AO Asset Management’s INPHI CORPORATION IPHI Stock Holding History

AO Asset Management’s Portfolio IPHI Stock Details IPHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-337,765	Closed	-$54.2M	–	58
2020 Q4	$54.2M	Sell	337,765 -293,700	-47%	-$41.3M	3.59%	8
2020 Q3	$70.9M	Sell	631,465 -59,269	-9%	-$6.91M	5.09%	4
2020 Q2	$81.2M	Sell	690,734 -508,283	-42%	-$53.5M	5.88%	2
2020 Q1	$94.9M	Buy	1,199,017 +892,417	+291%	+$69.4M	7.91%	1
2019 Q4	$22.7M	Sell	306,600 -93,400	-23%	-$6.41M	2.06%	21
2019 Q3	$24.4M	Sell	400,000 -136,938	-26%	-$8.34M	2.4%	17
2019 Q2	$26.9M	Buy	536,938 +486,938	+974%	+$22.7M	2.78%	14
2019 Q1	$2.19M	Buy	+50,000	New	+$1.99M	0.24%	34
2016 Q4	–	Sell	-320,000	Closed	-$13.9M	–	35
2016 Q3	$13.9M	Buy	+320,000	New	+$12.4M	3.78%	12

Other funds holding IPHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

AO Asset Management's IPHI Position: Q1 2021 in Review

AO Asset Management sold out of INPHI CORPORATION (IPHI) in Q1 2021, closing a stake of 337,765 shares — an estimated $54.2M sold.

AO Asset Management first reported a position in IPHI in Q3 2016 and held it in 9 quarters. The position peaked at $94.9M in Q1 2020. 300 funds tracked by Wall St. Rank hold IPHI as of Q1 2021.

AO Asset Management reported no remaining INPHI CORPORATION position as of Q1 2021 after selling out during the quarter.
AO Asset Management sold 337,765 INPHI CORPORATION shares in Q1 2021, an estimated $54.2M.
AO Asset Management first reported a position in INPHI CORPORATION in Q3 2016 and held it in 9 quarters.
AO Asset Management's INPHI CORPORATION position peaked at $94.9M in Q1 2020.
300 funds tracked by Wall St. Rank held INPHI CORPORATION as of Q1 2021.

Based on AO Asset Management's 13F filing for Q1 2021, filed 14 May 2021.