Aperture Investors, LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1787596 New York, NY

Position in AAOI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$879,143

New position

Shares Held

10,393

first reported quarter

Ownership

0.013%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Aperture Investors, LLC holds $40,137,515 across 4 Communication Equipment names. AAOI ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIAV	Viavi Solutions Inc.	784,513	$26,108,592
2	LITE	Lumentum Holdings Inc.	10,500	$7,378,980
3	VSAT	Viasat Inc	126,000	$5,770,800
4	AAOI	Applied Optoelectronics, Inc. This page	10,393	$879,143

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$879,143	10,393	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.