Brevan Howard Capital Management’s Applied Optoelectronics AAOI Stock Holding History

Brevan Howard Capital 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
2026 Q2	$3.33M	Buy	22,446 +18,154	+423%	+$2.95M	0.02%	506
2026 Q1	$363K	Sell	4,292 -1,886	-31%	-$120K	﹤0.01%	1490
2025 Q4	$215K	Buy	+6,178	New	+$184K	﹤0.01%	1540
2024 Q2	–	Sell	-50,300	Closed	-$697K	–	1022
2024 Q1	$697K	Buy	+50,300	New	+$848K	0.01%	364

Other funds holding AAOI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OAM

Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brevan Howard Capital Management's AAOI Position: Q2 2026 in Review

Brevan Howard Capital Management increased its Applied Optoelectronics (AAOI) stake by 423% in Q2 2026, buying an estimated $2.95M and bringing the position to 22,446 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #506.

Brevan Howard Capital Management first reported a position in AAOI in Q1 2024 and has held it in 4 quarters since. 483 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Brevan Howard Capital Management held 22,446 shares of Applied Optoelectronics worth $3.33M as of Q2 2026.
Brevan Howard Capital Management bought 18,154 Applied Optoelectronics shares in Q2 2026, an estimated $2.95M.
Applied Optoelectronics made up 0.02% of Brevan Howard Capital Management's portfolio in Q2 2026, its #506 holding.
Brevan Howard Capital Management first reported a position in Applied Optoelectronics in Q1 2024 and has held it in 4 quarters since.
483 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Brevan Howard Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.