Stock Taper 
OAKTOP CAPITAL MANAGEMENT II, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KLA Corporation | KLAC | 3.05M | $921.34M |
 Lam Research Corporation | LRCX | 2.06M | $893.12M |
 Pinterest, Inc. | PINS | 950K | $19.98M |
 Progress Software Corporation | PRGS | 508.61K | $17.08M |
 Bristol-Myers Squibb Company | BMY | 479.99K | $27.66M |
 Analog Devices, Inc. | ADI | 466.2K | $185.16M |
 CEVA, Inc. | CEVA | 446.38K | $21.05M |
 Broadcom Inc. | AVGO | 362.76K | $137.03M |
 Dell Technologies Inc. | DELL | 130.62K | $56.36M |
 Garmin Ltd. | GRMN | 48K | $11.4M |
 Intel Corp. | INTC | 23.01K | $3.21M |
 Arm Holdings plc American Depositary Shares | ARM | 20K | $7.09M |