AO Asset Management, LP 13F 持仓 · 最近申报 2022年Q2
AO Asset Management 在 2022年Q2（报告期截至 2022-06-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 1.45 亿美元。前几大持仓：TMUS（11.38%）、PANW（9.64%）、TEAM（6.62%）。本季前 25 大持仓中：新建仓 4 只、增持 4 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TMUS | T-MOBILE US INC | $16.5M | 11.38% | 122,490 | 减持 |
| 2 | PANW | PALO ALTO NETWORKS INC | $14.0M | 9.64% | 28,268 | 减持 |
| 3 | TEAM | ATLASSIAN CORP PLC | $9.6M | 6.62% | 51,170 | 增持 |
| 4 | NOW | SERVICENOW INC | $8.1M | 5.57% | 16,978 | 减持 |
| 5 | CCI | CROWN CASTLE INTL CORP NEW | $7.1M | 4.92% | 42,323 | 减持 |
| 6 | MRVL | MARVELL TECHNOLOGY INC | $6.9M | 4.77% | 158,569 | 减持 |
| 7 | TENB | TENABLE HLDGS INC | $6.9M | 4.77% | 152,314 | 减持 |
| 8 | ANET | ARISTA NETWORKS INC | $6.5M | 4.52% | 69,877 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $6.1M | 4.21% | 23,755 | 减持 |
| 10 | GOOGL | ALPHABET INC | $6.0M | 4.15% | 2,757 | 减持 |
| 11 | ZS | ZSCALER INC | $6.0M | 4.14% | 40,075 | 增持 |
| 12 | AMZN | AMAZON COM INC | $5.7M | 3.92% | 53,420 | 增持 |
| 13 | FTNT | FORTINET INC | $4.9M | 3.37% | 86,270 | 增持 |
| 14 | DDOG | DATADOG INC | $4.6M | 3.16% | 48,045 | 减持 |
| 15 | CRM | SALESFORCE INV | $4.4M | 3.05% | 26,800 | 新建仓 |
| 16 | MDB | MONGODB INC | $4.1M | 2.82% | 15,718 | 减持 |
| 17 | ESTC | ELASTIC N V | $3.9M | 2.72% | 58,252 | 减持 |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $3.9M | 2.68% | 23,000 | 减持 |
| 19 | P | PURE STORAGE INC | $3.8M | 2.62% | 147,600 | 新建仓 |
| 20 | JD | JD.COM INC | $3.5M | 2.41% | 54,400 | 新建仓 |
| 21 | PDD | PINDUODUO INC | $3.3M | 2.28% | 53,400 | 新建仓 |
| 22 | BOX | BOX INC | $3.3M | 2.27% | 131,073 | 减持 |
| 23 | AMBA | AMBARELLA INC | $2.2M | 1.51% | 33,400 | 减持 |
| 24 | LITE | LUMENTUM HLDGS INC | $2.0M | 1.40% | 25,500 | 减持 |
| 25 | DT | DYNATRACE INC | $1.6M | 1.12% | 41,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2022-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR