Ao Asset Management, LP Purchases and Sells in Q2 2022

Ao Asset Management, LP

$145 Million
Q2 2022

Top Buys

Incresed Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZS	17K + 73.35%	$127.81 - $252.11 $2.17M - $4.28M	40.1K $5.99M
TEAM	12.6K + 32.67%	$162.49 - $317.18 $2.05M - $4M	51.2K $9.59M
FTNT	65.5K + 316.08%	$49.04 - $69.34 $3.21M - $4.54M	86.3K $4.88M
AMZN	50K + 1475.35%	$102.31 - $168.35 $5.12M - $8.42M	53.4K $5.67M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRM	26.8K New	$155.6 - $218.85 $4.17M - $5.87M	26.8K $4.42M
PSTG	148K New	$22.33 - $35.25 $3.3M - $5.2M	148K $3.8M
JD	54.4K New	$48.67 - $66.47 $2.65M - $3.62M	54.4K $3.49M
PDD	53.4K New	$33.84 - $65.96 $1.81M - $3.52M	53.4K $3.3M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-56.6K - 70.42%	$242.26 - $314.97 $13.7M - $17.8M	23.8K $6.1M
MRVL	-194K - 55.06%	$43.53 - $72.96 $8.46M - $14.2M	159K $6.9M
ANET	-87K - 55.46%	$90.42 - $142.75 $7.87M - $12.4M	69.9K $6.55M
BOX	-404K - 75.49%	$22.65 - $32.33 $9.14M - $13.1M	131K $3.3M
DDOG	-62.8K - 56.66%	$81.99 - $156.56 $5.15M - $9.83M	48K $4.58M
PANW	-11.3K - 28.56%	$436.37 - $629.01 $4.93M - $7.11M	28.3K $14M

Sold Out

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HUBS	-29.2K Closed	$281.81 - $504.2 $8.23M - $14.7M	0 $0
META	-46.7K Closed	$155.85 - $233.89 $7.28M - $10.9M	0 $0
NVDA	-33K Closed	$151.59 - $273.6 $5M - $9.03M	0 $0
CFLT	-209K Closed	$17.76 - $43.64 $3.71M - $9.12M	0 $0
OKTA	-50K Closed	$78.77 - $160.42 $3.94M - $8.02M	0 $0
INTU	-12.9K Closed	$353.31 - $505.65 $4.55M - $6.51M	0 $0

Activity Summary All Purchases 8 New Holdings 4 Increased Positions 4 All Sells 33 Reductions 16 Sold out 17 Calls 0 Puts 0

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