Oaktop Capital Management II, L.P
$1.3B Assets Reported
14 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 2,249,394 | $481M | 35.9% |
| KLAC | KLA CORP | 310,738 | $458M | 34.1% |
| ADI | ANALOG DEVICES INC | 466,196 | $148M | 11.1% |
| AVGO | BROADCOM INC | 362,760 | $112M | 8.4% |
| BMY | BRISTOL-MYERS SQUIBB CO | 479,991 | $29M | 2.2% |
| DELL | DELL TECHNOLOGIES INC | 130,619 | $21M | 1.6% |
| EGAN | EGAIN CORP | 2,671,843 | $21M | 1.6% |
| ASPN | ASPEN AEROGELS INC | 5,168,674 | $18M | 1.3% |
| PINS | PINTEREST INC | 850,000 | $16M | 1.2% |
| PRGS | PROGRESS SOFTWARE CORP | 508,608 | $13M | 1.0% |
Track Oaktop Capital Management II, L.P's 13F portfolio: $1.3B in reported holdings, 14 positions. Top holdings, AUM, and quarterly changes on SentiSense.