OAKTOP CAPITAL MANAGEMENT II, L.P. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$700.4B
Holdings
16
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LRCXEURLAM RESEARCH CORP COM | 285,246 | $153.4B | 21.90% | |
| 2 | KLACKLA CORP COM NEW | 400,750 | $146.7B | 20.95% | |
| 3 | ASPNASPEN AEROGELS INC COM | 2,939,758 | $101.4B | 14.47% | |
| 4 | ADIANALOG DEVICES INC COM | 467,696 | $77.3B | 11.03% | |
| 5 | BMYBRISTOL-MYERS SQUIBB COM | 679,991 | $49.7B | 7.09% | |
| 6 | EGANEGAIN CORP COM NEW | 2,536,843 | $29.4B | 4.19% | |
| 7 | PRGSPROGRESS SOFTWARE CO COM | 612,526 | $28.8B | 4.12% | |
| 8 | CEVACEVA INC COM | 631,377 | $25.7B | 3.66% | |
| 9 | SONOSONOS INC COM | 650,000 | $18.3B | 2.62% | |
| 10 | VMWEURVMWARE INC CL A COM | 154,460 | $17.6B | 2.51% | |
| 11 | ZZFCARPARTS COM INC COM | 2,426,669 | $16.3B | 2.32% | |
| 12 | PETSPETMED EXPRESS INC COM | 445,844 | $11.5B | 1.64% | |
| 13 | AVGOBROADCOM INC COM | 16,000 | $10.1B | 1.44% | |
| 14 | DELLDELL TECHNOLOGIES IN CL C | 140,619 | $7.1B | 1.01% | |
| 15 | GRMNGARMIN LTD SHS | 48,000 | $5.7B | 0.81% | |
| 16 | INTCINTEL CORP COM | 33,010 | $1.6B | 0.23% |