Balyasny Asset Management
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Balyasny Asset Management’s Applied Optoelectronics AAOI Stock Holding History

Balyasny Asset Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-25,000
Closed -$946K – 1886
2017
Q4 		$946K Buy
+25,000
New +$1.1M ﹤0.01% 1349

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's AAOI Position: Q1 2026 in Review

Balyasny Asset Management increased its Applied Optoelectronics (AAOI) stake by 182% in Q1 2026, buying an estimated $19.3M and bringing the position to 468,870 shares worth $39.7M. The position accounts for 0.05% of the portfolio, ranked #420.

Balyasny Asset Management first reported a position in AAOI in Q1 2015 and has held it in 11 quarters since. The position peaked at $53.4M in Q3 2017. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Balyasny Asset Management held 468,870 shares of Applied Optoelectronics worth $39.7M as of Q1 2026.
  • Balyasny Asset Management bought 302,506 Applied Optoelectronics shares in Q1 2026, an estimated $19.3M.
  • Applied Optoelectronics made up 0.05% of Balyasny Asset Management's portfolio in Q1 2026, its #420 holding.
  • Balyasny Asset Management first reported a position in Applied Optoelectronics in Q1 2015 and has held it in 11 quarters since.
  • Balyasny Asset Management's Applied Optoelectronics position peaked at $53.4M in Q3 2017.
  • 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.