Fulcrum Asset Management LLP
Position in AAOI — Applied Optoelectronics, Inc.
CIK 1353395
LONDON, X0
Position in AAOI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$450,110
New position
Shares Held
3,038
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#306
of 480 holders
Holding Since
Jun 2026
1 quarter on record
Position in Communication Equipment
Technology · as of Jun 30, 2026Fulcrum Asset Management LLP holds $6,279,666 across 9 Communication Equipment names. AAOI ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
20,812 | $2,444,577 | |
| 2 | CIEN |
Ciena Corp
|
2,418 | $1,186,174 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
1,256 | $1,077,723 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
10,998 | $496,119 | |
| 5 | AAOI |
Applied Optoelectronics, Inc.
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|
3,038 | $450,110 | |
| 6 | VISN |
Vistance Networks, Inc.
|
18,256 | $233,311 | |
| 7 | ERIC |
Ericsson Lm Telephone Co
|
13,120 | $146,288 | |
| 8 | ONDS |
Ondas Inc.
|
15,630 | $128,791 |
All Filings in AAOI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,110 | 3,038 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||