Aperture Investors, LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1787596 New York, NY

Back to AAOI Full portfolio

Position in AAOI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,539,826

+$660,683 QoQ

Shares Held

10,393

0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#197

of 480 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AAOI Over Time

Shares Held

Position Value (USD)

Derivatives in AAOI

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$1,540,864

PutShares

10,400

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

Aperture Investors, LLC holds $36,452,566 across 3 Communication Equipment names. AAOI ranks #3 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIAV	Viavi Solutions Inc.	648,400	$30,961,100
2	VSAT	Viasat Inc	44,000	$3,951,640
3	AAOI	Applied Optoelectronics, Inc. This page	10,393	$1,539,826

All Filings in AAOI

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,540,864	10,400	—	Put	Sole	2026-08-14
2026-06-30	$1,539,826	10,393	0.0%	Shares	Sole	2026-08-14
2026-03-31	$879,143	10,393	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.