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AAOI position history

The shares of Applied Optoelectronics (AAOI) that Value Aligned Research Advisors, LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2026 Q1: 1,267,938 shares, $107M, 0.52% of portfolio, New
  2. 2026 Q2: 1,595,124 shares, $236M, 0.59% of portfolio, Add +25.8%
Holdings date Value % of holdings Shares Filing date All 13F holders