Tradewinds, LLC.

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1932342 RALEIGH, NC

Position in AAOI

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

Position Value

$503,151

New position

Shares Held

3,396

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#296

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

Tradewinds, LLC. holds $7,405,138 across 3 Communication Equipment names. AAOI ranks #2 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CIEN	Ciena Corp	13,698	$6,719,690
2	AAOI	Applied Optoelectronics, Inc. This page	3,396	$503,151
3	CSCO	Cisco Systems, Inc.	1,552	$182,297

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$503,151	3,396	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.