AO Asset Management, LP Buys Bumble Inc, Tenable Holdings Inc, Netflix Inc, Sells Palo Alto Networks Inc, Amazon.com Inc, Skyworks Solutions Inc

• New Purchases: BMBL, TENB, S, S, SNAP, VIAV, PAYC, ESTC, HUBS, U, XM,
• Added Positions: NFLX, CRM, FFIV, MRVL, FIS, AMBA, PTON, DASH, NXPI, DIS,
• Reduced Positions: PANW, AMZN, SWKS, NVDA, ATVI, TWLO, FB, CRUS, RBLX, OKTA, UBER, CRWD, RNG, MA, LYFT, DDOG, MSFT, SBAC, AMAT, GOOGL, QRVO, JNPR, ANET, DT, NOW, BOX, AMT, TEAM,
• Sold Out: PINS,

For the details of AO Asset Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/ao+asset+management%2C+lp/current-portfolio/portfolio

1. Palo Alto Networks Inc (PANW) - 160,994 shares, 5.67% of the total portfolio. Shares reduced by 46.95%
2. T-Mobile US Inc (TMUS) - 503,258 shares, 4.73% of the total portfolio. Shares reduced by 0.71%
3. Salesforce.com Inc (CRM) - 205,800 shares, 4.11% of the total portfolio. Shares added by 39.90%
4. Meta Platforms Inc (FB) - 147,366 shares, 3.68% of the total portfolio. Shares reduced by 22.52%
5. ServiceNow Inc (NOW) - 75,000 shares, 3.43% of the total portfolio. Shares reduced by 3.47%

AO Asset Management, LP initiated holding in Bumble Inc. The purchase prices were between $46.26 and $59.94, with an estimated average price of $52.18. The stock is now traded at around $36.550000. The impact to a portfolio due to this purchase was 1.72%. The holding were 469,100 shares as of 2021-09-30.

AO Asset Management, LP initiated holding in Tenable Holdings Inc. The purchase prices were between $39.5 and $48.22, with an estimated average price of $43.86. The stock is now traded at around $54.440000. The impact to a portfolio due to this purchase was 1.69%. The holding were 496,900 shares as of 2021-09-30.

AO Asset Management, LP initiated holding in SentinelOne Inc. The purchase prices were between $40.04 and $72.75, with an estimated average price of $54.95. The stock is now traded at around $76.300000. The impact to a portfolio due to this purchase was 1.1%. The holding were 279,800 shares as of 2021-09-30.

AO Asset Management, LP initiated holding in SentinelOne Inc. The purchase prices were between $40.04 and $72.75, with an estimated average price of $54.95. The stock is now traded at around $76.300000. The impact to a portfolio due to this purchase was 1.1%. The holding were 279,800 shares as of 2021-09-30.

AO Asset Management, LP initiated holding in Snap Inc. The purchase prices were between $59.31 and $83.11, with an estimated average price of $72.23. The stock is now traded at around $53.700000. The impact to a portfolio due to this purchase was 1.09%. The holding were 200,000 shares as of 2021-09-30.

AO Asset Management, LP initiated holding in Viavi Solutions Inc. The purchase prices were between $15.38 and $17.52, with an estimated average price of $16.43. The stock is now traded at around $15.250000. The impact to a portfolio due to this purchase was 1.06%. The holding were 913,879 shares as of 2021-09-30.

AO Asset Management, LP added to a holding in Netflix Inc by 87.48%. The purchase prices were between $510.72 and $610.34, with an estimated average price of $550.68. The stock is now traded at around $682.610000. The impact to a portfolio due to this purchase was 1.49%. The holding were 71,150 shares as of 2021-09-30.

AO Asset Management, LP added to a holding in Salesforce.com Inc by 39.90%. The purchase prices were between $237.55 and $285.63, with an estimated average price of $254.07. The stock is now traded at around $306.650000. The impact to a portfolio due to this purchase was 1.17%. The holding were 205,800 shares as of 2021-09-30.

AO Asset Management, LP added to a holding in F5 Networks Inc by 52.48%. The purchase prices were between $182.95 and $212.95, with an estimated average price of $199.83. The stock is now traded at around $229.450000. The impact to a portfolio due to this purchase was 0.73%. The holding were 144,700 shares as of 2021-09-30.

AO Asset Management, LP added to a holding in Marvell Technology Inc by 27.06%. The purchase prices were between $53.97 and $63.61, with an estimated average price of $59.93. The stock is now traded at around $73.480000. The impact to a portfolio due to this purchase was 0.7%. The holding were 739,628 shares as of 2021-09-30.

AO Asset Management, LP added to a holding in Fidelity National Information Services Inc by 46.22%. The purchase prices were between $121.38 and $150.86, with an estimated average price of $134.16. The stock is now traded at around $116.860000. The impact to a portfolio due to this purchase was 0.58%. The holding were 205,005 shares as of 2021-09-30.

AO Asset Management, LP added to a holding in Ambarella Inc by 20.71%. The purchase prices were between $89.57 and $168.71, with an estimated average price of $115.16. The stock is now traded at around $195.450000. The impact to a portfolio due to this purchase was 0.37%. The holding were 190,600 shares as of 2021-09-30.

AO Asset Management, LP sold out a holding in Pinterest Inc. The sale prices were between $50.37 and $80.29, with an estimated average price of $61.63.