Nicholas Investment Partners, LP

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1389574 RANCHO SANTA FE, CA

Position in AAOI

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

Position Value

$6,676,089

+$2,193,835 QoQ

Shares Held

45,060

-15.0% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#104

of 480 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nicholas Investment Partners, LP holds $17,595,174 across 3 Communication Equipment names. AAOI ranks #2 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIAV	Viavi Solutions Inc.	210,181	$10,036,142
2	AAOI	Applied Optoelectronics, Inc. This page	45,060	$6,676,089
3	LITE	Lumentum Holdings Inc.	1,029	$882,943

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,676,089	45,060	-15.0%	Shares	Sole	2026-08-14
2026-03-31	$4,482,254	52,988	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.