0001398344-18-011633.txt : 20180813 0001398344-18-011633.hdr.sgml : 20180813 20180813091535 ACCESSION NUMBER: 0001398344-18-011633 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180813 DATE AS OF CHANGE: 20180813 EFFECTIVENESS DATE: 20180813 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: 181010485 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 06-30-2018 06-30-2018 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 08-13-2018 0 31 663932 INFORMATION TABLE 2 fp0034890_13fhr-table.xml 13F INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 10708 140300 SH SOLE 140300 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 23173 124900 SH SOLE 124900 0 0 ALPHABET INC CAP STK CL A 02079K305 12647 11200 SH SOLE 11200 0 0 AMAZON COM INC COM 023135106 31973 18810 SH SOLE 18810 0 0 APPLE INC COM 037833100 11281 60940 SH SOLE 60940 0 0 BOX INC CL A 10316T104 28149 1126400 SH SOLE 1126400 0 0 CARBON BLACK INC COM 14081R103 572 22000 SH SOLE 22000 0 0 CISCO SYS INC COM 17275R102 14200 330000 SH SOLE 330000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 11759 109066 SH SOLE 109066 0 0 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 11780 428375 SH SOLE 428375 0 0 F5 NETWORKS INC COM 315616102 17659 102400 SH SOLE 102400 0 0 FACEBOOK INC CL A 30303M102 42336 217870 SH SOLE 217870 0 0 FORTINET INC COM 34959E109 11100 177800 SH SOLE 177800 0 0 INTERXION HOLDING N.V SHS N47279109 18511 296550 SH SOLE 296550 0 0 JUNIPER NETWORKS INC COM 48203R104 11741 428200 SH SOLE 428200 0 0 LUMENTUM HLDGS INC COM 55024U109 10984 189700 SH SOLE 189700 0 0 MELLANOX TECHNOLOGIES LTD SHS M51363113 33321 395265 SH SOLE 395265 0 0 NETFLIX INC COM 64110L106 23701 60550 SH SOLE 60550 0 0 NEW RELIC INC COM 64829B100 27481 273200 SH SOLE 273200 0 0 PALO ALTO NETWORKS INC COM 697435105 46999 228740 SH SOLE 228740 0 0 PEGASYSTEMS INC COM 705573103 5683 103700 SH SOLE 103700 0 0 PURE STORAGE INC CL A 74624M102 12864 538700 SH SOLE 538700 0 0 SALESFORCE COM INC COM 79466L302 58134 426200 SH SOLE 426200 0 0 SPLUNK INC COM 848637104 22766 229700 SH SOLE 229700 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 17026 101200 SH SOLE 101200 0 0 T MOBILE US INC COM 872590104 30700 513800 SH SOLE 513800 0 0 TABLEAU SOFTWARE INC CL A 87336U105 36308 371440 SH SOLE 371440 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 18133 153200 SH SOLE 153200 0 0 TWITTER INC COM 90184L102 24385 558400 SH SOLE 558400 0 0 VIAVI SOLUTIONS INC COM 925550105 15670 1530300 SH SOLE 1530300 0 0 WORKDAY INC CL A 98138H101 22189 183200 SH SOLE 183200 0 0