Informed Momentum Co LLC
Position in AAOI — Applied Optoelectronics, Inc.
CIK 1510989
Solana Beach, CA
Position in AAOI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,857,117
-$455,850 QoQ
Shares Held
19,284
-50.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#156
of 480 holders
Holding Since
Sep 2022
7 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in AAOI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $38,472,101 across 10 Communication Equipment names. AAOI ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIAV |
Viavi Solutions Inc.
|
216,164 | $10,321,831 | |
| 2 | VSAT |
Viasat Inc
|
95,690 | $8,593,918 | |
| 3 | DGII |
Digi International Inc
|
82,333 | $6,170,858 | |
| 4 | VISN |
Vistance Networks, Inc.
|
240,985 | $3,079,788 | |
| 5 | FEIM |
Frequency Electronics Inc
|
44,871 | $2,977,190 | |
| 6 | AAOI |
Applied Optoelectronics, Inc.
This page
|
19,284 | $2,857,117 | |
| 7 | BKTI |
BK Technologies Corp
|
16,180 | $1,391,156 | |
| 8 | OCC |
Optical Cable Corp
|
63,484 | $1,331,259 |
All Filings in AAOI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,857,117 | 19,284 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||