Balyasny Asset Management L.P.
Position in AAOI — Applied Optoelectronics, Inc.
CIK 1218710
Chicago, IL
Position in AAOI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,029,193
-$13,632,519 QoQ
Shares Held
175,683
-62.5% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#42
of 480 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAOI Over Time
Shares Held
Position Value (USD)
Derivatives in AAOI
reported options exposure · as of Jun 30, 2026CallValue
$1,896,448
CallShares
12,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Communication Equipment
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $440,861,107 across 15 Communication Equipment names. AAOI ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
|
372,449 | $182,708,581 | |
| 2 | LITE |
Lumentum Holdings Inc.
|
154,180 | $132,295,690 | |
| 3 | VISN |
Vistance Networks, Inc.
|
3,508,746 | $44,841,773 | |
| 4 | AAOI |
Applied Optoelectronics, Inc.
This page
|
175,683 | $26,029,193 | |
| 5 | VIAV |
Viavi Solutions Inc.
|
308,561 | $14,733,787 | |
| 6 | MSI |
Motorola Solutions, Inc.
|
35,351 | $14,680,916 | |
| 7 | CSCO |
Cisco Systems, Inc.
|
89,604 | $10,524,885 | |
| 8 | BDC |
Belden Inc.
|
35,785 | $4,290,979 |
All Filings in AAOI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,896,448 | 12,800 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $26,029,193 | 175,683 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,661,712 | 468,870 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,799,449 | 166,364 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $871,500 | 25,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $254,606 | 9,819 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $648,250 | 25,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $642,250 | 25,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $751,582 | 48,963 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $383,750 | 25,000 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $1,141,812 | 30,977 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $2,027,300 | 55,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $787,050 | 55,000 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $455,950 | 55,000 | Call | Sole | 2024-08-14 | |
| 2023-12-31 | $677,030 | 35,043 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $532,944 | 48,582 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||