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 3 季 13F 持有人
Applied Optoelectronics, Inc. 在 2025/9/30 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
- 180
- 較 2025 年第 2 季 +34 家
- 持有股數
- 3,972 萬
- 較 2025 年第 2 季 +683.8 萬 (+20.8%)
- 總市值
- $10.3 億
- 較 2025 年第 2 季 +$1.85 億 (+21.9%)
- 新進機構
- 58
- 另有 56 家加碼
- 清倉機構
- 24
- 另有 42 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,851,851 | $1.26 億 | 0.00% | +603,740+14.2% | 加碼 |
| Vanguard Group Inc | 4,624,570 | $1.20 億 | 0.00% | +551,910+13.6% | 加碼 |
| Oberweis Asset Management Inc | 1,888,041 | $4,896 萬 | 1.87% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 1,663,241 | $4,313 萬 | 0.01% | +1,325,914+393.1% | 加碼 |
| Hood River Capital Management LLC | 1,575,623 | $4,086 萬 | 0.48% | +1,575,623 | 新進 |
| State Street Corp | 1,440,595 | $3,735 萬 | 0.00% | +217,708+17.8% | 加碼 |
| Geode Capital Management, LLC | 1,366,263 | $3,543 萬 | 0.00% | +80,570+6.3% | 加碼 |
| Citigroup Inc | 1,160,456 | $3,009 萬 | 0.02% | +435,349+60.0% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 1,078,750 | $2,797 萬 | 2.51% | −330,233−23.4% | 減碼 |
| Susquehanna International Group, LLP | 1,023,223 | $2,653 萬 | 0.04% | +482,120+89.1% | 加碼 |
| UBS Group AG | 991,491 | $2,571 萬 | 0.01% | −27,528−2.7% | 減碼 |
| Point72 Asset Management, L.P. | 980,972 | $2,544 萬 | 0.06% | +980,972 | 新進 |
| Royce & Associates LP | 836,853 | $2,170 萬 | 0.22% | −69,800−7.7% | 減碼 |
| Hawk Ridge Capital Management LP | 824,997 | $2,139 萬 | 1.02% | +824,997 | 新進 |
| Alyeska Investment Group, L.P. | 761,196 | $1,974 萬 | 0.06% | +761,196 | 新進 |
| Morgan Stanley | 661,080 | $1,714 萬 | 0.00% | −265,665−28.7% | 減碼 |
| Citadel Advisors LLC | 653,774 | $1,695 萬 | 0.01% | +653,774 | 新進 |
| Point72 Hong Kong Ltd | 646,759 | $1,677 萬 | 0.77% | +646,759 | 新進 |
| Emerald Advisers, LLC | 609,645 | $1,581 萬 | 0.51% | −10,636−1.7% | 減碼 |
| Portolan Capital Management, LLC | 546,219 | $1,416 萬 | 0.77% | +90,897+20.0% | 加碼 |
| Northern Trust Corp | 507,761 | $1,317 萬 | 0.00% | +24,161+5.0% | 加碼 |
| Charles Schwab Investment Management Inc | 481,370 | $1,248 萬 | 0.00% | +317,534+193.8% | 加碼 |
| Tudor Investment Corp Et Al | 448,957 | $1,164 萬 | 0.08% | −27,785−5.8% | 減碼 |
| Penn Capital Management Co Inc | 425,955 | $1,106 萬 | 0.85% | +425,955 | 新進 |
| Dimensional Fund Advisors LP | 425,649 | $1,104 萬 | 0.00% | −1,060−0.2% | 減碼 |
| Ameriprise Financial Inc | 411,959 | $1,068 萬 | 0.00% | −2,950−0.7% | 減碼 |
| Bank of America Corp | 398,957 | $1,034 萬 | 0.00% | −92,683−18.9% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 379,796 | $984.8 萬 | 0.51% | +8,800+2.4% | 加碼 |
| Driehaus Capital Management LLC | 375,296 | $973.1 萬 | 0.07% | −565,617−60.1% | 減碼 |
| Ardsley Advisory Partners LP | 364,500 | $956.4 萬 | 1.47% | +364,500 | 新進 |
| Steward Partners Investment Advisory, LLC | 367,697 | $953.4 萬 | 0.05% | +367,697 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 338,976 | $879.0 萬 | 1.36% | +338,976 | 新進 |
| Silvercrest Asset Management Group LLC | 333,223 | $864.0 萬 | 0.06% | −7,981−2.3% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 300,000 | $777.9 萬 | 0.01% | +300,000 | 新進 |
| New York State Common Retirement Fund | 292,167 | $757.6 萬 | 0.01% | +275,167+1,618.6% | 加碼 |
| Two Sigma Investments, LP | 289,368 | $750.3 萬 | 0.01% | −688,611−70.4% | 減碼 |
| Royal Bank of Canada | 254,048 | $658.8 萬 | 0.00% | +35,816+16.4% | 加碼 |
| Capital Fund Management S.A. | 241,362 | $625.9 萬 | 0.06% | −172,210−41.6% | 減碼 |
| Barclays PLC | 225,774 | $585.4 萬 | 0.00% | −18,220−7.5% | 減碼 |
| Rice Hall James & Associates, LLC | 199,193 | $516.5 萬 | 0.28% | −39,741−16.6% | 減碼 |
| AI-Squared Management Ltd | 194,500 | $504.3 萬 | 5.25% | +194,500 | 新進 |
| WT Asset Management Ltd | 194,351 | $504.0 萬 | 0.23% | +194,351 | 新進 |
| Allspring Global Investments Holdings, LLC | 176,555 | $501.8 萬 | 0.01% | −107,514−37.8% | 減碼 |
| Nuveen, LLC | 193,429 | $501.6 萬 | 0.00% | +72,756+60.3% | 加碼 |
| Group One Trading, L.P. | 192,988 | $500.4 萬 | 0.15% | +110,975+135.3% | 加碼 |
| Jain Global LLC | 173,889 | $450.9 萬 | 0.06% | +173,889 | 新進 |
| Raymond James Financial Inc | 158,080 | $409.9 萬 | 0.00% | +22,789+16.8% | 加碼 |
| Bank of New York Mellon Corp | 154,228 | $399.9 萬 | 0.00% | +4,745+3.2% | 加碼 |
| First Trust Advisors LP | 142,306 | $369.0 萬 | 0.00% | +105,230+283.8% | 加碼 |
| Castleark Management LLC | 125,379 | $325.1 萬 | 0.09% | +125,379 | 新進 |
| Simplex Trading, LLC | 123,745 | $320.8 萬 | 0.07% | +123,745 | 新進 |
| Squarepoint Ops LLC | 106,631 | $276.5 萬 | 0.01% | −60,107−36.0% | 減碼 |
| Swiss National Bank | 103,400 | $268.1 萬 | 0.00% | +12,200+13.4% | 加碼 |
| Walleye Trading LLC | 86,252 | $223.7 萬 | 0.04% | +86,252 | 新進 |
| Gilder Gagnon Howe & Co LLC | 86,247 | $223.6 萬 | 0.02% | +15,540+22.0% | 加碼 |
| Algert Global LLC | 81,757 | $212.0 萬 | 0.04% | +81,757 | 新進 |
| Rhumbline Advisers | 77,058 | $199.8 萬 | 0.00% | −1,417−1.8% | 減碼 |
| J. Goldman & Co LP | 74,702 | $193.7 萬 | 0.07% | +74,702 | 新進 |
| Legal & General Group Plc | 68,961 | $178.8 萬 | 0.00% | +4,217+6.5% | 加碼 |
| Invesco Ltd. | 66,159 | $171.6 萬 | 0.00% | +5,342+8.8% | 加碼 |
| F/M Investments LLC | 64,193 | $166.5 萬 | 0.06% | +64,193 | 新進 |
| Virtu Financial LLC | 64,072 | $166.1 萬 | 0.09% | +64,072 | 新進 |
| IMC-Chicago, LLC | 63,840 | $165.5 萬 | 0.03% | +63,840 | 新進 |
| Kornitzer Capital Management Inc | 60,295 | $156.3 萬 | 0.03% | 00.0% | 不變 |
| Marshall Wace, LLP | 59,564 | $154.4 萬 | 0.00% | +59,564 | 新進 |
| UBS Asset Management Americas Inc | 59,561 | $154.4 萬 | 0.00% | −47,907−44.6% | 減碼 |
| Alliancebernstein L.P. | 59,173 | $153.4 萬 | 0.00% | +2,945+5.2% | 加碼 |
| BOCHK Asset Management Ltd | 56,900 | $147.5 萬 | 0.39% | +56,900 | 新進 |
| Russell Investments Group, Ltd. | 50,012 | $129.7 萬 | 0.00% | +49,748+18,843.9% | 加碼 |
| California State Teachers Retirement System | 49,962 | $129.6 萬 | 0.00% | −5,423−9.8% | 減碼 |
| Principal Financial Group Inc | 49,342 | $127.9 萬 | 0.00% | +49,342 | 新進 |
| HRT Financial LP | 47,634 | $123.5 萬 | 0.00% | +47,634 | 新進 |
| State of Wisconsin Investment Board | 46,173 | $119.7 萬 | 0.00% | +46,173 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 44,437 | $115.2 萬 | 0.03% | −108,664−71.0% | 減碼 |
| Wells Fargo & Company | 42,042 | $109.0 萬 | 0.00% | +6,249+17.5% | 加碼 |
| Deutsche Bank AG | 41,335 | $107.2 萬 | 0.00% | +5,043+13.9% | 加碼 |
| Price T Rowe Associates Inc | 41,127 | $106.7 萬 | 0.00% | +4,614+12.6% | 加碼 |
| Wolverine Trading, LLC | 40,561 | $105.2 萬 | 0.02% | +31,527+349.0% | 加碼 |
| Jane Street Group, LLC | 38,137 | $98.9 萬 | 0.00% | +15,440+68.0% | 加碼 |
| SG Americas Securities, LLC | 37,937 | $98.4 萬 | 0.00% | +37,937 | 新進 |
| Schonfeld Strategic Advisors LLC | 34,434 | $89.3 萬 | 0.01% | +34,434 | 新進 |
| JPMorgan Chase & Co | 34,242 | $88.8 萬 | 0.00% | −80,408−70.1% | 減碼 |
| MetLife Investment Management | 32,146 | $83.4 萬 | 0.00% | 00.0% | 不變 |
| Cinctive Capital Management LP | 30,845 | $80.0 萬 | 0.04% | +30,845 | 新進 |
| Gamco Investors, Inc. Et Al | 29,000 | $75.2 萬 | 0.01% | −12,500−30.1% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 27,950 | $72.5 萬 | 0.02% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 27,783 | $72.0 萬 | 0.00% | +272+1.0% | 加碼 |
| Intech Investment Management LLC | 26,606 | $69.0 萬 | 0.01% | −4,182−13.6% | 減碼 |
| Gsa Capital Partners LLP | 25,402 | $65.9 萬 | 0.05% | −5,586−18.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 25,135 | $65.2 萬 | 0.00% | −4,323−14.7% | 減碼 |
| LPL Financial LLC | 24,810 | $64.3 萬 | 0.00% | +13,283+115.2% | 加碼 |
| Janus Henderson Group PLC | 24,155 | $62.6 萬 | 0.00% | +5,355+28.5% | 加碼 |
| Truvestments Capital LLC | 23,786 | $61.7 萬 | 0.11% | +1,505+6.8% | 加碼 |
| Verition Fund Management LLC | 23,728 | $61.5 萬 | 0.00% | +23,728 | 新進 |
| Walleye Capital LLC | 23,357 | $60.6 萬 | 0.00% | −21,570−48.0% | 減碼 |
| AQR Capital Management LLC | 21,911 | $56.8 萬 | 0.00% | +3,142+16.7% | 加碼 |
| Chung Wu Investment Group, LLC | 21,000 | $54.5 萬 | 0.45% | +7,600+56.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 20,286 | $52.6 萬 | 0.00% | +12,200+150.9% | 加碼 |
| Diker Management LLC | 20,000 | $51.9 萬 | 0.42% | +20,000 | 新進 |
| American Century Companies Inc | 18,295 | $47.4 萬 | 0.00% | +18,295 | 新進 |