Ao Asset Management, LP Portfolio Holdings

Ao Asset Management, LP

  • $145 Million
  • Q2 2022

Ao Asset Management, LP has filed its 13F form on August 15, 2022 for Q2 2022 where it was disclosed a total value porftolio of $145 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: T Mobile Us, Inc. with a value of $16.5M, Palo Alto Networks Inc with a value of $14M, Atlassian Corp PLC with a value of $9.59M, Service Now, Inc. with a value of $8.07M, and Crown Castle International Corp with a value of $7.13M.

Examining the 13F form we can see an decrease of $223M in the current position value, from $368M to 145M. Also it can be appreciated an additional of 4 stocks purchases and 17 closed positions.

Ao Asset Management, LP is based out at New York, NY

Below you can find more details about Ao Asset Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $145 Million
Technology: $103 Million
Communication Services: $22.5 Million
Consumer Cyclical: $12.5 Million
Real Estate: $7.13 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $145 Million
  • Prior Value $368 Million
  • Filing
  • Period Q2 2022
  • Filing Date August 15, 2022
  • Form Type 13F-HR
  • Activity in Q2 2022
  • New Purchases 4 stocks
  • Additional Purchases 4 stocks
  • Sold out of 17 stocks
  • Reduced holdings in 16 stocks
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