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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
Q2 		– Sell
-30,000
Closed -$461K – 151
2025
Q1 		$461K Buy
+30,000
New +$754K 0.08% 113

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Invesco
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T. Rowe Price Associates
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

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.