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Value Aligned Research Advisors, LLC

SEC CIK
0001963565
Latest filing
Aug 14, 2026

AAOI holding history

Applied Optoelectronics, Inc. in every 13F filed by Value Aligned Research Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAOI overviewAll 13F holders of AAOIFull Q2 2026 holdings

Shares (Q2 2026)
1,595,124
Value
$236.3M
% of portfolio
1.4%
Quarters held
2
Since Q1 2026
Holdings of AAOI by Value Aligned Research Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,595,124$236.3M1.4%+327,186+25.8%AddedHolders
Q1 20261,267,938$107.3M1.3%+1,267,938NewHolders