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 3 季 13F 持有人
Applied Optoelectronics, Inc. 在 2024/9/30 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
- 140
- 較 2024 年第 2 季 +7 家
- 持有股數
- 2,947 萬
- 較 2024 年第 2 季 +328.9 萬 (+12.6%)
- 總市值
- $4.22 億
- 較 2024 年第 2 季 +$2.05 億 (+94.2%)
- 新進機構
- 42
- 另有 43 家加碼
- 清倉機構
- 35
- 另有 35 家減碼
另有 1 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 128,645 | $184.1 萬 | 0.00% | +5,314+4.3% | 加碼 |
| Jane Street Group, LLC | 132,460 | $189.6 萬 | 0.00% | +31,955+31.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 142,921 | $204.5 萬 | 0.00% | −208,051−59.3% | 減碼 |
| Forge First Asset Management Inc. | 195,730 | $279.9 萬 | 1.53% | +195,730 | 新進 |
| Ophir Asset Management Pty Ltd | 214,277 | $306.6 萬 | 0.47% | +214,277 | 新進 |
| Silvercrest Asset Management Group LLC | 228,319 | $326.7 萬 | 0.02% | +228,319 | 新進 |
| Rice Hall James & Associates, LLC | 235,763 | $337.4 萬 | 0.18% | +101,640+75.8% | 加碼 |
| Morgan Stanley | 245,046 | $350.7 萬 | 0.00% | +137,725+128.3% | 加碼 |
| Sora Investors LLC | 250,000 | $357.8 萬 | 0.62% | −200,000−44.4% | 減碼 |
| Kennedy Capital Management, Inc. | 263,655 | $377.3 萬 | 0.08% | −233,650−47.0% | 減碼 |
| Goldman Sachs Group Inc | 284,827 | $407.6 萬 | 0.00% | +201,135+240.3% | 加碼 |
| Northern Trust Corp | 327,083 | $468.1 萬 | 0.00% | +205,664+169.4% | 加碼 |
| Group One Trading, L.P. | 345,036 | $493.7 萬 | 0.20% | +283,188+457.9% | 加碼 |
| Citigroup Inc | 345,612 | $494.6 萬 | 0.00% | +16,017+4.9% | 加碼 |
| Susquehanna International Group, LLP | 345,805 | $494.8 萬 | 0.01% | +345,805 | 新進 |
| Citadel Advisors LLC | 347,294 | $497.0 萬 | 0.01% | +314,395+955.6% | 加碼 |
| Acuitas Investments, LLC | 364,290 | $521.3 萬 | 2.32% | +33,069+10.0% | 加碼 |
| Capital Fund Management S.A. | 365,683 | $523.3 萬 | 0.06% | −55,724−13.2% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 410,154 | $586.9 萬 | 0.30% | +11,037+2.8% | 加碼 |
| Hampton Road Capital Management LP | 452,155 | $647.0 萬 | 1.11% | +452,155 | 新進 |
| Dimensional Fund Advisors LP | 507,632 | $726.2 萬 | 0.00% | −109,069−17.7% | 減碼 |
| Emerald Advisers, LLC | 526,458 | $753.4 萬 | 0.29% | +13,737+2.7% | 加碼 |
| Two Sigma Investments, LP | 532,606 | $762.2 萬 | 0.02% | +231,680+77.0% | 加碼 |
| Invesco Ltd. | 555,395 | $794.8 萬 | 0.00% | +518,951+1,424.0% | 加碼 |
| Millennium Management LLC | 608,151 | $870.3 萬 | 0.01% | +608,151 | 新進 |
| CenterBook Partners LP | 642,216 | $919.0 萬 | 0.56% | −64,343−9.1% | 減碼 |
| Portolan Capital Management, LLC | 658,592 | $942.4 萬 | 0.68% | −182,467−21.7% | 減碼 |
| Intrinsic Edge Capital Management LLC | 705,431 | $1,009 萬 | 1.25% | +705,431 | 新進 |
| Alyeska Investment Group, L.P. | 750,000 | $1,073 萬 | 0.05% | −411,418−35.4% | 減碼 |
| Oberweis Asset Management Inc | 865,915 | $1,239 萬 | 0.63% | 00.0% | 不變 |
| State Street Corp | 887,259 | $1,270 萬 | 0.00% | +192,308+27.7% | 加碼 |
| Geode Capital Management, LLC | 909,559 | $1,302 萬 | 0.00% | +60,241+7.1% | 加碼 |
| Ameriprise Financial Inc | 1,032,276 | $1,477 萬 | 0.00% | −1,124,230−52.1% | 減碼 |
| Whale Rock Capital Management LLC | 1,128,238 | $1,615 萬 | 0.23% | +1,128,238 | 新進 |
| Shellback Capital, LP | 1,254,438 | $1,795 萬 | 1.45% | +215,000+20.7% | 加碼 |
| Westfield Capital Management Co LP | 1,329,093 | $1,902 萬 | 0.09% | +1,329,093 | 新進 |
| Driehaus Capital Management LLC | 1,522,048 | $2,178 萬 | 0.19% | +680,074+80.8% | 加碼 |
| Royce & Associates LP | 1,596,545 | $2,285 萬 | 0.21% | +515,489+47.7% | 加碼 |
| Vanguard Group Inc | 2,187,824 | $3,131 萬 | 0.00% | +32,846+1.5% | 加碼 |
| BlackRock, Inc. | 3,037,392 | $4,347 萬 | 0.00% | +3,037,392 | 新進 |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −1,375,404−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,335,488−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −411,054−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −402,174−100.0% | 清倉 |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −221,057−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −217,854−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −216,106−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −194,500−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −190,839−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −178,500−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −137,561−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −128,524−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −86,527−100.0% | 清倉 |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −72,530−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −67,500−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −54,300−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,970−100.0% | 清倉 |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −40,932−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −34,100−100.0% | 清倉 |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −30,122−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −29,791−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −29,411−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −23,425−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −20,613−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −14,594−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −13,189−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −11,496−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,196−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −10,731−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −2,428−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −434−100.0% | 清倉 |
| Allworth Financial LP | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |