AO Asset Management as of March 31, 2022
Portfolio Holdings for AO Asset Management
AO Asset Management holds 38 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology (MRVL) | 6.9 | $25M | 353k | 71.71 | |
| Microsoft Corporation (MSFT) | 6.7 | $25M | 80k | 308.31 | |
| Palo Alto Networks (PANW) | 6.7 | $25M | 40k | 622.50 | |
| Arista Networks (ANET) | 5.9 | $22M | 157k | 138.98 | |
| Metropcs Communications (TMUS) | 5.6 | $21M | 160k | 128.35 | |
| Datadog Cl A Com (DDOG) | 4.6 | $17M | 111k | 151.47 | |
| Box Cl A (BOX) | 4.2 | $16M | 535k | 29.06 | |
| Hubspot (HUBS) | 3.8 | $14M | 29k | 474.95 | |
| Tenable Hldgs (TENB) | 3.5 | $13M | 220k | 57.79 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.1 | $11M | 50k | 227.08 | |
| Atlassian Corp Cl A | 3.1 | $11M | 39k | 293.83 | |
| Amazon (AMZN) | 3.0 | $11M | 3.4k | 3259.81 | |
| Servicenow (NOW) | 2.9 | $11M | 19k | 556.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $11M | 3.8k | 2781.47 | |
| Meta Platforms Cl A (META) | 2.8 | $10M | 47k | 222.36 | |
| Lumentum Hldgs (LITE) | 2.8 | $10M | 106k | 97.60 | |
| Crown Castle Intl (CCI) | 2.8 | $10M | 55k | 184.60 | |
| NVIDIA Corporation (NVDA) | 2.4 | $9.0M | 33k | 272.87 | |
| Confluent Class A Com (CFLT) | 2.3 | $8.6M | 209k | 41.00 | |
| Ambarella SHS (AMBA) | 2.2 | $8.0M | 76k | 104.91 | |
| Mongodb Cl A (MDB) | 2.1 | $7.8M | 18k | 443.58 | |
| Okta Cl A (OKTA) | 2.1 | $7.5M | 50k | 150.96 | |
| Fortinet (FTNT) | 1.9 | $7.1M | 21k | 341.76 | |
| Intuit (INTU) | 1.7 | $6.2M | 13k | 480.84 | |
| Applied Materials (AMAT) | 1.6 | $6.0M | 46k | 131.80 | |
| Elastic N V Ord Shs (ESTC) | 1.5 | $5.6M | 63k | 88.95 | |
| Zscaler Incorporated (ZS) | 1.5 | $5.6M | 23k | 241.28 | |
| Snowflake Cl A (SNOW) | 1.5 | $5.4M | 24k | 229.15 | |
| Unity Software (U) | 1.3 | $5.0M | 50k | 99.22 | |
| Adobe Systems Incorporated (ADBE) | 1.2 | $4.6M | 10k | 455.62 | |
| Roblox Corp Cl A (RBLX) | 1.2 | $4.6M | 99k | 46.24 | |
| Nxp Semiconductors N V (NXPI) | 1.1 | $4.0M | 22k | 185.06 | |
| Paycom Software (PAYC) | 1.1 | $3.9M | 11k | 346.35 | |
| Sentinelone Cl A (S) | 0.7 | $2.5M | 64k | 38.73 | |
| Dynatrace Com New (DT) | 0.5 | $1.9M | 41k | 47.10 | |
| Sba Communications Corp Cl A (SBAC) | 0.4 | $1.6M | 4.6k | 344.19 | |
| Snap Cl A (SNAP) | 0.3 | $972k | 27k | 36.00 | |
| Digitalbridge Group Cl A Com | 0.1 | $360k | 50k | 7.20 |
