§ 13F · FUND PROFILE
OAKTOP CAPITAL MANAGEMENT II, L.P..
AUM · $2.4B (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORP | 3.05M | $921M | 39.2% | +883% |
| 2 | LRCX | LAM RESEARCH CORP | 2.06M | $893M | 38.0% | −8% |
| 3 | ADI | ANALOG DEVICES INC | 466K | $185M | 7.9% | ±0% |
| 4 | AVGO | BROADCOM INC | 363K | $137M | 5.8% | ±0% |
| 5 | DELL | DELL TECHNOLOGIES INC | 131K | $56M | 2.4% | ±0% |
| 6 | ASPN | ASPEN AEROGELS INC | 5.17M | $33M | 1.4% | ±0% |
| 7 | BMY | BRISTOL-MYERS SQUIBB CO | 480K | $28M | 1.2% | ±0% |
| 8 | CEVA | CEVA INC | 446K | $21M | 0.9% | ±0% |
| 9 | PINS | PINTEREST INC | 950K | $20M | 0.9% | +12% |
| 10 | PRGS | PROGRESS SOFTWARE CORP | 509K | $17M | 0.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAKTOP SIGNAL
AC read
OAKTOP CAPITAL MANAGEMENT II, L.P. is a Other fund managing $2.4 billion in assets. The fund runs a focused portfolio of just 14 positions.
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