Graham Capital Management, L.P.
Position in AAOI — Applied Optoelectronics, Inc.
CIK 1315421
ROWAYTON, CT
Position in AAOI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,391,043
New position
Shares Held
40,088
first reported quarter
Ownership
0.050%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Communication Equipment
Technology · as of Mar 31, 2026Graham Capital Management, L.P. holds $8,172,548 across 10 Communication Equipment names. AAOI ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAOI |
Applied Optoelectronics, Inc.
This page
|
40,088 | $3,391,043 | |
| 2 | NOK |
Nokia Corp
|
374,711 | $3,012,676 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
762 | $535,503 | |
| 4 | HLIT |
Harmonic Inc.
|
31,458 | $282,492 | |
| 5 | ZBRA |
Zebra Technologies Corp
|
1,280 | $267,622 | |
| 6 | GILT |
Gilat Satellite Networks Ltd
|
15,587 | $234,116 | |
| 7 | ONDS |
Ondas Inc.
|
22,130 | $200,055 | |
| 8 | CMTL |
Comtech Telecommunications Corp /De/
|
34,357 | $114,065 |
All Filings in AAOI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,391,043 | 40,088 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||