13F HOLDINGS REPORT
OAKTOP CAPITAL MANAGEMENT II, L.P.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001059
Total Value
$1.18B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | LRCX | 2,390,784 | $409.3M | 34.68% |
| 2 | KLA CORP | KLAC | 310,738 | $377.6M | 32.00% |
| 3 | ANALOG DEVICES INC | ADI | 466,196 | $126.4M | 10.72% |
| 4 | BROADCOM INC | AVGO | 362,760 | $125.6M | 10.64% |
| 5 | EGAIN CORP | EGAN | 2,671,843 | $27.5M | 2.33% |
| 6 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 479,991 | $25.9M | 2.19% |
| 7 | PROGRESS SOFTWARE CORP | 743312100 | 508,608 | $21.8M | 1.85% |
| 8 | PINTEREST INC | PINS | 650,000 | $16.8M | 1.43% |
| 9 | DELL TECHNOLOGIES INC | DELL | 130,619 | $16.4M | 1.39% |
| 10 | ASPEN AEROGELS INC | ASPN | 4,394,525 | $12.4M | 1.05% |
| 11 | GARMIN LTD | GRMN | 48,000 | $9.7M | 0.83% |
| 12 | CEVA INC | CEVA | 446,377 | $9.6M | 0.81% |
| 13 | INTEL CORP | INTC | 23,010 | $849,069 | 0.07% |