OAKTOP CAPITAL MANAGEMENT II, L.P. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$750.8M

Holdings

15

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (15 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	KLACKLA CORP	364,111	$247.5M	32.97%
2	LRCXLAM RESEARCH CORP	2,691,460	$195.7M	26.06%
3	ADIANALOG DEVICES INC	466,196	$94.0M	12.52%
4	AVGOBROADCOM INC	362,760	$60.7M	8.09%
5	BMYBRISTOL-MYERS SQUIBB CO	479,991	$29.3M	3.90%
6	ASPNASPEN AEROGELS INC	4,394,525	$28.1M	3.74%
7	PRGSPROGRESS SOFTWARE CORP	508,608	$26.2M	3.49%
8	CEVACEVA INC	631,377	$16.2M	2.15%
9	EGANEGAIN CORP	2,671,843	$13.0M	1.73%
10	DELLDELL TECHNOLOGIES INC	130,619	$11.9M	1.59%
11	PINSPINTEREST INC	350,000	$10.8M	1.45%
12	GRMNGARMIN LTD	48,000	$10.4M	1.39%
13	ZZFCARPARTS COM INC	4,597,302	$4.6M	0.61%
14	PETSPETMED EXPRESS INC	435,844	$1.8M	0.24%
15	INTCINTEL CORP	23,010	$523K	0.07%