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Dmitry Balyasny’s Applied Optoelectronics AAOI Stock Holding History

Dmitry Balyasny’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 $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dmitry Balyasny's AAOI Position: Q2 2026 in Review

Dmitry Balyasny reduced its Applied Optoelectronics (AAOI) stake by 63% in Q2 2026, selling an estimated $47.7M and leaving 175,683 shares worth $26M. The position accounts for 0.03% of the portfolio, ranked #599.

Dmitry Balyasny first reported a position in AAOI in Q1 2015 and has held it in 12 quarters since. The position peaked at $53.4M in Q3 2017. 479 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Dmitry Balyasny held 175,683 shares of Applied Optoelectronics worth $26M as of Q2 2026.
  • Dmitry Balyasny sold 293,187 Applied Optoelectronics shares in Q2 2026, an estimated $47.7M.
  • Applied Optoelectronics made up 0.03% of Dmitry Balyasny's portfolio in Q2 2026, its #599 holding.
  • Dmitry Balyasny first reported a position in Applied Optoelectronics in Q1 2015 and has held it in 12 quarters since.
  • Dmitry Balyasny's Applied Optoelectronics position peaked at $53.4M in Q3 2017.
  • 479 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.