0001398344-19-008749.txt : 20190514
0001398344-19-008749.hdr.sgml : 20190514
20190514082238
ACCESSION NUMBER: 0001398344-19-008749
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190514
DATE AS OF CHANGE: 20190514
EFFECTIVENESS DATE: 20190514
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: 19820542
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
03-31-2019
03-31-2019
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
05-14-2019
0
35
914421
INFORMATION TABLE
2
fp0041611_13fhr-table.xml
13F INFORMATION TABLE
ACACIA COMMUNICATIONS INC
COM
00401C108
35265
614900
SH
SOLE
614900
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
12384
272000
SH
SOLE
272000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
25318
138765
SH
SOLE
138765
0
0
ALPHABET INC
CAP STK CL A
02079K305
57638
48975
SH
SOLE
48975
0
0
AMAZON COM INC
COM
023135106
8619
4840
SH
SOLE
4840
0
0
APPLE INC
COM
037833100
24504
129000
SH
SOLE
129000
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
21403
167209
SH
SOLE
167209
0
0
FACEBOOK INC
CL A
30303M102
18786
112700
SH
SOLE
112700
0
0
FORTINET INC
COM
34959E109
8397
100000
SH
SOLE
100000
0
0
GRUBHUB INC
COM
400110102
8107
116700
SH
SOLE
116700
0
0
HUYA INC
ADS REP SHS A
44852D108
10445
371300
SH
SOLE
371300
0
0
INPHI CORP
COM
45772F107
2187
50000
SH
SOLE
50000
0
0
INTELSAT S A
COM
L5140P101
6996
446775
SH
SOLE
446775
0
0
JD COM INC
SPON ADR CL A
47215P106
14963
496300
SH
SOLE
496300
0
0
LUMENTUM HLDGS INC
COM
55024U109
20513
362800
SH
SOLE
362800
0
0
LYFT INC
CL A COM
55087P104
587
7500
SH
SOLE
7500
0
0
NETEASE INC
SPONSORED ADR
64110W102
6540
27087
SH
SOLE
27087
0
0
NETFLIX INC
COM
64110L106
18095
50750
SH
SOLE
50750
0
0
NEW RELIC INC
COM
64829B100
3741
37900
SH
SOLE
37900
0
0
PALO ALTO NETWORKS INC
COM
697435105
72412
298140
SH
SOLE
298140
0
0
PURE STORAGE INC
CL A
74624M102
7082
325000
SH
SOLE
325000
0
0
SALESFORCE COM INC
COM
79466L302
48113
303800
SH
SOLE
303800
0
0
SERVICENOW INC
COM
81762P102
19177
77800
SH
SOLE
77800
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
26058
315927
SH
SOLE
315927
0
0
SPLUNK INC
COM
848637104
28533
229000
SH
SOLE
229000
0
0
T MOBILE US INC
COM
872590104
70510
1020400
SH
SOLE
1020400
0
0
TABLEAU SOFTWARE INC
CL A
87336U105
66718
524180
SH
SOLE
524180
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
18874
200000
SH
SOLE
200000
0
0
TWITTER INC
COM
90184L102
18347
558000
SH
SOLE
558000
0
0
ULTIMATE SOFTWARE GROUP INC
COM
90385D107
40276
122000
SH
SOLE
122000
0
0
VIAVI SOLUTIONS INC
COM
925550105
23933
1933223
SH
SOLE
1933223
0
0
WORKDAY INC
CL A
98138H101
82925
429998
SH
SOLE
429998
0
0
XILINX INC
COM
983919101
36399
287083
SH
SOLE
287083
0
0
ZENDESK INC
COM
98936J101
40520
476700
SH
SOLE
476700
0
0
ZYNGA INC
CL A
98986T108
10058
1887000
SH
SOLE
1887000
0
0