0001398344-21-003098.txt : 20210212 0001398344-21-003098.hdr.sgml : 20210212 20210212083548 ACCESSION NUMBER: 0001398344-21-003098 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21623059 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 12-31-2020 12-31-2020 false AO Asset Management, LP

950 3RD AVENUE, 19TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-16432 N Michael Neiberg 212-554-3112 /s/ Michael Neiberg New York NY 02-12-2021 0 48 1508891 INFORMATION TABLE 2 fp0061445_13fhr-table.xml 13F INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 13928 150000 SH SOLE 150000 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 19463 38916 SH SOLE 38916 0 0 ALPHABET INC CAP STK CL A 02079K305 25764 14700 SH SOLE 14700 0 0 AMAZON COM INC COM 023135106 39718 12195 SH SOLE 12195 0 0 AMERICAN TOWER CORP NEW COM 03027X100 14240 63442 SH SOLE 63442 0 0 ARISTA NETWORKS INC COM 040413106 37318 128429 SH SOLE 128429 0 0 ATLASSIAN CORP PLC CL A G06242104 5531 23648 SH SOLE 23648 0 0 CISCO SYS INC COM 17275R102 6713 150000 SH SOLE 150000 0 0 COUPA SOFTWARE INC COM 22266L106 27113 80000 SH SOLE 80000 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 31773 150000 SH SOLE 150000 0 0 DOCUSIGN INC COM 256163106 13805 62100 SH SOLE 62100 0 0 F5 NETWORKS INC COM 315616102 15500 88100 SH SOLE 88100 0 0 FACEBOOK INC CL A 30303M102 25223 92338 SH SOLE 92338 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 32041 226500 SH SOLE 226500 0 0 INPHI CORP COM 45772F107 54201 337765 SH SOLE 337765 0 0 JD.COM INC SPON ADR CL A 47215P106 60162 684438 SH SOLE 684438 0 0 LAM RESEARCH CORP COM 512807108 41560 88000 SH SOLE 88000 0 0 LUMENTUM HLDGS INC COM 55024U109 14220 150000 SH SOLE 150000 0 0 LYFT INC CL A COM 55087P104 26412 537600 SH SOLE 537600 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 30273 636800 SH SOLE 636800 0 0 MICROSOFT CORP COM 594918104 15369 69100 SH SOLE 69100 0 0 NETFLIX INC COM 64110L106 54120 100087 SH SOLE 100087 0 0 NXP SEMICONDUCTORS N V COM N6596X109 7776 48900 SH SOLE 48900 0 0 OKTA INC CL A 679295105 12713 50000 SH SOLE 50000 0 0 PALO ALTO NETWORKS INC COM 697435105 129196 363534 SH SOLE 363534 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 56785 374274 SH SOLE 374274 0 0 PINTEREST INC CL A 72352L106 26366 400091 SH SOLE 400091 0 0 PROOFPOINT INC COM 743424103 10231 75000 SH SOLE 75000 0 0 QORVO INC COM 74736K101 66516 400046 SH SOLE 400046 0 0 QUALCOMM INC COM 747525103 30468 200000 SH SOLE 200000 0 0 RINGCENTRAL INC CL A 76680R206 13870 36600 SH SOLE 36600 0 0 SALESFORCE COM INC COM 79466L302 15021 67500 SH SOLE 67500 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 14551 51576 SH SOLE 51576 0 0 SERVICENOW INC COM 81762P102 42934 78000 SH SOLE 78000 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 60929 398544 SH SOLE 398544 0 0 SNAP INC CL A 83304A106 25035 500000 SH SOLE 500000 0 0 SNOWFLAKE INC CL A 833445109 14763 52464 SH SOLE 52464 0 0 T-MOBILE US INC COM 872590104 56227 416958 SH SOLE 416958 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 20779 100000 SH SOLE 100000 0 0 TWILIO INC CL A 90138F102 52366 154700 SH SOLE 154700 0 0 UBER TECHNOLOGIES INC COM 90353T100 58576 1148541 SH SOLE 1148541 0 0 VISA INC COM CL A 92826C839 34078 155800 SH SOLE 155800 0 0 DISNEY WALT CO COM 254687106 30112 166200 SH SOLE 166200 0 0 WORKDAY INC CL A 98138H101 35946 150019 SH SOLE 150019 0 0 ZILLOW GROUP INC CL A 98954M101 13594 100000 SH SOLE 100000 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 16866 50000 SH SOLE 50000 0 0 ZSCALER INC COM 98980G102 29138 145900 SH SOLE 145900 0 0 ZYNGA INC CL A 98986T108 29610 3000000 SH SOLE 3000000 0 0