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Jain Global’s Applied Optoelectronics AAOI Stock Holding History

Jain Global’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 		$21.6M Buy
145,938
+67,298
+86% +$10.9M 0.09% 218
2026
Q1 		$6.65M Sell
78,640
-22,091
-22% -$1.41M 0.03% 428
2025
Q4 		$3.51M Sell
100,731
-73,158
-42% -$2.18M 0.02% 480
2025
Q3 		$4.51M Buy
+173,889
New +$4.45M 0.02% 384
2025
Q1 		– Sell
-22,421
Closed -$826K – 1044
2024
Q4 		$826K Buy
+22,421
New +$603K 0.02% 353

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

Jain Global's AAOI Position: Q2 2026 in Review

Jain Global increased its Applied Optoelectronics (AAOI) stake by 86% in Q2 2026, buying an estimated $10.9M and bringing the position to 145,938 shares worth $21.6M. The position accounts for 0.09% of the portfolio, ranked #218.

Jain Global first reported a position in AAOI in Q4 2024 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Jain Global held 145,938 shares of Applied Optoelectronics worth $21.6M as of Q2 2026.
  • Jain Global bought 67,298 Applied Optoelectronics shares in Q2 2026, an estimated $10.9M.
  • Applied Optoelectronics made up 0.09% of Jain Global's portfolio in Q2 2026, its #218 holding.
  • Jain Global first reported a position in Applied Optoelectronics in Q4 2024 and has held it in 5 quarters since.
  • 482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.