POLEN CAPITAL MANAGEMENT LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1034524 Boca Raton, FL

Position in AAOI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,855,339

+$1,593,849 QoQ

Shares Held

19,272

+29.2% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#157

of 480 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $4,040,905 across 3 Communication Equipment names. AAOI ranks #1 (70.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAOI	Applied Optoelectronics, Inc. This page	19,272	$2,855,339
2	ADTN	ADTRAN Holdings, Inc.	70,292	$977,058
3	LITE	Lumentum Holdings Inc.	243	$208,508

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,855,339	19,272	+29.2%	Shares	Sole	2026-08-04
2026-03-31	$1,261,490	14,913	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.