0001398344-15-000749.txt : 20150209 0001398344-15-000749.hdr.sgml : 20150209 20150209091809 ACCESSION NUMBER: 0001398344-15-000749 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150209 DATE AS OF CHANGE: 20150209 EFFECTIVENESS DATE: 20150209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AO Asset Management, LLC CENTRAL INDEX KEY: 0001594585 IRS NUMBER: 463985737 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16432 FILM NUMBER: 15586861 BUSINESS ADDRESS: STREET 1: 950 3RD AVENUE, 19TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-554-3110 MAIL ADDRESS: STREET 1: 950 3RD AVENUE, 19TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001594585 XXXXXXXX 12-31-2014 12-31-2014 false AO Asset Management, LLC

950 3rd Avenue, 19th Floor New York NY 10022

13F HOLDINGS REPORT 028-16432 N Michael Nieberg 212-554-3112 /s/ Michael Nieberg New York NY 02-06-2015 0 23 378630 INFORMATION TABLE 2 fp0013150_13fhr-table.xml 13F INFORMATION TABLE ADOBE SYS INC COM 00724F101 13013 179000 SH SOLE 179000 0 0 AMBARELLA INC SHS G037AX101 12939 255100 SH SOLE 255100 0 0 AMERICAN TOWER CORP NEW COM 03027X100 16656 168500 SH SOLE 168500 0 0 APPLE INC COM 037833100 26337 238600 SH SOLE 238600 0 0 BAIDU INC SPON ADR REP A 056752108 30502 133800 SH SOLE 133800 0 0 CIENA CORP COM 171779309 9391 483817 SH SOLE 483817 0 0 CISCO SYS INC COM 17275R102 20516 737600 SH SOLE 737600 0 0 DISH NETWORK CORP CL A 25470M109 19061 261500 SH SOLE 261500 0 0 DISNEY WALT CO COM DISNEY 254687106 8053 85500 SH SOLE 85500 0 0 F5 NETWORKS INC COM 315616102 9733 74600 SH SOLE 74600 0 0 FACEBOOK INC CL A 30303M102 31832 408000 SH SOLE 408000 0 0 FORTINET INC COM 34959E109 20803 678500 SH SOLE 678500 0 0 LENDINGCLUB CORP COM 52603A109 10866 429500 SH SOLE 429500 0 0 MANHATTAN ASSOCS INC COM 562750109 8348 205000 SH SOLE 205000 0 0 MELLANOX TECHNOLOGIES LTD SHS M51563113 18793 439800 SH SOLE 439800 0 0 NOKIA CORP SPONSORED ADR 654902204 7026 893900 SH SOLE 893900 0 0 PALO ALTO NETWORKS INC COM 697435105 28925 235990 SH SOLE 235990 0 0 PMC-SIERRA INC COM 69344F106 11771 1285000 SH SOLE 1285000 0 0 QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 8330 293000 SH SOLE 293000 0 0 SALESFORCE COM INC COM 79466L302 25272 426100 SH SOLE 426100 0 0 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 10498 443900 SH SOLE 443900 0 0 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 11372 582000 SH SOLE 582000 0 0 YAHOO INC COM 984332106 18593 368100 SH SOLE 368100 0 0