Covea Finance

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1636948 PARIS, I0

Position in AAOI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,089,056

New position

Shares Held

14,100

first reported quarter

Ownership

0.017%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#177

of 480 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Covea Finance holds $34,882,055 across 4 Communication Equipment names. AAOI ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	133,000	$15,622,180
2	MSI	Motorola Solutions, Inc.	34,944	$14,511,893
3	ZBRA	Zebra Technologies Corp	10,100	$2,658,926
4	AAOI	Applied Optoelectronics, Inc. This page	14,100	$2,089,056

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,089,056	14,100	—	Shares	Sole	2026-07-13
No filing history on record for this holder in this stock.