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 |
