OAKTOP CAPITAL MANAGEMENT II, L.P. Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$865.4M
Holdings
15
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (15 positions)
| Stock | Value |
|---|---|
ADIANALOG DEVICES INC | $92.0M |
ASPNASPEN AEROGELS INC | $58.0M |
BMYBRISTOL-MYERS SQUIBB CO | $36.0M |
PRGSPROGRESS SOFTWARE CORP | $27.0M |
EGANEGAIN CORP | $17.0M |
CEVACEVA INC | $14.0M |
DELLDELL TECHNOLOGIES INC | $14.0M |
GRMNGARMIN LTD | $7.0M |
ZZFCARPARTS COM INC | $6.0M |
PINSPINTEREST INC | $3.0M |
PETSPETMED EXPRESS INC | $2.0M |
INTCINTEL CORP | $1.0M |
KLACKLA CORP | $274K |
LRCXEURLAM RESEARCH CORP | $261K |
AVGOBROADCOM INC | $48K |