0001398344-20-010107.txt : 20200514
0001398344-20-010107.hdr.sgml : 20200514
20200514084615
ACCESSION NUMBER: 0001398344-20-010107
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200514
DATE AS OF CHANGE: 20200514
EFFECTIVENESS DATE: 20200514
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: 20875455
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
03-31-2020
03-31-2020
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
05-14-2020
0
44
1200394
INFORMATION TABLE
2
fp0053237_13fhr-table.xml
13F INFORMATION TABLE
ACTIVISION BLIZZARD INC
COM
00507V109
35090
589947
SH
SOLE
589947
0
0
ADOBE INC
COM
00724F101
44686
140416
SH
SOLE
140416
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
27123
139465
SH
SOLE
139465
0
0
AMAZON COM INC
COM
023135106
46411
23804
SH
SOLE
23804
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
51681
237342
SH
SOLE
237342
0
0
ARISTA NETWORKS INC
COM
040413106
10128
50000
SH
SOLE
50000
0
0
ATLASSIAN CORP PLC
CL A
G06242104
32105
233900
SH
SOLE
233900
0
0
BLACKLINE INC
COM
09239B109
2631
50000
SH
SOLE
50000
0
0
CISCO SYS INC
COM
17275R102
9179
233500
SH
SOLE
233500
0
0
COUPA SOFTWARE INC
COM
22266L106
11458
82000
SH
SOLE
82000
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
8086
56000
SH
SOLE
56000
0
0
ELECTRONIC ARTS INC
COM
285512109
5780
57700
SH
SOLE
57700
0
0
FACEBOOK INC
CL A
30303M102
41700
250000
SH
SOLE
250000
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
42221
347100
SH
SOLE
347100
0
0
INPHI CORP
COM
45772F107
94926
1199017
SH
SOLE
1199017
0
0
JD COM INC
SPON ADR CL A
47215P106
56117
1385600
SH
SOLE
1385600
0
0
LAM RESEARCH CORP
COM
512807108
10968
45700
SH
SOLE
45700
0
0
LYFT INC
CL A COM
55087P104
13092
487600
SH
SOLE
487600
0
0
MARVELL TECHNOLOGY GROUP LTD
ORD
G5876H105
17679
781200
SH
SOLE
781200
0
0
MICROSOFT CORP
COM
594918104
21764
138000
SH
SOLE
138000
0
0
NETEASE INC
SPONSORED ADS
64110W102
36461
113600
SH
SOLE
113600
0
0
NETFLIX INC
COM
64110L106
60850
162050
SH
SOLE
162050
0
0
NVIDIA CORP
COM
67066G104
24673
93600
SH
SOLE
93600
0
0
PAGERDUTY INC
COM
69553P100
4199
243000
SH
SOLE
243000
0
0
PALO ALTO NETWORKS INC
COM
697435105
48547
296090
SH
SOLE
296090
0
0
PING IDENTITY HLDG CORP
COM
72341T103
3563
177965
SH
SOLE
177965
0
0
QORVO INC
COM
74736K101
5499
68200
SH
SOLE
68200
0
0
SALESFORCE COM INC
COM
79466L302
34265
237984
SH
SOLE
237984
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
16426
60844
SH
SOLE
60844
0
0
SERVICENOW INC
COM
81762P102
22353
78000
SH
SOLE
78000
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
15972
178700
SH
SOLE
178700
0
0
SNAP INC
CL A
83304A106
17835
1500000
SH
SOLE
1500000
0
0
SPLUNK INC
COM
848637104
9568
75800
SH
SOLE
75800
0
0
T MOBILE US INC
COM
872590104
81170
967458
SH
SOLE
967458
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
22358
188500
SH
SOLE
188500
0
0
THE TRADE DESK INC
COM CL A
88339J105
16849
87300
SH
SOLE
87300
0
0
TWITTER INC
COM
90184L102
30700
1250000
SH
SOLE
1250000
0
0
UBER TECHNOLOGIES INC
COM
90353T100
26817
960500
SH
SOLE
960500
0
0
VIAVI SOLUTIONS INC
COM
925550105
12874
1148400
SH
SOLE
1148400
0
0
WORKDAY INC
CL A
98138H101
35387
271745
SH
SOLE
271745
0
0
ZILLOW GROUP INC
CL C CAP STK
98954M200
5227
145100
SH
SOLE
145100
0
0
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
22561
154400
SH
SOLE
154400
0
0
ZSCALER INC
COM
98980G102
5471
89900
SH
SOLE
89900
0
0
ZYNGA INC
CL A
98986T108
57945
8459166
SH
SOLE
8459166
0
0