AA

AO Asset Management, LP

13F
AO Asset Management, LP
Last update 2022-08-15 25 Stocks (4 new)
Value $145.00 Mil Turnover 14 %
Countries:
Top Holdings: TMUS(11.38%)PANW(9.64%)TEAM(6.62%)NOW(5.57%)CCI(4.92%)
Summary Stock Picks Current Portfolio
AO Asset Management, LP Top Holdings of 2022-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TMUS
T-Mobile US Inc
122,490
16,480.0
-23.44%
11.380
-1.31%
0.010
-5.25%
+12.92%
279,044.0
Telecommunication Services
PANW
Palo Alto Networks Inc
169,608
13,963.0
-28.56%
9.640
-1.91%
0.030
+14.27%
+10.55%
134,133.5
Software
TEAM
Atlassian Corporation PLC
51,170
9,589.0
+32.67%
6.620
+1.63%
0.020
-11.22%
-17.89%
52,456.5
Software
NOW
ServiceNow Inc
16,978
8,073.0
-11.47%
5.570
-0.33%
0.010
+6.14%
-6.03%
206,360.6
Software
CCI
Crown Castle Inc
42,323
7,126.0
-23.36%
4.920
-0.65%
0.010
+14.28%
+28.98%
49,603.1
REITs
TENB
Tenable Holdings Inc
152,314
6,917.0
-30.77%
4.770
-1.06%
0.140
+1.10%
-16.02%
4,040.2
Software
MRVL
Marvell Technology Inc
158,569
6,903.0
-55.06%
4.770
-3.79%
0.020
+29.25%
-32.80%
63,837.3
Semiconductors
ANET
Arista Networks Inc
279,508
6,550.0
-55.46%
4.520
-3.29%
0.020
+51.47%
+3.18%
143,225.3
Hardware
MSFT
Microsoft Corp
23,755
6,101.0
-70.42%
4.210
-4.74%
0.000
+32.15%
+21.67%
3,797,138.0
Software
GOOGL
Alphabet Inc
55,140
6,008.0
-26.62%
4.150
-0.76%
0.000
+20.80%
+1.76%
2,333,192.1
Interactive Media

AO Asset Management, LP's Historical Top Holdings Breakdowns

AO Asset Management, LP Total Holding History ($B)

To

AO Asset Management, LP's Asset Allocation

To

AO Asset Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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AO Asset Management, LP's Hypothetical Growth since 2022-06-30

AO Asset Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

AO Asset Management, LP's Holdings Heat Map

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AO Asset Management, LP's Holdings Bubble Chart

AO Asset Management, LP News

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