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Thames Capital Management’s Applied Optoelectronics AAOI Stock Holding History

Thames 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
Q1 		$6.29M Buy
+74,334
New +$4.74M 1.13% 33

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

Thames Capital Management's AAOI Position: Q1 2026 in Review

Thames Capital Management opened a new position in Applied Optoelectronics (AAOI) in Q1 2026: 74,334 shares worth $6.29M. The stake represents 1.13% of the portfolio and ranks #33 among its holdings.

375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Thames Capital Management held 74,334 shares of Applied Optoelectronics worth $6.29M as of Q1 2026.
  • Applied Optoelectronics was a new Thames Capital Management position in Q1 2026.
  • Applied Optoelectronics made up 1.13% of Thames Capital Management's portfolio in Q1 2026, its #33 holding.
  • 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Thames Capital Management's 13F filing for Q1 2026, filed 12 May 2026.