TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
Position in AAOI — Applied Optoelectronics, Inc.
CIK 2071170
WARSAW, R9
Position in AAOI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$361,510
+$230,396 QoQ
Shares Held
2,440
+57.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#325
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)
Position in Communication Equipment
Technology · as of Jun 30, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $3,374,329 across 12 Communication Equipment names. AAOI ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
16,427 | $1,929,515 | |
| 2 | AAOI |
Applied Optoelectronics, Inc.
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|
2,440 | $361,510 | |
| 3 | VSAT |
Viasat Inc
|
3,750 | $336,787 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
395 | $164,039 | |
| 5 | CIEN |
Ciena Corp
|
298 | $146,186 | |
| 6 | LITE |
Lumentum Holdings Inc.
|
150 | $128,709 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
|
2,150 | $96,986 | |
| 8 | VISN |
Vistance Networks, Inc.
|
6,000 | $76,680 |
All Filings in AAOI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,510 | 2,440 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $131,114 | 1,550 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||