Essex LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1889147 DEER PARK, IL

Position in AAOI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$217,498

New position

Shares Held

1,468

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#382

of 480 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Essex LLC holds $645,325 across 3 Communication Equipment names. AAOI ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc.	260	$223,095
2	AAOI	Applied Optoelectronics, Inc. This page	1,468	$217,498
3	CSCO	Cisco Systems, Inc.	1,743	$204,732

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,498	1,468	—	Shares	Sole	2026-07-24
No filing history on record for this holder in this stock.