0001398344-20-015649.txt : 20200813 0001398344-20-015649.hdr.sgml : 20200813 20200813092415 ACCESSION NUMBER: 0001398344-20-015649 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 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: 201097523 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 06-30-2020 06-30-2020 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 08-13-2020 0 44 1380678 INFORMATION TABLE 2 fp0056099_13fhr-table.xml 13F INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 34840 459028 SH SOLE 459028 0 0 ADOBE INC COM 00724F101 21294 48916 SH SOLE 48916 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30112 139600 SH SOLE 139600 0 0 AMAZON COM INC COM 023135106 58120 21067 SH SOLE 21067 0 0 AMERICAN TOWER CORP NEW COM 03027X100 31708 122642 SH SOLE 122642 0 0 APPLE INC COM 037833100 20319 55700 SH SOLE 55700 0 0 ARISTA NETWORKS INC COM 040413106 10502 50000 SH SOLE 50000 0 0 ATLASSIAN CORP PLC CL A G06242104 26434 146636 SH SOLE 146636 0 0 CISCO SYS INC COM 17275R102 10890 233500 SH SOLE 233500 0 0 COHERENT INC COM 192479103 26209 200100 SH SOLE 200100 0 0 COUPA SOFTWARE INC COM 22266L106 22717 82000 SH SOLE 82000 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 22966 229000 SH SOLE 229000 0 0 DRAFTKINGS INC COM CL A 26142R104 8332 250500 SH SOLE 250500 0 0 ELECTRONIC ARTS INC COM 285512109 7619 57700 SH SOLE 57700 0 0 FACEBOOK INC CL A 30303M102 41957 184774 SH SOLE 184774 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 19631 146400 SH SOLE 146400 0 0 INPHI CORP COM 45772F107 81161 690734 SH SOLE 690734 0 0 JD.COM INC SPON ADR CL A 47215P106 83389 1385663 SH SOLE 1385663 0 0 LAM RESEARCH CORP COM 512807108 28464 88000 SH SOLE 88000 0 0 LUMENTUM HLDGS INC COM 55024U109 25192 309367 SH SOLE 309367 0 0 LYFT INC CL A COM 55087P104 13349 404400 SH SOLE 404400 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 22961 654900 SH SOLE 654900 0 0 NETFLIX INC COM 64110L106 73739 162050 SH SOLE 162050 0 0 PALO ALTO NETWORKS INC COM 697435105 68021 296167 SH SOLE 296167 0 0 PROOFPOINT INC COM 743424103 19468 175200 SH SOLE 175200 0 0 QORVO INC COM 74736K101 21310 192800 SH SOLE 192800 0 0 SALESFORCE COM INC COM 79466L302 28527 152284 SH SOLE 152284 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 16110 54076 SH SOLE 54076 0 0 SERVICENOW INC COM 81762P102 31595 78000 SH SOLE 78000 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 27183 212600 SH SOLE 212600 0 0 SNAP INC CL A 83304A106 35235 1500000 SH SOLE 1500000 0 0 SPLUNK INC COM 848637104 15061 75800 SH SOLE 75800 0 0 T-MOBILE US INC COM 872590104 62517 600258 SH SOLE 600258 0 0 T-MOBILE US INC RIGHT 7/27/2020 872590112 90 535258 SH SOLE 535258 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 26309 188500 SH SOLE 188500 0 0 THE TRADE DESK INC COM CL A 88339J105 35487 87300 SH SOLE 87300 0 0 TWITTER INC COM 90184L102 37238 1250000 SH SOLE 1250000 0 0 UBER TECHNOLOGIES INC COM 90353T100 39742 1278700 SH SOLE 1278700 0 0 VIAVI SOLUTIONS INC COM 925550105 15645 1228000 SH SOLE 1228000 0 0 WORKDAY INC CL A 98138H101 50962 272000 SH SOLE 272000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 8359 145100 SH SOLE 145100 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 39045 154000 SH SOLE 154000 0 0 ZSCALER INC COM 98980G102 9895 90366 SH SOLE 90366 0 0 ZYNGA INC CL A 98986T108 70973 7439466 SH SOLE 7439466 0 0