Dark
Light
System
Institutional Investment Manager
AO Asset Management, LP
AO Asset Management, LP (CIK: 0001594585) incorporated in Delaware, located at 950 3rd Avenue, 19th Floor, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001398344-15-000749) filed in 2015.02.09
#
Name
Shares
Value ($)
%
Options
Notes
1 FACEBOOK INC 408,000 31,832 8.41%
2 BAIDU INC 133,800 30,502 8.06%
3 PALO ALTO NETWORKS INC 235,990 28,925 7.64%
4 APPLE INC 238,600 26,337 6.96%
5 SALESFORCE COM INC 426,100 25,272 6.67%
6 FORTINET INC 678,500 20,803 5.49%
7 CISCO SYS INC 737,600 20,516 5.42%
8 DISH NETWORK A 261,500 19,061 5.03%
9 MELLANOX TECHNOLOGIES LTD 439,800 18,793 4.96%
10 YAHOO INC 368,100 18,593 4.91%
11 AMERICAN TOWER CORP NEW 168,500 16,656 4.40%
12 ADOBE INC 179,000 13,013 3.44%
13 AMBARELLA INC 255,100 12,939 3.42%
14 PMC-SIERRA INC 1,285,000 11,771 3.11%
15 VIPSHOP HLDGS LTD 582,000 11,372 3.00%
16 LENDINGCLUB CORP 429,500 10,866 2.87%
17 SILICON MOTION TECHN 443,900 10,498 2.77%
18 F5 NETWORKS INC 74,600 9,733 2.57%
19 CIENA CORP 483,817 9,391 2.48%
20 MANHATTAN ASSOCIATES INC 205,000 8,348 2.20%
21 QUNAR CAYMN ISLND ADR REP 3 CL B ORD 293,000 8,330 2.20%
22 DISNEY WALT CO 85,500 8,053 2.13%
23 NOKIA CORP 893,900 7,026 1.86%