Holders — by stockHoldings — by fund
OAKTOP CAPITAL MANAGEMENT II, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1550660
$2.35B
disclosed book value
14
positions
39.2%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | KLACKLA CORP | 3.1M | $921.3M | 39.2% |
| 2 | LRCXLAM RESEARCH CORP | 2.1M | $893.1M | 38% |
| 3 | ADIANALOG DEVICES INC | 466,196 | $185.2M | 7.9% |
| 4 | AVGOBROADCOM INC | 362,760 | $137.0M | 5.8% |
| 5 | DELLDELL TECHNOLOGIES INC | 130,619 | $56.4M | 2.4% |
| 6 | ASPNASPEN AEROGELS INC | 5.2M | $32.8M | 1.4% |
| 7 | BMYBRISTOL-MYERS SQUIBB CO | 479,991 | $27.7M | 1.2% |
| 8 | CEVACEVA INC | 446,377 | $21.1M | 0.9% |
| 9 | PINSPINTEREST INC | 950,000 | $20.0M | 0.9% |
| 10 | PRGSPROGRESS SOFTWARE CORP | 508,608 | $17.1M | 0.7% |
| 11 | EGANEGAIN CORP | 2.7M | $16.8M | 0.7% |
| 12 | GARMIN LTD | 48,000 | $11.4M | 0.5% |
| 13 | ARMARM HOLDINGS PLC | 20,000 | $7.1M | 0.3% |
| 14 | INTCINTEL CORP | 23,010 | $3.2M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.