CIK 1550660
OAKTOP CAPITAL MANAGEMENT II, L.P.
Institutional 13F holdings & portfolio
Holdings
13
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–13 of 13
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 2.4M | $1M+ | SH |
| KLAC | KLA CORP | 311K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 466K | $1M+ | SH |
| AVGO | BROADCOM INC | 363K | $1M+ | SH |
| EGAN | EGAIN CORP | 2.7M | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 480K | $1M+ | SH |
| PRGS | PROGRESS SOFTWARE CORP | 509K | $1M+ | SH |
| PINS | PINTEREST INC | 650K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 131K | $1M+ | SH |
| ASPN | ASPEN AEROGELS INC | 4.4M | $1M+ | SH |
| GRMN | GARMIN LTD | 48K | $1M+ | SH |
| CEVA | CEVA INC | 446K | $1M+ | SH |
| INTC | INTEL CORP | 23K | $500K+ | SH |