AO Asset Management as of June 30, 2020
Portfolio Holdings for AO Asset Management
AO Asset Management holds 44 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jd.com Spon Adr Cl A (JD) | 6.0 | $83M | 1.4M | 60.18 | |
| Inphi Corporation | 5.9 | $81M | 691k | 117.50 | |
| Netflix (NFLX) | 5.3 | $74M | 162k | 455.04 | |
| Zynga Cl A | 5.1 | $71M | 7.4M | 9.54 | |
| Palo Alto Networks (PANW) | 4.9 | $68M | 296k | 229.67 | |
| Metropcs Communications (TMUS) | 4.5 | $63M | 600k | 104.15 | |
| Amazon (AMZN) | 4.2 | $58M | 21k | 2758.82 | |
| Workday Cl A (WDAY) | 3.7 | $51M | 272k | 187.36 | |
| Facebook Cl A (META) | 3.0 | $42M | 185k | 227.07 | |
| Uber Technologies (UBER) | 2.9 | $40M | 1.3M | 31.08 | |
| Zoom Video Communications In Cl A (ZM) | 2.8 | $39M | 154k | 253.54 | |
| 2.7 | $37M | 1.3M | 29.79 | ||
| The Trade Desk Com Cl A (TTD) | 2.6 | $36M | 87k | 406.49 | |
| Snap Cl A (SNAP) | 2.6 | $35M | 1.5M | 23.49 | |
| Activision Blizzard | 2.5 | $35M | 459k | 75.90 | |
| American Tower Reit (AMT) | 2.3 | $32M | 123k | 258.54 | |
| Servicenow (NOW) | 2.3 | $32M | 78k | 405.06 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.2 | $30M | 140k | 215.70 | |
| salesforce (CRM) | 2.1 | $29M | 152k | 187.33 | |
| Lam Research Corporation (LRCX) | 2.1 | $29M | 88k | 323.45 | |
| Skyworks Solutions (SWKS) | 2.0 | $27M | 213k | 127.86 | |
| Atlassian Corp Cl A | 1.9 | $26M | 147k | 180.27 | |
| Take-Two Interactive Software (TTWO) | 1.9 | $26M | 189k | 139.57 | |
| Coherent | 1.9 | $26M | 200k | 130.98 | |
| Lumentum Hldgs (LITE) | 1.8 | $25M | 309k | 81.43 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $23M | 229k | 100.29 | |
| Marvell Technology Group Ord | 1.7 | $23M | 655k | 35.06 | |
| Coupa Software | 1.6 | $23M | 82k | 277.04 | |
| Qorvo (QRVO) | 1.5 | $21M | 193k | 110.53 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $21M | 49k | 435.32 | |
| Apple (AAPL) | 1.5 | $20M | 56k | 364.79 | |
| Fidelity National Information Services (FIS) | 1.4 | $20M | 146k | 134.09 | |
| Proofpoint | 1.4 | $20M | 175k | 111.12 | |
| Sba Communications Corp Cl A (SBAC) | 1.2 | $16M | 54k | 297.91 | |
| Viavi Solutions Inc equities (VIAV) | 1.1 | $16M | 1.2M | 12.74 | |
| stock | 1.1 | $15M | 76k | 198.69 | |
| Lyft Cl A Com (LYFT) | 1.0 | $13M | 404k | 33.01 | |
| Cisco Systems (CSCO) | 0.8 | $11M | 234k | 46.64 | |
| Arista Networks (ANET) | 0.8 | $11M | 50k | 210.04 | |
| Zscaler Incorporated (ZS) | 0.7 | $9.9M | 90k | 109.50 | |
| Zillow Group Cl C Cap Stk (Z) | 0.6 | $8.4M | 145k | 57.61 | |
| Draftkings Com Cl A | 0.6 | $8.3M | 251k | 33.26 | |
| Electronic Arts (EA) | 0.6 | $7.6M | 58k | 132.05 | |
| T-mobile Us Right 7/27/2020 | 0.0 | $90k | 535k | 0.17 |
