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
-2.87%
+8.91%
271,047.8
Telecommunication Services
PANW
Palo Alto Networks Inc
169,608
13,963.0
-28.56%
9.640
-1.91%
0.030
+32.09%
+10.66%
134,270.2
Software
TEAM
Atlassian Corporation PLC
51,170
9,589.0
+32.67%
6.620
+1.63%
0.020
+15.00%
-11.83%
56,333.8
Software
NOW
ServiceNow Inc
16,978
8,073.0
-11.47%
5.570
-0.33%
0.010
+40.64%
-2.42%
214,284.2
Software
CCI
Crown Castle Inc
42,323
7,126.0
-23.36%
4.920
-0.65%
0.010
+4.79%
+15.29%
44,338.4
REITs
TENB
Tenable Holdings Inc
152,314
6,917.0
-30.77%
4.770
-1.06%
0.140
+8.89%
-11.85%
4,241.2
Software
MRVL
Marvell Technology Inc
158,569
6,903.0
-55.06%
4.770
-3.79%
0.020
+41.85%
-34.47%
62,302.6
Semiconductors
ANET
Arista Networks Inc
279,508
6,550.0
-55.46%
4.520
-3.29%
0.020
+49.42%
-7.84%
127,928.2
Hardware
MSFT
Microsoft Corp
23,755
6,101.0
-70.42%
4.210
-4.74%
0.000
+39.46%
+18.64%
3,702,670.4
Software
GOOGL
Alphabet Inc
55,140
6,008.0
-26.62%
4.150
-0.76%
0.000
+21.01%
-6.08%
2,157,743.5
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

  • 1

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

Size field:

AO Asset Management, LP's Holdings Bubble Chart

AO Asset Management, LP News

  • 1

Discussions on AO Asset Management, LP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.