OAKTOP CAPITAL MANAGEMENT II, L.P. Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$648.4B
Holdings
16
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LRCXEURLAM RESEARCH CORP COM | 295,254 | $175.7B | 27.10% | |
| 2 | KLACKLA CORP COM NEW | 400,750 | $132.4B | 20.42% | |
| 3 | MXIMMAXIM INTEGRATED PRO COM | 742,375 | $67.8B | 10.46% | |
| 4 | ASPNASPEN AEROGELS INC COM | 2,939,758 | $59.8B | 9.22% | |
| 5 | BMYBRISTOL-MYERS SQUIBB COM | 679,991 | $42.9B | 6.62% | |
| 6 | CEVACEVA INC COM | 631,377 | $35.5B | 5.47% | |
| 7 | PRGSPROGRESS SOFTWARE CO COM | 612,526 | $27.0B | 4.16% | |
| 8 | SONOSONOS INC COM | 650,000 | $24.4B | 3.76% | |
| 9 | EGANEGAIN CORP COM NEW | 2,536,843 | $24.1B | 3.71% | |
| 10 | VMWEURVMWARE INC CL A COM | 92,500 | $13.9B | 2.15% | |
| 11 | DELLDELL TECHNOLOGIES IN CL C | 140,619 | $12.4B | 1.91% | |
| 12 | PETSPETMED EXPRESS INC COM | 333,675 | $11.7B | 1.81% | |
| 13 | AVGOBROADCOM INC COM | 16,000 | $7.4B | 1.14% | |
| 14 | GRMNGARMIN LTD SHS | 48,000 | $6.3B | 0.98% | |
| 15 | XLESELECT SECTOR SPDR T ENERGY | 100,000 | $4.9B | 0.76% | |
| 16 | INTCINTEL CORP COM | 33,010 | $2.1B | 0.33% |