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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:
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)

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AO Asset Management, LP's Asset Allocation

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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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