AA
| |
AO Asset Management, LP13F | |
| AO Asset Management, LP | |
| Last update 2022-08-15 | 25 Stocks (4 new) |
| Value $145.00 Mil | Turnover 14 % |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMUS | T-Mobile US Inc | 122,490 | 16,480.0 | -23.44% | 11.380 | -1.31% | 0.010 | -9.47% | +6.73% | 265,614.7 | Telecommunication Services | |
PANW | Palo Alto Networks Inc | 169,608 | 13,963.0 | -28.56% | 9.640 | -1.91% | 0.030 | +18.36% | +9.49% | 132,839.9 | Software | |
TEAM | Atlassian Corporation PLC | 51,170 | 9,589.0 | +32.67% | 6.620 | +1.63% | 0.020 | -2.74% | -16.77% | 53,175.8 | Software | |
NOW | ServiceNow Inc | 16,978 | 8,073.0 | -11.47% | 5.570 | -0.33% | 0.010 | +17.69% | -9.78% | 198,126.3 | Software | |
CCI | Crown Castle Inc | 42,323 | 7,126.0 | -23.36% | 4.920 | -0.65% | 0.010 | +8.44% | +24.24% | 47,782.9 | REITs | |
TENB | Tenable Holdings Inc | 152,314 | 6,917.0 | -30.77% | 4.770 | -1.06% | 0.140 | +5.22% | -15.08% | 4,085.4 | Software | |
MRVL | Marvell Technology Inc | 158,569 | 6,903.0 | -55.06% | 4.770 | -3.79% | 0.020 | +36.38% | -33.50% | 63,173.4 | Semiconductors | |
ANET | Arista Networks Inc | 279,508 | 6,550.0 | -55.46% | 4.520 | -3.29% | 0.020 | +59.75% | +2.27% | 141,969.4 | Hardware | |
MSFT | Microsoft Corp | 23,755 | 6,101.0 | -70.42% | 4.210 | -4.74% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
GOOGL | Alphabet Inc | 55,140 | 6,008.0 | -26.62% | 4.150 | -0.76% | 0.000 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media |
AO Asset Management, LP's Historical Top Holdings Breakdowns
AO Asset Management, LP Total Holding History ($B)
AO Asset Management, LP's Asset Allocation
AO Asset Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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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