Hood River Capital Management’s Applied Optoelectronics AAOI Stock Holding History

Hood River 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	$206M	Buy	1,392,510 +116,991	+9%	+$19M	1.5%	15
2026 Q1	$108M	Sell	1,275,519 -102	-0%	-$6.51K	1.08%	23
2025 Q4	$44.5M	Sell	1,275,621 -300,002	-19%	-$8.96M	0.49%	74
2025 Q3	$40.9M	Buy	+1,575,623	New	+$40.3M	0.48%	71
2024 Q3	–	Sell	-1,375,404	Closed	-$11.4M	–	143
2024 Q2	$11.4M	Sell	1,375,404 -64,000	-4%	-$704K	0.24%	97
2024 Q1	$20M	Buy	1,439,404 +88,281	+7%	+$1.49M	0.45%	73
2023 Q4	$26.1M	Sell	1,351,123 -169,270	-11%	-$2.21M	0.72%	57
2023 Q3	$16.7M	Buy	+1,520,393	New	+$16.1M	0.54%	68
2017 Q2	–	Sell	-196,796	Closed	-$11.1M	–	88
2017 Q1	$11.1M	Sell	196,796 -305,554	-61%	-$12.1M	0.83%	51
2016 Q4	$11.8M	Buy	502,350 +78,982	+19%	+$1.83M	1.02%	41
2016 Q3	$9.4M	Buy	423,368 +62,503	+17%	+$968K	0.96%	44
2016 Q2	$4.02M	Sell	360,865 -91,864	-20%	-$1.04M	0.54%	67
2016 Q1	$6.75M	Sell	452,729 -7,375	-2%	-$117K	0.9%	52
2015 Q4	$7.89M	Sell	460,104 -83,467	-15%	-$1.51M	1.01%	45
2015 Q3	$10.2M	Buy	543,571 +6,069	+1%	+$118K	1.41%	28
2015 Q2	$9.33M	Buy	537,502 +284,006	+112%	+$4.54M	1.14%	39
2015 Q1	$3.52M	Sell	253,496 -9,845	-4%	-$108K	0.43%	74
2014 Q4	$2.96M	Buy	263,341 +743	+0.3%	+$9.48K	0.37%	82
2014 Q3	$4.23M	Sell	262,598 -49,882	-16%	-$989K	0.59%	69
2014 Q2	$7.25M	Buy	312,480 +73,740	+31%	+$1.58M	0.97%	48
2014 Q1	$5.89M	Buy	+238,740	New	+$4.44M	0.79%	57

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

Hood River Capital Management's AAOI Position: Q2 2026 in Review

Hood River Capital Management increased its Applied Optoelectronics (AAOI) stake by 9.2% in Q2 2026, buying an estimated $19M and bringing the position to 1,392,510 shares worth $206M. The position accounts for 1.5% of the portfolio, ranked #15.

Hood River Capital Management first reported a position in AAOI in Q1 2014 and has held it in 21 quarters since. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Hood River Capital Management held 1,392,510 shares of Applied Optoelectronics worth $206M as of Q2 2026.
Hood River Capital Management bought 116,991 Applied Optoelectronics shares in Q2 2026, an estimated $19M.
Applied Optoelectronics made up 1.5% of Hood River Capital Management's portfolio in Q2 2026, its #15 holding.
Hood River Capital Management first reported a position in Applied Optoelectronics in Q1 2014 and has held it in 21 quarters since.
481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

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