 78k | 550.44 | |
| Lam Research Corporation (LRCX) | 2.8 | $42M | 88k | 472.27 | |
| Amazon (AMZN) | 2.6 | $40M | 12k | 3256.91 | |
| Arista Networks (ANET) | 2.5 | $37M | 128k | 290.57 | |
| Workday Cl A (WDAY) | 2.4 | $36M | 150k | 239.61 | |
| Visa Com Cl A (V) | 2.3 | $34M | 156k | 218.73 | |
| Fidelity National Information Services (FIS) | 2.1 | $32M | 227k | 141.46 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $32M | 150k | 211.82 | |
| Qualcomm (QCOM) | 2.0 | $31M | 200k | 152.34 | |
| Marvell Technology Group Ord | 2.0 | $30M | 637k | 47.54 | |
| Walt Disney Company (DIS) | 2.0 | $30M | 166k | 181.18 | |
| Zynga Cl A | 2.0 | $30M | 3.0M | 9.87 | |
| Zscaler Incorporated (ZS) | 1.9 | $29M | 146k | 199.71 | |
| Coupa Software | 1.8 | $27M | 80k | 338.91 | |
| Lyft Cl A Com (LYFT) | 1.8 | $26M | 538k | 49.13 | |
| Pinterest Cl A (PINS) | 1.7 | $26M | 400k | 65.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $26M | 15k | 1752.65 | |
| Facebook Cl A (META) | 1.7 | $25M | 92k | 273.16 | |
| Snap Cl A (SNAP) | 1.7 | $25M | 500k | 50.07 | |
| Take-Two Interactive Software (TTWO) | 1.4 | $21M | 100k | 207.79 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $20M | 39k | 500.13 | |
| Zoom Video Communications In Cl A (ZM) | 1.1 | $17M | 50k | 337.32 | |
| F5 Networks (FFIV) | 1.0 | $16M | 88k | 175.94 | |
| Microsoft Corporation (MSFT) | 1.0 | $15M | 69k | 222.42 | |
| salesforce (CRM) | 1.0 | $15M | 68k | 222.53 | |
| Snowflake Cl A (SNOW) | 1.0 | $15M | 53k | 281.39 | |
| Sba Communications Corp Cl A (SBAC) | 1.0 | $15M | 52k | 282.13 | |
| American Tower Reit (AMT) | 0.9 | $14M | 63k | 224.46 | |
| Lumentum Hldgs (LITE) | 0.9 | $14M | 150k | 94.80 | |
| Activision Blizzard | 0.9 | $14M | 150k | 92.85 | |
| Ringcentral Cl A (RNG) | 0.9 | $14M | 37k | 378.96 | |
| Docusign (DOCU) | 0.9 | $14M | 62k | 222.30 | |
| Zillow Group Cl A (ZG) | 0.9 | $14M | 100k | 135.94 | |
| Okta Cl A (OKTA) | 0.8 | $13M | 50k | 254.26 | |
| Proofpoint | 0.7 | $10M | 75k | 136.41 | |
| Nxp Semiconductors N V (NXPI) | 0.5 | $7.8M | 49k | 159.02 | |
| Cisco Systems (CSCO) | 0.4 | $6.7M | 150k | 44.75 | |
| Atlassian Corp Cl A | 0.4 | $5.5M | 24k | 233.89 |
