Driehaus Capital Management LLC

Position in AAOI — Applied Optoelectronics, Inc.

CIK 938206 Chicago, IL

Position in AAOI

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

Position Value

$20,655,874

-$32,833,512 QoQ

Shares Held

139,416

-78.0% QoQ

Ownership

0.165%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#51

of 480 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Technology · as of Jun 30, 2026

Driehaus Capital Management LLC holds $138,532,618 across 3 Communication Equipment names. AAOI ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc.	82,768	$71,019,910
2	FEIM	Frequency Electronics Inc	706,207	$46,856,834
3	AAOI	Applied Optoelectronics, Inc. This page	139,416	$20,655,874

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,655,874	139,416	-78.0%	Shares	Sole	2026-08-14
2026-03-31	$53,489,386	632,337	+24.6%	Shares	Sole	2026-05-15
2025-12-31	$17,690,508	507,473	+35.2%	Shares	Sole	2026-02-17
2025-09-30	$9,731,425	375,296	-60.1%	Shares	Sole	2025-11-14
2025-06-30	$24,172,054	940,913	+84.3%	Shares	Sole	2025-08-14
2024-12-31	$18,820,494	510,594	-66.5%	Shares	Sole	2025-02-14
2024-09-30	$21,780,506	1,522,048	+80.8%	Shares	Sole	2024-11-14
2024-06-30	$6,979,964	841,974	-75.4%	Shares	Sole	2024-08-15
2024-03-31	$47,365,288	3,417,409	+23.5%	Shares	Sole	2024-05-15
2023-12-31	$53,445,263	2,766,318	+100.4%	Shares	Sole	2024-02-14
2023-09-30	$15,141,496	1,380,264	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.