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

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Nov 12, 2021
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Investment company AO Asset Management, LP (Current Portfolio) buys Bumble Inc, Tenable Holdings Inc, Netflix Inc, Salesforce.com Inc, SentinelOne Inc, sells Palo Alto Networks Inc, Amazon.com Inc, Skyworks Solutions Inc, NVIDIA Corp, Activision Blizzard Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, AO Asset Management, LP. As of 2021Q3, AO Asset Management, LP owns 58 stocks with a total value of $1.4 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of AO Asset Management, LP
  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%
New Purchase: Bumble Inc (BMBL)

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.

New Purchase: Tenable Holdings Inc (TENB)

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.

New Purchase: SentinelOne Inc (S)

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.

New Purchase: SentinelOne Inc (S)

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.

New Purchase: Snap Inc (SNAP)

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.

New Purchase: Viavi Solutions Inc (VIAV)

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.

Added: Netflix Inc (NFLX)

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.

Added: Salesforce.com Inc (CRM)

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.

Added: F5 Networks Inc (FFIV)

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.

Added: Marvell Technology Inc (MRVL)

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.

Added: Fidelity National Information Services Inc (FIS)

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.

Added: Ambarella Inc (AMBA)

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.

Sold Out: Pinterest Inc (PINS)

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.



Here is the complete portfolio of AO Asset Management, LP. Also check out:

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