AAOI·APPLIED OPTOELECTRONICS INC
AI CoreData as of 2026-07-07
Holder Count
5 / 30
5 of 30 tracked investors hold AAOI
Aggregate $
$197M
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.0%
Share of aggregated AI exposure across 30 investors
Latest quarter · 2026-Q1
New
No New this quarter
—Added
No Added this quarter
—Exited
No Exited this quarter
—Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
 T. Rowe Price Associates T. Rowe Price Associates, Inc. | $147M | 0.0% | TRIM2026-Q1 | Before 2020-Q1 |
 Steve Cohen / Point72 Point72 Asset Management, L.P. | $22M | 0.2% | TRIM2026-Q1 | Before 2020-Q1 |
 Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $16M | 0.4% | HOLD2024-Q3 | Before 2020-Q1 |
 Izzy Englander / Millennium Millennium Management LLC | $12M | 0.1% | TRIM2023-Q4 | Before 2020-Q1 |
 Baillie Gifford & Co Baillie Gifford & Co | $2000 | 0.0% | HOLD2021-Q2 | Before 2020-Q1 |
Position Action Log
22 entries · newest first| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-Q1 | TRIM | −$3M | −715.4K | |
| 2026-Q1 | TRIM | +$69M | −497.4K | |
| 2025-Q4 | ADD | +$77M | +2.19M | |
| 2025-Q3 | ADD | +$25M | +981.0K | |
| 2025-Q3 | ADD | +$128K | +4.6K | |
| 2025-Q2 | TRIM | −$9M | −230.1K | |
| 2024-Q4 | ADD | +$8M | +150.8K | |
| 2024-Q4 | EXIT | −$16M | −1.13M | |
| 2024-Q3 | EXIT | −$11M | −1.34M | |
| 2024-Q3 | ADD | +$2M | +104.0K | |
| 2024-Q3 | ADD | +$16M | +1.13M | |
| 2024-Q2 | TRIM | −$8M | −71.4K | |
| 2024-Q2 | NEW | +$0 | +11.8K | |
| 2024-Q2 | EXIT | −$18M | −1.33M | |
| 2024-Q1 | ADD | +$14M | +1.10M | |
| 2024-Q1 | ADD | −$1M | +308.2K | |
| 2023-Q4 | TRIM | +$5M | −63.1K | |
| 2023-Q4 | NEW | +$6M | +309.3K | |
| 2023-Q4 | NEW | +$20M | +1.03M | |
| 2023-Q3 | NEW | +$8M | +696.3K | |
| 2021-Q3 | EXIT | −$2K | −260 | |
| 2020-Q4 | NEW | +$2K | +260 |
Holder Count: count of the 30 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 30 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-07