AO Asset Management, LLC Buys Acacia Communications Inc, Skyworks Solutions Inc, Zendesk Inc, Sells Amazon.com Inc, Salesforce.com Inc, PayPal Holdings Inc

• New Purchases: ACIA, SWKS, LITE, NOW, JD, HUYA, ZNGA, GRUB, IPHI, LYFT,
• Added Positions: ZEN, BABA, PANW, WDAY, TMUS, FB, XLNX, I, VIAV,
• Reduced Positions: AMZN, CRM, CCI, NEWR, GOOGL, ULTI, DATA, NTES, NFLX,
• Sold Out: PYPL, QCOM, INXN,

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

1. Workday Inc (WDAY) - 429,998 shares, 9.07% of the total portfolio. Shares added by 5.52%
2. Palo Alto Networks Inc (PANW) - 298,140 shares, 7.92% of the total portfolio. Shares added by 14.08%
3. T-Mobile US Inc (TMUS) - 1,020,400 shares, 7.71% of the total portfolio. Shares added by 5.52%
4. Tableau Software Inc (DATA) - 524,180 shares, 7.30% of the total portfolio. Shares reduced by 7.12%
5. Alphabet Inc (GOOGL) - 48,975 shares, 6.30% of the total portfolio. Shares reduced by 15.73%

AO Asset Management, LLC initiated holding in Acacia Communications Inc. The purchase prices were between $36.73 and $58.09, with an estimated average price of $47.53. The stock is now traded at around $52.20. The impact to a portfolio due to this purchase was 3.86%. The holding were 614,900 shares as of .

AO Asset Management, LLC initiated holding in Skyworks Solutions Inc. The purchase prices were between $60.72 and $86.07, with an estimated average price of $77.03. The stock is now traded at around $77.80. The impact to a portfolio due to this purchase was 2.85%. The holding were 315,927 shares as of .

AO Asset Management, LLC initiated holding in Lumentum Holdings Inc. The purchase prices were between $39.01 and $56.54, with an estimated average price of $47.84. The stock is now traded at around $57.00. The impact to a portfolio due to this purchase was 2.24%. The holding were 362,800 shares as of .

AO Asset Management, LLC initiated holding in ServiceNow Inc. The purchase prices were between $169.12 and $250.95, with an estimated average price of $218.94. The stock is now traded at around $265.96. The impact to a portfolio due to this purchase was 2.1%. The holding were 77,800 shares as of .

AO Asset Management, LLC initiated holding in JD.com Inc. The purchase prices were between $20.35 and $30.15, with an estimated average price of $25.3. The stock is now traded at around $28.36. The impact to a portfolio due to this purchase was 1.64%. The holding were 496,300 shares as of .

AO Asset Management, LLC initiated holding in HUYA Inc. The purchase prices were between $15.48 and $29.96, with an estimated average price of $22.17. The stock is now traded at around $20.21. The impact to a portfolio due to this purchase was 1.14%. The holding were 371,300 shares as of .

AO Asset Management, LLC added to a holding in Zendesk Inc by 171.01%. The purchase prices were between $55.54 and $85.64, with an estimated average price of $73.11. The stock is now traded at around $84.44. The impact to a portfolio due to this purchase was 2.8%. The holding were 476,700 shares as of .

AO Asset Management, LLC added to a holding in Alibaba Group Holding Ltd by 75.06%. The purchase prices were between $130.6 and $187.25, with an estimated average price of $167.49. The stock is now traded at around $172.83. The impact to a portfolio due to this purchase was 1.19%. The holding were 138,765 shares as of .

AO Asset Management, LLC added to a holding in Facebook Inc by 21.05%. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $179.64. The impact to a portfolio due to this purchase was 0.36%. The holding were 112,700 shares as of .

AO Asset Management, LLC added to a holding in Intelsat SA by 45.39%. The purchase prices were between $15.2 and $24.9, with an estimated average price of $21.24. The stock is now traded at around $22.98. The impact to a portfolio due to this purchase was 0.24%. The holding were 446,775 shares as of .

AO Asset Management, LLC sold out a holding in PayPal Holdings Inc. The sale prices were between $82.09 and $104.15, with an estimated average price of $94.45.

AO Asset Management, LLC sold out a holding in Qualcomm Inc. The sale prices were between $49.4 and $58, with an estimated average price of $54.01.

AO Asset Management, LLC sold out a holding in InterXion Holding NV. The sale prices were between $52.22 and $66.73, with an estimated average price of $61.85.