AO Asset Management

AO Asset Management as of Dec. 31, 2016

Portfolio Holdings for AO Asset Management

AO Asset Management holds 26 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Finisar Corporation 12.3 $37M 1.2M 30.27
Metropcs Communications (TMUS) 8.4 $25M 439k 57.51
LogMeIn 6.8 $20M 211k 96.55
Adobe Systems Incorporated (ADBE) 6.4 $19M 186k 102.95
Juniper Networks (JNPR) 5.7 $17M 604k 28.26
Symantec Corporation 5.6 $17M 700k 23.89
Facebook Inc cl a (META) 5.6 $17M 145k 115.05
Amazon (AMZN) 5.4 $16M 22k 749.86
Netflix (NFLX) 4.8 $14M 116k 123.80
salesforce (CRM) 4.5 $14M 198k 68.46
Charter Communications Inc New Cl A cl a (CHTR) 4.0 $12M 41k 287.92
Alphabet Inc Class A cs (GOOGL) 3.6 $11M 14k 792.44
Take-Two Interactive Software (TTWO) 3.3 $9.8M 199k 49.29
Lumentum Hldgs (LITE) 3.2 $9.6M 248k 38.65
Micron Technology (MU) 2.4 $7.1M 326k 21.92
Flextronics International Ltd Com Stk (FLEX) 2.4 $7.1M 495k 14.37
Arris 2.3 $7.0M 233k 30.13
Alibaba Group Holding (BABA) 2.3 $6.9M 79k 87.81
Arista Networks (ANET) 2.3 $6.8M 70k 96.77
Apple (AAPL) 2.1 $6.5M 56k 115.82
Shopify Inc cl a (SHOP) 1.5 $4.5M 106k 42.87
Applied Materials (AMAT) 1.1 $3.4M 106k 32.27
Activision Blizzard 1.1 $3.4M 94k 36.11
Nimble Storage 1.1 $3.3M 422k 7.92
Pure Storage Inc - Class A (PSTG) 1.1 $3.2M 285k 11.31
Oclaro 0.8 $2.3M 255k 8.95