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 2 季 13F 持有人
Applied Optoelectronics, Inc. 在 2026/6/30 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
- 483
- 較 2026 年第 1 季 +113 家
- 持有股數
- 5,103 萬
- 較 2026 年第 1 季 −199.3 萬 (−3.8%)
- 總市值
- $75.6 億
- 較 2026 年第 1 季 +$30.8 億 (+68.7%)
- 新進機構
- 176
- 另有 137 家加碼
- 清倉機構
- 63
- 另有 144 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Artemis Wealth Advisors, LLC | 13,000 | $192.6 萬 | 0.23% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 13,105 | $194.2 萬 | 0.33% | +13,105 | 新進 |
| Man Group plc | 13,570 | $201.1 萬 | 0.00% | −61,129−81.8% | 減碼 |
| Legato Capital Management LLC | 13,588 | $201.3 萬 | 0.17% | +4,444+48.6% | 加碼 |
| Flow Traders U.S. LLC | 13,836 | $205.0 萬 | 0.08% | +13,836 | 新進 |
| The PNC Financial Services Group, Inc. | 13,973 | $207.0 萬 | 0.00% | +2,701+24.0% | 加碼 |
| Covea Finance | 14,100 | $208.9 萬 | 0.07% | +14,100 | 新進 |
| Franklin Resources Inc | 14,406 | $213.4 萬 | 0.00% | −54,957−79.2% | 減碼 |
| Harvest Investment Services, LLC | 14,766 | $218.8 萬 | 0.34% | +14,766 | 新進 |
| Toroso Investments, LLC | 14,843 | $219.9 萬 | 0.01% | +9,433+174.4% | 加碼 |
| Quantinno Capital Management LP | 14,992 | $222.1 萬 | 0.00% | −1,207−7.5% | 減碼 |
| Sona Asset Management (US) LLC | 15,000 | $222.2 萬 | 0.08% | +15,000 | 新進 |
| Alliancebernstein L.P. | 26,738 | $226.2 萬 | 0.00% | −50,703−65.5% | 減碼 |
| Exchange Traded Concepts, LLC | 15,388 | $228.0 萬 | 0.01% | +6,097+65.6% | 加碼 |
| Advisor Group Holdings, Inc. | 15,392 | $228.0 萬 | 0.00% | +3,557+30.1% | 加碼 |
| Himension Fund | 15,773 | $233.7 萬 | 0.14% | +15,773 | 新進 |
| Lisanti Capital Growth, LLC | 16,820 | $249.2 萬 | 0.55% | +16,820 | 新進 |
| KLP Kapitalforvaltning AS | 17,000 | $251.9 萬 | 0.01% | +2,100+14.1% | 加碼 |
| FMR LLC | 17,118 | $253.6 萬 | 0.00% | −550−3.1% | 減碼 |
| AnglePoint Asset Management Ltd | 17,598 | $260.7 萬 | 1.69% | +17,598 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,686 | $262.0 萬 | 0.00% | −19,334−52.2% | 減碼 |
| Rakuten Securities, Inc. | 17,986 | $266.5 萬 | 0.62% | +17,986 | 新進 |
| Pacific Point Advisors, LLC | 18,000 | $266.7 萬 | 1.22% | −2,000−10.0% | 減碼 |
| Holocene Advisors, LP | 18,457 | $273.5 萬 | 0.01% | +18,457 | 新進 |
| Vanguard Investments Australia, Ltd. | 18,931 | $280.5 萬 | 0.01% | +2,535+15.5% | 加碼 |
| Prelude Capital Management, LLC | 18,947 | $280.7 萬 | 0.21% | −22,678−54.5% | 減碼 |
| Ieq Capital, LLC | 19,002 | $281.5 萬 | 0.01% | +19,002 | 新進 |
| Polen Capital Management LLC | 19,272 | $285.5 萬 | 0.02% | +4,359+29.2% | 加碼 |
| EAM Investors, LLC | 19,284 | $285.7 萬 | 0.25% | −19,881−50.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 19,655 | $291.2 萬 | 0.05% | +13,136+201.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 20,170 | $298.8 萬 | 0.33% | −1,975−8.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 20,206 | $299.4 萬 | 0.15% | +15,152+299.8% | 加碼 |
| Arizona State Retirement System | 20,361 | $301.7 萬 | 0.02% | +2,544+14.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 20,363 | $301.7 萬 | 0.01% | +3,257+19.0% | 加碼 |
| Brinker Capital Investments, LLC | 20,419 | $302.5 萬 | 0.02% | +20,419 | 新進 |
| Bank of Montreal | 20,622 | $305.5 萬 | 0.00% | +2,579+14.3% | 加碼 |
| Hudson Bay Capital Management LP | 20,925 | $310.0 萬 | 0.01% | −3,512−14.4% | 減碼 |
| Principal Financial Group Inc | 20,931 | $310.1 萬 | 0.00% | +13,021+164.6% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 21,000 | $311.1 萬 | 0.12% | +21,000 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,391 | $316.9 萬 | 0.01% | +5,389+33.7% | 加碼 |
| Envestnet Asset Management Inc | 21,688 | $321.3 萬 | 0.00% | +8,639+66.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 21,786 | $322.8 萬 | 0.00% | −10,339−32.2% | 減碼 |
| Bleakley Financial Group, LLC | 21,986 | $325.7 萬 | 0.04% | +21,986 | 新進 |
| Public Employees Retirement System of Ohio | 21,995 | $325.9 萬 | 0.01% | +21,995 | 新進 |
| WCM Investment Management, LLC | 21,740 | $326.3 萬 | 0.01% | +21,740 | 新進 |
| Two Sigma Investments, LP | 22,113 | $327.6 萬 | 0.00% | −319,069−93.5% | 減碼 |
| Brevan Howard Capital Management LP | 22,446 | $332.6 萬 | 0.05% | +18,154+423.0% | 加碼 |
| Jump Financial, LLC | 22,879 | $339.0 萬 | 0.03% | −33,514−59.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 23,585 | $349.4 萬 | 0.01% | +23,585 | 新進 |
| State of New Jersey Common Pension Fund D | 23,860 | $353.5 萬 | 0.01% | +23,860 | 新進 |
| Creek Drive Management Group LLC | 25,000 | $370.4 萬 | 2.29% | +9,300+59.2% | 加碼 |
| October Effect Ltd | 25,191 | $373.2 萬 | 3.51% | +25,191 | 新進 |
| MML Investors Services, LLC | 25,235 | $373.9 萬 | 0.01% | +7,493+42.2% | 加碼 |
| Elequin Capital LP | 26,316 | $389.9 萬 | 0.13% | +25,903+6,271.9% | 加碼 |
| Hampton Road Capital Management LP | 26,500 | $392.6 萬 | 8.28% | +16,486+164.6% | 加碼 |
| XTX Topco Ltd | 26,839 | $397.6 萬 | 0.05% | +8,591+47.1% | 加碼 |
| Truvestments Capital LLC | 27,614 | $409.1 萬 | 0.61% | −120.0% | 減碼 |
| HSBC Holdings PLC | 29,485 | $430.2 萬 | 0.00% | +24,222+460.2% | 加碼 |
| State of Wisconsin Investment Board | 30,418 | $450.7 萬 | 0.01% | +8,199+36.9% | 加碼 |
| Vanguard Global Advisers, LLC | 30,900 | $457.8 萬 | 0.00% | +3,756+13.8% | 加碼 |
| Verition Fund Management LLC | 31,164 | $461.7 萬 | 0.03% | −109,856−77.9% | 減碼 |
| Stifel Financial Corp | 31,412 | $465.4 萬 | 0.00% | +4,232+15.6% | 加碼 |
| Catalyst Funds Management Pty Ltd | 32,000 | $474.1 萬 | 0.27% | +32,000 | 新進 |
| Leonteq Securities AG | 32,784 | $485.7 萬 | 0.29% | +19,271+142.6% | 加碼 |
| Treasurer of the State of North Carolina | 32,860 | $486.9 萬 | 0.01% | +32,860 | 新進 |
| Jupiter Topco LLC | 32,919 | $487.4 萬 | 0.00% | +32,919 | 新進 |
| Allspring Global Investments Holdings, LLC | 35,394 | $492.0 萬 | 0.01% | −17,145−32.6% | 減碼 |
| Broad Peak Investment Advisers Pte Ltd | 33,300 | $493.4 萬 | 0.91% | +33,300 | 新進 |
| Los Angeles Capital Management LLC | 34,156 | $506.1 萬 | 0.02% | +18,284+115.2% | 加碼 |
| Ardsley Advisory Partners LP | 35,000 | $513.4 萬 | 0.56% | +35,000 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 34,892 | $517.0 萬 | 0.04% | +16,983+94.8% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 35,500 | $526.0 萬 | 0.59% | +35,500 | 新進 |
| Capital Fund Management S.A. | 37,487 | $555.4 萬 | 0.04% | +1,777+5.0% | 加碼 |
| Elo Mutual Pension Insurance Co | 37,672 | $558.1 萬 | 0.07% | +37,672 | 新進 |
| Royce & Associates LP | 38,043 | $563.6 萬 | 0.05% | −183,041−82.8% | 減碼 |
| Wells Fargo & Company | 38,843 | $575.5 萬 | 0.00% | −5,578−12.6% | 減碼 |
| Tuttle Tactical Management | 40,488 | $599.9 萬 | 4.04% | +40,488 | 新進 |
| D. E. Shaw & Co., Inc. | 41,056 | $608.3 萬 | 0.00% | −2,076,101−98.1% | 減碼 |
| Creative Planning | 44,506 | $659.4 萬 | 0.00% | +10,670+31.5% | 加碼 |
| Nicholas Investment Partners, LP | 45,060 | $667.6 萬 | 0.38% | −7,928−15.0% | 減碼 |
| LPL Financial LLC | 46,832 | $693.9 萬 | 0.00% | +14,681+45.7% | 加碼 |
| Shariaportfolio, Inc. | 48,698 | $721.5 萬 | 2.55% | +26,774+122.1% | 加碼 |
| FORA Capital, LLC | 48,974 | $725.0 萬 | 0.50% | +15,812+47.7% | 加碼 |
| AQR Capital Management LLC | 49,525 | $733.8 萬 | 0.00% | +18,753+60.9% | 加碼 |
| Fund Resources Investment Holding Group Co Ltd | 49,988 | $740.6 萬 | 0.91% | +49,988 | 新進 |
| Next Century Growth Investors LLC | 49,989 | $740.6 萬 | 0.39% | −270,742−84.4% | 減碼 |
| Deutsche Bank AG | 50,726 | $751.6 萬 | 0.00% | −15,795−23.7% | 減碼 |
| Handelsbanken Fonder AB | 52,100 | $771.9 萬 | 0.02% | +52,100 | 新進 |
| Vanguard Asset Management, Ltd | 52,733 | $781.3 萬 | 0.01% | +8,797+20.0% | 加碼 |
| Emerald Investment Advisers, LLC | 53,055 | $786.1 萬 | 0.52% | −5,020−8.6% | 減碼 |
| Kultura Capital Management LP | 53,345 | $790.4 萬 | 3.63% | +16,745+45.8% | 加碼 |
| New York State Common Retirement Fund | 53,505 | $792.7 萬 | 0.01% | −104,898−66.2% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 53,520 | $793.0 萬 | 0.36% | +53,520 | 新進 |
| SG Americas Securities, LLC | 54,791 | $811.8 萬 | 0.00% | −141,117−72.0% | 減碼 |
| Oak Ridge Investments LLC | 55,730 | $825.7 萬 | 0.47% | +17,730+46.7% | 加碼 |
| Rice Hall James & Associates, LLC | 55,769 | $826.3 萬 | 0.40% | −42,549−43.3% | 減碼 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 55,796 | $826.7 萬 | 1.66% | +7,909+16.5% | 加碼 |
| Nomura Asset Management International Inc. | 57,532 | $852.4 萬 | 0.01% | +57,532 | 新進 |
| FirstWave Capital Management LLC | 58,277 | $863.4 萬 | 3.81% | +38,823+199.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 59,087 | $875.5 萬 | 0.01% | −584,058−90.8% | 減碼 |