Notify me when AO Asset Management, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2022 | 25 | $145M | +$28.9M | -$175M | -$146M | TMUS, PANW, TEAM, NOW, CCI | 13F-HR | 8/15/2022, 09:22 AM |
| Q1 2022 | 38 | $368M | +$48M | -$616M | -$568M | MRVL, MSFT, PANW, ANET, TMUS | 13F-HR | 5/13/2022, 09:13 AM |
| Q4 2021 | 53 | $1.03B | +$185M | -$575M | -$390M | MRVL, TMUS, MSFT, NFLX, GOOGL | 13F-HR | 2/11/2022, 11:12 AM |
| Q3 2021 | 58 | $1.36B | +$221M | -$291M | -$69.9M | PANW, TMUS, CRM, META, NOW | 13F-HR | 11/12/2021, 10:32 AM |
| Q2 2021 | 49 | $1.43B | +$247M | -$262M | -$14.2M | PANW, TMUS, META, SWKS, TWLO | 13F-HR | 8/13/2021, 08:11 AM |
| Q1 2021 | 46 | $1.33B | +$373M | -$548M | -$175M | PANW, TMUS, LYFT, UBER, SWKS | 13F-HR | 5/14/2021, 08:53 AM |
| Q4 2020 | 48 | $1.51B | +$306M | -$467M | -$161M | PANW, QRVO, SWKS, JD, UBER | 13F-HR | 2/12/2021, 08:35 AM |
| Q3 2020 | 41 | $1.39B | +$235M | -$385M | -$149M | PANW, ZM, SWKS, IPHI, JD | 13F-HR | 11/13/2020, 08:18 AM |
| Q2 2020 | 44 | $1.38B | +$165M | -$379M | -$213M | JD, IPHI, NFLX, ZNGA, PANW | 13F-HR | 8/13/2020, 09:24 AM |
| Q1 2020 | 44 | $1.2B | +$421M | -$261M | +$160M | IPHI, TMUS, NFLX, ZNGA, JD | 13F-HR | 5/14/2020, 08:46 AM |
| Q4 2019 | 46 | $1.1B | +$276M | -$284M | -$8.8M | FIS, PANW, META, NFLX, TMUS | 13F-HR | 2/13/2020, 01:10 PM |
| Q3 2019 | 44 | $1.02B | +$304M | -$228M | +$76.7M | META, TMUS, PANW, WDAY, FIS | 13F-HR | 11/14/2019, 08:27 AM |
| Q2 2019 | 34 | $969M | +$250M | -$213M | +$37.2M | WDAY, TMUS, PANW, NFLX, DIS | 13F-HR | 8/13/2019, 10:19 AM |
| Q1 2019 | 35 | $914M | +$210M | -$157M | +$53.2M | WDAY, PANW, TMUS, DATA, GOOGL | 13F-HR | 5/14/2019, 08:22 AM |
| Q4 2018 | 28 | $737M | +$235M | -$212M | +$22.2M | DATA, WDAY, CRM, TMUS, GOOGL | 13F-HR | 2/13/2019, 12:19 PM |
| Q3 2018 | 31 | $818M | +$219M | -$107M | +$112M | CRM, PANW, DATA, TMUS, TTWO | 13F-HR | 11/9/2018, 09:25 AM |
| Q2 2018 | 31 | $664M | +$218M | -$185M | +$33.3M | CRM, PANW, META, DATA, MLNX | 13F-HR | 8/13/2018, 09:15 AM |
| Q1 2018 | 37 | $582M | +$298M | -$128M | +$170M | WDAY, MLNX, CRM, PANW, AMZN | 13F-HR | 5/11/2018, 11:37 AM |
| Q4 2017 | 25 | $383M | +$112M | -$213M | -$101M | BOX, ATVI, AMZN, BABA, MLNX | 13F-HR | 2/13/2018, 09:26 AM |
| Q3 2017 | 24 | $474M | +$99.8M | -$70.2M | +$29.6M | ATVI, CRM, BABA, LOGM, META | 13F-HR | 11/13/2017, 07:56 AM |
| Q2 2017 | 30 | $406M | +$101M | -$115M | -$13.8M | ATVI, BABA, LOGM, META, WDAY | 13F-HR | 8/11/2017, 12:24 PM |
| Q1 2017 | 29 | $401M | +$183M | -$116M | +$66.3M | ATVI, LOGM, SYMC, COMM, META | 13F-HR | 5/12/2017, 09:11 AM |
| Q4 2016 | 26 | $300M | +$113M | -$180M | -$67M | FNSR, TMUS, LOGM, ADBE, JNPR | 13F-HR | 2/10/2017, 11:47 AM |
| Q3 2016 | 27 | $368M | +$158M | -$239M | -$81.5M | FNSR, BABA, GIMO, EA, META | 13F-HR | 11/4/2016, 10:18 AM |
| Q2 2016 | 23 | $380M | +$157M | -$164M | -$6.74M | META, ADBE, CRM, EA, AMZN | 13F-HR | 8/3/2016, 11:52 AM |
| Q1 2016 | 21 | $378M | +$113M | -$188M | -$75M | GOOGL, YHOO, CRM, META, ADBE | 13F-HR | 5/6/2016, 02:37 PM |
| Q4 2015 | 22 | $460M | +$262M | -$245M | +$16.7M | GOOGL, CRM, JNPR, AMZN, NFLX | 13F-HR | 2/10/2016, 07:23 PM |
| Q3 2015 | 17 | $404M | +$152M | -$211M | -$58.7M | GOOGL, AMZN, MSTR, META, AMT | 13F-HR | 11/5/2015, 01:46 PM |
| Q2 2015 | 28 | $491M | +$196M | -$190M | +$5.91M | META, AMT, AMZN, DWRE, NFLX | 13F-HR | 7/30/2015, 01:42 PM |
| Q1 2015 | 28 | $458M | +$285M | -$228M | +$56.7M | AMT, COMM, JD, TWTR, VIPS | 13F-HR | 5/7/2015, 04:32 PM |
| Q4 2014 | 23 | $379M | $0 | $0 | META, BIDU, PANW, AAPL, CRM | 13F-HR | 2/9/2015, 09:18 AM |