AO ASSET MANAGEMENT LP
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| TMUS | T-MOBILE US | 122,490 | +122,490 | Open | $0.00 | 11.38% | 0.01% | 16,480,000 | 2022-06-30 | ||||||
| PANW | PALO ALTO NETWORKS | 84,804 | +84,804 | Open | $0.00 | 9.64% | 0.03% | 13,963,000 | 2022-06-30 | ||||||
| TEAM | ATLASSIAN | 51,170 | +51,170 | Open | $0.00 | 6.62% | 0.00% | 9,589,000 | 2022-06-30 | ||||||
| NOW | SERVICENOW | 16,978 | +16,978 | Open | $0.00 | 5.57% | 0.01% | 8,073,000 | 2022-06-30 | ||||||
| CCI | CROWN CASTLE | 42,323 | +42,323 | Open | $0.00 | 4.92% | 0.01% | 7,126,000 | 2022-06-30 | ||||||
| TENB | TENABLE HOLDINGS | 152,314 | +152,314 | Open | $0.00 | 4.77% | 0.14% | 6,917,000 | 2022-06-30 | ||||||
| MRVL | MARVELL TECHNOLOGY | 158,569 | +158,569 | Open | $0.00 | 4.77% | 0.02% | 6,903,000 | 2022-06-30 | ||||||
| ANET | ARISTA NETWORKS | 69,877 | +69,877 | Open | $0.00 | 4.52% | 0.01% | 6,550,000 | 2022-06-30 | ||||||
| MSFT | MICROSOFT | 23,755 | +23,755 | Open | $0.00 | 4.21% | 0.00% | 6,101,000 | 2022-06-30 | ||||||
| GOOGL | ALPHABET | 55,140 | +55,140 | Open | $0.00 | 4.15% | 0.00% | 6,008,000 | 2022-06-30 | ||||||
| ZS | ZSCALER | 40,075 | +40,075 | Open | $0.00 | 4.14% | 0.03% | 5,992,000 | 2022-06-30 | ||||||
| AMZN | AMAZON | 53,420 | +53,420 | Open | $0.00 | 3.92% | 0.00% | 5,674,000 | 2022-06-30 | ||||||
| FTNT | FORTINET | 86,270 | +86,270 | Open | $0.00 | 3.37% | 0.01% | 4,881,000 | 2022-06-30 | ||||||
| DDOG | DATADOG | 48,045 | +48,045 | Open | $0.00 | 3.16% | 0.02% | 4,576,000 | 2022-06-30 | ||||||
| CRM | SALESFORCE | 26,800 | +26,800 | Open | $0.00 | 3.05% | 0.00% | 4,423,000 | 2022-06-30 | ||||||
| MDB | MONGODB | 15,718 | +15,718 | Open | $0.00 | 2.82% | 0.02% | 4,079,000 | 2022-06-30 | ||||||
| ESTC | ELASTIC NV | 58,252 | +58,252 | Open | $0.00 | 2.72% | 0.06% | 3,942,000 | 2022-06-30 | ||||||
| CRWD | CROWDSTRIKE HOLDINGS | 23,000 | +23,000 | Open | $0.00 | 2.68% | 0.01% | 3,877,000 | 2022-06-30 | ||||||
| PSTG | PURE STORAGE | 147,600 | +147,600 | Open | $0.00 | 2.62% | 0.05% | 3,795,000 | 2022-06-30 | ||||||
| JD | JD.COM | 54,400 | +54,400 | Open | $0.00 | 2.41% | 0.00% | 3,494,000 | 2022-06-30 | ||||||
| PDD | PDD HOLDINGS | 53,400 | +53,400 | Open | $0.00 | 2.28% | 0.00% | 3,300,000 | 2022-06-30 | ||||||
| BOX | BOX | 131,073 | +131,073 | Open | $0.00 | 2.27% | 0.09% | 3,295,000 | 2022-06-30 | ||||||
| AMBA | AMBARELLA | 33,400 | +33,400 | Open | $0.00 | 1.51% | 0.09% | 2,186,000 | 2022-06-30 | ||||||
| LITE | LUMENTUM HOLDINGS | 25,500 | +25,500 | Open | $0.00 | 1.40% | 0.04% | 2,025,000 | 2022-06-30 | ||||||
| DT | DYNATRACE | 41,000 | +41,000 | Open | $0.00 | 1.12% | 0.01% | 1,617,000 | 2022-06-30 | ||||||