AO Asset Management as of June 30, 2022
Portfolio Holdings for AO Asset Management
AO Asset Management holds 25 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 11.4 | $17M | 123k | 134.54 | |
| Palo Alto Networks (PANW) | 9.6 | $14M | 28k | 493.95 | |
| Atlassian Corp Cl A | 6.6 | $9.6M | 51k | 187.40 | |
| Servicenow (NOW) | 5.6 | $8.1M | 17k | 475.50 | |
| Crown Castle Intl (CCI) | 4.9 | $7.1M | 42k | 168.37 | |
| Tenable Hldgs (TENB) | 4.8 | $6.9M | 152k | 45.41 | |
| Marvell Technology (MRVL) | 4.8 | $6.9M | 159k | 43.53 | |
| Arista Networks (ANET) | 4.5 | $6.5M | 70k | 93.74 | |
| Microsoft Corporation (MSFT) | 4.2 | $6.1M | 24k | 256.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $6.0M | 2.8k | 2179.18 | |
| Zscaler Incorporated (ZS) | 4.1 | $6.0M | 40k | 149.52 | |
| Amazon (AMZN) | 3.9 | $5.7M | 53k | 106.21 | |
| Fortinet (FTNT) | 3.4 | $4.9M | 86k | 56.58 | |
| Datadog Cl A Com (DDOG) | 3.2 | $4.6M | 48k | 95.24 | |
| salesforce (CRM) | 3.1 | $4.4M | 27k | 165.04 | |
| Mongodb Cl A (MDB) | 2.8 | $4.1M | 16k | 259.51 | |
| Elastic N V Ord Shs (ESTC) | 2.7 | $3.9M | 58k | 67.67 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.7 | $3.9M | 23k | 168.57 | |
| Pure Storage Cl A (PSTG) | 2.6 | $3.8M | 148k | 25.71 | |
| Jd.com Spon Adr Cl A (JD) | 2.4 | $3.5M | 54k | 64.23 | |
| Pinduoduo Sponsored Ads (PDD) | 2.3 | $3.3M | 53k | 61.80 | |
| Box Cl A (BOX) | 2.3 | $3.3M | 131k | 25.14 | |
| Ambarella SHS (AMBA) | 1.5 | $2.2M | 33k | 65.45 | |
| Lumentum Hldgs (LITE) | 1.4 | $2.0M | 26k | 79.41 | |
| Dynatrace Com New (DT) | 1.1 | $1.6M | 41k | 39.44 |
