Hudson Bay Capital Management LP
Position in AAOI — Applied Optoelectronics, Inc.
CIK 1393825
STAMFORD, CT
Position in AAOI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,067,125
New position
Shares Held
24,437
first reported quarter
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Communication Equipment
Technology · as of Mar 31, 2026Hudson Bay Capital Management LP holds $127,949,879 across 9 Communication Equipment names. AAOI ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VISN |
Vistance Networks, Inc.
|
4,283,779 | $77,964,777 | |
| 2 | CSCO |
Cisco Systems, Inc.
|
503,800 | $39,089,842 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
6,379 | $4,482,905 | |
| 4 | ZBRA |
Zebra Technologies Corp
|
11,255 | $2,353,195 | |
| 5 | AAOI |
Applied Optoelectronics, Inc.
This page
|
24,437 | $2,067,125 | |
| 6 | ONDS |
Ondas Inc.
|
154,889 | $1,400,196 | |
| 7 | LTRX |
Lantronix Inc
|
55,140 | $288,933 | |
| 8 | VSAT |
Viasat Inc
|
4,750 | $217,550 |
All Filings in AAOI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,067,125 | 24,437 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||