0001398344-22-002732.txt : 20220211 0001398344-22-002732.hdr.sgml : 20220211 20220211111215 ACCESSION NUMBER: 0001398344-22-002732 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22617790 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 12-31-2021 12-31-2021 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 02-11-2022 0 53 1027589 INFORMATION TABLE 2 fp0072846_13fhr-table.xml 13F INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 10977 165000 SH SOLE 165000 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 18268 32215 SH SOLE 32215 0 0 ALPHABET INC CAP STK CL A 02079K305 38096 13150 SH SOLE 13150 0 0 AMAZON COM INC COM 023135106 21053 6314 SH SOLE 6314 0 0 AMBARELLA INC SHS G037AX101 23430 115481 SH SOLE 115481 0 0 AMERICAN TOWER CORP NEW COM 03027X100 10238 35000 SH SOLE 35000 0 0 APPLIED MATLS INC COM 038222105 24800 157600 SH SOLE 157600 0 0 ARISTA NETWORKS INC COM 040413106 34285 238504 SH SOLE 238504 0 0 ATLASSIAN CORP PLC CL A G06242104 19458 51031 SH SOLE 51031 0 0 BOX INC CL A 10316T104 26725 1020413 SH SOLE 1020413 0 0 CISCO SYS INC COM 17275R102 13561 214000 SH SOLE 214000 0 0 CONFLUENT INC CLASS A COM 20717M103 3782 49600 SH SOLE 49600 0 0 COUPA SOFTWARE INC COM 22266L106 6796 43000 SH SOLE 43000 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 10238 50000 SH SOLE 50000 0 0 DATADOG INC CL A COM 23804L103 26129 146700 SH SOLE 146700 0 0 DOCUSIGN INC COM 256163106 6778 44500 SH SOLE 44500 0 0 DOOARDASH INC CL A 25809K105 6701 45000 SH SOLE 45000 0 0 DYNATRACE INC COM NEW 268150109 20312 336568 SH SOLE 336568 0 0 ELASTIC N V ORD SHS N14506104 4924 40000 SH SOLE 40000 0 0 F5 NETWORKS INC COM 315616102 37473 153132 SH SOLE 153132 0 0 FORTINET INC COM 34959E109 13478 37500 SH SOLE 37500 0 0 HUBSPOT INC COM 443573100 14106 21400 SH SOLE 21400 0 0 INTEL CORP COM 458140100 13689 265800 SH SOLE 265800 0 0 INTUIT COM 461202103 6754 10500 SH SOLE 10500 0 0 JUNIPER NETWORKS INC COM 48203R104 12454 348749 SH SOLE 348749 0 0 KLA CORP COM NEW 482480100 14753 34300 SH SOLE 34300 0 0 LUMENTUM HLDGS INC COM 55024U109 7235 68400 SH SOLE 68400 0 0 MARVELL TECHNOLOGY INC COM 573874104 61928 707825 SH SOLE 707825 0 0 META PLATFORMS INC CL A 30303M102 16705 49666 SH SOLE 49666 0 0 MICROSOFT CORP COM 594918104 44159 131300 SH SOLE 131300 0 0 NETFLIX INC COM 64110L106 38942 64640 SH SOLE 64640 0 0 NVIDIA CORPORATION COM 67066G104 17032 57912 SH SOLE 57912 0 0 NXP SEMICONDUCTORS N V COM N6596x109 6600 28976 SH SOLE 28976 0 0 PALO ALTO NETWORKS INC COM 697435105 25238 45330 SH SOLE 45330 0 0 PAYCOM SOFTWARE INC COM 70432V102 14739 35500 SH SOLE 35500 0 0 PURE STORAGE INC CL A 74624M102 15728 483200 SH SOLE 483200 0 0 ROBLOX CORP CL A 771049103 21168 205200 SH SOLE 205200 0 0 SALESFORCE COM INC COM 79466L302 26074 102600 SH SOLE 102600 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 20462 52600 SH SOLE 52600 0 0 SENTINELONE INC CL A 81730H109 15950 315900 SH SOLE 315900 0 0 SERVICENOW INC COM 81762P102 16228 25000 SH SOLE 25000 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 11636 75000 SH SOLE 75000 0 0 SNAP INC CL A 83304A106 6819 145000 SH SOLE 145000 0 0 SNOWFLAKE INC CL A 833445109 18970 56000 SH SOLE 56000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 13504 57700 SH SOLE 57700 0 0 T-MOBILE US INC COM 872590104 47895 412963 SH SOLE 412963 0 0 TENABLE HLDGS INC COM 88025T102 33563 609469 SH SOLE 609469 0 0 TWILIO INC CL A 90138F102 14500 55063 SH SOLE 55063 0 0 UBER TECHNOLOGIES INC COM 90353T100 29156 695347 SH SOLE 695347 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 6755 130000 SH SOLE 130000 0 0 WORKDAY INC CL A 98138H101 19942 73000 SH SOLE 73000 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 6897 37500 SH SOLE 37500 0 0 ZSCALER INC COM 98980G102 30510 94950 SH SOLE 94950 0 0