Informed Momentum Co LLC
Position in AAOI — Applied Optoelectronics, Inc.
CIK 1510989
Solana Beach, CA
Position in AAOI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,312,967
-$230,569 QoQ
Shares Held
39,165
-59.3% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
6 quarters on record
Voting authority
Sole 22.499680837482448.ToString("F0")%
Shared 0.ToString("F0")%
None 77.50031916251756.ToString("F0")%
Common Shares in AAOI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Informed Momentum Co LLC holds $32,277,601 across 10 Communication Equipment names. AAOI ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIAV |
Viavi Solutions Inc.
|
270,120 | $8,989,593 | |
| 2 | VSAT |
Viasat Inc
|
110,615 | $5,066,167 | |
| 3 | VISN |
Vistance Networks, Inc.
|
244,657 | $4,452,757 | |
| 4 | LITE |
Lumentum Holdings Inc.
|
5,182 | $3,641,702 | |
| 5 | AAOI |
Applied Optoelectronics, Inc.
This page
|
39,165 | $3,312,967 | |
| 6 | FEIM |
Frequency Electronics Inc
|
46,943 | $2,077,697 | |
| 7 | ONDS |
Ondas Inc.
|
218,695 | $1,977,002 | |
| 8 | BKTI |
BK Technologies Corp
|
20,077 | $1,498,346 |
All Filings in AAOI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,312,967 | 39,165 | Shares | Sole | 2026-05-13 | |
| 2024-12-31 | $3,543,536 | 96,135 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $786,768 | 40,723 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,445,471 | 405,239 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,513,531 | 757,304 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $1,331,929 | 489,680 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||