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Next Century Growth Investors’s Applied Optoelectronics AAOI Stock Holding History

Next Century Growth Investors’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
Q1 		$27.1M Sell
320,731
-144,557
-31% -$9.22M 1.97% 14
2025
Q4 		$16.2M Buy
+465,288
New +$13.9M 1.13% 34

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Century Growth Investors's AAOI Position: Q1 2026 in Review

Next Century Growth Investors reduced its Applied Optoelectronics (AAOI) stake by 31% in Q1 2026, selling an estimated $9.22M and leaving 320,731 shares worth $27.1M. The position accounts for 1.97% of the portfolio, ranked #14.

Next Century Growth Investors first reported a position in AAOI in Q4 2025 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Next Century Growth Investors held 320,731 shares of Applied Optoelectronics worth $27.1M as of Q1 2026.
  • Next Century Growth Investors sold 144,557 Applied Optoelectronics shares in Q1 2026, an estimated $9.22M.
  • Applied Optoelectronics made up 1.97% of Next Century Growth Investors's portfolio in Q1 2026, its #14 holding.
  • Next Century Growth Investors first reported a position in Applied Optoelectronics in Q4 2025 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Next Century Growth Investors's 13F filing for Q1 2026, filed 14 May 2026.