GILDER GAGNON HOWE & CO LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 902464 New York, NY

Position in AAOI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$50,820,954

+$12,300,783 QoQ

Shares Held

343,014

-24.7% QoQ

Ownership

0.406%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#24

of 480 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

GILDER GAGNON HOWE & CO LLC holds $53,093,610 across 3 Communication Equipment names. AAOI ranks #1 (95.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAOI	Applied Optoelectronics, Inc. This page	343,014	$50,820,954
2	LITE	Lumentum Holdings Inc.	2,297	$1,970,963
3	FEIM	Frequency Electronics Inc	4,547	$301,693

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,820,954	343,014	-24.7%	Shares	Sole	2026-08-14
2026-03-31	$38,520,171	455,375	-4.1%	Shares	Sole	2026-05-15
2025-12-31	$16,559,022	475,015	+450.8%	Shares	Sole	2026-02-17
2025-09-30	$2,236,384	86,247	+22.0%	Shares	Sole	2025-11-14
2025-06-30	$1,816,462	70,707	+909.7%	Shares	Sole	2025-08-14
2021-09-30	$50,281	7,003	0.0%	Shares	Defined	2021-11-15
2021-06-30	$59,315	7,003	0.0%	Shares	Defined	2021-08-16
2021-03-31	$58,545	7,003	-0.4%	Shares	Defined	2021-05-17
2020-12-31	$59,842	7,032	-0.3%	Shares	Defined	2021-02-16
2020-09-30	$79,312	7,050	0.0%	Shares	Defined	2020-11-16
2020-06-30	$76,633	7,050	0.0%	Shares	Defined	2020-08-14
2020-03-31	$53,509	7,050	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.