Holdings
Oaktop Capital Management II, L.P.
As of Jun 30, 2026, Oaktop Capital Management II, L.P. reported 12 positions worth US$2.33B. Largest: Kla Corporation, Lam Research Corporation and Analog Devices, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kla Corporation | 3.05M | US$921M | +2.74M | Jun 30, 2026 |
| Lam Research Corporation | 2.06M | US$893M | −188K | Jun 30, 2026 |
| Analog Devices, Inc. | 466K | US$185M | no change | Jun 30, 2026 |
| Broadcom Inc. | 363K | US$137M | no change | Jun 30, 2026 |
| Dell Technologies Inc. | 131K | US$56.4M | no change | Jun 30, 2026 |
| Aspen Aerogels, Inc. | 5.17M | US$32.8M | no change | Jun 30, 2026 |
| Bristol-myers Squibb Company | 480K | US$27.7M | no change | Jun 30, 2026 |
| Ceva, Inc. | 446K | US$21.1M | no change | Jun 30, 2026 |
| Pinterest, Inc. | 950K | US$20M | +100K | Jun 30, 2026 |
| Progress Software Corporation | 509K | US$17.1M | no change | Jun 30, 2026 |