AO Asset Management, LLC 13F Holdings

CIK 02816432 · New York, NY

As of Jun 30, 2022, AO Asset Management, LLC reported 25 positions worth $289.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
T-MOBILE US INCTMUSCommunication Services244,980$33.0K11.38%
PALO ALTO NETWORKS INCPANWTechnology56,536$27.9K9.64%
Atlassian Corp PLCTEAMTechnology102,340 9.2K6.62%
SERVICENOW INCNOWTechnology33,956 6.1K5.57%
CROWN CASTLE INCCCIReal Estate84,646 4.3K4.92%
TENABLE HOLDINGS INCTENBTechnology304,628 3.8K4.77%
MARVELL TECHNOLOGY INCMRVLTechnology317,138 3.8K4.77%
ARISTA NETWORKS INCANETTechnology139,754 3.1K4.52%
MICROSOFT CORPMSFTTechnology47,510 2.2K4.21%
ALPHABET INCGOOGLEquity5,514 2.0K4.15%
ZSCALER INCZSTechnology80,150 2.0K4.14%
AMAZON.COM INCAMZNEquity106,840 1.3K3.92%
FORTINET INCFTNTTechnology172,540$9.8K3.37%
DATADOG INCDDOGTechnology96,090$9.2K3.16%
SALESFORCE INCCRMTechnology53,600$8.8K3.05%
MONGODB INCMDBTechnology31,436$8.2K2.82%
ELASTIC NVESTCTechnology116,504$7.9K2.72%
CROWDSTRIKE HOLDINGS INCCRWDTechnology46,000$7.8K2.68%
PURE STORAGE INCPSTGTechnology295,200$7.6K2.62%
JDCOM INCJDConsumer Cyclical108,800$7.0K2.41%
PDD HOLDINGS INCPDDConsumer Cyclical106,800$6.6K2.28%
BOX INCBOXTechnology262,146$6.6K2.27%
AMBARELLA INCAMBATechnology66,800$4.4K1.51%
LUMENTUM HOLDINGS INCLITETechnology51,000$4.1K1.40%
DYNATRACE INCDTTechnology82,000$3.2K1.12%