Position in AAOI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$235,048,875
+$143,288,691 QoQ
Shares Held
1,586,453
+46.2% QoQ
Ownership
1.88%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#10
of 480 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AAOI Over Time
Shares Held
Position Value (USD)
Derivatives in AAOI
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$219,400
PutShares
20,000
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, 2026GOLDMAN SACHS GROUP INC holds $10,221,870,790 across 35 Communication Equipment names. AAOI ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
41,718,668 | $4,900,274,741 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
24,612,791 | $1,110,282,999 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
1,107,958 | $950,694,439 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
2,168,188 | $900,426,791 | |
| 5 | CIEN |
Ciena Corp
|
946,611 | $464,369,491 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
3,872,227 | $344,086,090 | |
| 7 | NOK |
Nokia Corp
|
18,639,852 | $247,537,233 | |
| 8 | AAOI |
Applied Optoelectronics, Inc.
This page
|
1,586,453 | $235,048,875 |
All Filings in AAOI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,048,875 | 1,586,453 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $91,760,184 | 1,084,764 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $33,720,252 | 967,305 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $43,127,838 | 1,663,241 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,665,929 | 337,327 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,815,941 | 183,449 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $17,550,041 | 476,127 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $4,075,873 | 284,827 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $693,806 | 83,692 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,756,572 | 271,037 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $16,498,275 | 853,948 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $315,113 | 28,725 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $219,400 | 20,000 | Put | Defined | 2024-05-15 | |
| 2023-03-31 | $80,830 | 36,575 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $61,048 | 32,301 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $73,276 | 26,940 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $274,185 | 176,894 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $693,367 | 189,964 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $286,930 | 55,823 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $1,031,549 | 143,670 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $1,131,041 | 133,535 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $878,927 | 105,135 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $843,519 | 99,121 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,771,064 | 157,428 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,421,002 | 130,727 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $857,388 | 112,963 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||