Position in AAOI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,091,290
+$1,754,407 QoQ
Shares Held
27,614
-0.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#127
of 480 holders
Holding Since
Mar 2024
10 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, 2026Truvestments Capital LLC holds $8,241,309 across 14 Communication Equipment names. AAOI ranks #1 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAOI |
Applied Optoelectronics, Inc.
This page
|
27,614 | $4,091,290 | |
| 2 | VISN |
Vistance Networks, Inc.
|
76,562 | $978,462 | |
| 3 | CIEN |
Ciena Corp
|
1,851 | $908,026 | |
| 4 | CSCO |
Cisco Systems, Inc.
|
6,955 | $816,934 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
400 | $343,224 | |
| 6 | ZBRA |
Zebra Technologies Corp
|
1,118 | $294,324 | |
| 7 | VSAT |
Viasat Inc
|
3,069 | $275,626 | |
| 8 | VIAV |
Viavi Solutions Inc.
|
5,045 | $240,898 |
All Filings in AAOI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,091,290 | 27,614 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,336,883 | 27,626 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $950,144 | 27,256 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $616,770 | 23,786 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $572,398 | 22,281 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $300,998 | 19,609 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $626,435 | 16,995 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $226,985 | 15,862 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $105,821 | 12,765 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $161,150 | 11,627 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||