Follow-The-Filings

Security · featured owners

AAOI Applied Optoelectronics Inc.

COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 0.6%
  • $240M
  • 2 add 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 0.6% (Ben Hoskin - Value Aligned Research Advisors) · not free-float ownership

  1. Ben Hoskin add 0.59%
  2. Polen Capital Management add 0.02%
  3. Lee Ainslie reduce 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.59% Add +25.8% 1,595,124 $236M history
Polen Capital Management 2026 Q2 0.02% Add +29.2% 19,272 $3M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% Reduce −74.1% 4,188 $620K history

3 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $217.65M $249.36M $455.72M
Gross profit $58.92M $61.8M $136.91M
Gross margin * 27.1% 24.8% 30.0%
Net income -$56.05M -$186.73M -$38.23M
Net margin * -25.8% -74.9% -8.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $172.6M $301.27M $675.73M
Total non-current assets * $216.58M $245.76M $492.7M
Total assets $0.389B $0.547B $1.17B
Total current liabilities $93.36M $170.07M $257.28M
Total non-current liabilities * $80.96M $147.85M $177.22M
Total equity $214.87M $229.11M $733.92M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$7.93M -$69.53M -$174.43M
Cash from investing -$14.76M -$50.7M -$210.6M
Cash from financing $40.58M $142.18M $527.94M
Net change in cash $19.51M $24.04M $136.9M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders