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AO Asset Management, LLC Buys The Walt Disney Co, Netflix Inc, Inphi Corp, Sells Tableau Software Inc, Alphabet Inc, The Ultimate Software Group Inc

New York, NY, based Investment company AO Asset Management, LLC (Current Portfolio) buys The Walt Disney Co, Netflix Inc, Inphi Corp, Dropbox Inc, Anaplan Inc, sells Tableau Software Inc, Alphabet Inc, The Ultimate Software Group Inc, Acacia Communications Inc, Activision Blizzard Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, AO Asset Management, LLC. As of 2019Q2, AO Asset Management, LLC owns 34 stocks with a total value of $969 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/portfolioportfolio

These are the top 5 holdings of AO Asset Management, LLC
  1. Workday Inc (WDAY) - 430,048 shares, 9.12% of the total portfolio. Shares added by 0.01%
  2. T-Mobile US Inc (TMUS) - 1,077,017 shares, 8.24% of the total portfolio. Shares added by 5.55%
  3. Palo Alto Networks Inc (PANW) - 298,167 shares, 6.27% of the total portfolio. Shares added by 0.01%
  4. Netflix Inc (NFLX) - 160,250 shares, 6.07% of the total portfolio. Shares added by 215.76%
  5. The Walt Disney Co (DIS) - 335,300 shares, 4.83% of the total portfolio. New Position
New Purchase: The Walt Disney Co (DIS)

AO Asset Management, LLC initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $133.83. The impact to a portfolio due to this purchase was 4.83%. The holding were 335,300 shares as of .

New Purchase: Dropbox Inc (DBX)

AO Asset Management, LLC initiated holding in Dropbox Inc. The purchase prices were between $21.15 and $25.05, with an estimated average price of $23.07. The stock is now traded at around $17.89. The impact to a portfolio due to this purchase was 2.22%. The holding were 858,900 shares as of .

New Purchase: Anaplan Inc (PLAN)

AO Asset Management, LLC initiated holding in Anaplan Inc. The purchase prices were between $35.07 and $51.35, with an estimated average price of $41.18. The stock is now traded at around $56.11. The impact to a portfolio due to this purchase was 2.18%. The holding were 418,700 shares as of .

New Purchase: The Trade Desk Inc (TTD)

AO Asset Management, LLC initiated holding in The Trade Desk Inc. The purchase prices were between $176.76 and $251.3, with an estimated average price of $214.38. The stock is now traded at around $253.00. The impact to a portfolio due to this purchase was 2.05%. The holding were 87,300 shares as of .

New Purchase: Bilibili Inc (BILI)

AO Asset Management, LLC initiated holding in Bilibili Inc. The purchase prices were between $13.48 and $18.8, with an estimated average price of $16.13. The stock is now traded at around $13.85. The impact to a portfolio due to this purchase was 1.15%. The holding were 683,600 shares as of .

Added: Netflix Inc (NFLX)

AO Asset Management, LLC added to a holding in Netflix Inc by 215.76%. The purchase prices were between $336.63 and $385.03, with an estimated average price of $360.67. The stock is now traded at around $304.17. The impact to a portfolio due to this purchase was 4.15%. The holding were 160,250 shares as of .

Added: Inphi Corp (IPHI)

AO Asset Management, LLC added to a holding in Inphi Corp by 973.88%. The purchase prices were between $41 and $51.47, with an estimated average price of $46.51. The stock is now traded at around $62.97. The impact to a portfolio due to this purchase was 2.52%. The holding were 536,938 shares as of .

Added: Amazon.com Inc (AMZN)

AO Asset Management, LLC added to a holding in Amazon.com Inc by 206.61%. The purchase prices were between $1692.69 and $1962.46, with an estimated average price of $1862.37. The stock is now traded at around $1780.78. The impact to a portfolio due to this purchase was 1.95%. The holding were 14,840 shares as of .

Added: Zynga Inc (ZNGA)

AO Asset Management, LLC added to a holding in Zynga Inc by 136.31%. The purchase prices were between $5.25 and $6.49, with an estimated average price of $5.89. The stock is now traded at around $5.82. The impact to a portfolio due to this purchase was 1.63%. The holding were 4,459,200 shares as of .

Added: Twitter Inc (TWTR)

AO Asset Management, LLC added to a holding in Twitter Inc by 56.51%. The purchase prices were between $33.44 and $40.8, with an estimated average price of $36.67. The stock is now traded at around $40.89. The impact to a portfolio due to this purchase was 1.14%. The holding were 873,300 shares as of .

Added: Facebook Inc (FB)

AO Asset Management, LLC added to a holding in Facebook Inc by 25.47%. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $184.80. The impact to a portfolio due to this purchase was 0.57%. The holding were 141,400 shares as of .

Sold Out: The Ultimate Software Group Inc (ULTI)

AO Asset Management, LLC sold out a holding in The Ultimate Software Group Inc. The sale prices were between $329.94 and $331.36, with an estimated average price of $330.68.

Sold Out: Activision Blizzard Inc (ATVI)

AO Asset Management, LLC sold out a holding in Activision Blizzard Inc. The sale prices were between $42.19 and $49.55, with an estimated average price of $45.86.

Sold Out: GrubHub Inc (GRUB)

AO Asset Management, LLC sold out a holding in GrubHub Inc. The sale prices were between $61.62 and $77.99, with an estimated average price of $68.04.

Sold Out: Pure Storage Inc (PSTG)

AO Asset Management, LLC sold out a holding in Pure Storage Inc. The sale prices were between $15.27 and $23.38, with an estimated average price of $19.53.

Sold Out: NetEase Inc (NTES)

AO Asset Management, LLC sold out a holding in NetEase Inc. The sale prices were between $244.66 and $285.44, with an estimated average price of $265.28.

Sold Out: New Relic Inc (NEWR)

AO Asset Management, LLC sold out a holding in New Relic Inc. The sale prices were between $86.51 and $108.45, with an estimated average price of $98.73.



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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