DSM CAPITAL PARTNERS LLC
Position in AAOI — Applied Optoelectronics, Inc.
CIK 1214639
Palm Beach Gardens, FL
Position in AAOI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$209,646
New position
Shares Held
1,415
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#385
of 480 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Communication Equipment
Technology · as of Jun 30, 2026DSM CAPITAL PARTNERS LLC holds $612,934 across 2 Communication Equipment names. AAOI ranks #2 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
|
470 | $403,288 | |
| 2 | AAOI |
Applied Optoelectronics, Inc.
This page
|
1,415 | $209,646 |
All Filings in AAOI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,646 | 1,415 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||