OAKTOP CAPITAL MANAGEMENT II, L.P. Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$552.5B
Holdings
16
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KLACKLA CORP | 400,750 | $127.9B | 23.15% | |
| 2 | LRCXEURLAM RESEARCH CORP | 285,246 | $121.6B | 22.00% | |
| 3 | ADIANALOG DEVICES INC | 467,696 | $68.3B | 12.37% | |
| 4 | BMYBRISTOL-MYERS SQUIBB CO | 679,991 | $52.4B | 9.48% | |
| 5 | ASPNASPEN AEROGELS INC | 3,194,758 | $31.6B | 5.71% | |
| 6 | PRGSPROGRESS SOFTWARE CORP | 612,526 | $27.7B | 5.02% | |
| 7 | EGANEGAIN CORP | 2,671,843 | $26.1B | 4.72% | |
| 8 | CEVACEVA INC | 631,377 | $21.2B | 3.84% | |
| 9 | VMWEURVMWARE INC | 154,460 | $17.6B | 3.19% | |
| 10 | ZZFCARPARTS COM INC | 2,501,669 | $17.4B | 3.14% | |
| 11 | SONOSONOS INC | 650,000 | $11.7B | 2.12% | |
| 12 | PETSPETMED EXPRESS INC | 445,844 | $8.9B | 1.61% | |
| 13 | AVGOBROADCOM INC | 16,000 | $7.8B | 1.41% | |
| 14 | DELLDELL TECHNOLOGIES INC | 140,619 | $6.5B | 1.18% | |
| 15 | GRMNGARMIN LTD | 48,000 | $4.7B | 0.85% | |
| 16 | INTCINTEL CORP | 33,010 | $1.2B | 0.22% |