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 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