Next Century Growth Investors’s Applied Optoelectronics AAOI Stock Holding History
Bought
Maintained
Sold
Other funds holding AAOI
MG
OAM
VARA
Next Century Growth Investors's AAOI Position: Q2 2026 in Review
Next Century Growth Investors reduced its Applied Optoelectronics (AAOI) stake by 84% in Q2 2026, selling an estimated $44M and leaving 49,989 shares worth $7.41M. The position accounts for 0.39% of the portfolio, ranked #74.
Next Century Growth Investors first reported a position in AAOI in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.1M in Q1 2026. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.
- Next Century Growth Investors held 49,989 shares of Applied Optoelectronics worth $7.41M as of Q2 2026.
- Next Century Growth Investors sold 270,742 Applied Optoelectronics shares in Q2 2026, an estimated $44M.
- Applied Optoelectronics made up 0.39% of Next Century Growth Investors's portfolio in Q2 2026, its #74 holding.
- Next Century Growth Investors first reported a position in Applied Optoelectronics in Q4 2025 and has held it in 3 quarters since.
- Next Century Growth Investors's Applied Optoelectronics position peaked at $27.1M in Q1 2026.
- 481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.
Based on Next Century Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.