OAKTOP CAPITAL MANAGEMENT II, L.P. Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$658.0B

Holdings

15

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (15 positions)

#StockSharesValue% PortfolioType
1
KLACKLA CORP
393,120$190K0.00%
2
LRCXEURLAM RESEARCH CORP
269,146$173K0.00%
3
ADIANALOG DEVICES INC
466,196$90K0.00%
4
BMYBRISTOL-MYERS SQUIBB CO
679,991$43K0.00%
5
PRGSPROGRESS SOFTWARE CORP
508,608$29K0.00%
6
ASPNASPEN AEROGELS INC
3,194,758$25K0.00%
7
VMWEURVMWARE INC
154,460$22K0.00%
8
EGANEGAIN CORP
2,671,843$20K0.00%
9
CEVACEVA INC
631,377$16K0.00%
10
ZZFCARPARTS COM INC
3,341,759$14K0.00%
11
AVGOBROADCOM INC
16,000$13K0.00%
12
DELLDELL TECHNOLOGIES INC
130,619$7K0.00%
13
PETSPETMED EXPRESS INC
435,844$6K0.00%
14
GRMNGARMIN LTD
48,000$5K0.00%
15
INTCINTEL CORP
23,010$00.00%