OAKTOP CAPITAL MANAGEMENT II, L.P.
An institutional investment manager in Chatham, NJ. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 7, 2026. SEC CIK 1550660.
- Reported value$2.35bn
- Positions14
Holdings: 14 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| KLA CorpKLAC | COM NEW | 482480100 | 921 | 39.2% | 3,053,730 | Added+2,742,992 | |
| LAM Research CorpLRCX | COM NEW | 512807306 | 893 | 38.0% | 2,061,054 | Reduced−188,340 | |
| Analog Devices IncADI | COM | 032654105 | 185 | 7.9% | 466,196 | Unchanged | |
| Broadcom IncAVGO | COM | 11135F101 | 137 | 5.8% | 362,760 | Unchanged | |
| Dell Technologies IncDELL | CL C | 24703L202 | 56.4 | 2.4% | 130,619 | Unchanged | |
| Aspen Aerogels IncASPN | COM | 04523Y105 | 32.8 | 1.4% | 5,168,674 | Unchanged | |
| Bristol-Myers Squibb CoBMY | COM | 110122108 | 27.7 | 1.2% | 479,991 | Unchanged | |
| Ceva IncCEVA | COM | 157210105 | 21.1 | 0.9% | 446,377 | Unchanged | |
| Pinterest IncPINS | CL A | 72352L106 | 20.0 | 0.9% | 950,000 | Added+100,000 | |
| Progress Software CorpPRGS | COM | 743312100 | 17.1 | 0.7% | 508,608 | Unchanged | |
| Egain CorpEGAN | COM NEW | 28225C806 | 16.8 | 0.7% | 2,671,843 | Unchanged | |
| Garmin Ltd | SHS | H2906T109 | 11.4 | 0.5% | 48,000 | Unchanged | |
| ARM Holdings plcARM | SPONSORED ADS | 042068205 | 7.1 | 0.3% | 20,000 | Unchanged | |
| Intel CorpINTC | COM | 458140100 | 3.2 | 0.1% | 23,010 | Unchanged |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003178 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.