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OAKTOP CAPITAL MANAGEMENT II, L.P.
OAKTOP CAPITAL MANAGEMENT II, L.P.
Latest filing: 2026-06-30
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 230 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%.
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14 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 KLAC KLA CORP | 39.20% | $7.87 | $183.99 | +2,237.87% | Added +882.73% |
 LRCX LAM RESEARCH CORP | 38.00% | $72.23 | $314.00 | +334.72% | Trimmed -8.37% |
 ADI ANALOG DEVICES INC | 7.88% | $167.48 | $373.09 | +122.77% | Held |
 AVGO BROADCOM INC | 5.83% | $73.07 | $368.45 | +404.24% | Held |
 DELL DELL TECHNOLOGIES INC | 2.40% | $30.61 | $441.74 | +1,343.12% | Held |
 BMY BRISTOL-MYERS SQUIBB CO | 1.18% | $62.64 | $67.02 | +6.98% | Held |
 CEVA CEVA INC | 0.90% | $19.26 | $27.99 | +45.33% | Held |
 PINS PINTEREST INC | 0.85% | $26.24 | $23.40 | -10.82% | Added +11.76% |
 PRGS PROGRESS SOFTWARE CORP | 0.73% | $23.43 | $44.36 | +89.33% | Held |
 GRMN GARMIN LTD | 0.49% | $76.37 | $294.92 | +286.17% | Held |
Showing 1-10 of 14