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

New York, NY, based Investment company AO Asset Management, LLC buys Acacia Communications Inc, Skyworks Solutions Inc, Zendesk Inc, Lumentum Holdings Inc, ServiceNow Inc, JD.com Inc, Alibaba Group Holding, HUYA Inc, Zynga Inc, GrubHub Inc, Facebook Inc, Inphi Corp, Intelsat SA, Lyft Inc, sells Amazon.com Inc, Salesforce.com Inc, PayPal Holdings Inc, Qualcomm Inc, Crown Castle International Corp, New Relic Inc, InterXion Holding NV, NetEase Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, AO Asset Management, LLC. As of 2019Q1, AO Asset Management, LLC owns 35 stocks with a total value of $914 million. These are the details of the buys and sells.

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

These are the top 5 holdings of AO Asset Management, LLC
  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%
New Purchase: Acacia Communications Inc (ACIA)

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 .

New Purchase: Skyworks Solutions Inc (SWKS)

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 .

New Purchase: Lumentum Holdings Inc (LITE)

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 .

New Purchase: ServiceNow Inc (NOW)

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 .

New Purchase: JD.com Inc (JD)

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 .

New Purchase: HUYA Inc (HUYA)

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 .

Added: Zendesk Inc (ZEN)

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 .

Added: Alibaba Group Holding Ltd (BABA)

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 .

Added: Facebook Inc (FB)

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 .

Added: Intelsat SA (I)

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 .

Sold Out: PayPal Holdings Inc (PYPL)

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.

Sold Out: Qualcomm Inc (QCOM)

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.

Sold Out: InterXion Holding NV (INXN)

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.



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

1. AO Asset Management, LLC's Undervalued Stocks
2. AO Asset Management, LLC's Top Growth Companies, and
3. AO Asset Management, LLC's High Yield stocks
4. Stocks that AO Asset Management, LLC keeps buying

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