AO Asset Management as of Dec. 31, 2021
Portfolio Holdings for AO Asset Management
AO Asset Management holds 53 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology (MRVL) | 6.0 | $62M | 708k | 87.49 | |
| Metropcs Communications (TMUS) | 4.7 | $48M | 413k | 115.98 | |
| Microsoft Corporation (MSFT) | 4.3 | $44M | 131k | 336.32 | |
| Netflix (NFLX) | 3.8 | $39M | 65k | 602.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $38M | 13k | 2897.03 | |
| F5 Networks (FFIV) | 3.6 | $38M | 153k | 244.71 | |
| Arista Networks (ANET) | 3.3 | $34M | 239k | 143.75 | |
| Tenable Hldgs (TENB) | 3.3 | $34M | 610k | 55.07 | |
| Zscaler Incorporated (ZS) | 3.0 | $31M | 95k | 321.33 | |
| Uber Technologies (UBER) | 2.8 | $29M | 695k | 41.93 | |
| Box Cl A (BOX) | 2.6 | $27M | 1.0M | 26.19 | |
| Datadog Cl A Com (DDOG) | 2.5 | $26M | 147k | 178.11 | |
| salesforce (CRM) | 2.5 | $26M | 103k | 254.13 | |
| Palo Alto Networks (PANW) | 2.5 | $25M | 45k | 556.76 | |
| Applied Materials (AMAT) | 2.4 | $25M | 158k | 157.36 | |
| Ambarella SHS (AMBA) | 2.3 | $23M | 116k | 202.89 | |
| Roblox Corp Cl A (RBLX) | 2.1 | $21M | 205k | 103.16 | |
| Amazon (AMZN) | 2.0 | $21M | 6.3k | 3334.34 | |
| Sba Communications Corp Cl A (SBAC) | 2.0 | $21M | 53k | 389.01 | |
| Dynatrace Com New (DT) | 2.0 | $20M | 337k | 60.35 | |
| Workday Cl A (WDAY) | 1.9 | $20M | 73k | 273.18 | |
| Atlassian Corp Cl A | 1.9 | $20M | 51k | 381.30 | |
| Snowflake Cl A (SNOW) | 1.8 | $19M | 56k | 338.75 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $18M | 32k | 567.07 | |
| NVIDIA Corporation (NVDA) | 1.7 | $17M | 58k | 294.10 | |
| Meta Platforms Cl A (META) | 1.6 | $17M | 50k | 336.35 | |
| Servicenow (NOW) | 1.6 | $16M | 25k | 649.12 | |
| Sentinelone Cl A (S) | 1.6 | $16M | 316k | 50.49 | |
| Pure Storage Cl A (PSTG) | 1.5 | $16M | 483k | 32.55 | |
| Kla Corp Com New (KLAC) | 1.4 | $15M | 34k | 430.12 | |
| Paycom Software (PAYC) | 1.4 | $15M | 36k | 415.18 | |
| Twilio Cl A (TWLO) | 1.4 | $15M | 55k | 263.33 | |
| Hubspot (HUBS) | 1.4 | $14M | 21k | 659.16 | |
| Intel Corporation (INTC) | 1.3 | $14M | 266k | 51.50 | |
| Cisco Systems (CSCO) | 1.3 | $14M | 214k | 63.37 | |
| Spotify Technology S A SHS (SPOT) | 1.3 | $14M | 58k | 234.04 | |
| Fortinet (FTNT) | 1.3 | $14M | 38k | 359.41 | |
| Juniper Networks (JNPR) | 1.2 | $13M | 349k | 35.71 | |
| Skyworks Solutions (SWKS) | 1.1 | $12M | 75k | 155.15 | |
| Activision Blizzard | 1.1 | $11M | 165k | 66.53 | |
| American Tower Reit (AMT) | 1.0 | $10M | 35k | 292.51 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $10M | 50k | 204.76 | |
| Lumentum Hldgs (LITE) | 0.7 | $7.2M | 68k | 105.77 | |
| Zoom Video Communications In Cl A (ZM) | 0.7 | $6.9M | 38k | 183.92 | |
| Snap Cl A (SNAP) | 0.7 | $6.8M | 145k | 47.03 | |
| Coupa Software | 0.7 | $6.8M | 43k | 158.05 | |
| Docusign (DOCU) | 0.7 | $6.8M | 45k | 152.31 | |
| Verizon Communications (VZ) | 0.7 | $6.8M | 130k | 51.96 | |
| Intuit (INTU) | 0.7 | $6.8M | 11k | 643.24 | |
| Dooardash Cl A (DASH) | 0.7 | $6.7M | 45k | 148.91 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $6.6M | 29k | 227.77 | |
| Elastic N V Ord Shs (ESTC) | 0.5 | $4.9M | 40k | 123.10 | |
| Confluent Class A Com (CFLT) | 0.4 | $3.8M | 50k | 76.25 |
