Ao Asset Management, LP Portfolio Holdings by Sector

Ao Asset Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology PANW TENB MSFT ZS FTNT MDB CRWD BOX 8 stocks	$49,105 33.9% of portfolio	2	10	-	4	0 Calls 0 Puts
Software—Application \| Technology TEAM NOW DDOG CRM ESTC DT 6 stocks	$32,220 22.24% of portfolio	2	8	1	5	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS 1 stocks	$16,480 11.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN JD PDD 3 stocks	$12,468 8.61% of portfolio	3	-	2	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET PSTG 2 stocks	$10,345 7.14% of portfolio	1	1	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI 1 stocks	$7,126 4.92% of portfolio	-	2	-	1	0 Calls 0 Puts
Semiconductors \| Technology MRVL 1 stocks	$6,903 4.77% of portfolio	-	3	-	2	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$6,008 4.15% of portfolio	-	3	-	2	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMBA 1 stocks	$2,186 1.51% of portfolio	-	2	-	1	0 Calls 0 Puts
Communication Equipment \| Technology LITE 1 stocks	$2,025 1.4% of portfolio	-	1	-	-	0 Calls 0 Puts

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