Notify me when AO Asset Management, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2022 | 25 | $144,866,000 | +$28,930,314 | -$175,283,291 | -$146,352,977 | TMUS, PANW, TEAM, NOW, CCI | 13F-HR | 15 Aug 2022, 09:22 |
| Q1 2022 | 38 | $367,850,000 | +$47,969,797 | -$615,816,772 | -$567,846,975 | MRVL, MSFT, PANW, ANET, TMUS | 13F-HR | 13 May 2022, 09:13 |
| Q4 2021 | 53 | $1,027,593,000 | +$185,184,469 | -$575,360,049 | -$390,175,580 | MRVL, TMUS, MSFT, NFLX, GOOGL | 13F-HR | 11 Feb 2022, 11:12 |
| Q3 2021 | 58 | $1,359,453,000 | +$221,285,339 | -$291,191,820 | -$69,906,481 | PANW, TMUS, CRM, META, NOW | 13F-HR | 12 Nov 2021, 10:32 |
| Q2 2021 | 49 | $1,432,622,000 | +$247,332,766 | -$261,503,772 | -$14,171,006 | PANW, TMUS, META, SWKS, TWLO | 13F-HR | 13 Aug 2021, 08:11 |
| Q1 2021 | 46 | $1,326,493,000 | +$372,655,019 | -$547,590,018 | -$174,934,999 | PANW, TMUS, LYFT, UBER, SWKS | 13F-HR | 14 May 2021, 08:53 |
| Q4 2020 | 48 | $1,508,893,000 | +$305,821,013 | -$467,239,161 | -$161,418,148 | PANW, QRVO, SWKS, JD, UBER | 13F-HR | 12 Feb 2021, 08:35 |
| Q3 2020 | 41 | $1,392,655,000 | +$235,327,439 | -$384,765,818 | -$149,438,379 | PANW, ZM, SWKS, IPHI, JD | 13F-HR | 13 Nov 2020, 08:18 |
| Q2 2020 | 44 | $1,380,677,000 | +$165,417,673 | -$378,846,223 | -$213,428,550 | JD, IPHI, NFLX, ZNGA, PANW | 13F-HR | 13 Aug 2020, 09:24 |
| Q1 2020 | 44 | $1,200,395,000 | +$421,313,335 | -$261,413,127 | +$159,900,208 | IPHI, TMUS, NFLX, ZNGA, JD | 13F-HR | 14 May 2020, 08:46 |
| Q4 2019 | 46 | $1,099,718,000 | +$275,586,687 | -$284,381,714 | -$8,795,027 | FIS, PANW, META, NFLX, TMUS | 13F-HR | 13 Feb 2020, 13:10 |
| Q3 2019 | 44 | $1,016,627,000 | +$304,348,411 | -$227,612,676 | +$76,735,735 | META, TMUS, PANW, WDAY, FIS | 13F-HR | 14 Nov 2019, 08:27 |
| Q2 2019 | 34 | $968,981,000 | +$250,154,224 | -$212,910,152 | +$37,244,072 | WDAY, TMUS, PANW, NFLX, DIS | 13F-HR | 13 Aug 2019, 10:19 |
| Q1 2019 | 35 | $914,423,000 | +$210,130,408 | -$156,942,261 | +$53,188,147 | WDAY, PANW, TMUS, DATA, GOOGL | 13F-HR | 14 May 2019, 08:22 |
| Q4 2018 | 28 | $736,578,000 | +$234,645,301 | -$212,469,390 | +$22,175,911 | DATA, WDAY, CRM, TMUS, GOOGL | 13F-HR | 13 Feb 2019, 12:19 |
| Q3 2018 | 31 | $818,048,000 | +$218,787,116 | -$106,675,018 | +$112,112,098 | CRM, PANW, DATA, TMUS, TTWO | 13F-HR | 09 Nov 2018, 09:25 |
| Q2 2018 | 31 | $663,933,000 | +$218,409,730 | -$185,070,177 | +$33,339,553 | CRM, PANW, META, DATA, MLNX | 13F-HR | 13 Aug 2018, 09:15 |
| Q1 2018 | 37 | $581,561,000 | +$298,156,702 | -$127,733,271 | +$170,423,431 | WDAY, MLNX, CRM, PANW, AMZN | 13F-HR | 11 May 2018, 11:37 |
| Q4 2017 | 25 | $383,102,000 | +$111,655,438 | -$212,834,294 | -$101,178,856 | BOX, ATVI, AMZN, BABA, MLNX | 13F-HR | 13 Feb 2018, 09:26 |
| Q3 2017 | 24 | $473,772,000 | +$99,775,228 | -$70,198,749 | +$29,576,479 | ATVI, CRM, BABA, LOGM, META | 13F-HR | 13 Nov 2017, 07:56 |
| Q2 2017 | 30 | $406,255,000 | +$101,176,753 | -$114,940,120 | -$13,763,367 | ATVI, BABA, LOGM, META, WDAY | 13F-HR | 11 Aug 2017, 12:24 |
| Q1 2017 | 29 | $401,046,000 | +$182,557,798 | -$116,213,677 | +$66,344,121 | ATVI, LOGM, SYMC, COMM, META | 13F-HR | 12 May 2017, 09:11 |
| Q4 2016 | 26 | $299,818,000 | +$112,506,782 | -$179,542,439 | -$67,035,657 | FNSR, TMUS, LOGM, ADBE, JNPR | 13F-HR | 10 Feb 2017, 11:47 |
| Q3 2016 | 27 | $367,874,000 | +$157,714,564 | -$239,225,472 | -$81,510,908 | FNSR, BABA, GIMO, EA, META | 13F-HR | 04 Nov 2016, 10:18 |
| Q2 2016 | 23 | $379,676,000 | +$156,857,619 | -$163,598,801 | -$6,741,182 | META, ADBE, CRM, EA, AMZN | 13F-HR | 03 Aug 2016, 11:52 |
| Q1 2016 | 21 | $378,365,000 | +$112,738,266 | -$187,741,412 | -$75,003,146 | GOOGL, YHOO, CRM, META, ADBE | 13F-HR | 06 May 2016, 14:37 |
| Q4 2015 | 22 | $459,759,000 | +$262,095,176 | -$245,355,589 | +$16,739,587 | GOOGL, CRM, JNPR, AMZN, NFLX | 13F-HR | 10 Feb 2016, 19:23 |
| Q3 2015 | 17 | $404,124,000 | +$151,938,159 | -$210,653,427 | -$58,715,268 | GOOGL, AMZN, MSTR, META, AMT | 13F-HR | 05 Nov 2015, 13:46 |
| Q2 2015 | 28 | $491,409,000 | +$196,367,890 | -$190,461,109 | +$5,906,781 | META, AMT, AMZN, DWRE, NFLX | 13F-HR | 30 Jul 2015, 13:42 |
| Q1 2015 | 28 | $458,317,000 | +$284,531,303 | -$227,790,436 | +$56,740,867 | AMT, COMM, JD, TWTR, VIPS | 13F-HR | 07 May 2015, 16:32 |
| Q4 2014 | 23 | $378,630,000 | $0 | $0 | $0 | META, BIDU, PANW, AAPL, CRM | 13F-HR | 09 Feb 2015, 09:18 |