OAKTOP CAPITAL MANAGEMENT II, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$929.6B
Holdings
15
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KLACKLA CORP | 340,999 | $305.4B | 32.86% | |
| 2 | LRCXLAM RESEARCH CORP | 2,691,460 | $262.0B | 28.18% | |
| 3 | ADIANALOG DEVICES INC | 466,196 | $111.0B | 11.94% | |
| 4 | AVGOBROADCOM INC | 362,760 | $100.0B | 10.76% | |
| 5 | PRGSPROGRESS SOFTWARE CORP | 508,608 | $32.5B | 3.49% | |
| 6 | ASPNASPEN AEROGELS INC | 4,394,525 | $26.0B | 2.80% | |
| 7 | BMYBRISTOL-MYERS SQUIBB CO | 479,991 | $22.2B | 2.39% | |
| 8 | EGANEGAIN CORP | 2,671,843 | $16.7B | 1.80% | |
| 9 | DELLDELL TECHNOLOGIES INC | 130,619 | $16.0B | 1.72% | |
| 10 | PINSPINTEREST INC | 350,000 | $12.6B | 1.35% | |
| 11 | GRMNGARMIN LTD | 48,000 | $10.0B | 1.08% | |
| 12 | CEVACEVA INC | 446,377 | $9.8B | 1.06% | |
| 13 | ZZFCARPARTS COM INC | 4,597,302 | $3.4B | 0.37% | |
| 14 | PETSPETMED EXPRESS INC | 435,844 | $1.4B | 0.16% | |
| 15 | INTCINTEL CORP | 23,010 | $515.4M | 0.06% |