OAKTOP CAPITAL MANAGEMENT II, L.P.
OAKTOP CAPITAL MANAGEMENT II, L.P. reported 14 positions worth $2.35B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: KLAC (39.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | KLAC | SH | $921.3M | 39.20% | 3,053,730 | — | — | |
| ▸ 2 | LRCX | SH | $893.1M | 38.00% | 2,061,054 | — | — | |
| ▸ 3 | ADI | SH | $185.2M | 7.88% | 466,196 | — | — | |
| ▸ 4 | AVGO | SH | $137.0M | 5.83% | 362,760 | — | — | |
| ▸ 5 | DELL | SH | $56.4M | 2.40% | 130,619 | — | — | |
| ▸ 6 | ASPN | SH | $32.8M | 1.39% | 5,168,674 | — | — | |
| ▸ 7 | BMY | SH | $27.7M | 1.18% | 479,991 | — | — | |
| ▸ 8 | CEVA | SH | $21.1M | 0.90% | 446,377 | — | — | |
| ▸ 9 | PINS | SH | $20.0M | 0.85% | 950,000 | — | — | |
| ▸ 10 | PRGS | SH | $17.1M | 0.73% | 508,608 | — | — |
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Frequently Asked Questions
What stocks does OAKTOP CAPITAL MANAGEMENT II, L.P. hold as of Q2 2026?
OAKTOP CAPITAL MANAGEMENT II, L.P. reported 14 positions worth $2.35B in its Q2 2026 13F filing. Largest positions: KLAC (39.2%), LRCX (38.0%), ADI (7.9%), AVGO (5.8%) and DELL (2.4%).
What did OAKTOP CAPITAL MANAGEMENT II, L.P. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did OAKTOP CAPITAL MANAGEMENT II, L.P. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.