1492 Capital Management LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1584087 MILWAUKEE, WI

Position in AAOI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$11,320,164

+$734,910 QoQ

Shares Held

76,405

-38.9% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

3.47%

of 13F equity value

Holder Rank

#70

of 478 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

1492 Capital Management LLC holds $26,872,751 across 3 Communication Equipment names. AAOI ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAOI	Applied Optoelectronics, Inc. This page	76,405	$11,320,164
2	ADTN	ADTRAN Holdings, Inc.	573,128	$7,966,479
3	LITE	Lumentum Holdings Inc.	8,841	$7,586,108

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,320,164	76,405	-38.9%	Shares	Sole	2026-08-11
2026-03-31	$10,585,254	125,136	-42.1%	Shares	Sole	2026-04-22
2025-12-31	$7,529,306	215,987	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.