Oaktop Capital Management II,
$2.4B 13F equity value
14 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Oaktop Capital Management II, covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KLAC | KLA CORP | 3,053,730 | $921M | 39.2% |
| LRCX | LAM RESEARCH CORP | 2,061,054 | $893M | 38.0% |
| ADI | ANALOG DEVICES INC | 466,196 | $185M | 7.9% |
| AVGO | BROADCOM INC | 362,760 | $137M | 5.8% |
| DELL | DELL TECHNOLOGIES INC | 130,619 | $56M | 2.4% |
| ASPN | ASPEN AEROGELS INC | 5,168,674 | $33M | 1.4% |
| BMY | BRISTOL-MYERS SQUIBB CO | 479,991 | $28M | 1.2% |
| CEVA | CEVA INC | 446,377 | $21M | 0.9% |
| PINS | PINTEREST INC | 950,000 | $20M | 0.9% |
| PRGS | PROGRESS SOFTWARE CORP | 508,608 | $17M | 0.7% |
Track Oaktop Capital Management II,'s 13F portfolio: $2.4B in reported holdings, 14 positions. Top holdings and quarterly changes on SentiSense.
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