Lee Ainslie's AAOI Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 16,193 shares of Applied Optoelectronics, Inc. (AAOI) worth $1.37 M, representing 0.02% of the portfolio. First purchased in 2018-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in AAOI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 16,193 shares. Largest reduction occurred in Q3 2018, reducing 1.91 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Applied Optoelectronics (AAOI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Applied Optoelectronics (AAOI) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +16,193 | New Buy | 16,193 | $84.59 |
| Q3 2018 | -1.91 M | Sold Out | 0 | $0.00 |
| Q2 2018 | +1.91 M | New Buy | 1.91 M | $44.90 |
Lee Ainslie's Applied Optoelectronics Investment FAQs
Lee Ainslie first purchased Applied Optoelectronics, Inc. (AAOI) in Q2 2018, acquiring 1,914,835 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Applied Optoelectronics, Inc. (AAOI) for 3 quarters since Q2 2018.
Lee Ainslie's largest addition to Applied Optoelectronics, Inc. (AAOI) was in Q2 2018, adding 1,914,835 shares worth $85.98 M.
According to the latest 13F filing for Q1 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 16,193 shares of Applied Optoelectronics, Inc. (AAOI), valued at approximately $1.37 M.
As of the Q1 2026 filing, Applied Optoelectronics, Inc. (AAOI) represents approximately 0.02% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Applied Optoelectronics, Inc. (AAOI) was 1,914,835 shares, as reported at the end of Q2 2018.