Zweig-DiMenna Associates’s Applied Optoelectronics AAOI Stock Holding History

Zweig-DiMenna Associates’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	$10.6M	Sell	71,835 -8,215	-10%	-$1.34M	0.97%	40
2026 Q1	$6.77M	Buy	80,050 +1,550	+2%	+$98.9K	0.94%	38
2025 Q4	$2.74M	Buy	+78,500	New	+$2.34M	0.17%	95
2025 Q3	–	Sell	-135,000	Closed	-$3.47M	–	100
2025 Q2	$3.47M	Buy	+135,000	New	+$2.18M	0.33%	72
2018 Q1	–	Sell	-16,062	Closed	-$607K	–	135
2017 Q4	$607K	Sell	16,062 -70,620	-81%	-$3.11M	0.07%	101
2017 Q3	$5.61M	Buy	86,682 +71,682	+478%	+$5.07M	0.5%	58
2017 Q2	$927K	Buy	+15,000	New	+$876K	0.07%	129
2014 Q2	–	Sell	-150,000	Closed	-$3.7M	–	244
2014 Q1	$3.7M	Buy	+150,000	New	+$2.79M	0.22%	103

Other funds holding AAOI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

Zweig-DiMenna Associates's AAOI Position: Q2 2026 in Review

Zweig-DiMenna Associates reduced its Applied Optoelectronics (AAOI) stake by 10% in Q2 2026, selling an estimated $1.34M and leaving 71,835 shares worth $10.6M. The position accounts for 0.97% of the portfolio, ranked #40.

Zweig-DiMenna Associates first reported a position in AAOI in Q1 2014 and has held it in 8 quarters since. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Zweig-DiMenna Associates held 71,835 shares of Applied Optoelectronics worth $10.6M as of Q2 2026.
Zweig-DiMenna Associates sold 8,215 Applied Optoelectronics shares in Q2 2026, an estimated $1.34M.
Applied Optoelectronics made up 0.97% of Zweig-DiMenna Associates's portfolio in Q2 2026, its #40 holding.
Zweig-DiMenna Associates first reported a position in Applied Optoelectronics in Q1 2014 and has held it in 8 quarters since.
481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Zweig-DiMenna Associates's 13F filing for Q2 2026, filed 13 Aug 2026.