OAKTOP CAPITAL MANAGEMENT II, L.P.: 13F holdings
CIK 15506602026Q2
| Positions | 14 |
|---|---|
| Reported value | $2.4bn |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| KLAC KLA CORP | 3,053,730 | $921.3m | 39.2% |
| LRCX LAM RESEARCH CORP | 2,061,054 | $893.1m | 38.0% |
| ADI ANALOG DEVICES INC | 466,196 | $185.2m | 7.9% |
| AVGO BROADCOM INC | 362,760 | $137.0m | 5.8% |
| DELL DELL TECHNOLOGIES INC | 130,619 | $56.4m | 2.4% |
| ASPN ASPEN AEROGELS INC | 5,168,674 | $32.8m | 1.4% |
| BMY BRISTOL-MYERS SQUIBB CO | 479,991 | $27.7m | 1.2% |
| CEVA CEVA INC | 446,377 | $21.1m | 0.9% |
| PINS PINTEREST INC | 950,000 | $20.0m | 0.9% |
| PRGS PROGRESS SOFTWARE CORP | 508,608 | $17.1m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1550660")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.