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 483 家機構在 13F 申報持有，市值合計 $75.6 億；景林資產和Maverick 資本兩位大師持有。
2024 年第 1 季 13F 持有人
Applied Optoelectronics, Inc. 在 2024/3/31 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
- 119
- 較 2023 年第 4 季 +17 家
- 持有股數
- 2,867 萬
- 較 2023 年第 4 季 +507.8 萬 (+21.5%)
- 總市值
- $3.97 億
- 較 2023 年第 4 季 −$5,847 萬 (−12.8%)
- 新進機構
- 45
- 另有 35 家加碼
- 清倉機構
- 28
- 另有 29 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 | 483 | $75.6 億 |
| 2026 年第 1 季 | 376 | $44.9 億 |
| 2025 年第 4 季 | 220 | $16.7 億 |
| 2025 年第 3 季 | 180 | $10.3 億 |
| 2025 年第 2 季 | 147 | $8.48 億 |
| 2025 年第 1 季 | 147 | $4.78 億 |
| 2024 年第 4 季 | 157 | $11.3 億 |
| 2024 年第 3 季 | 140 | $4.22 億 |
| 2024 年第 2 季 | 134 | $2.42 億 |
| 2024 年第 1 季 | 119 | $3.97 億 |
| 2023 年第 4 季 | 103 | $4.56 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 | $1,752 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 | $5,575 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 |
2024 年第 1 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Driehaus Capital Management LLC | 3,417,409 | $4,737 萬 | 0.47% | +651,091+23.5% | 加碼 |
| Vanguard Group Inc | 1,954,498 | $2,709 萬 | 0.00% | +442,277+29.2% | 加碼 |
| Alyeska Investment Group, L.P. | 1,466,526 | $2,033 萬 | 0.13% | +1,204,059+458.7% | 加碼 |
| Hood River Capital Management LLC | 1,439,404 | $1,995 萬 | 0.45% | +88,281+6.5% | 加碼 |
| Portolan Capital Management, LLC | 1,434,900 | $1,989 萬 | 1.51% | −104,183−6.8% | 減碼 |
| Point72 Asset Management, L.P. | 1,406,922 | $1,950 萬 | 0.06% | +1,097,622+354.9% | 加碼 |
| Whale Rock Capital Management LLC | 1,333,957 | $1,849 萬 | 0.27% | +308,172+30.0% | 加碼 |
| Royce & Associates LP | 1,147,479 | $1,590 萬 | 0.14% | +142,046+14.1% | 加碼 |
| Ameriprise Financial Inc | 1,000,294 | $1,386 萬 | 0.00% | +547,803+121.1% | 加碼 |
| BlackRock Inc. | 850,004 | $1,178 萬 | 0.00% | +121,876+16.7% | 加碼 |
| Oberweis Asset Management Inc | 849,615 | $1,178 萬 | 0.85% | −42,300−4.7% | 減碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 831,200 | $1,152 萬 | 1.56% | +194,000+30.4% | 加碼 |
| Assenagon Asset Management S.A. | 631,799 | $875.7 萬 | 0.02% | +567,056+875.9% | 加碼 |
| Dimensional Fund Advisors LP | 592,442 | $821.1 萬 | 0.00% | +464,052+361.4% | 加碼 |
| Emerald Advisers, LLC | 528,309 | $732.2 萬 | 0.29% | +528,309 | 新進 |
| American Century Companies Inc | 501,467 | $695.0 萬 | 0.00% | +158,128+46.1% | 加碼 |
| Kennedy Capital Management, Inc. | 463,213 | $642.0 萬 | 0.13% | +217,624+88.6% | 加碼 |
| CenterBook Partners LP | 423,571 | $587.1 萬 | 0.41% | +303,957+254.1% | 加碼 |
| Laurion Capital Management LP | 413,611 | $573.3 萬 | 0.16% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 411,669 | $570.6 萬 | 0.01% | +68,276+19.9% | 加碼 |
| Jane Street Group, LLC | 405,801 | $562.4 萬 | 0.01% | −525,546−56.4% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 399,117 | $553.2 萬 | 0.29% | +399,117 | 新進 |
| Geode Capital Management, LLC | 388,487 | $538.6 萬 | 0.00% | +9,293+2.5% | 加碼 |
| Millennium Management LLC | 375,799 | $520.9 萬 | 0.00% | −257,465−40.7% | 減碼 |
| Susquehanna International Group, LLP | 361,594 | $501.2 萬 | 0.01% | −147,550−29.0% | 減碼 |
| Marshall Wace, LLP | 358,527 | $496.9 萬 | 0.01% | +358,527 | 新進 |
| State Street Corp | 342,995 | $475.4 萬 | 0.00% | +105,600+44.5% | 加碼 |
| Citigroup Inc | 316,847 | $439.1 萬 | 0.00% | −2,748−0.9% | 減碼 |
| Goldman Sachs Group Inc | 271,037 | $375.7 萬 | 0.00% | −582,911−68.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 259,209 | $359.3 萬 | 0.03% | +259,209 | 新進 |
| Acuitas Investments, LLC | 239,336 | $331.7 萬 | 1.67% | +83,555+53.6% | 加碼 |
| Morgan Stanley | 215,408 | $298.6 萬 | 0.00% | −518,212−70.6% | 減碼 |
| Voloridge Investment Management, LLC | 199,087 | $275.9 萬 | 0.01% | −46,156−18.8% | 減碼 |
| Hussman Strategic Advisors, Inc. | 189,000 | $262.0 萬 | 0.61% | +189,000 | 新進 |
| Squarepoint Ops LLC | 185,434 | $257.0 萬 | 0.01% | +68,073+58.0% | 加碼 |
| Polymer Capital Management (HK) LTD | 181,780 | $251.9 萬 | 0.63% | +81,780+81.8% | 加碼 |
| Rice Hall James & Associates, LLC | 140,688 | $195.0 萬 | 0.11% | +140,688 | 新進 |
| HRT Financial LP | 131,863 | $182.7 萬 | 0.01% | +131,863 | 新進 |
| Independent Advisor Alliance | 127,515 | $176.7 萬 | 0.06% | +127,515 | 新進 |
| G2 Investment Partners Management LLC | 126,000 | $174.6 萬 | 0.47% | +126,000 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 111,505 | $154.5 萬 | 0.40% | +111,505 | 新進 |
| Deutsche Bank AG | 105,788 | $146.6 萬 | 0.00% | 00.0% | 不變 |
| Northern Trust Corp | 103,901 | $144.0 萬 | 0.00% | +12,728+14.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 97,400 | $135.0 萬 | 0.01% | −16,500−14.5% | 減碼 |
| Gsa Capital Partners LLP | 87,844 | $121.8 萬 | 0.10% | +22,592+34.6% | 加碼 |
| Group One Trading, L.P. | 82,810 | $114.8 萬 | 0.04% | +11,613+16.3% | 加碼 |
| Allianz Asset Management GmbH | 82,600 | $114.5 萬 | 0.00% | +82,600 | 新進 |
| Man Group plc | 81,944 | $113.6 萬 | 0.00% | +43,983+115.9% | 加碼 |
| Citadel Advisors LLC | 81,821 | $113.4 萬 | 0.00% | −326,019−79.9% | 減碼 |
| Swiss National Bank | 81,000 | $112.3 萬 | 0.00% | +81,000 | 新進 |
| Hidden Lake Asset Management LP | 72,897 | $101.0 萬 | 0.95% | +55,068+308.9% | 加碼 |
| Caxton Associates LP | 63,187 | $87.6 萬 | 0.06% | +63,187 | 新進 |
| IMC-Chicago, LLC | 59,505 | $82.5 萬 | 0.03% | +59,505 | 新進 |
| Bridgeway Capital Management, LLC | 54,300 | $75.3 萬 | 0.02% | 00.0% | 不變 |
| Bank of Montreal | 45,354 | $70.1 萬 | 0.00% | +45,354 | 新進 |
| Brevan Howard Capital Management LP | 50,300 | $69.7 萬 | 0.06% | +50,300 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 50,293 | $69.7 萬 | 0.00% | +50,293 | 新進 |
| BNP Paribas Arbitrage, SA | 49,661 | $68.8 萬 | 0.00% | +35,295+245.7% | 加碼 |
| Simplex Trading, LLC | 47,674 | $66.0 萬 | 0.02% | +47,674 | 新進 |
| Credit Suisse AG | 47,460 | $65.8 萬 | 0.00% | +47,460 | 新進 |
| Jefferies Financial Group Inc. | 45,500 | $63.1 萬 | 0.01% | −45,700−50.1% | 減碼 |
| Barclays PLC | 43,748 | $60.6 萬 | 0.00% | −107,974−71.2% | 減碼 |
| Two Sigma Advisers, LP | 41,700 | $57.8 萬 | 0.00% | +41,700 | 新進 |
| AQR Capital Management LLC | 39,843 | $55.2 萬 | 0.00% | +39,843 | 新進 |
| Concentric Capital Strategies, LP | 38,746 | $53.7 萬 | 0.03% | +38,746 | 新進 |
| Capital Fund Management S.A. | 38,030 | $52.7 萬 | 0.01% | +38,030 | 新進 |
| Legal & General Group Plc | 36,885 | $51.1 萬 | 0.00% | +36,885 | 新進 |
| California State Teachers Retirement System | 36,885 | $51.1 萬 | 0.00% | +36,885 | 新進 |
| Bank of America Corp | 35,165 | $48.7 萬 | 0.00% | −28,889−45.1% | 減碼 |
| Wolverine Trading, LLC | 32,093 | $44.5 萬 | 0.00% | +5,536+20.8% | 加碼 |
| UBS Group AG | 31,231 | $43.3 萬 | 0.00% | +4,023+14.8% | 加碼 |
| Boothbay Fund Management, LLC | 30,535 | $42.3 萬 | 0.01% | +30,535 | 新進 |
| State of Wisconsin Investment Board | 30,319 | $42.0 萬 | 0.00% | +30,319 | 新進 |
| Janus Henderson Group PLC | 27,869 | $38.6 萬 | 0.00% | +27,869 | 新進 |
| Marathon Trading Investment Management LLC | 27,200 | $37.7 萬 | 0.15% | +16,200+147.3% | 加碼 |
| Gabelli Funds LLC | 27,000 | $37.4 萬 | 0.00% | −14,000−34.1% | 減碼 |
| Two Sigma Investments, LP | 26,984 | $37.4 萬 | 0.00% | −85,844−76.1% | 減碼 |
| White Pine Capital LLC | 37,232 | $36.7 萬 | 0.14% | +1,589+4.5% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 25,000 | $34.6 萬 | 0.06% | −11,500−31.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 21,415 | $29.7 萬 | 0.00% | −16,500−43.5% | 減碼 |
| LPL Financial LLC | 18,999 | $26.3 萬 | 0.00% | +1,754+10.2% | 加碼 |
| Invesco Ltd. | 18,383 | $25.5 萬 | 0.00% | −430,716−95.9% | 減碼 |
| Charles Schwab Investment Management Inc | 18,315 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 16,896 | $23.4 萬 | 0.02% | −2,567−13.2% | 減碼 |
| Verition Fund Management LLC | 15,200 | $21.1 萬 | 0.00% | +15,200 | 新進 |
| Gotham Asset Management, LLC | 13,676 | $19.0 萬 | 0.00% | −3,289−19.4% | 減碼 |
| Wells Fargo & Company | 11,926 | $16.5 萬 | 0.00% | +2,166+22.2% | 加碼 |
| SG Americas Securities, LLC | 11,859 | $16.4 萬 | 0.00% | −491,020−97.6% | 減碼 |
| Truvestments Capital LLC | 11,627 | $16.1 萬 | 0.06% | +11,627 | 新進 |
| Catalyst Funds Management Pty Ltd | 11,600 | $16.1 萬 | 0.04% | +11,600 | 新進 |
| Arizona State Retirement System | 11,275 | $15.6 萬 | 0.00% | +11,275 | 新進 |
| LMR Partners LLP | 10,267 | $14.2 萬 | 0.00% | +10,267 | 新進 |
| Walleye Capital LLC | 9,412 | $13.0 萬 | 0.00% | +9,412 | 新進 |
| Tucker Asset Management LLC | 8,500 | $11.8 萬 | 0.03% | +8,100+2,025.0% | 加碼 |
| Quest Partners LLC | 8,206 | $11.4 萬 | 0.02% | +8,206 | 新進 |
| FNY Investment Advisers, LLC | 7,000 | $9.70 萬 | 0.06% | +7,000 | 新進 |
| Tower Research Capital LLC (TRC) | 6,148 | $8.52 萬 | 0.00% | −6,556−51.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 4,905 | $6.80 萬 | 0.00% | −44,697−90.1% | 減碼 |
| Qube Research & Technologies Ltd | 4,419 | $6.12 萬 | 0.00% | −55,973−92.7% | 減碼 |
| Great West Life Assurance Co | 3,293 | $4.60 萬 | 0.00% | +3,293 | 新進 |