Portolan Capital Management, LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1350290 BOSTON, MA

Position in AAOI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,772,882

-$750,691 QoQ

Shares Held

11,966

-59.9% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#191

of 480 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Portolan Capital Management, LLC holds $75,140,935 across 8 Communication Equipment names. AAOI ranks #8 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOK	Nokia Corp	1,645,761	$21,855,706
2	DGII	Digi International Inc	141,243	$10,586,162
3	VIAV	Viavi Solutions Inc.	220,118	$10,510,634
4	FEIM	Frequency Electronics Inc	152,818	$10,139,474
5	SILC	Silicom Ltd.	162,466	$7,788,620
6	CIEN	Ciena Corp	15,272	$7,491,832
7	LITE	Lumentum Holdings Inc.	5,822	$4,995,625
8	AAOI	Applied Optoelectronics, Inc. This page	11,966	$1,772,882

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,772,882	11,966	-59.9%	Shares	Sole	2026-08-14
2026-03-31	$2,523,573	29,833	-86.9%	Shares	Sole	2026-05-15
2025-12-31	$7,964,045	228,458	-58.2%	Shares	Sole	2026-02-17
2025-09-30	$14,163,458	546,219	+20.0%	Shares	Sole	2025-11-13
2025-06-30	$11,697,222	455,322	+35.1%	Shares	Sole	2025-08-13
2024-12-31	$12,418,392	336,907	-48.8%	Shares	Sole	2025-02-13
2024-09-30	$9,424,451	658,592	-21.7%	Shares	Sole	2024-11-14
2024-06-30	$6,972,379	841,059	-41.4%	Shares	Sole	2024-08-14
2024-03-31	$19,887,714	1,434,900	-6.8%	Shares	Sole	2024-05-15
2023-12-31	$29,735,083	1,539,083	+46.9%	Shares	Sole	2024-02-14
2023-09-30	$11,492,161	1,047,599	-13.8%	Shares	Sole	2023-11-14
2023-06-30	$7,241,334	1,214,989	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.