OAKTOP CAPITAL MANAGEMENT II, L.P. Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$754.3B

Holdings

14

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (14 positions)

#StockSharesValue% PortfolioType
1
KLACKLA CORP
393,120$228K0.00%
2
LRCXEURLAM RESEARCH CORP
269,146$210K0.00%
3
ADIANALOG DEVICES INC
466,196$92K0.00%
4
ASPNASPEN AEROGELS INC
3,194,758$50K0.00%
5
AVGOBROADCOM INC
36,276$40K0.00%
6
BMYBRISTOL-MYERS SQUIBB CO
679,991$34K0.00%
7
PRGSPROGRESS SOFTWARE CORP
508,608$27K0.00%
8
EGANEGAIN CORP
2,671,843$22K0.00%
9
CEVACEVA INC
631,377$14K0.00%
10
ZZFCARPARTS COM INC
3,725,185$11K0.00%
11
DELLDELL TECHNOLOGIES INC
130,619$9K0.00%
12
GRMNGARMIN LTD
48,000$6K0.00%
13
PETSPETMED EXPRESS INC
435,844$3K0.00%
14
INTCINTEL CORP
23,010$1K0.00%