Stock Taper

AO ASSET MANAGEMENT, LP

Latest 13F filing data - Q2 2022

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Marvell Technology, Inc.MRVL158.57K$6.9M
Tenable Holdings, Inc.TENB152.31K$6.92M
Box, Inc.BOX131.07K$3.29M
T-Mobile US, Inc.TMUS122.49K$16.48M
Fortinet, Inc.FTNT86.27K$4.88M
Arista Networks, Inc.ANET69.88K$6.55M
Elastic N.V.ESTC58.25K$3.94M
JD.com, Inc.JD54.4K$3.49M
Amazon.com, Inc.AMZN53.42K$5.67M
PDD Holdings Inc.PDD53.4K$3.3M
Atlassian CorporationTEAM51.17K$9.59M
Datadog, Inc.DDOG48.05K$4.58M
Crown Castle Inc.CCI42.32K$7.13M
Dynatrace, Inc.DT41K$1.62M
Zscaler, Inc.ZS40.08K$5.99M
Ambarella, Inc.AMBA33.4K$2.19M
Palo Alto Networks, Inc.PANW28.27K$13.96M
Salesforce, Inc.CRM26.8K$4.42M
Lumentum Holdings Inc.LITE25.5K$2.02M
Microsoft CorporationMSFT23.75K$6.1M