0001398344-19-002589.txt : 20190213
0001398344-19-002589.hdr.sgml : 20190213
20190213121916
ACCESSION NUMBER: 0001398344-19-002589
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190213
DATE AS OF CHANGE: 20190213
EFFECTIVENESS DATE: 20190213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: AO Asset Management, LP
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: 19595372
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
FORMER COMPANY:
FORMER CONFORMED NAME: AO Asset Management, LLC
DATE OF NAME CHANGE: 20131218
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001594585
XXXXXXXX
12-31-2018
12-31-2018
false
AO Asset Management, LP
950 3RD AVENUE, 19TH FLOOR
NEW YORK
NY
10022
13F HOLDINGS REPORT
028-16432
N
Michael Nieberg
COO and CCO
212-554-3112
/s/ Michael Nieberg
New York
NY
02-13-2019
0
28
736579
INFORMATION TABLE
2
fp0038946_13fhr-table.xml
13F INFORMATION TABLE
ACTIVISION BLIZZARD INC
COM
00507V109
12676
272200
SH
SOLE
272200
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
10865
79265
SH
SOLE
79265
0
0
ALPHABET INC
CAP STK CL A
02079K305
60733
58120
SH
SOLE
58120
0
0
AMAZON COM INC
COM
023135106
30865
20550
SH
SOLE
20550
0
0
APPLE INC
COM
037833100
20167
127850
SH
SOLE
127850
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
31515
290109
SH
SOLE
290109
0
0
FACEBOOK INC
CL A
30303M102
12204
93100
SH
SOLE
93100
0
0
FORTINET INC
COM
34959E109
7043
100000
SH
SOLE
100000
0
0
INTELSAT S A
COM
L5140P101
6573
307300
SH
SOLE
307300
0
0
INTERXION HOLDING N.V
SHS
N47279109
10832
200000
SH
SOLE
200000
0
0
NETEASE INC
SPONSORED ADR
64110W102
8026
34100
SH
SOLE
34100
0
0
NETFLIX INC
COM
64110L106
15163
56650
SH
SOLE
56650
0
0
NEW RELIC INC
COM
64829B100
14372
177500
SH
SOLE
177500
0
0
PALO ALTO NETWORKS INC
COM
697435105
49223
261340
SH
SOLE
261340
0
0
PAYPAL HLDGS INC
COM
70450Y103
20375
242300
SH
SOLE
242300
0
0
PURE STORAGE INC
CL A
74624M102
5226
325000
SH
SOLE
325000
0
0
QUALCOMM INC
COM
747525103
14563
255900
SH
SOLE
255900
0
0
SALESFORCE COM INC
COM
79466L302
62623
457200
SH
SOLE
457200
0
0
SPLUNK INC
COM
848637104
24011
229000
SH
SOLE
229000
0
0
T MOBILE US INC
COM
872590104
61511
967000
SH
SOLE
967000
0
0
TABLEAU SOFTWARE INC
CL A
87336U105
67726
564380
SH
SOLE
564380
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
20588
200000
SH
SOLE
200000
0
0
TWITTER INC
COM
90184L102
16037
558000
SH
SOLE
558000
0
0
ULTIMATE SOFTWARE GROUP INC
COM
90385D107
37073
151400
SH
SOLE
151400
0
0
VIAVI SOLUTIONS INC
COM
925550105
18639
1854623
SH
SOLE
1854623
0
0
WORKDAY INC
CL A
98138H101
65069
407498
SH
SOLE
407498
0
0
XILINX INC
COM
983919101
22613
265500
SH
SOLE
265500
0
0
ZENDESK INC
COM
98936J101
10267
175900
SH
SOLE
175900
0
0