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。
2025 年第 2 季 13F 持有人
Applied Optoelectronics, Inc. 在 2025/6/30 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
- 147
- 較 2025 年第 1 季 +3 家
- 持有股數
- 3,300 萬
- 較 2025 年第 1 季 +189.8 萬 (+6.1%)
- 總市值
- $8.48 億
- 較 2025 年第 1 季 +$3.71 億 (+77.7%)
- 新進機構
- 42
- 另有 63 家加碼
- 清倉機構
- 39
- 另有 26 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,248,111 | $1.09 億 | 0.00% | +765,809+22.0% | 加碼 |
| Vanguard Group Inc | 4,072,660 | $1.05 億 | 0.00% | +1,293,097+46.5% | 加碼 |
| Neuberger Berman Group LLC | 2,684,732 | $6,975 萬 | 0.05% | +1,812,315+207.7% | 加碼 |
| Oberweis Asset Management Inc | 1,888,041 | $4,850 萬 | 2.11% | +503,200+36.3% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 1,408,983 | $3,620 萬 | 4.46% | +1,133,115+410.7% | 加碼 |
| Geode Capital Management, LLC | 1,285,693 | $3,303 萬 | 0.00% | +203,830+18.8% | 加碼 |
| State Street Corp | 1,222,887 | $3,142 萬 | 0.00% | +110,091+9.9% | 加碼 |
| UBS Group AG | 1,019,019 | $2,618 萬 | 0.01% | +96,624+10.5% | 加碼 |
| Two Sigma Investments, LP | 977,979 | $2,512 萬 | 0.05% | +150,792+18.2% | 加碼 |
| Driehaus Capital Management LLC | 940,913 | $2,417 萬 | 0.19% | +940,913 | 新進 |
| Morgan Stanley | 926,745 | $2,381 萬 | 0.00% | −491,044−34.6% | 減碼 |
| Royce & Associates LP | 906,653 | $2,329 萬 | 0.24% | +30,110+3.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 769,229 | $1,976 萬 | 0.02% | −1,468,740−65.6% | 減碼 |
| Citigroup Inc | 725,107 | $1,863 萬 | 0.01% | −339,263−31.9% | 減碼 |
| Emerald Advisers, LLC | 620,281 | $1,594 萬 | 0.58% | +23,905+4.0% | 加碼 |
| Susquehanna International Group, LLP | 541,103 | $1,390 萬 | 0.02% | +474,709+715.0% | 加碼 |
| Bank of America Corp | 491,640 | $1,263 萬 | 0.00% | −318,341−39.3% | 減碼 |
| Northern Trust Corp | 483,600 | $1,242 萬 | 0.00% | +73,532+17.9% | 加碼 |
| Tudor Investment Corp Et Al | 476,742 | $1,225 萬 | 0.09% | +17,886+3.9% | 加碼 |
| Portolan Capital Management, LLC | 455,322 | $1,170 萬 | 0.73% | +455,322 | 新進 |
| Dimensional Fund Advisors LP | 426,709 | $1,096 萬 | 0.00% | +27,857+7.0% | 加碼 |
| Ameriprise Financial Inc | 414,909 | $1,066 萬 | 0.00% | −148,076−26.3% | 減碼 |
| Capital Fund Management S.A. | 413,572 | $1,062 萬 | 0.12% | +369,610+840.7% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 370,996 | $953.1 萬 | 0.58% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 341,204 | $876.6 萬 | 0.06% | +62,447+22.4% | 加碼 |
| Goldman Sachs Group Inc | 337,327 | $866.6 萬 | 0.00% | +153,878+83.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 284,069 | $720.1 萬 | 0.01% | +284,069 | 新進 |
| Barclays PLC | 243,994 | $626.8 萬 | 0.00% | +114,870+89.0% | 加碼 |
| Rice Hall James & Associates, LLC | 238,934 | $613.8 萬 | 0.33% | +54,548+29.6% | 加碼 |
| Royal Bank of Canada | 218,232 | $560.7 萬 | 0.00% | +214,722+6,117.4% | 加碼 |
| Two Sigma Advisers, LP | 184,200 | $473.2 萬 | 0.01% | +85,200+86.1% | 加碼 |
| Jump Financial, LLC | 173,313 | $445.2 萬 | 0.05% | +124,683+256.4% | 加碼 |
| Squarepoint Ops LLC | 166,738 | $428.3 萬 | 0.01% | +166,738 | 新進 |
| Charles Schwab Investment Management Inc | 163,836 | $420.9 萬 | 0.00% | +39,404+31.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 153,101 | $393.3 萬 | 0.10% | +153,101 | 新進 |
| Bank of New York Mellon Corp | 149,483 | $384.0 萬 | 0.00% | +19,993+15.4% | 加碼 |
| Raymond James Financial Inc | 135,291 | $347.6 萬 | 0.00% | +43,238+47.0% | 加碼 |
| Zweig-DiMenna Associates LLC | 135,000 | $346.8 萬 | 0.36% | +135,000 | 新進 |
| Nuveen, LLC | 120,673 | $310.0 萬 | 0.00% | +13,651+12.8% | 加碼 |
| JPMorgan Chase & Co | 114,650 | $294.5 萬 | 0.00% | −46,513−28.9% | 減碼 |
| E Fund Management Co., Ltd. | 114,400 | $293.9 萬 | 0.14% | +114,400 | 新進 |
| GF Fund Management Co. Ltd. | 110,000 | $282.6 萬 | 0.06% | +110,000 | 新進 |
| UBS Asset Management Americas Inc | 107,468 | $276.1 萬 | 0.00% | +40,274+59.9% | 加碼 |
| Swiss National Bank | 91,200 | $234.3 萬 | 0.00% | +3,000+3.4% | 加碼 |
| Group One Trading, L.P. | 82,013 | $210.7 萬 | 0.07% | −32,241−28.2% | 減碼 |
| Rhumbline Advisers | 78,475 | $201.6 萬 | 0.00% | +17,458+28.6% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 70,707 | $181.6 萬 | 0.02% | +70,707 | 新進 |
| Legal & General Group Plc | 64,744 | $166.3 萬 | 0.00% | +20,563+46.5% | 加碼 |
| Invesco Ltd. | 60,817 | $156.2 萬 | 0.00% | +20,261+50.0% | 加碼 |
| Kornitzer Capital Management Inc | 60,295 | $154.9 萬 | 0.03% | +60,295 | 新進 |
| Nomura Holdings Inc | 59,555 | $153.0 萬 | 0.01% | −543,931−90.1% | 減碼 |
| Alliancebernstein L.P. | 56,228 | $144.4 萬 | 0.00% | +15,091+36.7% | 加碼 |
| California State Teachers Retirement System | 55,385 | $142.3 萬 | 0.00% | +18,914+51.9% | 加碼 |
| Marex Group plc | 55,255 | $142.0 萬 | 0.03% | +55,255 | 新進 |
| FMR LLC | 46,925 | $120.6 萬 | 0.00% | +40,433+622.8% | 加碼 |
| Walleye Capital LLC | 44,927 | $115.4 萬 | 0.01% | +15,345+51.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 41,500 | $106.6 萬 | 0.01% | −6,000−12.6% | 減碼 |
| First Trust Advisors LP | 37,076 | $95.2 萬 | 0.00% | +37,076 | 新進 |
| Price T Rowe Associates Inc | 36,513 | $93.9 萬 | 0.00% | +7,998+28.0% | 加碼 |
| Deutsche Bank AG | 36,292 | $93.2 萬 | 0.00% | +3,911+12.1% | 加碼 |
| Wells Fargo & Company | 35,793 | $92.0 萬 | 0.00% | +5,276+17.3% | 加碼 |
| Eschler Asset Management LLP | 33,331 | $85.6 萬 | 0.65% | +33,331 | 新進 |
| Los Angeles Capital Management LLC | 33,135 | $85.1 萬 | 0.00% | +33,135 | 新進 |
| MetLife Investment Management | 32,146 | $82.6 萬 | 0.00% | +7,898+32.6% | 加碼 |
| Gsa Capital Partners LLP | 30,988 | $79.6 萬 | 0.06% | +30,988 | 新進 |
| Intech Investment Management LLC | 30,788 | $79.1 萬 | 0.01% | −9,313−23.2% | 減碼 |
| China Universal Asset Management Co., Ltd. | 30,000 | $77.1 萬 | 0.07% | −10,000−25.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 29,458 | $75.7 萬 | 0.00% | +3,879+15.2% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 27,950 | $71.8 萬 | 0.03% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 27,511 | $70.7 萬 | 0.00% | +5,627+25.7% | 加碼 |
| Dark Forest Capital Management LP | 24,519 | $63.0 萬 | 0.03% | +24,519 | 新進 |
| Jane Street Group, LLC | 22,697 | $58.3 萬 | 0.00% | −459,443−95.3% | 減碼 |
| Truvestments Capital LLC | 22,281 | $57.2 萬 | 0.11% | +2,672+13.6% | 加碼 |
| Ensign Peak Advisors, Inc | 20,900 | $53.7 萬 | 0.00% | +20,900 | 新進 |
| Janus Henderson Group PLC | 18,800 | $48.3 萬 | 0.00% | 00.0% | 不變 |
| AQR Capital Management LLC | 18,769 | $48.2 萬 | 0.00% | +4,077+27.7% | 加碼 |
| New York State Common Retirement Fund | 17,000 | $43.7 萬 | 0.00% | +4,500+36.0% | 加碼 |
| Voya Investment Management LLC | 14,689 | $37.7 萬 | 0.00% | +3,239+28.3% | 加碼 |
| Cetera Investment Advisers | 14,662 | $37.7 萬 | 0.00% | +14,662 | 新進 |
| Arizona State Retirement System | 13,922 | $35.8 萬 | 0.00% | +886+6.8% | 加碼 |
| Chung Wu Investment Group, LLC | 13,400 | $34.4 萬 | 0.36% | +13,400 | 新進 |
| Southland Equity Partners LLC | 12,507 | $32.1 萬 | 0.07% | +12,507 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 12,225 | $31.4 萬 | 0.00% | +3,372+38.1% | 加碼 |
| White Pine Capital LLC | 12,209 | $31.4 萬 | 0.10% | +191+1.6% | 加碼 |
| Scientech Research LLC | 11,775 | $30.3 萬 | 0.07% | +11,775 | 新進 |
| Kovack Advisors, Inc. | 11,655 | $29.9 萬 | 0.03% | +11,655 | 新進 |
| Wolverine Asset Management LLC | 11,575 | $29.7 萬 | 0.00% | −51,583−81.7% | 減碼 |
| LPL Financial LLC | 11,527 | $29.6 萬 | 0.00% | +597+5.5% | 加碼 |
| Sovereign Financial Group, Inc. | 11,163 | $28.7 萬 | 0.06% | +11,163 | 新進 |
| ProShare Advisors LLC | 11,022 | $28.3 萬 | 0.00% | +11,022 | 新進 |
| Quadrature Capital Ltd | 10,642 | $27.3 萬 | 0.00% | +10,642 | 新進 |
| KLP Kapitalforvaltning AS | 10,500 | $27.0 萬 | 0.00% | +3,400+47.9% | 加碼 |
| Wolverine Trading, LLC | 9,034 | $23.7 萬 | 0.01% | −37,506−80.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,838 | $22.7 萬 | 0.00% | +8,613+3,828.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 8,720 | $22.4 萬 | 0.10% | +8,720 | 新進 |
| Guggenheim Capital LLC | 8,186 | $21.0 萬 | 0.00% | −6,321−43.6% | 減碼 |
| Blueshift Asset Management, LLC | 8,122 | $20.9 萬 | 0.06% | −10,831−57.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 8,086 | $20.8 萬 | 0.00% | +8,086 | 新進 |
| Axq Capital, LP | 7,901 | $20.3 萬 | 0.07% | +7,901 | 新進 |
| Caption Management, LLC | 7,600 | $19.5 萬 | 0.02% | −2,400−24.0% | 減碼 |