HoldingsChannel.com
AO Asset Management LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
INPHI CORP 1,199,017 +892,417 $94,926
     IPHI1,199,017+892,417$94,926
T MOBILE US INC 967,458 +357,800 $81,170
     TMUS967,458+357,800$81,170
NETFLIX INC 162,050 +1,800 $60,850
     NFLX162,050+1,800$60,850
ZYNGA INC 8,459,166 +2,620,266 $57,945
     ZNGA8,459,166+2,620,266$57,945
JD COM INC 1,385,600 +238,300 $56,117
     JD1,385,600+238,300$56,117
AMERICAN TOWER CORP NEW 237,342 +67,100 $51,681
     AMT237,342+67,100$51,681
PALO ALTO NETWORKS INC 296,090 +70,523 $48,547
     PANW296,090+70,523$48,547
AMAZON COM INC 23,804 +11,700 $46,411
     AMZN23,804+11,700$46,411
ADOBE INC 140,416 +106,016 $44,686
     ADBE140,416+106,016$44,686
FIDELITY NATL INFORMATION SV 347,100 -50,200 $42,221
     FIS347,100-50,200$42,221
FACEBOOK INC 250,000 -2,800 $41,700
     FB250,000-2,800$41,700
NETEASE INC 113,600 +113,600 $36,461
     NTES113,600+113,600$36,461
WORKDAY INC 271,745 -1,800 $35,387
     WDAY271,745-1,800$35,387
ACTIVISION BLIZZARD INC 589,947 -36,300 $35,090
     ATVI589,947-36,300$35,090
SALESFORCE COM INC 237,984 UNCH $34,265
     CRM237,984UNCH$34,265
ATLASSIAN CORP PLC 233,900 +233,900 $32,105
     TEAM233,900+233,900$32,105
TWITTER INC 1,250,000 +1,250,000 $30,700
     TWTR1,250,000+1,250,000$30,700
ALIBABA GROUP HLDG LTD 139,465 -14,300 $27,123
     BABA139,465-14,300$27,123
UBER TECHNOLOGIES INC 960,500 UNCH $26,817
     UBER960,500UNCH$26,817
NVIDIA CORP 93,600 +93,600 $24,673
     NVDA93,600+93,600$24,673
ZOOM VIDEO COMMUNICATIONS IN 154,400 UNCH $22,561
     ZM154,400UNCH$22,561
TAKE TWO INTERACTIVE SOFTWAR 188,500 UNCH $22,358
     TTWO188,500UNCH$22,358
SERVICENOW INC 78,000 UNCH $22,353
     NOW78,000UNCH$22,353
MICROSOFT CORP 138,000 +138,000 $21,764
     MSFT138,000+138,000$21,764
SNAP INC 1,500,000 -1,091,025 $17,835
     SNAP1,500,000-1,091,025$17,835
MARVELL TECHNOLOGY GROUP LTD 781,200 -83,500 $17,679
     MRVL781,200-83,500$17,679
THE TRADE DESK INC 87,300 UNCH $16,849
     TTD87,300UNCH$16,849
SBA COMMUNICATIONS CORP NEW 60,844 +60,844 $16,426
     SBAC60,844+60,844$16,426
SKYWORKS SOLUTIONS INC 178,700 +123,000 $15,972
     SWKS178,700+123,000$15,972
LYFT INC 487,600 +400 $13,092
     LYFT487,600+400$13,092
VIAVI SOLUTIONS INC 1,148,400 -729,523 $12,874
     VIAV1,148,400-729,523$12,874
COUPA SOFTWARE INC 82,000 UNCH $11,458
     COUP82,000UNCH$11,458
LAM RESEARCH CORP 45,700 +45,700 $10,968
     LRCX45,700+45,700$10,968
ARISTA NETWORKS INC 50,000 UNCH $10,128
     ANET50,000UNCH$10,128
SPLUNK INC 75,800 UNCH $9,568
     SPLK75,800UNCH$9,568
CISCO SYS INC 233,500 UNCH $9,179
     CSCO233,500UNCH$9,179
CROWN CASTLE INTL CORP NEW 56,000 -409 $8,086
     CCI56,000-409$8,086
ELECTRONIC ARTS INC 57,700 +57,700 $5,780
     EA57,700+57,700$5,780
QORVO INC 68,200 +68,200 $5,499
     QRVO68,200+68,200$5,499
ZSCALER INC 89,900 +89,900 $5,471
     ZS89,900+89,900$5,471
ZILLOW GROUP INC 145,100 +145,100 $5,227
     Z145,100+145,100$5,227
PAGERDUTY INC 243,000 UNCH $4,199
     PD243,000UNCH$4,199
PING IDENTITY HLDG CORP 177,965 +177,965 $3,563
     PING177,965+177,965$3,563

See Full List: All Stocks Held By AO Asset Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By AO Asset Management LP

Size ($ in 1000's)
At 03/31/2020: $1,200,395
At 12/31/2019: $1,099,718

AO Asset Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from AO Asset Management LP 13F filings. Link to 13F filings: SEC filings

AO Asset Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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