FirstWave Capital Management LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 2093108 MIAMI, FL

Position in AAOI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,634,320

+$6,988,707 QoQ

Shares Held

58,277

+199.6% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

3.90%

of 13F equity value

Holder Rank

#85

of 480 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

FirstWave Capital Management LLC holds $17,034,558 across 5 Communication Equipment names. AAOI ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAOI	Applied Optoelectronics, Inc. This page	58,277	$8,634,320
2	ONDS	Ondas Inc.	330,115	$2,720,147
3	LITE	Lumentum Holdings Inc.	2,737	$2,348,510
4	ASTS	AST SpaceMobile, Inc.	21,895	$1,945,589
5	HLIT	Harmonic Inc.	84,874	$1,385,992

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,634,320	58,277	+199.6%	Shares	Sole	2026-08-12
2026-03-31	$1,645,613	19,454	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.