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 Purchases: DIS, DBX, PLAN, TTD, BILI,
• Added Positions: NFLX, IPHI, AMZN, ZNGA, TWTR, FB, LITE, HUYA, TMUS, I,
• Reduced Positions: DATA, GOOGL, ACIA, XLNX, CCI, VIAV,
• Sold Out: ULTI, ATVI, GRUB, PSTG, NTES, NEWR,

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

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

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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.

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.

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.

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.

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.

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.