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DSM Capital Partners’s Applied Optoelectronics AAOI Stock Holding History

DSM Capital Partners’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 		$210K Buy
+1,415
New +$230K ﹤0.01% 66

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

DSM Capital Partners's AAOI Position: Q2 2026 in Review

DSM Capital Partners opened a new position in Applied Optoelectronics (AAOI) in Q2 2026: 1,415 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #66 among its holdings.

481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • DSM Capital Partners held 1,415 shares of Applied Optoelectronics worth $210K as of Q2 2026.
  • Applied Optoelectronics was a new DSM Capital Partners position in Q2 2026.
  • Applied Optoelectronics made up ﹤0.01% of DSM Capital Partners's portfolio in Q2 2026, its #66 holding.
  • 481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.