Position in AAOI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$165,218,843
+$103,674,038 QoQ
Shares Held
1,115,138
+53.3% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AAOI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026MORGAN STANLEY holds $15,513,086,013 across 39 Communication Equipment names. AAOI ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
80,401,715 | $9,443,985,437 | |
| 2 | LITE |
Lumentum Holdings Inc.
|
1,309,986 | $1,124,046,579 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
23,917,929 | $1,078,937,766 | |
| 4 | CIEN |
Ciena Corp
|
1,634,630 | $801,884,084 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
1,849,653 | $768,142,386 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
7,317,827 | $650,262,100 | |
| 7 | NOK |
Nokia Corp
|
33,211,071 | $441,043,017 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
890,992 | $234,562,545 |
All Filings in AAOI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,218,843 | 1,115,138 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $61,544,805 | 727,566 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $59,256,942 | 1,699,855 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $17,141,801 | 661,080 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $23,808,075 | 926,745 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $21,763,058 | 1,417,789 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $42,761,282 | 1,160,100 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,506,606 | 245,046 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $889,687 | 107,321 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,985,553 | 215,408 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $14,173,537 | 733,620 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,234,276 | 112,514 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $312,434 | 52,422 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $70,151 | 31,743 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $66,458 | 35,164 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $99,661 | 36,641 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $130,188 | 83,993 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $488,121 | 133,732 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $865,091 | 168,306 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,281,803 | 317,800 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,268,506 | 503,956 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $5,148,563 | 615,857 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,684,285 | 550,445 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,395,294 | 301,804 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,485,396 | 688,629 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,746,757 | 888,901 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||