HoldingsChannel.com
AO Asset Management LP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
FACEBOOK INC 397,200 +255,800 $70,733
     FB397,200+255,800$70,733
T MOBILE US INC 786,958 -290,059 $61,989
     TMUS786,958-290,059$61,989
PALO ALTO NETWORKS INC 298,167 UNCH $60,775
     PANW298,167UNCH$60,775
WORKDAY INC 333,948 -96,100 $56,758
     WDAY333,948-96,100$56,758
FIDELITY NATL INFORMATION SV 357,200 +357,200 $47,422
     FIS357,200+357,200$47,422
NETFLIX INC 160,250 UNCH $42,886
     NFLX160,250UNCH$42,886
TWITTER INC 873,300 UNCH $35,980
     TWTR873,300UNCH$35,980
SALESFORCE COM INC 241,684 -62,322 $35,876
     CRM241,684-62,322$35,876
TAKE TWO INTERACTIVE SOFTWAR 286,100 +86,100 $35,860
     TTWO286,100+86,100$35,860
AMERICAN TOWER CORP NEW 156,100 +156,100 $34,518
     AMT156,100+156,100$34,518
BROADCOM INC 112,700 +112,700 $31,113
     AVGO112,700+112,700$31,113
ZYNGA INC 5,094,600 +635,400 $29,651
     ZNGA5,094,600+635,400$29,651
APPLE INC 129,000 UNCH $28,892
     AAPL129,000UNCH$28,892
SPLUNK INC 229,000 UNCH $26,990
     SPLK229,000UNCH$26,990
SKYWORKS SOLUTIONS INC 316,000 UNCH $25,043
     SWKS316,000UNCH$25,043
XILINX INC 257,133 -8,000 $24,659
     XLNX257,133-8,000$24,659
INPHI CORP 400,000 -136,938 $24,420
     IPHI400,000-136,938$24,420
AMAZON COM INC 12,644 -2,196 $21,949
     AMZN12,644-2,196$21,949
VIAVI SOLUTIONS INC 1,497,623 -323,500 $20,974
     VIAV1,497,623-323,500$20,974
ALIBABA GROUP HLDG LTD 124,065 -14,800 $20,747
     BABA124,065-14,800$20,747
SERVICENOW INC 78,000 UNCH $19,800
     NOW78,000UNCH$19,800
ANAPLAN INC 418,700 UNCH $19,679
     PLAN418,700UNCH$19,679
MARVELL TECHNOLOGY GROUP LTD 755,900 +755,900 $18,875
     MRVL755,900+755,900$18,875
PROOFPOINT INC 142,000 +142,000 $18,325
     PFPT142,000+142,000$18,325
ZENDESK INC 238,000 -238,776 $17,345
     ZEN238,000-238,776$17,345
ALPHABET INC 13,648 -400 $16,666
     GOOGL13,648-400$16,666
THE TRADE DESK INC 87,300 UNCH $16,373
     TTD87,300UNCH$16,373
ZOOM VIDEO COMMUNICATIONS IN 200,000 +200,000 $15,240
     ZM200,000+200,000$15,240
ACACIA COMMUNICATIONS INC 225,796 -6,100 $14,767
     ACIA225,796-6,100$14,767
HUYA INC 595,640 +42,139 $14,081
     HUYA595,640+42,139$14,081
JD COM INC 496,000 UNCH $13,992
     JD496,000UNCH$13,992
LYFT INC 305,700 +298,200 $12,485
     LYFT305,700+298,200$12,485
ARISTA NETWORKS INC 50,000 +50,000 $11,946
     ANET50,000+50,000$11,946
COUPA SOFTWARE INC 81,997 +81,997 $10,624
     COUP81,997+81,997$10,624
COHERENT INC 65,500 +65,500 $10,069
     COHR65,500+65,500$10,069
INTELSAT S A 363,387 -94,188 $8,285
     I363,387-94,188$8,285
ELASTIC N V 100,000 +100,000 $8,234
     ESTC100,000+100,000$8,234
CROWN CASTLE INTL CORP NEW 56,409 -98,300 $7,841
     CCI56,409-98,300$7,841
MACOM TECH SOLUTIONS HLDGS I 332,425 +332,425 $7,145
     MTSI332,425+332,425$7,145
AVALARA INC 100,000 +100,000 $6,729
     AVLR100,000+100,000$6,729
BOX INC 226,900 +226,900 $3,757
     BOX226,900+226,900$3,757
UBER TECHNOLOGIES INC 100,000 +100,000 $3,047
     UBER100,000+100,000$3,047
BLACKLINE INC 50,000 +50,000 $2,391
     BL50,000+50,000$2,391

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 09/30/2019: $1,016,627
At 06/30/2019: $968,981

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.