OAKTOP CAPITAL MANAGEMENT II, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASPN | 5.17M | $17.68M |
 | EGAN | 2.67M | $21.08M |
 | LRCX | 2.25M | $480.61M |
 | PINS | 850K | $15.59M |
 | PRGS | 509K | $13.05M |
 | BMY | 480K | $29.11M |
 | ADI | 466K | $148.32M |
 | CEVA | 446K | $8.34M |
 | AVGO | 363K | $112.28M |
 | KLAC | 311K | $457.53M |
 | DELL | 131K | $21.44M |
 | GRMN | 48K | $11.14M |
 | INTC | 23K | $1.02M |
 | ARM | 20K | $3.03M |
Aspen Aerogels, Inc.
ASPN
Shares Held
5.17M
Value
$17.68M
eGain Corporation
EGAN
Shares Held
2.67M
Value
$21.08M
Lam Research Corporation
LRCX
Shares Held
2.25M
Value
$480.61M
Pinterest, Inc.
PINS
Shares Held
850K
Value
$15.59M
Progress Software Corporation
PRGS
Shares Held
509K
Value
$13.05M
Bristol-Myers Squibb Company
BMY
Shares Held
480K
Value
$29.11M
Analog Devices, Inc.
ADI
Shares Held
466K
Value
$148.32M
CEVA, Inc.
CEVA
Shares Held
446K
Value
$8.34M
Broadcom Inc.
AVGO
Shares Held
363K
Value
$112.28M
KLA Corporation
KLAC
Shares Held
311K
Value
$457.53M
Dell Technologies Inc.
DELL
Shares Held
131K
Value
$21.44M
Garmin Ltd.
GRMN
Shares Held
48K
Value
$11.14M
Intel Corp.
INTC
Shares Held
23K
Value
$1.02M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
20K
Value
$3.03M