Discovery Capital Management’s Applied Optoelectronics AAOI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-544,985	Closed	-$13.4M	–	42
2018 Q3	$13.4M	Sell	544,985 -286,819	-34%	-$7.07M	0.8%	28
2018 Q2	$37.3M	Buy	+831,804	New	+$37.3M	2.02%	19