Position in AAOI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,734,589
+$2,299,397 QoQ
Shares Held
18,457
+47.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 480 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAOI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Holocene Advisors, LP holds $181,996,979 across 9 Communication Equipment names. AAOI ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
|
65,997 | $56,629,385 | |
| 2 | VIAV |
Viavi Solutions Inc.
|
1,065,609 | $50,882,829 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
84,617 | $35,140,593 | |
| 4 | ZBRA |
Zebra Technologies Corp
|
45,173 | $11,892,243 | |
| 5 | CSCO |
Cisco Systems, Inc.
|
98,857 | $11,611,743 | |
| 6 | HPE |
Hewlett Packard Enterprise Co
|
194,010 | $8,751,791 | |
| 7 | BDC |
Belden Inc.
|
32,095 | $3,848,511 | |
| 8 | AAOI |
Applied Optoelectronics, Inc.
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|
18,457 | $2,734,589 |
All Filings in AAOI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,734,589 | 18,457 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $435,192 | 12,484 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||