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OAKTOP CAPITAL MANAGEMENT II, L.P.

OAKTOP CAPITAL MANAGEMENT II, L.P. is an Investment Adviser institutional filer with the SEC under CIK 1550660, reporting 14 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-07

Top 10 portfolio positions

The largest reported holdings in OAKTOP CAPITAL MANAGEMENT II, L.P.'s most recent 13F filing, ranked by reported market value.

  1. KLA CORP (KLAC)
  2. LAM RESEARCH CORP (LRCX)
  3. ANALOG DEVICES INC (ADI)
  4. BROADCOM INC (AVGO)
  5. DELL TECHNOLOGIES INC (DELL)
  6. ASPEN AEROGELS INC (ASPN)
  7. BRISTOL-MYERS SQUIBB CO (BMY)
  8. CEVA INC (CEVA)
  9. PINTEREST INC (PINS)
  10. PROGRESS SOFTWARE CORP (PRGS)
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