NEUBERGER BERMAN GROUP LLC
Position in AAOI — Applied Optoelectronics, Inc.
CIK 1465109
NEW YORK, NY
Position in AAOI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,945,393
-$7,816,481 QoQ
Shares Held
242,612
-53.1% QoQ
Ownership
0.287%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#32
of 480 holders
Holding Since
Dec 2024
5 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, 2026NEUBERGER BERMAN GROUP LLC holds $2,321,609,133 across 15 Communication Equipment names. AAOI ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSI |
Motorola Solutions, Inc.
|
1,906,237 | $791,641,162 | |
| 2 | CSCO |
Cisco Systems, Inc.
|
5,602,513 | $658,071,176 | |
| 3 | VSAT |
Viasat Inc
|
3,360,508 | $301,807,222 | |
| 4 | LITE |
Lumentum Holdings Inc.
|
280,339 | $240,547,681 | |
| 5 | CIEN |
Ciena Corp
|
292,278 | $143,379,895 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
816,083 | $72,517,134 | |
| 7 | VIAV |
Viavi Solutions Inc.
|
1,105,437 | $52,784,616 | |
| 8 | AAOI |
Applied Optoelectronics, Inc.
This page
|
242,612 | $35,945,393 |
All Filings in AAOI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,945,393 | 242,612 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $43,761,874 | 517,341 | Shares | Defined | 2026-05-14 | |
| 2025-06-30 | $68,970,765 | 2,684,732 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $13,391,600 | 872,417 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $24,469,621 | 663,853 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||