Pacific Point Advisors, LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 2056976 SAN DIEGO, CA

Position in AAOI

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

Position Value

$2,666,880

+$975,080 QoQ

Shares Held

18,000

-10.0% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

#162

of 480 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Pacific Point Advisors, LLC holds $5,504,691 across 3 Communication Equipment names. AAOI ranks #1 (48.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAOI	Applied Optoelectronics, Inc. This page	18,000	$2,666,880
2	LITE	Lumentum Holdings Inc.	2,500	$2,145,150
3	CSCO	Cisco Systems, Inc.	5,897	$692,661

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,666,880	18,000	-10.0%	Shares	Sole	2026-07-24
2026-03-31	$1,691,800	20,000	-50.0%	Shares	Sole	2026-05-04
2025-12-31	$1,394,400	40,000	—	Shares	Sole	2026-01-21
No filing history on record for this holder in this stock.