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Nicholas Investment Partners’s Applied Optoelectronics AAOI Stock Holding History

Nicholas Investment Partners’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 		$4.48M Buy
+52,988
New +$3.38M 0.32% 105
2017
Q3 		– Sell
-34,751
Closed -$2.15M – 245
2017
Q2 		$2.15M Buy
+34,751
New +$2.03M 0.15% 203
2014
Q4 		– Sell
-238,428
Closed -$3.84M – 297
2014
Q3 		$3.84M Buy
238,428
+50,706
+27% +$1.01M 0.24% 137
2014
Q2 		$4.36M Buy
187,722
+50,592
+37% +$1.09M 0.26% 123
2014
Q1 		$3.38M Buy
+137,130
New +$2.55M 0.28% 114

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

Nicholas Investment Partners's AAOI Position: Q1 2026 in Review

Nicholas Investment Partners opened a new position in Applied Optoelectronics (AAOI) in Q1 2026: 52,988 shares worth $4.48M. The stake represents 0.32% of the portfolio and ranks #105 among its holdings. This is a return to the name: Nicholas Investment Partners previously reported a position in AAOI as recently as Q2 2017.

Nicholas Investment Partners first reported a position in AAOI in Q1 2014 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Nicholas Investment Partners held 52,988 shares of Applied Optoelectronics worth $4.48M as of Q1 2026.
  • Applied Optoelectronics was a new Nicholas Investment Partners position in Q1 2026.
  • Applied Optoelectronics made up 0.32% of Nicholas Investment Partners's portfolio in Q1 2026, its #105 holding.
  • Nicholas Investment Partners first reported a position in Applied Optoelectronics in Q1 2014 and has held it in 5 quarters since.
  • 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Nicholas Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.