0001398344-22-009439.txt : 20220513
0001398344-22-009439.hdr.sgml : 20220513
20220513091324
ACCESSION NUMBER: 0001398344-22-009439
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220513
DATE AS OF CHANGE: 20220513
EFFECTIVENESS DATE: 20220513
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: 22920507
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
03-31-2022
03-31-2022
false
AO Asset Management, LP
950 3RD AVENUE, 19TH FLOOR
NEW YORK
NY
10022
13F HOLDINGS REPORT
028-16432
N
Michael Neiberg
COO and CCO
212-554-3112
/s/ Michael Neiberg
New York
NY
05-13-2022
0
38
367849
INFORMATION TABLE
2
fp0075818_13fhr-table.xml
13F INFORMATION TABLE
ADOBE SYSTEMS INCORPORATED
COM
00724F101
4568
10026
SH
SOLE
10026
0
0
ALPHABET INC
CAP STK CL A
02079K305
10450
3757
SH
SOLE
3757
0
0
AMAZON COM INC
COM
023135106
11054
3391
SH
SOLE
3391
0
0
AMBARELLA INC
SHS
G037AX101
7982
76081
SH
SOLE
76081
0
0
APPLIED MATLS INC
COM
038222105
5998
45510
SH
SOLE
45510
0
0
ARISTA NETWORKS INC
COM
040413106
21803
156877
SH
SOLE
156877
0
0
ATLASSIAN CORP PLC
CL A
G06242104
11333
38570
SH
SOLE
38570
0
0
BOX INC
CL A
10316T104
15541
534773
SH
SOLE
534773
0
0
CONFLUENT INC
CLASS A COM
20717M103
8569
209000
SH
SOLE
209000
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
11354
50000
SH
SOLE
50000
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
10194
55223
SH
SOLE
55223
0
0
DATADOG INC
CL A COM
23804L103
16790
110845
SH
SOLE
110845
0
0
DIGITALBRIDGE GROUP INC
CL A COM
25401T108
360
50000
SH
SOLE
50000
0
0
DYNATRACE INC
COM NEW
268150109
1931
41000
SH
SOLE
41000
0
0
ELASTIC N V
ORD SHS
N14506104
5635
63352
SH
SOLE
63352
0
0
FORTINET INC
COM
34959E109
7086
20734
SH
SOLE
20734
0
0
HUBSPOT INC
COM
443573100
13876
29216
SH
SOLE
29216
0
0
INTUIT
COM
461202103
6187
12867
SH
SOLE
12867
0
0
LUMENTUM HLDGS INC
COM
55024U109
10305
105581
SH
SOLE
105581
0
0
MARVELL TECHNOLOGY INC
COM
573874104
25304
352869
SH
SOLE
352869
0
0
META PLATFORMS INC
CL A
30303M102
10383
46695
SH
SOLE
46695
0
0
MICROSOFT CORP
COM
594918104
24760
80310
SH
SOLE
80310
0
0
MONGODB INC
CL A
60937P106
7815
17618
SH
SOLE
17618
0
0
NVIDIA CORPORATION
COM
67066G104
9008
33012
SH
SOLE
33012
0
0
NXP SEMICONDUCTORS N V
COM
N6596x109
4007
21652
SH
SOLE
21652
0
0
OKTA INC
CL A
679295105
7548
50000
SH
SOLE
50000
0
0
PALO ALTO NETWORKS INC
COM
697435105
24631
39568
SH
SOLE
39568
0
0
PAYCOM SOFTWARE INC
COM
70432V102
3919
11315
SH
SOLE
11315
0
0
ROBLOX CORP
CL A
771049103
4555
98500
SH
SOLE
98500
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
1596
4637
SH
SOLE
4637
0
0
SENTINELONE INC
CL A
81730H109
2479
64000
SH
SOLE
64000
0
0
SERVICENOW INC
COM
81762P102
10680
19178
SH
SOLE
19178
0
0
SNAP INC
CL A
83304A106
972
27000
SH
SOLE
27000
0
0
SNOWFLAKE INC
CL A
833445109
5388
23513
SH
SOLE
23513
0
0
T-MOBILE US INC
COM
872590104
20535
159990
SH
SOLE
159990
0
0
TENABLE HLDGS INC
COM
88025T102
12715
220014
SH
SOLE
220014
0
0
UNITY SOFTWARE INC
COM
91332U101
4961
50000
SH
SOLE
50000
0
0
ZSCALER INC
COM
98980G102
5578
23118
SH
SOLE
23118
0
0