Stock Taper 
AO ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2022
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOGL | 2.76K | $6.01M |
 MongoDB, Inc. | MDB | 15.72K | $4.08M |
 ServiceNow, Inc. | NOW | 16.98K | $8.07M |
 CrowdStrike Holdings, Inc. | CRWD | 23K | $3.88M |
 Microsoft Corporation | MSFT | 23.75K | $6.1M |
 Lumentum Holdings Inc. | LITE | 25.5K | $2.02M |
 Salesforce, Inc. | CRM | 26.8K | $4.42M |
 Palo Alto Networks, Inc. | PANW | 28.27K | $13.96M |
 Ambarella, Inc. | AMBA | 33.4K | $2.19M |
 Zscaler, Inc. | ZS | 40.08K | $5.99M |
 Dynatrace, Inc. | DT | 41K | $1.62M |
 Crown Castle Inc. | CCI | 42.32K | $7.13M |
 Datadog, Inc. | DDOG | 48.05K | $4.58M |
 Atlassian Corporation | TEAM | 51.17K | $9.59M |
 PDD Holdings Inc. | PDD | 53.4K | $3.3M |
 Amazon.com, Inc. | AMZN | 53.42K | $5.67M |
 JD.com, Inc. | JD | 54.4K | $3.49M |
 Elastic N.V. | ESTC | 58.25K | $3.94M |
 Arista Networks, Inc. | ANET | 69.88K | $6.55M |
 Fortinet, Inc. | FTNT | 86.27K | $4.88M |