Marex Group’s Applied Optoelectronics AAOI Stock Holding History

Marex Group’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	$370M	Buy	+2,500,000	New	+$406M	1.57%	15

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marex Group's AAOI Position: Q2 2026 in Review

Marex Group increased its Applied Optoelectronics (AAOI) stake by 879% in Q2 2026, buying an estimated $413M and bringing the position to 2,830,272 shares worth $419M. The position accounts for 1.78% of the portfolio, ranked #11.

Marex Group first reported a position in AAOI in Q2 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Marex Group held 2,830,272 shares of Applied Optoelectronics worth $419M as of Q2 2026.
Marex Group bought 2,541,105 Applied Optoelectronics shares in Q2 2026, an estimated $413M.
Applied Optoelectronics made up 1.78% of Marex Group's portfolio in Q2 2026, its #11 holding.
Marex Group first reported a position in Applied Optoelectronics in Q2 2025 and has held it in 3 quarters since.
480 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.