13FBOX
AO Asset Management, LP · 13F Holdings
Options Calculator Rankings

AO Asset Management, LP

No.11014 Data as of 2022Q3
Latest AUM (Q3 2022)
$129.8M
QoQ Change Q2 2022
-$15.1M-10.4%
Holdings
25
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
25
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2022 ValueQ3 2022 SharesPrev Q ValuePrev Q SharesShares ChangeAction
T-MOBILE US INC COMTMUS
12.7%11.38%$16.5M122,490$16.5M122,49000.00%Unchanged
AATLASSIAN CORPORATION CL ATEAM
7.39%6.62%$9.6M51,170$9.6M51,17000.00%Unchanged
SERVICENOW INCNOW
6.22%5.57%$8.1M16,978$8.1M16,97800.00%Unchanged
CROWN CASTLE INC COMCCI
5.49%4.92%$7.1M42,323$7.1M42,32300.00%Unchanged
TENABLE HLDGS INCTENB
5.33%4.77%$6.9M152,314$6.9M152,31400.00%Unchanged
MARVELL TECHNOLOGY INCMRVL
5.32%4.77%$6.9M158,569$6.9M158,56900.00%Unchanged
ARISTA NETWORKS INCANET
5.05%4.52%$6.6M69,877$6.6M69,87700.00%Unchanged
MICROSOFT CORPMSFT
4.7%4.21%$6.1M23,755$6.1M23,75500.00%Unchanged
ZSCALER INCZS
4.62%4.14%$6.0M40,075$6.0M40,07500.00%Unchanged
AMAZON COM INCAMZN
4.37%3.92%$5.7M53,420$5.7M53,42000.00%Unchanged
FORTINET INCFTNT
3.76%3.37%$4.9M86,270$4.9M86,27000.00%Unchanged
PALO ALTOPANW
3.57%9.64%$4.6M28,268$14.0M28,26800.00%Unchanged
DATADOG INCDDOG
3.53%3.16%$4.6M48,045$4.6M48,04500.00%Unchanged
SALESFORCE INCCRM
3.41%3.05%$4.4M26,800$4.4M26,80000.00%Unchanged
MONGODB INC CL AMDB
3.14%2.82%$4.1M15,718$4.1M15,71800.00%Unchanged
EELASTIC N VESTC
3.04%2.72%$3.9M58,252$3.9M58,25200.00%Unchanged
CROWDSTRIKE HLDGS INCCRWD
2.99%2.68%$3.9M23,000$3.9M23,00000.00%Unchanged
EEVERPURE INC CL AEVPR
2.92%2.62%$3.8M147,600$3.8M147,60000.00%Unchanged
JD COM INCJD
2.69%2.41%$3.5M54,400$3.5M54,40000.00%Unchanged
Pdd Holdings Inc ADRPDD
2.54%2.28%$3.3M53,400$3.3M53,40000.00%Unchanged
BBOX INCBOX
2.54%2.27%$3.3M131,073$3.3M131,07300.00%Unchanged
AAMBARELLA INCAMBA
1.68%1.51%$2.2M33,400$2.2M33,40000.00%Unchanged
LUMENTUM HLDGS INCLITE
1.56%1.4%$2.0M25,500$2.0M25,50000.00%Unchanged
DDYNATRACE INCDT
1.25%1.12%$1.6M41,000$1.6M41,00000.00%Unchanged
ALPHABET INCGOOGL
0.2%4.15%$264,6722,757$6.0M2,75700.00%Unchanged

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