AO Asset Management as of March 31, 2021
Portfolio Holdings for AO Asset Management
AO Asset Management holds 46 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 7.3 | $97M | 300k | 322.06 | |
| Metropcs Communications (TMUS) | 4.8 | $64M | 511k | 125.29 | |
| Lyft Cl A Com (LYFT) | 4.5 | $60M | 950k | 63.18 | |
| Uber Technologies (UBER) | 4.2 | $56M | 1.0M | 54.51 | |
| Skyworks Solutions (SWKS) | 4.1 | $55M | 300k | 183.48 | |
| Twilio Cl A (TWLO) | 4.0 | $52M | 154k | 340.76 | |
| Activision Blizzard | 3.2 | $42M | 451k | 93.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $41M | 20k | 2062.50 | |
| 3.1 | $41M | 643k | 63.63 | ||
| Servicenow (NOW) | 2.9 | $39M | 78k | 500.12 | |
| Microsoft Corporation (MSFT) | 2.8 | $38M | 160k | 235.77 | |
| Workday Cl A (WDAY) | 2.8 | $37M | 150k | 248.43 | |
| Walt Disney Company (DIS) | 2.7 | $36M | 195k | 184.52 | |
| F5 Networks (FFIV) | 2.6 | $35M | 168k | 208.62 | |
| Facebook Cl A (META) | 2.6 | $35M | 117k | 294.53 | |
| Peloton Interactive Cl A Com (PTON) | 2.5 | $34M | 298k | 112.44 | |
| Fidelity National Information Services (FIS) | 2.4 | $32M | 225k | 140.61 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.2 | $29M | 160k | 182.51 | |
| Pinterest Cl A (PINS) | 2.0 | $27M | 360k | 74.03 | |
| Zscaler Incorporated (ZS) | 2.0 | $26M | 153k | 171.67 | |
| Marvell Technology Group Ord | 2.0 | $26M | 536k | 48.98 | |
| Dynatrace Com New (DT) | 2.0 | $26M | 540k | 48.24 | |
| Amazon (AMZN) | 1.9 | $25M | 8.1k | 3094.10 | |
| Ringcentral Cl A (RNG) | 1.8 | $23M | 78k | 297.87 | |
| Cirrus Logic (CRUS) | 1.7 | $23M | 270k | 84.79 | |
| Nxp Semiconductors N V (NXPI) | 1.7 | $22M | 110k | 201.34 | |
| NVIDIA Corporation (NVDA) | 1.7 | $22M | 41k | 533.94 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $21M | 44k | 475.36 | |
| Snowflake Cl A (SNOW) | 1.6 | $21M | 92k | 229.28 | |
| Micron Technology (MU) | 1.5 | $19M | 218k | 88.21 | |
| Qorvo (QRVO) | 1.4 | $19M | 104k | 182.70 | |
| Netflix (NFLX) | 1.4 | $19M | 36k | 521.66 | |
| Arista Networks (ANET) | 1.4 | $18M | 61k | 301.89 | |
| Roblox Corp Cl A (RBLX) | 1.3 | $18M | 271k | 64.83 | |
| Jd.com Spon Adr Cl A (JD) | 1.3 | $18M | 208k | 84.33 | |
| Atlassian Corp Cl A | 1.3 | $17M | 82k | 210.76 | |
| Sba Communications Corp Cl A (SBAC) | 1.3 | $17M | 62k | 277.56 | |
| Applied Materials (AMAT) | 1.2 | $16M | 121k | 133.60 | |
| salesforce (CRM) | 1.2 | $16M | 76k | 211.87 | |
| American Tower Reit (AMT) | 1.1 | $15M | 63k | 239.06 | |
| Ambarella SHS (AMBA) | 0.9 | $12M | 116k | 100.39 | |
| Okta Cl A (OKTA) | 0.8 | $11M | 50k | 220.44 | |
| Cisco Systems (CSCO) | 0.6 | $7.8M | 150k | 51.71 | |
| Zillow Group Cl A (ZG) | 0.6 | $7.5M | 57k | 131.38 | |
| Box Cl A (BOX) | 0.6 | $7.3M | 319k | 22.96 | |
| Tripadvisor (TRIP) | 0.4 | $5.3M | 99k | 53.79 |
