Universe · entity
OAKTOP CAPITAL MANAGEMENT II, L.P.
Institutional manager (13F) · CIK 1550660
13F holdings · as of 2026-03-31 · top 14 · reported portfolio $1.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | LAM RESEARCH CORP | $481M | 2,249,394 |
| 2 | KLA CORP | $458M | 310,738 |
| 3 | ANALOG DEVICES INC | $148M | 466,196 |
| 4 | BROADCOM INC | $112M | 362,760 |
| 5 | BRISTOL-MYERS SQUIBB CO | $29M | 479,991 |
| 6 | DELL TECHNOLOGIES INC | $21M | 130,619 |
| 7 | EGAIN CORP | $21M | 2,671,843 |
| 8 | ASPEN AEROGELS INC | $18M | 5,168,674 |
| 9 | PINTEREST INC | $16M | 850,000 |
| 10 | PROGRESS SOFTWARE CORP | $13M | 508,608 |
| 11 | GARMIN LTD | $11M | 48,000 |
| 12 | CEVA INC | $8M | 446,377 |
| 13 | ARM HOLDINGS PLC | $3M | 20,000 |
| 14 | INTEL CORP | $1M | 23,010 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.