WhaleCreep

Which hedge funds own AAOI? APPLIED OPTOELECTRONICS INC, Q2 2026 13F holders

TechnologyCommunication Equipment

63 tracked hedge funds disclosed a position in AAOI (APPLIED OPTOELECTRONICS INC) in their Q2 2026 13F filings, worth $547.9m in total. The largest holder by portfolio weight is FirstWave Capital Management LLC at 3.8% of its book. 24 opened a new position this quarter: Maytree Asset Management Ltd, Gallo Partners, LP, Teza Capital Management LLC, Avanda Investment Management Pte. Ltd.. 22 exited: Andar Capital Management HK Ltd, Ariose Capital Management Ltd, Scalar Gauge Management, LLC.

63
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
24
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
22
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$61.0m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$167m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$548m
Combined value
Sum of the holders' reported positions in the security.
5.1%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

63 rows
FirstWave Capital Management LLC Hedge fund3.8%$8.6m58,277+200%added
Kultura Capital Management LP Hedge fund3.6%$7.9m53,345+46%added
Creek Drive Management Group LLC Hedge fund2.3%$3.7m25,000+59%added
Shellback Capital, LP Hedge fund1.7%$19.4m131,004+102%added
Maytree Asset Management Ltd Hedge fund1.7%$2.6m17,598–new
Gallo Partners, LP Hedge fund1.6%$715k4,826–new
Value Aligned Research Advisors, LLC Hedge fund1.4%$236m1.60m+26%added
Zweig-DiMenna Associates LLC Hedge fund1.0%$10.6m71,835−10%reduced
Teza Capital Management LLC Hedge fund0.7%$378k2,549–new
Avanda Investment Management Pte. Ltd. Hedge fund0.6%$474k3,200–new
ACT Capital Management, LLC Hedge fund0.6%$889k6,000−77%reduced
Ardsley Advisory Partners LP Hedge fund0.6%$5.1m35,000–new
FORA Capital, LLC Hedge fund0.5%$7.3m48,974+48%added
Nokomis Capital, L.L.C. Hedge fund0.4%$1.2m7,9000.0%held
Greenwoods Asset Management Hong Kong Ltd. Hedge fund0.4%$7.9m53,520–new
Catalyst Funds Management Pty Ltd Hedge fund0.3%$4.7m32,000–new
Jain Global LLC Hedge fund0.3%$21.6m145,938+86%added
Weiss Asset Management LP Hedge fund0.3%$22.5m151,868–new
Maytus Capital Management, LLC Hedge fund0.2%$1.5m10,000–new
Prelude Capital Management, LLC Hedge fund0.2%$2.8m18,947−54%reduced
Aperture Investors, LLC Hedge fund0.2%$1.5m10,3930.0%held
Quantitative Investment Management, LLC Hedge fund0.2%$1.5m9,955–new
Elequin Capital, LP Hedge fund0.1%$3.9m26,316+6272%added
AlphaGrep UK Ltd Hedge fund0.1%$369k2,493–new
Diametric Capital, LP Hedge fund0.09%$810k5,468–new
Sona Asset Management (US) LLC Hedge fund0.08%$2.2m15,000–new
Axiom Investors LLC Hedge fund0.08%$9.4m63,178−34%reduced
Corsair Capital Management, L.P. Hedge fund0.06%$444k3,000−63%reduced
Greenland Capital Management LP Hedge fund0.05%$274k1,846–new
Pinpoint Asset Management (Singapore) Pte. Ltd. Hedge fund0.05%$253k1,705+9.5%added
Caption Management, LLC Hedge fund0.05%$1.4m9,200+268%added
Balyasny Asset Management L.P. Hedge fund0.05%$26.0m175,683−63%reduced
Brevan Howard Capital Management LP Hedge fund0.05%$3.3m22,446+423%added
Fulcrum Asset Management LLP Hedge fund0.05%$456k3,038–new
111 Capital Hedge fund0.04%$243k1,642–new
Capital Fund Management S.A. Hedge fund0.04%$5.6m37,487+5.0%added
Dark Forest Capital Management LP Hedge fund0.04%$599k4,043−69%reduced
Tudor Investment Corp ET AL Hedge fund0.04%$9.0m60,695−86%reduced
Twin Tree Management, LP Hedge fund0.04%$230k1,551–new
Squarepoint Ops LLC Hedge fund0.03%$17.0m114,429−77%reduced
Verition Fund Management LLC Hedge fund0.03%$4.6m31,164−78%reduced
Mirabella Financial Services LLP Hedge fund0.03%$310k2,090–new
Polen Capital Long-only investor0.02%$2.9m19,272+29%added
Marshall Wace, LLP Hedge fund0.02%$26.9m181,389+1.1%added
Engineers Gate Manager LP Hedge fund0.02%$1.5m9,892−66%reduced
Centiva Capital, LP Hedge fund0.02%$532k3,593−12%reduced
Caxton Associates LLP Hedge fund0.02%$902k6,088+36%added
Persistent Asset Partners Ltd Hedge fund0.01%$47.1k318–new
Hudson Bay Capital Management LP Hedge fund0.01%$3.1m20,925−14%reduced
Millennium Management LLC Hedge fund0.01%$18.7m126,326+31%added