0001398344-21-010701.txt : 20210514 0001398344-21-010701.hdr.sgml : 20210514 20210514085327 ACCESSION NUMBER: 0001398344-21-010701 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210514 DATE AS OF CHANGE: 20210514 EFFECTIVENESS DATE: 20210514 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: 21922110 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 03-31-2021 03-31-2021 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 05-06-2021 0 46 1326491 INFORMATION TABLE 2 fp0064463_13fhr-table.xml 13F INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 41906 450600 SH SOLE 450600 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 21066 44316 SH SOLE 44316 0 0 ALPHABET INC CAP STK CL A 02079K305 41250 20000 SH SOLE 20000 0 0 AMAZON COM INC COM 023135106 24923 8055 SH SOLE 8055 0 0 AMBARELLA INC SHS G037AX101 11655 116100 SH SOLE 116100 0 0 AMERICAN TOWER CORP NEW COM 03027X100 15095 63142 SH SOLE 63142 0 0 APPLIED MATLS INC COM 038222105 16152 120900 SH SOLE 120900 0 0 ARISTA NETWORKS INC COM 040413106 18422 61023 SH SOLE 61023 0 0 ATLASSIAN CORP PLC CL A G06242104 17282 82000 SH SOLE 82000 0 0 BOX INC CL A 10316T104 7318 318713 SH SOLE 318713 0 0 CIRRUS LOGIC INC COM 172755100 22919 270300 SH SOLE 270300 0 0 CISCO SYS INC COM 17275R102 7757 150000 SH SOLE 150000 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 29129 159600 SH SOLE 159600 0 0 DYNATRACE INC COM NEW 268150109 26059 540200 SH SOLE 540200 0 0 F5 NETWORKS INC COM 315616102 34944 167500 SH SOLE 167500 0 0 FACEBOOK INC CL A 30303M102 34548 117300 SH SOLE 117300 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 31679 225300 SH SOLE 225300 0 0 JD.COM INC SPON ADR CL A 47215P106 17510 207637 SH SOLE 207637 0 0 LYFT INC CL A COM 55087P104 60015 949900 SH SOLE 949900 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 26226 535452 SH SOLE 535452 0 0 MICRON TECHNOLOGY INC COM 595112103 19247 218200 SH SOLE 218200 0 0 MICROSOFT CORP COM 594918104 37629 159600 SH SOLE 159600 0 0 NETFLIX INC COM 64110L106 18545 35550 SH SOLE 35550 0 0 NVIDIA CORPORATION COM 67066G104 21945 41100 SH SOLE 41100 0 0 NXP SEMICONDUCTORS N V COM N6596X109 22178 110150 SH SOLE 110150 0 0 OKTA INC CL A 679295105 11022 50000 SH SOLE 50000 0 0 PALO ALTO NETWORKS INC COM 697435105 96618 300000 SH SOLE 300000 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 33549 298374 SH SOLE 298374 0 0 PINTEREST INC CL A 72352L106 26636 359800 SH SOLE 359800 0 0 QORVO INC COM 74736K101 18919 103551 SH SOLE 103551 0 0 RINGCENTRAL INC CL A 76680R206 23331 78325 SH SOLE 78325 0 0 ROBLOX CORP CL A 771049103 17595 271400 SH SOLE 271400 0 0 SALESFORCE COM INC COM 79466L302 16102 76000 SH SOLE 76000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 17264 62200 SH SOLE 62200 0 0 SERVICENOW INC COM 81762P102 38859 77700 SH SOLE 77700 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 55044 300000 SH SOLE 300000 0 0 SNOWFLAKE INC CL A 833445109 20979 91500 SH SOLE 91500 0 0 T-MOBILE US INC COM 872590104 64018 510958 SH SOLE 510958 0 0 TRIPADVISOR INC COM 896945201 5331 99100 SH SOLE 99100 0 0 TWILIO INC CL A 90138F102 52409 153800 SH SOLE 153800 0 0 TWITTER INC COM 90184L102 40895 642700 SH SOLE 642700 0 0 UBER TECHNOLOGIES INC COM 90353T100 55669 1021256 SH SOLE 1021256 0 0 DISNEY WALT CO COM 254687106 35908 194600 SH SOLE 194600 0 0 WORKDAY INC CL A 98138H101 37144 149516 SH SOLE 149516 0 0 ZILLOW GROUP INC CL A 98954M101 7502 57100 SH SOLE 57100 0 0 ZSCALER INC COM 98980G102 26300 153200 SH SOLE 153200 0 0