Polen Capital Management
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Polen Capital Management’s Applied Optoelectronics AAOI Stock Holding History

Polen Capital Management’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 		$2.86M Buy
19,272
+4,359
+29% +$709K 0.02% 97
2026
Q1 		$1.26M Buy
+14,913
New +$952K 0.01% 132

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MG
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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

Polen Capital Management's AAOI Position: Q2 2026 in Review

Polen Capital Management increased its Applied Optoelectronics (AAOI) stake by 29% in Q2 2026, buying an estimated $709K and bringing the position to 19,272 shares worth $2.86M. The position accounts for 0.02% of the portfolio, ranked #97.

Polen Capital Management first reported a position in AAOI in Q1 2026 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Polen Capital Management held 19,272 shares of Applied Optoelectronics worth $2.86M as of Q2 2026.
  • Polen Capital Management bought 4,359 Applied Optoelectronics shares in Q2 2026, an estimated $709K.
  • Applied Optoelectronics made up 0.02% of Polen Capital Management's portfolio in Q2 2026, its #97 holding.
  • Polen Capital Management first reported a position in Applied Optoelectronics in Q1 2026 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.