Point72 Asset Management, L.P.
Position in AAOI — Applied Optoelectronics, Inc.
CIK 1603466
STAMFORD, CT
Position in AAOI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$0
-$22,462,282 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Common Shares in AAOI Over Time
Shares Held
Position Value (USD)
Derivatives in AAOI
reported options exposure · as of Jun 30, 2026CallValue
$31,706,240
CallShares
214,000
PutValue
$19,794,176
PutShares
133,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Communication Equipment
Technology · as of Jun 30, 2026Point72 Asset Management, L.P. holds $504,634,447 across 16 Communication Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOK |
Nokia Corp
|
10,206,104 | $135,537,061 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
2,676,326 | $120,729,065 | |
| 3 | CIEN |
Ciena Corp
|
210,516 | $103,270,728 | |
| 4 | VIAV |
Viavi Solutions Inc.
|
682,710 | $32,599,402 | |
| 5 | BDC |
Belden Inc.
|
224,800 | $26,955,768 | |
| 6 | VSAT |
Viasat Inc
|
242,201 | $21,752,071 | |
| 7 | CSCO |
Cisco Systems, Inc.
|
127,834 | $15,015,381 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
46,570 | $12,260,018 |
All Filings in AAOI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,794,176 | 133,600 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $31,706,240 | 214,000 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $10,336,898 | 122,200 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $22,462,282 | 265,543 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $9,584,047 | 113,300 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $3,852,030 | 110,500 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $6,836,046 | 196,100 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $25,436,603 | 980,972 | Shares | Defined | 2025-11-14 | |
| 2024-06-30 | $11,071,195 | 1,335,488 | Shares | Defined | 2024-09-16 | |
| 2024-03-31 | $19,499,938 | 1,406,922 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,975,676 | 309,300 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||