OAKTOP CAPITAL MANAGEMENT II, L.P. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.2T
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LRCXLAM RESEARCH CORP | 2,390,784 | $409.3B | 34.68% | |
| 2 | KLACKLA CORP | 310,738 | $377.6B | 32.00% | |
| 3 | ADIANALOG DEVICES INC | 466,196 | $126.4B | 10.72% | |
| 4 | AVGOBROADCOM INC | 362,760 | $125.6B | 10.64% | |
| 5 | EGANEGAIN CORP | 2,671,843 | $27.5B | 2.33% | |
| 6 | BMYBRISTOL-MYERS SQUIBB CO | 479,991 | $25.9B | 2.19% | |
| 7 | PRGSPROGRESS SOFTWARE CORP | 508,608 | $21.8B | 1.85% | |
| 8 | PINSPINTEREST INC | 650,000 | $16.8B | 1.43% | |
| 9 | DELLDELL TECHNOLOGIES INC | 130,619 | $16.4B | 1.39% | |
| 10 | ASPNASPEN AEROGELS INC | 4,394,525 | $12.4B | 1.05% | |
| 11 | GRMNGARMIN LTD | 48,000 | $9.7B | 0.83% | |
| 12 | CEVACEVA INC | 446,377 | $9.6B | 0.81% | |
| 13 | INTCINTEL CORP | 23,010 | $849.0M | 0.07% |