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。
2026 年第 1 季 13F 持有人
Applied Optoelectronics, Inc. 在 2026/3/31 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
- 376
- 較 2025 年第 4 季 +160 家
- 持有股數
- 5,308 萬
- 較 2025 年第 4 季 +1,032 萬 (+24.1%)
- 總市值
- $44.9 億
- 較 2025 年第 4 季 +$30.0 億 (+200.8%)
- 新進機構
- 191
- 另有 97 家加碼
- 清倉機構
- 31
- 另有 79 家減碼
另有 4 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 13,086 | $110.7 萬 | 0.10% | −50,097−79.3% | 減碼 |
| Cetera Investment Advisers | 13,210 | $111.7 萬 | 0.00% | +307+2.4% | 加碼 |
| Leonteq Securities AG | 13,513 | $114.3 萬 | 0.07% | +13,513 | 新進 |
| KLP Kapitalforvaltning AS | 14,900 | $126.0 萬 | 0.00% | +400+2.8% | 加碼 |
| Polen Capital Management LLC | 14,913 | $126.1 萬 | 0.01% | +14,913 | 新進 |
| State Board of Administration of Florida Retirement System | 15,039 | $127.2 萬 | 0.00% | +8,219+120.5% | 加碼 |
| T3 Companies, LLC | 15,550 | $131.5 萬 | 1.79% | +15,550 | 新進 |
| Creek Drive Management Group LLC | 15,700 | $132.8 萬 | 0.83% | +15,700 | 新進 |
| Los Angeles Capital Management LLC | 15,872 | $134.3 萬 | 0.01% | +8,722+122.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,002 | $135.4 萬 | 0.00% | +2,317+16.9% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 16,193 | $137.0 萬 | 0.02% | +16,193 | 新進 |
| Quantinno Capital Management LP | 16,199 | $137.0 萬 | 0.00% | +1,241+8.3% | 加碼 |
| Vanguard Investments Australia, Ltd. | 16,396 | $138.7 萬 | 0.00% | +16,396 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 17,106 | $144.7 萬 | 0.00% | −13,369−43.9% | 減碼 |
| White Pine Capital LLC | 17,560 | $148.5 萬 | 0.40% | −17,216−49.5% | 減碼 |
| Intech Investment Management LLC | 17,594 | $148.8 萬 | 0.01% | −4,944−21.9% | 減碼 |
| FMR LLC | 17,668 | $149.5 萬 | 0.00% | −115,866−86.8% | 減碼 |
| MML Investors Services, LLC | 17,742 | $150.1 萬 | 0.00% | +17,742 | 新進 |
| Arizona State Retirement System | 17,817 | $150.7 萬 | 0.01% | +1,298+7.9% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 17,909 | $151.5 萬 | 0.01% | +1,836+11.4% | 加碼 |
| Oliver Luxxe Assets LLC | 17,928 | $151.7 萬 | 0.23% | +17,928 | 新進 |
| Bank of Montreal | 18,043 | $152.6 萬 | 0.00% | −12,296−40.5% | 減碼 |
| Geneos Wealth Management Inc. | 18,072 | $152.9 萬 | 0.04% | +243+1.4% | 加碼 |
| XTX Topco Ltd | 18,248 | $154.4 萬 | 0.03% | −6,523−26.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 18,623 | $157.5 萬 | 0.02% | +18,623 | 新進 |
| Chung Wu Investment Group, LLC | 18,700 | $158.2 萬 | 1.36% | −3,210−14.7% | 減碼 |
| Fifth Third Bancorp | 19,325 | $163.5 萬 | 0.00% | +19,325 | 新進 |
| BNP Paribas Arbitrage, SA | 19,449 | $164.5 萬 | 0.00% | −935,838−98.0% | 減碼 |
| FirstWave Capital Management LLC | 19,454 | $164.6 萬 | 1.76% | +19,454 | 新進 |
| Pacific Point Advisors, LLC | 20,000 | $169.2 萬 | 0.89% | −20,000−50.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 20,291 | $171.6 萬 | 0.01% | +20,291 | 新進 |
| Shariaportfolio, Inc. | 21,924 | $185.5 萬 | 0.82% | +21,924 | 新進 |
| Twinbeech Capital LP | 22,082 | $186.8 萬 | 0.19% | +22,082 | 新進 |
| SeaCrest Wealth Management, LLC | 22,145 | $187.3 萬 | 0.20% | +16,720+308.2% | 加碼 |
| State of Wisconsin Investment Board | 22,219 | $188.0 萬 | 0.00% | +22,219 | 新進 |
| Prudential Financial Inc | 22,975 | $194.3 萬 | 0.00% | +22,975 | 新進 |
| Hudson Bay Capital Management LP | 24,437 | $206.7 萬 | 0.01% | +24,437 | 新進 |
| Castleark Management LLC | 25,700 | $217.4 萬 | 0.07% | +25,700 | 新進 |
| ACT Capital Management, LLC | 25,900 | $219.1 萬 | 1.72% | +25,900 | 新進 |
| Boothbay Fund Management, LLC | 26,131 | $221.0 萬 | 0.05% | +26,131 | 新進 |
| Vanguard Global Advisers, LLC | 27,144 | $229.6 萬 | 0.00% | +27,144 | 新進 |
| Stifel Financial Corp | 27,180 | $229.9 萬 | 0.00% | +6,913+34.1% | 加碼 |
| Truvestments Capital LLC | 27,626 | $233.7 萬 | 0.42% | +370+1.4% | 加碼 |
| Engineers Gate Manager LP | 28,891 | $244.4 萬 | 0.03% | +28,891 | 新進 |
| Geneva Partners, LLC | 29,515 | $249.7 萬 | 1.20% | +29,515 | 新進 |
| Janus Henderson Group PLC | 29,755 | $251.8 萬 | 0.00% | +5,600+23.2% | 加碼 |
| Portolan Capital Management, LLC | 29,833 | $252.4 萬 | 0.13% | −198,625−86.9% | 減碼 |
| AQR Capital Management LLC | 30,772 | $260.3 萬 | 0.00% | +4,278+16.1% | 加碼 |
| Apis Capital Advisors, LLC | 30,921 | $261.6 萬 | 0.40% | +30,921 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 31,011 | $262.3 萬 | 0.00% | +2,960+10.6% | 加碼 |
| Alliancebernstein L.P. | 77,441 | $270.0 萬 | 0.00% | +18,429+31.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 32,125 | $271.7 萬 | 0.00% | +1,148+3.7% | 加碼 |
| LPL Financial LLC | 32,151 | $272.0 萬 | 0.00% | +5,147+19.1% | 加碼 |
| Jefferies Financial Group Inc. | 32,810 | $277.5 萬 | 0.03% | +32,810 | 新進 |
| FORA Capital, LLC | 33,162 | $280.6 萬 | 0.21% | +33,162 | 新進 |
| Creative Planning | 33,836 | $286.2 萬 | 0.00% | +22,032+186.6% | 加碼 |
| Russell Investments Group, Ltd. | 35,690 | $301.9 萬 | 0.00% | −34,288−49.0% | 減碼 |
| Capital Fund Management S.A. | 35,710 | $302.1 萬 | 0.03% | −8,454−19.1% | 減碼 |
| MetLife Investment Management | 35,945 | $304.1 萬 | 0.02% | +2,856+8.6% | 加碼 |
| Kultura Capital Management LP | 36,600 | $309.6 萬 | 2.83% | +36,600 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,020 | $313.2 萬 | 0.01% | +37,020 | 新進 |
| Oak Grove Capital LLC | 37,050 | $313.4 萬 | 0.54% | +37,050 | 新進 |
| Oak Harvest Investment Services | 37,872 | $320.4 萬 | 0.33% | +37,872 | 新進 |
| Oak Ridge Investments LLC | 38,000 | $321.4 萬 | 0.21% | −7,854−17.1% | 減碼 |
| Parallax Volatility Advisers, L.P. | 38,271 | $323.7 萬 | 0.14% | +38,271 | 新進 |
| EAM Investors, LLC | 39,165 | $331.3 萬 | 0.38% | +39,165 | 新進 |
| Simplex Trading, LLC | 39,903 | $337.5 萬 | 0.10% | −123,005−75.5% | 減碼 |
| Graham Capital Management, L.P. | 40,088 | $339.1 萬 | 0.11% | +40,088 | 新進 |
| Prelude Capital Management, LLC | 41,625 | $352.1 萬 | 0.27% | −7,123−14.6% | 減碼 |
| American Century Companies Inc | 42,090 | $356.0 萬 | 0.00% | +9,356+28.6% | 加碼 |
| Vanguard Asset Management, Ltd | 43,936 | $371.7 萬 | 0.00% | +43,936 | 新進 |
| Blue Jean Financial LLC | 44,039 | $372.5 萬 | 3.07% | +44,039 | 新進 |
| Wells Fargo & Company | 44,421 | $375.8 萬 | 0.00% | −44,401−50.0% | 減碼 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 47,887 | $405.1 萬 | 1.98% | −1,389−2.8% | 減碼 |
| Assenagon Asset Management S.A. | 48,762 | $412.5 萬 | 0.01% | +48,762 | 新進 |
| Voloridge Investment Management, LLC | 50,000 | $422.9 萬 | 0.02% | +50,000 | 新進 |
| Victory Capital Management Inc | 51,634 | $436.8 萬 | 0.00% | +44,213+595.8% | 加碼 |
| Nicholas Investment Partners, LP | 52,988 | $448.2 萬 | 0.32% | +52,988 | 新進 |
| Allspring Global Investments Holdings, LLC | 52,539 | $453.7 萬 | 0.01% | −92,188−63.7% | 減碼 |
| Lord, Abbett & Co. LLC | 54,604 | $461.9 萬 | 0.02% | +54,604 | 新進 |
| Jump Financial, LLC | 56,393 | $477.0 萬 | 0.07% | +47,618+542.7% | 加碼 |
| Virtu Financial LLC | 56,882 | $481.2 萬 | 0.20% | +4,470+8.5% | 加碼 |
| Emerald Investment Advisers, LLC | 58,075 | $491.3 萬 | 0.44% | +58,075 | 新進 |
| Scalar Gauge Management, LLC | 59,301 | $501.6 萬 | 4.84% | −77,699−56.7% | 減碼 |
| Global Trust Asset Management, LLC | 59,562 | $503.8 萬 | 1.93% | +31,758+114.2% | 加碼 |
| Caitong International Asset Management Co., Ltd | 61,323 | $518.7 萬 | 0.96% | +21,871+55.4% | 加碼 |
| Legal & General Group Plc | 64,798 | $548.1 萬 | 0.00% | −4,947−7.1% | 減碼 |
| Shellback Capital, LP | 65,000 | $549.8 萬 | 0.78% | +65,000 | 新進 |
| Deutsche Bank AG | 66,521 | $562.7 萬 | 0.00% | +11,486+20.9% | 加碼 |
| UNICOM Systems, Inc. | 68,591 | $580.2 萬 | 0.59% | +68,591 | 新進 |
| Franklin Resources Inc | 69,363 | $586.7 萬 | 0.00% | +59,311+590.0% | 加碼 |
| California State Teachers Retirement System | 70,464 | $596.1 萬 | 0.01% | +13,265+23.2% | 加碼 |
| Sphera Funds Management Ltd. | 73,400 | $620.9 萬 | 1.07% | +73,400 | 新進 |
| Thames Capital Management LLC | 74,334 | $628.8 萬 | 1.13% | +74,334 | 新進 |
| Man Group plc | 74,699 | $631.9 萬 | 0.01% | +74,699 | 新進 |
| Jain Global LLC | 78,640 | $665.2 萬 | 0.08% | −22,091−21.9% | 減碼 |
| Zweig-DiMenna Associates LLC | 80,050 | $677.1 萬 | 0.95% | +1,550+2.0% | 加碼 |
| Picton Mahoney Asset Management | 80,080 | $677.4 萬 | 0.07% | +80,080 | 新進 |
| Rhumbline Advisers | 81,184 | $686.7 萬 | 0.01% | +10,095+14.2% | 加碼 |
| Susquehanna International Group, LLP | 86,973 | $735.7 萬 | 0.01% | −242,498−73.6% | 減碼 |