OAKTOP CAPITAL MANAGEMENT II, L.P. 13F Portfolio
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 231 among the investors we track. The portfolio is valued at approximately $2.35B. Their top holdings are KLAC, LRCX, ADI, AVGO, DELL. The top five represent 93.3% of reported portfolio weight. OAKTOP CAPITAL MANAGEMENT II, L.P. ranks #24 out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. They trimmed 1 position. Their current best-performing preview position is INTC with returns of +216.41%.
Portfolio Value
$2.35B
Alpha Score
268.2
#24 of 1000
Holdings
14
OAKTOP CAPITAL MANAGEMENT II, L.P. Current 13F Holdings
Reported holdings from OAKTOP CAPITAL MANAGEMENT II, L.P.'s latest SEC 13F filing, ranked by portfolio weight.
14 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 KLAC KLA CORP | 39.20% | $7.87 | $195.57 | +2,385.01% | Added +882.73% |
 LRCX LAM RESEARCH CORP | 38.00% | $72.23 | $318.84 | +341.42% | Trimmed -8.37% |
 ADI ANALOG DEVICES INC | 7.88% | $167.48 | $406.19 | +142.53% | Held |
 AVGO BROADCOM INC | 5.83% | $73.07 | $361.54 | +394.79% | Held |
 DELL DELL TECHNOLOGIES INC | 2.40% | $30.61 | $586.28 | +1,815.32% | Held |
 BMY BRISTOL-MYERS SQUIBB CO | 1.18% | $62.64 | $59.11 | -5.64% | Held |
 CEVA CEVA INC | 0.90% | $19.26 | $33.49 | +73.88% | Held |
 PINS PINTEREST INC | 0.85% | $26.24 | $21.40 | -18.45% | Added +11.76% |
 PRGS PROGRESS SOFTWARE CORP | 0.73% | $23.43 | $39.33 | +67.86% | Held |
 GRMN GARMIN LTD | 0.49% | $76.37 | $268.23 | +251.22% | Held |
Showing 1-10 of 14