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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
Q2 		– Sell
-74,334
Closed -$6.29M – 57
2026
Q1 		$6.29M Buy
+74,334
New +$4.74M 1.13% 33

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UBS Group
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OAM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Thames Capital Management sold out of Applied Optoelectronics (AAOI) in Q2 2026, closing a stake of 74,334 shares — an estimated $6.29M sold.

Thames Capital Management first reported a position in AAOI in Q1 2026 and held it in 1 quarter. The position peaked at $6.29M in Q1 2026. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Thames Capital Management reported no remaining Applied Optoelectronics position as of Q2 2026 after selling out during the quarter.
  • Thames Capital Management sold 74,334 Applied Optoelectronics shares in Q2 2026, an estimated $6.29M.
  • Thames Capital Management first reported a position in Applied Optoelectronics in Q1 2026 and held it in 1 quarter.
  • Thames Capital Management's Applied Optoelectronics position peaked at $6.29M in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.