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AO Asset Management, LP
特别关注No.11014 数据截至 2022Q3环比变动 Q2 2022
-$1,507.0万-10.4%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q3 2022 市值 | Q3 2022 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 T-MOBILE US COMTMUS |
| 12.7% | 11.38% | $1,648.0万 | 12.2万股 | $1,648.0万 | 12.2万股 | 00.00% | 持仓不变 |
| AATLASSIAN CL ATEAM |
| 7.39% | 6.62% | $958.9万 | 5.1万股 | $958.9万 | 5.1万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 6.22% | 5.57% | $807.3万 | 1.7万股 | $807.3万 | 1.7万股 | 00.00% | 持仓不变 |
 CROWN CASTLE COMCCI |
| 5.49% | 4.92% | $712.6万 | 4.2万股 | $712.6万 | 4.2万股 | 00.00% | 持仓不变 |
 TENABLETENB |
| 5.33% | 4.77% | $691.7万 | 15.2万股 | $691.7万 | 15.2万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 5.32% | 4.77% | $690.3万 | 15.9万股 | $690.3万 | 15.9万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 5.05% | 4.52% | $655.0万 | 7.0万股 | $655.0万 | 7.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.7% | 4.21% | $610.1万 | 2.4万股 | $610.1万 | 2.4万股 | 00.00% | 持仓不变 |
 ZscalerZS |
| 4.62% | 4.14% | $599.2万 | 4.0万股 | $599.2万 | 4.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.37% | 3.92% | $567.4万 | 5.3万股 | $567.4万 | 5.3万股 | 00.00% | 持仓不变 |
 飞塔FTNT |
| 3.76% | 3.37% | $488.1万 | 8.6万股 | $488.1万 | 8.6万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 3.57% | 9.64% | $463.6万 | 2.8万股 | $1,396.3万 | 2.8万股 | 00.00% | 持仓不变 |
 DatadogDDOG |
| 3.53% | 3.16% | $457.6万 | 4.8万股 | $457.6万 | 4.8万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 3.41% | 3.05% | $442.3万 | 2.7万股 | $442.3万 | 2.7万股 | 00.00% | 持仓不变 |
 MONGODB CL AMDB |
| 3.14% | 2.82% | $407.9万 | 1.6万股 | $407.9万 | 1.6万股 | 00.00% | 持仓不变 |
| EELASTICESTC |
| 3.04% | 2.72% | $394.2万 | 5.8万股 | $394.2万 | 5.8万股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 2.99% | 2.68% | $387.7万 | 2.3万股 | $387.7万 | 2.3万股 | 00.00% | 持仓不变 |
| EEVERPURE CL AEVPR |
| 2.92% | 2.62% | $379.5万 | 14.8万股 | $379.5万 | 14.8万股 | 00.00% | 持仓不变 |
 JD COM INCJD |
| 2.69% | 2.41% | $349.4万 | 5.4万股 | $349.4万 | 5.4万股 | 00.00% | 持仓不变 |
 Pdd Holdings Inc ADRPDD |
| 2.54% | 2.28% | $330.0万 | 5.3万股 | $330.0万 | 5.3万股 | 00.00% | 持仓不变 |
| BBoxBOX |
| 2.54% | 2.27% | $329.5万 | 13.1万股 | $329.5万 | 13.1万股 | 00.00% | 持仓不变 |
| AAMBARELLAAMBA |
| 1.68% | 1.51% | $218.6万 | 3.3万股 | $218.6万 | 3.3万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 1.56% | 1.4% | $202.5万 | 2.6万股 | $202.5万 | 2.6万股 | 00.00% | 持仓不变 |
| DDYNATRACEDT |
| 1.25% | 1.12% | $161.7万 | 4.1万股 | $161.7万 | 4.1万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.2% | 4.15% | $26.5万 | 2,757股 | $600.8万 | 2,757股 | 00.00% | 持仓不变 |
