ACT CAPITAL MANAGEMENT, LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1442273 WAYNE, PA

Position in AAOI

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,190,881

New position

Shares Held

25,900

first reported quarter

Ownership

0.032%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

ACT CAPITAL MANAGEMENT, LLC holds $3,240,965 across 4 Communication Equipment names. AAOI ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAOI	Applied Optoelectronics, Inc. This page	25,900	$2,190,881
2	LITE	Lumentum Holdings Inc.	900	$632,484
3	ONDS	Ondas Inc.	37,500	$339,000
4	LTRX	Lantronix Inc	15,000	$78,600

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,190,881	25,900	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.