Oak Grove Capital LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1661762 Holderness, NH

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Position in AAOI

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

Position Value

$23,579,664

+$20,445,605 QoQ

Shares Held

159,150

+329.6% QoQ

Ownership

0.188%

of shares outstanding

% of Portfolio

1.79%

of 13F equity value

Holder Rank

#44

of 480 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AAOI Over Time

Shares Held

Position Value (USD)

Derivatives in AAOI

reported options exposure · as of Jun 30, 2026

CallValue

$1,066,752

CallShares

7,200

PutValue

$444,480

PutShares

3,000

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, 2026

Oak Grove Capital LLC holds $34,841,523 across 3 Communication Equipment names. AAOI ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAOI	Applied Optoelectronics, Inc. This page	159,150	$23,579,664
2	LITE	Lumentum Holdings Inc.	12,320	$10,571,299
3	NOK	Nokia Corp	52,000	$690,560

All Filings in AAOI

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,066,752	7,200	0.0%	Call	Sole	2026-08-13
2026-06-30	$444,480	3,000	—	Put	Sole	2026-08-13
2026-06-30	$23,579,664	159,150	+329.6%	Shares	Sole	2026-08-13
2026-03-31	$609,048	7,200	—	Call	Sole	2026-05-13
2026-03-31	$3,134,059	37,050	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.