OAKTOP CAPITAL MANAGEMENT II, L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.1T
Holdings
15
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LRCXLAM RESEARCH CORP | 2,691,460 | $360.4B | 32.59% | |
| 2 | KLACKLA CORP | 328,875 | $354.7B | 32.08% | |
| 3 | AVGOBROADCOM INC | 362,760 | $119.7B | 10.82% | |
| 4 | ADIANALOG DEVICES INC | 466,196 | $114.5B | 10.36% | |
| 5 | ASPNASPEN AEROGELS INC | 4,394,525 | $30.6B | 2.77% | |
| 6 | EGANEGAIN CORP | 2,671,843 | $23.3B | 2.10% | |
| 7 | PRGSPROGRESS SOFTWARE CORP | 508,608 | $22.3B | 2.02% | |
| 8 | BMYBRISTOL-MYERS SQUIBB CO | 479,991 | $21.6B | 1.96% | |
| 9 | DELLDELL TECHNOLOGIES INC | 130,619 | $18.5B | 1.67% | |
| 10 | GRMNGARMIN LTD | 48,000 | $11.8B | 1.07% | |
| 11 | CEVACEVA INC | 446,377 | $11.8B | 1.07% | |
| 12 | PINSPINTEREST INC | 350,000 | $11.3B | 1.02% | |
| 13 | ZZFCARPARTS COM INC | 4,597,302 | $3.3B | 0.30% | |
| 14 | PETSPETMED EXPRESS INC | 435,844 | $1.1B | 0.10% | |
| 15 | INTCINTEL CORP | 23,010 | $772.0M | 0.07% |