§ 13F · FUND PROFILE
OAKTOP CAPITAL MANAGEMENT II, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 13Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1179.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | 2.39M | $409.3T | 34.7% | NEW |
| 2 | KLAC | KLA CORP | 311K | $377.6T | 32.0% | NEW |
| 3 | ADI | ANALOG DEVICES INC | 466K | $126.4T | 10.7% | NEW |
| 4 | AVGO | BROADCOM INC | 363K | $125.6T | 10.6% | NEW |
| 5 | EGAN | EGAIN CORP | 2.67M | $27.5T | 2.3% | NEW |
| 6 | BMY | BRISTOL-MYERS SQUIBB CO | 480K | $25.9T | 2.2% | NEW |
| 7 | PRGS | PROGRESS SOFTWARE CORP | 509K | $21.8T | 1.9% | NEW |
| 8 | PINS | PINTEREST INC | 650K | $16.8T | 1.4% | NEW |
| 9 | DELL | DELL TECHNOLOGIES INC | 131K | $16.4T | 1.4% | NEW |
| 10 | ASPN | ASPEN AEROGELS INC | 4.39M | $12.4T | 1.1% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed