Shellback Capital, LP

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1591744 BOSTON, MA

Position in AAOI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,409,552

+$13,911,202 QoQ

Shares Held

131,004

+101.5% QoQ

Ownership

0.155%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#54

of 478 holders

Holding Since

Jun 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Shellback Capital, LP holds $47,852,085 across 3 Communication Equipment names. AAOI ranks #2 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HPE	Hewlett Packard Enterprise Co	440,300	$19,861,933
2	AAOI	Applied Optoelectronics, Inc. This page	131,004	$19,409,552
3	LITE	Lumentum Holdings Inc.	10,000	$8,580,600

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,409,552	131,004	+101.5%	Shares	Sole	2026-08-14
2026-03-31	$5,498,350	65,000	-94.8%	Shares	Sole	2026-05-15
2024-09-30	$17,951,007	1,254,438	+20.7%	Shares	Sole	2024-11-14
2024-06-30	$8,616,941	1,039,438	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.