Polymer Capital Management (HK)’s Applied Optoelectronics AAOI Stock Holding History

Polymer Capital Management (HK)’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
2025 Q4	–	Sell	-9,865	Closed	-$256K	–	128
2025 Q3	$256K	Buy	+9,865	New	+$252K	0.04%	194
2025 Q2	–	Sell	-20,000	Closed	-$307K	–	152
2025 Q1	$307K	Sell	20,000 -9,900	-33%	-$249K	0.05%	121
2024 Q4	$1.1M	Buy	+29,900	New	+$804K	0.19%	109
2024 Q3	–	Sell	-194,500	Closed	-$1.61M	–	151
2024 Q2	$1.61M	Buy	194,500 +12,720	+7%	+$140K	0.33%	68
2024 Q1	$2.52M	Buy	181,780 +81,780	+82%	+$1.38M	0.63%	47
2023 Q4	$1.93M	Buy	+100,000	New	+$1.31M	0.67%	42

Other funds holding AAOI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OAM

Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polymer Capital Management (HK)'s AAOI Position: Q4 2025 in Review

Polymer Capital Management (HK) sold out of Applied Optoelectronics (AAOI) in Q4 2025, closing a stake of 9,865 shares — an estimated $256K sold.

Polymer Capital Management (HK) first reported a position in AAOI in Q4 2023 and held it in 6 quarters. The position peaked at $2.52M in Q1 2024. 217 funds tracked by Wall St. Rank hold AAOI as of Q4 2025.

Polymer Capital Management (HK) reported no remaining Applied Optoelectronics position as of Q4 2025 after selling out during the quarter.
Polymer Capital Management (HK) sold 9,865 Applied Optoelectronics shares in Q4 2025, an estimated $256K.
Polymer Capital Management (HK) first reported a position in Applied Optoelectronics in Q4 2023 and held it in 6 quarters.
Polymer Capital Management (HK)'s Applied Optoelectronics position peaked at $2.52M in Q1 2024.
217 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q4 2025.

Based on Polymer Capital Management (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.