AO Asset Management as of June 30, 2021
Portfolio Holdings for AO Asset Management
AO Asset Management holds 49 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 7.9 | $113M | 304k | 371.05 | |
| Metropcs Communications (TMUS) | 5.1 | $73M | 507k | 144.83 | |
| Facebook Cl A (META) | 4.6 | $66M | 190k | 347.71 | |
| Skyworks Solutions (SWKS) | 4.0 | $58M | 300k | 191.75 | |
| Twilio Cl A (TWLO) | 3.9 | $55M | 140k | 394.16 | |
| Activision Blizzard | 3.4 | $48M | 507k | 95.44 | |
| Uber Technologies (UBER) | 3.2 | $45M | 906k | 50.12 | |
| Amazon (AMZN) | 3.2 | $45M | 13k | 3440.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $45M | 19k | 2441.79 | |
| Servicenow (NOW) | 3.0 | $43M | 78k | 549.55 | |
| Microsoft Corporation (MSFT) | 2.8 | $40M | 149k | 270.90 | |
| Peloton Interactive Cl A Com (PTON) | 2.6 | $37M | 299k | 124.02 | |
| salesforce (CRM) | 2.5 | $36M | 147k | 244.27 | |
| Zscaler Incorporated (ZS) | 2.4 | $35M | 161k | 216.06 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.4 | $35M | 138k | 251.31 | |
| Roblox Corp Cl A (RBLX) | 2.4 | $34M | 380k | 89.98 | |
| Marvell Technology (MRVL) | 2.4 | $34M | 582k | 58.33 | |
| Dynatrace Com New (DT) | 2.3 | $33M | 567k | 58.42 | |
| NVIDIA Corporation (NVDA) | 2.3 | $33M | 41k | 800.10 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $29M | 50k | 585.64 | |
| Box Cl A (BOX) | 1.7 | $24M | 932k | 25.55 | |
| Lyft Cl A Com (LYFT) | 1.6 | $24M | 388k | 60.48 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $23M | 63k | 365.09 | |
| Okta Cl A (OKTA) | 1.5 | $22M | 89k | 244.69 | |
| Ringcentral Cl A (RNG) | 1.5 | $21M | 72k | 290.58 | |
| Atlassian Corp Cl A | 1.4 | $21M | 80k | 256.85 | |
| Cirrus Logic (CRUS) | 1.4 | $20M | 240k | 85.12 | |
| Netflix (NFLX) | 1.4 | $20M | 38k | 528.22 | |
| Fidelity National Information Services (FIS) | 1.4 | $20M | 140k | 141.67 | |
| Snowflake Cl A (SNOW) | 1.3 | $19M | 80k | 241.80 | |
| Sba Communications Corp Cl A (SBAC) | 1.3 | $18M | 57k | 318.69 | |
| Fortinet (FTNT) | 1.2 | $18M | 75k | 238.19 | |
| F5 Networks (FFIV) | 1.2 | $18M | 95k | 186.66 | |
| Arista Networks (ANET) | 1.2 | $18M | 48k | 362.31 | |
| Workday Cl A (WDAY) | 1.2 | $17M | 73k | 238.74 | |
| Walt Disney Company (DIS) | 1.2 | $17M | 98k | 175.77 | |
| American Tower Reit (AMT) | 1.2 | $17M | 63k | 270.14 | |
| Ambarella SHS (AMBA) | 1.2 | $17M | 158k | 106.63 | |
| Datadog Cl A Com (DDOG) | 1.2 | $17M | 162k | 104.08 | |
| Qorvo (QRVO) | 1.2 | $17M | 85k | 195.65 | |
| Jd.com Spon Adr Cl A (JD) | 1.2 | $17M | 208k | 79.81 | |
| Pinterest Cl A (PINS) | 1.1 | $16M | 200k | 78.95 | |
| Applied Materials (AMAT) | 1.0 | $15M | 102k | 142.40 | |
| Cloudflare Cl A Com (NET) | 0.9 | $13M | 125k | 105.84 | |
| Juniper Networks (JNPR) | 0.9 | $13M | 483k | 27.35 | |
| Nxp Semiconductors N V (NXPI) | 0.9 | $12M | 60k | 205.72 | |
| Cisco Systems (CSCO) | 0.8 | $11M | 214k | 53.00 | |
| Dooardash Cl A (DASH) | 0.7 | $9.5M | 53k | 178.32 | |
| Confluent Class A Com (CFLT) | 0.2 | $2.4M | 50k | 47.50 |
