AO ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRVL | 159K | $6.90M |
 | TENB | 152K | $6.92M |
 | PSTG | 148K | $3.79M |
 | BOX | 131K | $3.29M |
 | TMUS | 122K | $16.48M |
 | FTNT | 86K | $4.88M |
 | ANET | 70K | $6.55M |
 | ESTC | 58K | $3.94M |
 | JD | 54K | $3.49M |
 | AMZN | 53K | $5.67M |
 | PDD | 53K | $3.30M |
 | TEAM | 51K | $9.59M |
 | DDOG | 48K | $4.58M |
 | CCI | 42K | $7.13M |
 | DT | 41K | $1.62M |
 | ZS | 40K | $5.99M |
 | AMBA | 33K | $2.19M |
 | PANW | 28K | $13.96M |
 | CRM | 27K | $4.42M |
 | LITE | 26K | $2.02M |
Marvell Technology, Inc.
MRVL
Shares Held
159K
Value
$6.90M
Tenable Holdings, Inc.
TENB
Shares Held
152K
Value
$6.92M
Pure Storage, Inc.
PSTG
Shares Held
148K
Value
$3.79M
Box, Inc.
BOX
Shares Held
131K
Value
$3.29M
T-Mobile US, Inc.
TMUS
Shares Held
122K
Value
$16.48M
Fortinet, Inc.
FTNT
Shares Held
86K
Value
$4.88M
Arista Networks, Inc.
ANET
Shares Held
70K
Value
$6.55M
Elastic N.V.
ESTC
Shares Held
58K
Value
$3.94M
JD.com, Inc.
JD
Shares Held
54K
Value
$3.49M
Amazon.com, Inc.
AMZN
Shares Held
53K
Value
$5.67M
PDD Holdings Inc.
PDD
Shares Held
53K
Value
$3.30M
Atlassian Corporation
TEAM
Shares Held
51K
Value
$9.59M
Datadog, Inc.
DDOG
Shares Held
48K
Value
$4.58M
Crown Castle Inc.
CCI
Shares Held
42K
Value
$7.13M
Dynatrace, Inc.
DT
Shares Held
41K
Value
$1.62M
Zscaler, Inc.
ZS
Shares Held
40K
Value
$5.99M
Ambarella, Inc.
AMBA
Shares Held
33K
Value
$2.19M
Palo Alto Networks, Inc.
PANW
Shares Held
28K
Value
$13.96M
Salesforce, Inc.
CRM
Shares Held
27K
Value
$4.42M
Lumentum Holdings Inc.
LITE
Shares Held
26K
Value
$2.02M