0001398344-20-003265.txt : 20200213 0001398344-20-003265.hdr.sgml : 20200213 20200213131054 ACCESSION NUMBER: 0001398344-20-003265 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200213 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: 20608662 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 12-31-2019 12-31-2019 false AO Asset Management, LP

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 02-13-2020 0 46 1099720 INFORMATION TABLE 2 fp0049776_13fhr-table.xml 13F INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 37212 626247 SH SOLE 626247 0 0 ADOBE INC COM 00724F101 11345 34400 SH SOLE 34400 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32614 153765 SH SOLE 153765 0 0 ALPHABET INC CAP STK CL A 02079K305 38773 28948 SH SOLE 28948 0 0 AMAZON COM INC COM 023135106 22366 12104 SH SOLE 12104 0 0 AMERICAN TOWER CORP NEW COM 03027X100 39125 170242 SH SOLE 170242 0 0 ANAPLAN INC COM 03272L108 21940 418700 SH SOLE 418700 0 0 APPLE INC COM 037833100 37881 129000 SH SOLE 129000 0 0 ARISTA NETWORKS INC COM 040413106 10170 50000 SH SOLE 50000 0 0 AVALARA INC COM 05338G106 5999 81900 SH SOLE 81900 0 0 BLACKLINE INC COM 09239B109 2578 50000 SH SOLE 50000 0 0 BOX INC CL A 10316T104 3807 226900 SH SOLE 226900 0 0 CISCO SYS INC COM 17275R102 11199 233500 SH SOLE 233500 0 0 COHERENT INC COM 192479103 8051 48400 SH SOLE 48400 0 0 COUPA SOFTWARE INC COM 22266L106 11993 82000 SH SOLE 82000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 8019 56409 SH SOLE 56409 0 0 DATADOG INC CL A COM 23804L103 1603 42429 SH SOLE 42429 0 0 ELASTIC N V ORD SHS N14506104 6430 100000 SH SOLE 100000 0 0 FACEBOOK INC CL A 30303M102 51887 252800 SH SOLE 252800 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 55260 397300 SH SOLE 397300 0 0 FISERV INC COM 337738108 12002 103800 SH SOLE 103800 0 0 INPHI CORP COM 45772F107 22695 306600 SH SOLE 306600 0 0 JD COM INC SPON ADR CL A 47215P106 40419 1147300 SH SOLE 1147300 0 0 JUNIPER NETWORKS INC COM 48203R104 42510 1725941 SH SOLE 1725941 0 0 LYFT INC CL A COM 55087P104 20959 487200 SH SOLE 487200 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 22966 864700 SH SOLE 864700 0 0 NETFLIX INC COM 64110L106 51852 160250 SH SOLE 160250 0 0 PAGERDUTY INC COM 69553P100 5684 243000 SH SOLE 243000 0 0 PALO ALTO NETWORKS INC COM 697435105 52162 225567 SH SOLE 225567 0 0 PROOFPOINT INC COM 743424103 18962 165200 SH SOLE 165200 0 0 PURE STORAGE INC CL A 74624M102 5547 324200 SH SOLE 324200 0 0 SALESFORCE COM INC COM 79466L302 38706 237984 SH SOLE 237984 0 0 SERVICENOW INC COM 81762P102 22021 78000 SH SOLE 78000 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 6733 55700 SH SOLE 55700 0 0 SNAP INC CL A 83304A106 42311 2591025 SH SOLE 2591025 0 0 SPLUNK INC COM 848637104 11353 75800 SH SOLE 75800 0 0 T MOBILE US INC COM 872590104 47809 609658 SH SOLE 609658 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 23078 188500 SH SOLE 188500 0 0 THE TRADE DESK INC COM CL A 88339J105 22679 87300 SH SOLE 87300 0 0 UBER TECHNOLOGIES INC COM 90353T100 28565 960500 SH SOLE 960500 0 0 VIAVI SOLUTIONS INC COM 925550105 28169 1877923 SH SOLE 1877923 0 0 WORKDAY INC CL A 98138H101 44984 273545 SH SOLE 273545 0 0 XILINX INC COM 983919101 4823 49333 SH SOLE 49333 0 0 ZENDESK INC COM 98936J101 18238 238000 SH SOLE 238000 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 10505 154400 SH SOLE 154400 0 0 ZYNGA INC CL A 98986T108 35734 5838900 SH SOLE 5838900 0 0