Question 1

Who owns AAOI stock?

Accepted Answer

AAOI (APPLIED OPTOELECTRONICS INC) is held by 2 tracked superinvestors with an aggregate position value of $3M based on the most recent SEC 13F filings. Top institutional holders include: Polen Capital, Lee Ainslie.

Question 2

How much AAOI do superinvestors hold in aggregate?

Accepted Answer

Across 2 tracked managers, superinvestors collectively report $3M in AAOI positions worth 23,460 shares.

Question 3

What is the largest holder of AAOI?

Accepted Answer

The largest tracked holder of AAOI is Polen Capital (Polen Capital Management) with 19,272 shares worth $3M, representing 0.02% of their portfolio.

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	19272	$2.9M	0.02%	$148.16	Q2 2026
Lee Ainslie	Maverick Capital	4188	$620K	0.01%	$148.16	Q2 2026

AAOIAPPLIED OPTOELECTRONICS INC

📊 Holdings Over Time

Quarter-by-Quarter Activity