OAKTOP CAPITAL MANAGEMENT II, L.P. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$1.2T

Holdings

13

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (13 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	LRCXLAM RESEARCH CORP	2,390,784	$409.3B	34.68%
2	KLACKLA CORP	310,738	$377.6B	32.00%
3	ADIANALOG DEVICES INC	466,196	$126.4B	10.72%
4	AVGOBROADCOM INC	362,760	$125.6B	10.64%
5	EGANEGAIN CORP	2,671,843	$27.5B	2.33%
6	BMYBRISTOL-MYERS SQUIBB CO	479,991	$25.9B	2.19%
7	PRGSPROGRESS SOFTWARE CORP	508,608	$21.8B	1.85%
8	PINSPINTEREST INC	650,000	$16.8B	1.43%
9	DELLDELL TECHNOLOGIES INC	130,619	$16.4B	1.39%
10	ASPNASPEN AEROGELS INC	4,394,525	$12.4B	1.05%
11	GRMNGARMIN LTD	48,000	$9.7B	0.83%
12	CEVACEVA INC	446,377	$9.6B	0.81%
13	INTCINTEL CORP	23,010	$849.0M	0.07%