OAKTOP CAPITAL MANAGEMENT II, L.P. Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$721.8B
Holdings
18
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (18 positions)
| Stock | Value |
|---|---|
LRCXEURLAM RESEARCH CORP COM | $162.3B |
ASPNASPEN AEROGELS INC COM | $135.3B |
KLACKLA CORP COM NEW | $134.1B |
ADIANALOG DEVICES INC COM | $78.3B |
BMYBRISTOL-MYERS SQUIBB COM | $40.2B |
PRGSPROGRESS SOFTWARE CO COM | $30.1B |
CEVACEVA INC COM | $26.9B |
EGANEGAIN CORP COM NEW | $25.9B |
SONOSONOS INC COM | $21.0B |
DELLDELL TECHNOLOGIES IN CL C | $14.6B |
VMWEURVMWARE INC CL A COM | $13.8B |
PETSPETMED EXPRESS INC COM | $9.0B |
AVGOBROADCOM INC COM | $7.8B |
ZZFCARPARTS COM INC COM | $7.5B |
GRMNGARMIN LTD SHS | $7.5B |
XLESELECT SECTOR SPDR T ENERGY | $5.2B |
INTCINTEL CORP COM | $1.8B |
NOKNOKIA CORP SPONSORED ADR | $545.0M |