OAKTOP CAPITAL MANAGEMENT II, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASPN | 4.39M | $12.44M |
 | EGAN | 2.67M | $27.49M |
 | LRCX | 2.39M | $409.25M |
 | PINS | 650K | $16.83M |
 | PRGS | 509K | $21.85M |
 | BMY | 480K | $25.89M |
 | ADI | 466K | $126.43M |
 | CEVA | 446K | $9.61M |
 | AVGO | 363K | $125.55M |
 | KLAC | 311K | $377.57M |
 | DELL | 131K | $16.44M |
 | GRMN | 48K | $9.74M |
 | INTC | 23K | $849.07K |
Aspen Aerogels, Inc.
ASPN
Shares Held
4.39M
Value
$12.44M
eGain Corporation
EGAN
Shares Held
2.67M
Value
$27.49M
Lam Research Corporation
LRCX
Shares Held
2.39M
Value
$409.25M
Pinterest, Inc.
PINS
Shares Held
650K
Value
$16.83M
Progress Software Corporation
PRGS
Shares Held
509K
Value
$21.85M
Bristol-Myers Squibb Company
BMY
Shares Held
480K
Value
$25.89M
Analog Devices, Inc.
ADI
Shares Held
466K
Value
$126.43M
CEVA, Inc.
CEVA
Shares Held
446K
Value
$9.61M
Broadcom Inc.
AVGO
Shares Held
363K
Value
$125.55M
KLA Corporation
KLAC
Shares Held
311K
Value
$377.57M
Dell Technologies Inc.
DELL
Shares Held
131K
Value
$16.44M
Garmin Ltd.
GRMN
Shares Held
48K
Value
$9.74M
Intel Corporation
INTC
Shares Held
23K
Value
$849.07K