OAKTOP CAPITAL MANAGEMENT II, L.P. Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$658.0B

Holdings

15

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (15 positions)

StockValue
KLACKLA CORP
$190K
LRCXEURLAM RESEARCH CORP
$173K
ADIANALOG DEVICES INC
$90K
BMYBRISTOL-MYERS SQUIBB CO
$43K
PRGSPROGRESS SOFTWARE CORP
$29K
ASPNASPEN AEROGELS INC
$25K
VMWEURVMWARE INC
$22K
EGANEGAIN CORP
$20K
CEVACEVA INC
$16K
ZZFCARPARTS COM INC
$14K
AVGOBROADCOM INC
$13K
DELLDELL TECHNOLOGIES INC
$7K
PETSPETMED EXPRESS INC
$6K
GRMNGARMIN LTD
$5K
INTCINTEL CORP
$0