13F HOLDINGS REPORT
OAKTOP CAPITAL MANAGEMENT II, L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004966
Total Value
$1.11B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | LRCX | 2,691,460 | $360.4M | 32.59% |
| 2 | KLA CORP | KLAC | 328,875 | $354.7M | 32.08% |
| 3 | BROADCOM INC | AVGO | 362,760 | $119.7M | 10.82% |
| 4 | ANALOG DEVICES INC | ADI | 466,196 | $114.5M | 10.36% |
| 5 | ASPEN AEROGELS INC | ASPN | 4,394,525 | $30.6M | 2.77% |
| 6 | EGAIN CORP | EGAN | 2,671,843 | $23.3M | 2.10% |
| 7 | PROGRESS SOFTWARE CORP | 743312100 | 508,608 | $22.3M | 2.02% |
| 8 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 479,991 | $21.6M | 1.96% |
| 9 | DELL TECHNOLOGIES INC | DELL | 130,619 | $18.5M | 1.67% |
| 10 | GARMIN LTD | GRMN | 48,000 | $11.8M | 1.07% |
| 11 | CEVA INC | CEVA | 446,377 | $11.8M | 1.07% |
| 12 | PINTEREST INC | PINS | 350,000 | $11.3M | 1.02% |
| 13 | CARPARTS COM INC | PRTS | 4,597,302 | $3.3M | 0.30% |
| 14 | PETMED EXPRESS INC | PETS | 435,844 | $1.1M | 0.10% |
| 15 | INTEL CORP | INTC | 23,010 | $771,986 | 0.07% |