Applied Optoelectronics, Inc.
AAOI- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0001158114
近 90 天，Applied Optoelectronics, Inc. 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 487 家機構在 13F 申報持有，市值合計 $79.6 億；景林資產和Maverick 資本兩位大師持有。
2026 年第 2 季 13F 持有人
Applied Optoelectronics, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 487
- 較 2026 年第 1 季 +112 家
- 持有股數
- 5,813 萬
- 較 2026 年第 1 季 −190.4 萬 (−3.2%)
- 總市值
- $79.6 億
- 較 2026 年第 1 季 +$32.4 億 (+68.4%)
- 新進機構
- 176
- 另有 137 家加碼
- 清倉機構
- 64
- 另有 144 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AAOI 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 487 | $79.6 億 |
| 2026 年第 1 季 | 381 | $47.3 億 |
| 2025 年第 4 季 | 231 | $18.1 億 |
| 2025 年第 3 季 | 191 | $11.5 億 |
| 2025 年第 2 季 | 157 | $9.82 億 |
| 2025 年第 1 季 | 155 | $5.79 億 |
| 2024 年第 4 季 | 161 | $12.7 億 |
| 2024 年第 3 季 | 140 | $4.22 億 |
| 2024 年第 2 季 | 134 | $2.44 億 |
| 2024 年第 1 季 | 119 | $4.03 億 |
| 2023 年第 4 季 | 103 | $4.70 億 |
| 2023 年第 3 季 | 77 | $1.72 億 |
| 2023 年第 2 季 | 55 | $7,180 萬 |
| 2023 年第 1 季 | 52 | $1,940 萬 |
| 2022 年第 4 季 | 62 | $1,761 萬 |
| 2022 年第 3 季 | 62 | $2,523 萬 |
| 2022 年第 2 季 | 63 | $1,470 萬 |
| 2022 年第 1 季 | 70 | $3,559 萬 |
| 2021 年第 4 季 | 86 | $5,678 萬 |
| 2021 年第 3 季 | 102 | $9,667 萬 |
| 2021 年第 2 季 | 108 | $1.12 億 |
| 2021 年第 1 季 | 110 | $1.18 億 |
2026 年第 2 季持有機構
每家機構持有 Applied Optoelectronics, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,450,270 | $9.56 億 | 0.01% | −742,059−10.3% | 減碼 |
| Invesco Ltd. | 3,414,262 | $5.06 億 | 0.04% | +1,399,857+69.5% | 加碼 |
| Vanguard Capital Management LLC | 3,363,001 | $4.98 億 | 0.01% | +301,479+9.8% | 加碼 |
| Marex Group plc | 2,830,272 | $4.19 億 | 3.12% | +2,541,105+878.8% | 加碼 |
| Vanguard Portfolio Management LLC | 2,651,718 | $3.93 億 | 0.02% | +849,835+47.2% | 加碼 |
| UBS Group AG | 2,111,464 | $3.13 億 | 0.05% | +1,140,720+117.5% | 加碼 |
| Oberweis Asset Management Inc | 1,791,127 | $2.65 億 | 5.48% | −558,842−23.8% | 減碼 |
| Geode Capital Management, LLC | 1,670,936 | $2.48 億 | 0.01% | +49,631+3.1% | 加碼 |
| Value Aligned Research Advisors, LLC | 1,595,124 | $2.36 億 | 1.41% | +327,186+25.8% | 加碼 |
| Goldman Sachs Group Inc | 1,586,453 | $2.35 億 | 0.02% | +501,689+46.2% | 加碼 |
| State Street Corp | 1,497,617 | $2.22 億 | 0.01% | −146,676−8.9% | 減碼 |
| Hood River Capital Management LLC | 1,392,510 | $2.06 億 | 1.50% | +116,991+9.2% | 加碼 |
| Clear Street Group Inc. | 1,231,143 | $1.82 億 | 0.58% | +1,231,143 | 新進 |
| Linden Advisors LP | – | $1.65 億 | 0.86% | – | – |
| Morgan Stanley | 1,115,138 | $1.65 億 | 0.01% | +387,572+53.3% | 加碼 |
| JPMorgan Chase & Co | 1,068,246 | $1.61 億 | 0.01% | −42,886−3.9% | 減碼 |
| Frontier Capital Management Co LLC | 975,318 | $1.45 億 | 1.35% | +691,172+243.2% | 加碼 |
| Susquehanna International Group, LLP | 648,986 | $9,615 萬 | 0.09% | +562,013+646.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 41,056 | $8,871 萬 | 0.05% | −2,076,101−98.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 252,013 | $8,505 萬 | 0.04% | +232,564+1,195.8% | 加碼 |
| Jane Street Group, LLC | 563,557 | $8,350 萬 | 0.05% | −1,715,761−75.3% | 減碼 |
| William Blair Investment Management, LLC | 504,202 | $7,470 萬 | 0.22% | +504,202 | 新進 |
| Vanguard Fiduciary Trust Co | 488,922 | $7,244 萬 | 0.02% | +41,240+9.2% | 加碼 |
| Charles Schwab Investment Management Inc | 476,027 | $7,053 萬 | 0.01% | −56,201−10.6% | 減碼 |
| Northern Trust Corp | 417,720 | $6,189 萬 | 0.01% | −165,774−28.4% | 減碼 |
| Capula Management Ltd | 380,749 | $5,641 萬 | 0.25% | +380,749 | 新進 |
| Gilder Gagnon Howe & Co LLC | 343,014 | $5,082 萬 | 0.52% | −112,361−24.7% | 減碼 |
| Graham Capital Management, L.P. | 2,767 | $5,031 萬 | 1.35% | −37,321−93.1% | 減碼 |
| Dimensional Fund Advisors LP | 309,932 | $4,592 萬 | 0.01% | +380.0% | 加碼 |
| Colony Group, LLC | 286,179 | $4,240 萬 | 0.04% | −92,883−24.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 270,751 | $4,011 萬 | 0.20% | −1,238−0.5% | 減碼 |
| Westfield Capital Management Co LP | 249,553 | $3,697 萬 | 0.12% | +249,553 | 新進 |
| Wellington Management Group LLP | 244,081 | $3,616 萬 | 0.01% | −13,627−5.3% | 減碼 |
| Victory Capital Management Inc | 243,197 | $3,603 萬 | 0.02% | +191,563+371.0% | 加碼 |
| Neuberger Berman Group LLC | 242,612 | $3,595 萬 | 0.02% | −274,729−53.1% | 減碼 |
| Raymond James Financial Inc | 235,127 | $3,484 萬 | 0.01% | −498,569−68.0% | 減碼 |
| Bank of America Corp | 227,539 | $3,371 萬 | 0.00% | −13,347−5.5% | 減碼 |
| IMC-Chicago, LLC | 223,442 | $3,311 萬 | 0.30% | +112,526+101.5% | 加碼 |
| Bank of New York Mellon Corp | 219,812 | $3,257 萬 | 0.01% | +48,854+28.6% | 加碼 |
| Emerald Advisers, LLC | 211,574 | $3,135 萬 | 0.74% | −222,308−51.2% | 減碼 |
| Ameriprise Financial Inc | 211,480 | $3,133 萬 | 0.01% | −62,643−22.9% | 減碼 |
| Canada Pension Plan Investment Board | 188,500 | $2,793 萬 | 0.02% | +188,500 | 新進 |
| Marshall Wace, LLP | 181,389 | $2,687 萬 | 0.02% | +1,967+1.1% | 加碼 |
| Nuveen, LLC | 181,377 | $2,687 萬 | 0.01% | −200,994−52.6% | 減碼 |
| Balyasny Asset Management LLC | 175,683 | $2,603 萬 | 0.05% | −293,187−62.5% | 減碼 |
| Absolute Investment Advisers LLC | 7,000,000 | $2,501 萬 | 2.42% | 00.0% | 不變 |
| Voya Investment Management LLC | 162,017 | $2,400 萬 | 0.02% | −78,693−32.7% | 減碼 |
| Oak Grove Capital LLC | 159,150 | $2,358 萬 | 1.73% | +122,100+329.6% | 加碼 |
| UBS Asset Management Americas Inc | 158,204 | $2,344 萬 | 0.00% | +52,728+50.0% | 加碼 |
| UNICOM Systems, Inc. | 152,483 | $2,259 萬 | 1.47% | +83,892+122.3% | 加碼 |
| Weiss Asset Management LP | 151,868 | $2,250 萬 | 0.25% | +151,868 | 新進 |
| Swiss National Bank | 148,000 | $2,193 萬 | 0.01% | +19,700+15.4% | 加碼 |
| Jain Global LLC | 145,938 | $2,162 萬 | 0.25% | +67,298+85.6% | 加碼 |
| Assenagon Asset Management S.A. | 144,328 | $2,138 萬 | 0.01% | +95,566+196.0% | 加碼 |
| Kennedy Capital Management, Inc. | 143,000 | $2,119 萬 | 0.38% | −136,144−48.8% | 減碼 |
| Driehaus Capital Management LLC | 139,416 | $2,066 萬 | 0.12% | −492,921−78.0% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 136,959 | $2,029 萬 | 0.71% | −134,801−49.6% | 減碼 |
| Norges Bank | 131,200 | $1,944 萬 | 0.00% | +131,200 | 新進 |
| Shellback Capital, LP | 131,004 | $1,941 萬 | 1.70% | +66,004+101.5% | 加碼 |
| First Trust Advisors LP | 129,769 | $1,923 萬 | 0.01% | −86,496−40.0% | 減碼 |
| Millennium Management LLC | 126,326 | $1,872 萬 | 0.01% | +29,918+31.0% | 加碼 |
| Funde Sino Life Insurance Co Ltd | 120,306 | $1,782 萬 | 5.81% | +120,306 | 新進 |
| Royal Bank of Canada | 114,758 | $1,700 萬 | 0.00% | −13,213−10.3% | 減碼 |
| Lord, Abbett & Co. LLC | 103,700 | $1,695 萬 | 0.05% | +49,096+89.9% | 加碼 |
| Squarepoint Ops LLC | 114,429 | $1,695 萬 | 0.03% | −381,369−76.9% | 減碼 |
| Price T Rowe Associates Inc | 110,933 | $1,644 萬 | 0.00% | −1,621,448−93.6% | 減碼 |
| Algert Global LLC | 110,843 | $1,642 萬 | 0.19% | +4,208+3.9% | 加碼 |
| Group One Trading, L.P. | 110,362 | $1,635 萬 | 0.47% | −25,610−18.8% | 減碼 |
| Silvercrest Asset Management Group LLC | 106,911 | $1,584 萬 | 0.10% | −38,837−26.6% | 減碼 |
| Fred Alger Management, LLC | 101,831 | $1,509 萬 | 0.05% | +101,831 | 新進 |
| Federated Hermes, Inc. | 100,296 | $1,486 萬 | 0.02% | +100,062+42,761.5% | 加碼 |
| SEI Investments Co | 89,584 | $1,327 萬 | 0.01% | −69,287−43.6% | 減碼 |
| California State Teachers Retirement System | 85,592 | $1,268 萬 | 0.01% | +15,128+21.5% | 加碼 |
| Nomura Holdings Inc | 83,298 | $1,234 萬 | 0.05% | +83,298 | 新進 |
| Commonwealth Equity Services, LLC | 77,213 | $1,144 萬 | 0.01% | −12,456−13.9% | 減碼 |
| 1492 Capital Management LLC | 76,405 | $1,132 萬 | 3.34% | −48,731−38.9% | 減碼 |
| Rhumbline Advisers | 75,872 | $1,124 萬 | 0.01% | −5,312−6.5% | 減碼 |
| Citadel Advisors LLC | 72,798 | $1,079 萬 | 0.01% | −348,205−82.7% | 減碼 |
| Zweig-DiMenna Associates LLC | 71,835 | $1,064 萬 | 0.97% | −8,215−10.3% | 減碼 |
| Fifth Third Bancorp | 70,932 | $1,051 萬 | 0.02% | +51,607+267.0% | 加碼 |
| Russell Investments Group, Ltd. | 69,926 | $1,036 萬 | 0.01% | +34,236+95.9% | 加碼 |
| Global Trust Asset Management, LLC | 69,849 | $1,035 萬 | 3.24% | +10,287+17.3% | 加碼 |
| Legal & General Group Plc | 63,555 | $941.6 萬 | 0.00% | −1,243−1.9% | 減碼 |
| Axiom Investors LLC | 63,178 | $936.0 萬 | 0.08% | −31,837−33.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 61,806 | $915.7 萬 | 0.02% | +46,767+311.0% | 加碼 |
| Citigroup Inc | 60,912 | $902.5 萬 | 0.00% | −89,414−59.5% | 減碼 |
| Tudor Investment Corp Et Al | 60,695 | $899.3 萬 | 0.04% | −382,086−86.3% | 減碼 |
| FMR LLC | 17,118 | $881.1 萬 | 0.00% | −550−3.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 59,087 | $875.5 萬 | 0.01% | −584,058−90.8% | 減碼 |
| FirstWave Capital Management LLC | 58,277 | $863.4 萬 | 3.81% | +38,823+199.6% | 加碼 |
| Nomura Asset Management International Inc. | 57,532 | $852.4 萬 | 0.01% | +57,532 | 新進 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 55,796 | $826.7 萬 | 1.66% | +7,909+16.5% | 加碼 |
| Rice Hall James & Associates, LLC | 55,769 | $826.3 萬 | 0.40% | −42,549−43.3% | 減碼 |
| Oak Ridge Investments LLC | 55,730 | $825.7 萬 | 0.47% | +17,730+46.7% | 加碼 |
| SG Americas Securities, LLC | 54,791 | $811.8 萬 | 0.00% | −141,117−72.0% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 53,520 | $793.0 萬 | 0.36% | +53,520 | 新進 |
| New York State Common Retirement Fund | 53,505 | $792.7 萬 | 0.01% | −104,898−66.2% | 減碼 |
| Kultura Capital Management LP | 53,345 | $790.4 萬 | 3.63% | +16,745+45.8% | 加碼 |
| Emerald Investment Advisers, LLC | 53,055 | $786.1 萬 | 0.52% | −5,020−8.6% | 減碼 |
| Vanguard Asset Management, Ltd | 52,733 | $781.3 萬 | 0.01% | +8,797+20.0% | 加碼 |