Hudson Bay Capital Management LP
Position in AAOI — Applied Optoelectronics, Inc.
CIK 1393825
STAMFORD, CT
Position in AAOI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,100,247
+$1,033,122 QoQ
Shares Held
20,925
-14.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#148
of 480 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAOI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Hudson Bay Capital Management LP holds $86,755,429 across 11 Communication Equipment names. AAOI ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VISN |
Vistance Networks, Inc.
|
2,501,765 | $31,972,556 | |
| 2 | VSAT |
Viasat Inc
|
200,000 | $17,962,000 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
18,000 | $15,445,080 | |
| 4 | ZBRA |
Zebra Technologies Corp
|
22,816 | $6,006,540 | |
| 5 | BDC |
Belden Inc.
|
44,829 | $5,375,445 | |
| 6 | NOK |
Nokia Corp
|
271,556 | $3,606,263 | |
| 7 | AAOI |
Applied Optoelectronics, Inc.
This page
|
20,925 | $3,100,247 | |
| 8 | VIAV |
Viavi Solutions Inc.
|
36,916 | $1,762,739 |
All Filings in AAOI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,100,247 | 20,925 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,067,125 | 24,437 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||