0001398344-18-002007.txt : 20180213 0001398344-18-002007.hdr.sgml : 20180213 20180213092653 ACCESSION NUMBER: 0001398344-18-002007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180213 DATE AS OF CHANGE: 20180213 EFFECTIVENESS DATE: 20180213 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: 18599433 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 12-31-2017 12-31-2017 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 02-08-2018 0 25 383101 INFORMATION TABLE 2 fp0031020_13fhr-table.xml 13F INFORMATION TABLE ACACIA COMMUNICATIONS INC COM 00401C108 6199 171100 SH SOLE 171100 0 0 ACTIVISION BLIZZARD INC COM 00507V109 26018 410900 SH SOLE 410900 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25865 150000 SH SOLE 150000 0 0 ALPHABET INC CAP STK CL A 02079K305 22648 21500 SH SOLE 21500 0 0 AMAZON COM INC COM 023135106 25904 22150 SH SOLE 22150 0 0 APPLE INC COM 037833100 22558 133300 SH SOLE 133300 0 0 BOX INC CL A 10316T104 33936 1606800 SH SOLE 1606800 0 0 CISCO SYS INC COM 17275R102 9311 243100 SH SOLE 243100 0 0 FACEBOOK INC CL A 30303M102 23963 135800 SH SOLE 135800 0 0 INTERXION HOLDING N.V SHS N47279109 9582 162600 SH SOLE 162600 0 0 LOGMEIN INC COM 54142L109 17793 155400 SH SOLE 155400 0 0 LUMENTUM HLDGS INC COM 55024U109 11438 233900 SH SOLE 233900 0 0 MELLANOX TECHNOLOGIES LTD SHS M51363113 24348 376315 SH SOLE 376315 0 0 NETEASE INC SPONSORED ADR 64110W102 9110 26400 SH SOLE 26400 0 0 OCLARO INC COM NEW 67555N206 6674 990200 SH SOLE 990200 0 0 PALO ALTO NETWORKS INC COM 697435105 11378 78500 SH SOLE 78500 0 0 PURE STORAGE INC CL A 74624M102 8071 508900 SH SOLE 508900 0 0 SALESFORCE COM INC COM 79466L302 13852 135500 SH SOLE 135500 0 0 T MOBILE US INC COM 872590104 22616 356100 SH SOLE 356100 0 0 TABLEAU SOFTWARE INC CL A 87336U105 11390 164600 SH SOLE 164600 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6872 62600 SH SOLE 62600 0 0 TALEND S A ADS 874224207 4543 121200 SH SOLE 121200 0 0 TWITTER INC COM 90184L102 10941 455700 SH SOLE 455700 0 0 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 4313 368000 SH SOLE 368000 0 0 WORKDAY INC CL A 98138H101 13779 135433 SH SOLE 135433 0 0