OAKTOP CAPITAL MANAGEMENT II, L.P. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$800.8B
Holdings
15
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KLACKLA CORP | 382,075 | $240.8B | 30.07% | |
| 2 | LRCXLAM RESEARCH CORP | 2,691,460 | $194.4B | 24.28% | |
| 3 | ADIANALOG DEVICES INC | 466,196 | $99.0B | 12.37% | |
| 4 | AVGOBROADCOM INC | 362,760 | $84.1B | 10.50% | |
| 5 | ASPNASPEN AEROGELS INC | 3,740,525 | $44.4B | 5.55% | |
| 6 | PRGSPROGRESS SOFTWARE CORP | 508,608 | $33.1B | 4.14% | |
| 7 | BMYBRISTOL-MYERS SQUIBB CO | 479,991 | $27.1B | 3.39% | |
| 8 | CEVACEVA INC | 631,377 | $19.9B | 2.49% | |
| 9 | EGANEGAIN CORP | 2,671,843 | $16.6B | 2.08% | |
| 10 | DELLDELL TECHNOLOGIES INC | 130,619 | $15.1B | 1.88% | |
| 11 | GRMNGARMIN LTD | 48,000 | $9.9B | 1.24% | |
| 12 | PINSPINTEREST INC | 300,000 | $8.7B | 1.09% | |
| 13 | ZZFCARPARTS COM INC | 4,597,302 | $5.0B | 0.62% | |
| 14 | PETSPETMED EXPRESS INC | 435,844 | $2.1B | 0.26% | |
| 15 | INTCINTEL CORP | 23,010 | $461.4M | 0.06% |