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Disclosery

Shellback Capital, LP: AAOI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shellback Capital, LP on AAOI, newest first. How the timeline and the estimate are built.

Shellback Capital, LP held 131,004 AAOI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,004 shares
    Change vs previous 13F +66,004 shares

    1.7% of the 13F portfolio, value $19,409,553.

    13F-HR 0000902664-26-003487 filed by Shellback Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 65,000 shares
    Change vs previous 13F +65,000 shares

    0.78% of the 13F portfolio, value $5,498,350.

    13F-HR 0000902664-26-002514 filed by Shellback Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,254,438 shares

    13F-HR 0000902664-25-001047 filed by Shellback Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F 1,254,438 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $17,951,008.

    13F-HR 0000902664-24-006632 filed by Shellback Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).