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OAKTOP CAPITAL MANAGEMENT II, L.P. 13F portfolio summary

OAKTOP CAPITAL MANAGEMENT II, L.P. of OAKTOP CAPITAL MANAGEMENT II, L.P. has 14 current stock holdings with a reported portfolio value of $1.34B. The portfolio 1 year return is +99.51%. Top holdings include LRCX (35.86%), KLAC (34.14%), ADI (11.07%), AVGO (8.38%), BMY (2.17%).

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OAKTOP CAPITAL MANAGEMENT II, L.P.

OAKTOP CAPITAL MANAGEMENT II, L.P.
Latest filing: 2026-03-31

OAKTOP CAPITAL MANAGEMENT II, L.P. runs OAKTOP CAPITAL MANAGEMENT II, L.P. and currently holds 14 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.34B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OAKTOP CAPITAL MANAGEMENT II, L.P. ranks #93 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OAKTOP CAPITAL MANAGEMENT II, L.P.'s portfolio at OAKTOP CAPITAL MANAGEMENT II, L.P. has delivered returns of +99.51%. Their 3-year annualized return is +161.89%. Looking at the 5-year horizon, OAKTOP CAPITAL MANAGEMENT II, L.P. has achieved +142.68% annualized returns at OAKTOP CAPITAL MANAGEMENT II, L.P..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+99.51%
#54/1000
3 Year
+161.89%
#86/1000
5 Year
+142.68%
#125/1000

Portfolio Value

$1.34B

Alpha Score

127.1

#93 of 1000

Holdings

14

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change