Oaktop Capital Management II, L.P.
Oaktop Capital Management II, L.P. reported 14 holdings worth US$2.35B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Oaktop Capital Management II, L.P. reported 14 holdings worth US$2.35B as of Jun 30, 2026. Largest: Kla Corporation, Lam Research Corporation and Analog Devices, Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$2.35B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Kla Corporation | 3.05M | US$921M | 39.2% |
| Lam Research Corporation | 2.06M | US$893M | 38.0% |
| Analog Devices, Inc. | 466K | US$185M | 7.9% |
| Broadcom Inc. | 363K | US$137M | 5.8% |
| Dell Technologies Inc. | 131K | US$56.4M | 2.4% |
| Aspen Aerogels, Inc. | 5.17M | US$32.8M | 1.4% |
| Bristol-myers Squibb Company | 480K | US$27.7M | 1.2% |
| Ceva, Inc. | 446K | US$21.1M | 0.90% |
| Pinterest, Inc. | 950K | US$20M | 0.85% |
| Progress Software Corporation | 509K | US$17.1M | 0.73% |
| Egain Corporation | 2.67M | US$16.8M | 0.72% |
| Intel Corporation | 23,010 | US$3.21M | 0.14% |