# OAKTOP CAPITAL MANAGEMENT II, L.P.: Form 13F holdings

An institutional investment manager in Chatham, NJ. SEC CIK 1550660.

- Quarter ended: 2026-06-30
- Filed: 2026-08-07
- Reported value: $2.35bn
- Positions: 14 (14 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1550660/000117266126003178/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $921.3m | 39.2% | 3,053,730 |  | Added +2,742,992 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $893.1m | 38.0% | 2,061,054 |  | Reduced −188,340 |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $185.2m | 7.9% | 466,196 |  | Unchanged |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $137.0m | 5.8% | 362,760 |  | Unchanged |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $56.4m | 2.4% | 130,619 |  | Unchanged |
| [ASPEN AEROGELS INC (ASPN)](/companies/aspn.md) | COM | $32.8m | 1.4% | 5,168,674 |  | Unchanged |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $27.7m | 1.2% | 479,991 |  | Unchanged |
| [CEVA INC (CEVA)](/companies/ceva.md) | COM | $21.1m | 0.9% | 446,377 |  | Unchanged |
| [PINTEREST INC (PINS)](/companies/pins.md) | CL A | $20.0m | 0.9% | 950,000 |  | Added +100,000 |
| [PROGRESS SOFTWARE CORP (PRGS)](/companies/prgs.md) | COM | $17.1m | 0.7% | 508,608 |  | Unchanged |
| [EGAIN CORP (EGAN)](/companies/egan.md) | COM NEW | $16.8m | 0.7% | 2,671,843 |  | Unchanged |
| GARMIN LTD | SHS | $11.4m | 0.5% | 48,000 |  | Unchanged |
| [ARM HOLDINGS PLC (ARM)](/companies/arm.md) | SPONSORED ADS | $7.1m | 0.3% | 20,000 |  | Unchanged |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $3.2m | 0.1% | 23,010 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003178. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.