Position in AAOI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$620,494
-$749,271 QoQ
Shares Held
4,188
-74.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#268
of 480 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in AAOI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026MAVERICK CAPITAL LTD holds $4,964,829 across 6 Communication Equipment names. AAOI ranks #5 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
11,722 | $1,376,866 | |
| 2 | LITE |
Lumentum Holdings Inc.
|
1,032 | $885,517 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
1,959 | $813,553 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
17,797 | $802,822 | |
| 5 | AAOI |
Applied Optoelectronics, Inc.
This page
|
4,188 | $620,494 | |
| 6 | EXTR |
Extreme Networks Inc
|
14,383 | $465,577 |
All Filings in AAOI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,494 | 4,188 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,369,765 | 16,193 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||