§ 13F · FUND PROFILE
OAKTOP CAPITAL MANAGEMENT II, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 14Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | 2.25M | $481M | 35.9% | −6% |
| 2 | KLAC | KLA CORP | 311K | $458M | 34.1% | ±0% |
| 3 | ADI | ANALOG DEVICES INC | 466K | $148M | 11.1% | ±0% |
| 4 | AVGO | BROADCOM INC | 363K | $112M | 8.4% | ±0% |
| 5 | BMY | BRISTOL-MYERS SQUIBB CO | 480K | $29M | 2.2% | ±0% |
| 6 | DELL | DELL TECHNOLOGIES INC | 131K | $21M | 1.6% | ±0% |
| 7 | EGAN | EGAIN CORP | 2.67M | $21M | 1.6% | ±0% |
| 8 | ASPN | ASPEN AEROGELS INC | 5.17M | $18M | 1.3% | +18% |
| 9 | PINS | PINTEREST INC | 850K | $16M | 1.2% | +31% |
| 10 | PRGS | PROGRESS SOFTWARE CORP | 509K | $13M | 1.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAKTOP SIGNAL
AC read
OAKTOP CAPITAL MANAGEMENT II, L.P. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed