AXIOM INVESTORS LLC /DE

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1109147 GREENWICH, CT

Position in AAOI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,360,452

+$1,323,134 QoQ

Shares Held

63,178

-33.5% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#80

of 480 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Technology · as of Jun 30, 2026

AXIOM INVESTORS LLC /DE holds $531,438,085 across 5 Communication Equipment names. AAOI ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc.	406,459	$348,766,209
2	NOK	Nokia Corp	6,153,400	$81,717,152
3	CSCO	Cisco Systems, Inc.	651,615	$76,538,697
4	VIAV	Viavi Solutions Inc.	315,300	$15,055,575
5	AAOI	Applied Optoelectronics, Inc. This page	63,178	$9,360,452

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,360,452	63,178	-33.5%	Shares	Sole	2026-08-12
2026-03-31	$8,037,318	95,015	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.