OAKTOP CAPITAL MANAGEMENT II, L.P. Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$800.8B

Holdings

15

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (15 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	KLACKLA CORP	382,075	$240.8B	30.07%
2	LRCXLAM RESEARCH CORP	2,691,460	$194.4B	24.28%
3	ADIANALOG DEVICES INC	466,196	$99.0B	12.37%
4	AVGOBROADCOM INC	362,760	$84.1B	10.50%
5	ASPNASPEN AEROGELS INC	3,740,525	$44.4B	5.55%
6	PRGSPROGRESS SOFTWARE CORP	508,608	$33.1B	4.14%
7	BMYBRISTOL-MYERS SQUIBB CO	479,991	$27.1B	3.39%
8	CEVACEVA INC	631,377	$19.9B	2.49%
9	EGANEGAIN CORP	2,671,843	$16.6B	2.08%
10	DELLDELL TECHNOLOGIES INC	130,619	$15.1B	1.88%
11	GRMNGARMIN LTD	48,000	$9.9B	1.24%
12	PINSPINTEREST INC	300,000	$8.7B	1.09%
13	ZZFCARPARTS COM INC	4,597,302	$5.0B	0.62%
14	PETSPETMED EXPRESS INC	435,844	$2.1B	0.26%
15	INTCINTEL CORP	23,010	$461.4M	0.06%