Marex Group plc

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1997464 London, X0

Back to AAOI Full portfolio

Position in AAOI

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

Position Value

$419,333,098

+$394,872,462 QoQ

Shares Held

2,830,272

+878.8% QoQ

Ownership

3.35%

of shares outstanding

% of Portfolio

3.29%

of 13F equity value

Holder Rank

of 478 holders

Holding Since

Jun 2025

3 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

$56,300,800

CallShares

380,000

PutValue

$370,400,000

PutShares

2,500,000

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

Marex Group plc holds $1,529,897,348 across 13 Communication Equipment names. AAOI ranks #3 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASTS	AST SpaceMobile, Inc.	6,220,357	$552,740,922
2	LITE	Lumentum Holdings Inc.	532,513	$456,928,104
3	AAOI	Applied Optoelectronics, Inc. This page	2,830,272	$419,333,098
4	ONDS	Ondas Inc.	6,807,921	$56,097,268
5	NOK	Nokia Corp	2,503,711	$33,249,281
6	CIEN	Ciena Corp	15,164	$7,438,851
7	HPE	Hewlett Packard Enterprise Co	29,110	$1,313,152
8	HLIT	Harmonic Inc.	46,315	$756,323

All Filings in AAOI

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,300,800	380,000	—	Call	Defined	2026-08-14
2026-06-30	$370,400,000	2,500,000	—	Put	Defined	2026-08-14
2026-06-30	$419,333,098	2,830,272	+878.8%	Shares	Defined	2026-08-14
2026-03-31	$24,460,636	289,167	+423.3%	Shares	Defined	2026-05-13
2025-06-30	$1,419,500	55,255	—	Shares	Defined	2025-08-19
No filing history on record for this holder in this stock.