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 |
|---|---|---|---|---|---|
| Gilder Gagnon Howe & Co LLC | 70,707 | $181.6 萬 | 0.02% | +70,707 | 新進 |
| Rhumbline Advisers | 78,475 | $201.6 萬 | 0.00% | +17,458+28.6% | 加碼 |
| Group One Trading, L.P. | 82,013 | $210.7 萬 | 0.07% | −32,241−28.2% | 減碼 |
| Swiss National Bank | 91,200 | $234.3 萬 | 0.00% | +3,000+3.4% | 加碼 |
| UBS Asset Management Americas Inc | 107,468 | $276.1 萬 | 0.00% | +40,274+59.9% | 加碼 |
| GF Fund Management Co. Ltd. | 110,000 | $282.6 萬 | 0.06% | +110,000 | 新進 |
| E Fund Management Co., Ltd. | 114,400 | $293.9 萬 | 0.14% | +114,400 | 新進 |
| JPMorgan Chase & Co | 114,650 | $294.5 萬 | 0.00% | −46,513−28.9% | 減碼 |
| Nuveen, LLC | 120,673 | $310.0 萬 | 0.00% | +13,651+12.8% | 加碼 |
| Zweig-DiMenna Associates LLC | 135,000 | $346.8 萬 | 0.36% | +135,000 | 新進 |
| Raymond James Financial Inc | 135,291 | $347.6 萬 | 0.00% | +43,238+47.0% | 加碼 |
| Bank of New York Mellon Corp | 149,483 | $384.0 萬 | 0.00% | +19,993+15.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 153,101 | $393.3 萬 | 0.10% | +153,101 | 新進 |
| Charles Schwab Investment Management Inc | 163,836 | $420.9 萬 | 0.00% | +39,404+31.7% | 加碼 |
| Squarepoint Ops LLC | 166,738 | $428.3 萬 | 0.01% | +166,738 | 新進 |
| Jump Financial, LLC | 173,313 | $445.2 萬 | 0.05% | +124,683+256.4% | 加碼 |
| Two Sigma Advisers, LP | 184,200 | $473.2 萬 | 0.01% | +85,200+86.1% | 加碼 |
| Royal Bank of Canada | 218,232 | $560.7 萬 | 0.00% | +214,722+6,117.4% | 加碼 |
| Rice Hall James & Associates, LLC | 238,934 | $613.8 萬 | 0.33% | +54,548+29.6% | 加碼 |
| Barclays PLC | 243,994 | $626.8 萬 | 0.00% | +114,870+89.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 284,069 | $720.1 萬 | 0.01% | +284,069 | 新進 |
| Goldman Sachs Group Inc | 337,327 | $866.6 萬 | 0.00% | +153,878+83.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 341,204 | $876.6 萬 | 0.06% | +62,447+22.4% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 370,996 | $953.1 萬 | 0.58% | 00.0% | 不變 |
| Capital Fund Management S.A. | 413,572 | $1,062 萬 | 0.12% | +369,610+840.7% | 加碼 |
| Ameriprise Financial Inc | 414,909 | $1,066 萬 | 0.00% | −148,076−26.3% | 減碼 |
| Dimensional Fund Advisors LP | 426,709 | $1,096 萬 | 0.00% | +27,857+7.0% | 加碼 |
| Portolan Capital Management, LLC | 455,322 | $1,170 萬 | 0.73% | +455,322 | 新進 |
| Tudor Investment Corp Et Al | 476,742 | $1,225 萬 | 0.09% | +17,886+3.9% | 加碼 |
| Northern Trust Corp | 483,600 | $1,242 萬 | 0.00% | +73,532+17.9% | 加碼 |
| Bank of America Corp | 491,640 | $1,263 萬 | 0.00% | −318,341−39.3% | 減碼 |
| Susquehanna International Group, LLP | 541,103 | $1,390 萬 | 0.02% | +474,709+715.0% | 加碼 |
| Emerald Advisers, LLC | 620,281 | $1,594 萬 | 0.58% | +23,905+4.0% | 加碼 |
| Citigroup Inc | 725,107 | $1,863 萬 | 0.01% | −339,263−31.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 769,229 | $1,976 萬 | 0.02% | −1,468,740−65.6% | 減碼 |
| Royce & Associates LP | 906,653 | $2,329 萬 | 0.24% | +30,110+3.4% | 加碼 |
| Morgan Stanley | 926,745 | $2,381 萬 | 0.00% | −491,044−34.6% | 減碼 |
| Driehaus Capital Management LLC | 940,913 | $2,417 萬 | 0.19% | +940,913 | 新進 |
| Two Sigma Investments, LP | 977,979 | $2,512 萬 | 0.05% | +150,792+18.2% | 加碼 |
| UBS Group AG | 1,019,019 | $2,618 萬 | 0.01% | +96,624+10.5% | 加碼 |
| State Street Corp | 1,222,887 | $3,142 萬 | 0.00% | +110,091+9.9% | 加碼 |
| Geode Capital Management, LLC | 1,285,693 | $3,303 萬 | 0.00% | +203,830+18.8% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 1,408,983 | $3,620 萬 | 4.46% | +1,133,115+410.7% | 加碼 |
| Oberweis Asset Management Inc | 1,888,041 | $4,850 萬 | 2.11% | +503,200+36.3% | 加碼 |
| Neuberger Berman Group LLC | 2,684,732 | $6,975 萬 | 0.05% | +1,812,315+207.7% | 加碼 |
| Vanguard Group Inc | 4,072,660 | $1.05 億 | 0.00% | +1,293,097+46.5% | 加碼 |
| BlackRock, Inc. | 4,248,111 | $1.09 億 | 0.00% | +765,809+22.0% | 加碼 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −976,520−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −753,750−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −742,734−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −485,659−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −480,017−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −359,879−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −284,688−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −151,380−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −143,624−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −99,842−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −74,071−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −68,604−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −68,357−100.0% | 清倉 |
| Formula Growth Ltd | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −48,963−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −46,900−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −46,598−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −36,146−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −28,067−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,646−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −24,081−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −21,096−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,995−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −15,449−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −10,031−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −6,051−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −5,010−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,494−100.0% | 清倉 |
| KBC Group NV | 0 | $0 | 0.00% | −1,333−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −970−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −303−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Pinpoint Asset Management Ltd | – | – | – | – | 本季未申報 |
| Credit Agricole S A | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |