OAKTOP CAPITAL MANAGEMENT II, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRTS | 4.60M | $3.27M |
 | ASPN | 4.39M | $30.59M |
 | LRCX | 2.69M | $360.39M |
 | EGAN | 2.67M | $23.27M |
 | PRGS | 509K | $22.34M |
 | BMY | 480K | $21.65M |
 | ADI | 466K | $114.54M |
 | CEVA | 446K | $11.79M |
 | PETS | 436K | $1.09M |
 | AVGO | 363K | $119.68M |
 | PINS | 350K | $11.26M |
 | KLAC | 329K | $354.72M |
 | DELL | 131K | $18.52M |
 | GRMN | 48K | $11.82M |
 | INTC | 23K | $771.99K |
CarParts.com, Inc.
PRTS
Shares Held
4.60M
Value
$3.27M
Aspen Aerogels, Inc.
ASPN
Shares Held
4.39M
Value
$30.59M
Lam Research Corporation
LRCX
Shares Held
2.69M
Value
$360.39M
eGain Corporation
EGAN
Shares Held
2.67M
Value
$23.27M
Progress Software Corporation
PRGS
Shares Held
509K
Value
$22.34M
Bristol-Myers Squibb Company
BMY
Shares Held
480K
Value
$21.65M
Analog Devices, Inc.
ADI
Shares Held
466K
Value
$114.54M
CEVA, Inc.
CEVA
Shares Held
446K
Value
$11.79M
PetMed Express, Inc.
PETS
Shares Held
436K
Value
$1.09M
Broadcom Inc.
AVGO
Shares Held
363K
Value
$119.68M
Pinterest, Inc.
PINS
Shares Held
350K
Value
$11.26M
KLA Corporation
KLAC
Shares Held
329K
Value
$354.72M
Dell Technologies Inc.
DELL
Shares Held
131K
Value
$18.52M
Garmin Ltd.
GRMN
Shares Held
48K
Value
$11.82M
Intel Corporation
INTC
Shares Held
23K
Value
$771.99K