The Analysis of OAKTOP CAPITAL MANAGEMENT II, L.P.'s Holdings & P&L

Currently, OAKTOP CAPITAL MANAGEMENT II, L.P. holds 14 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in KLAC (+2.7M shares, valued at $827.6M), PINS (+100.0K shares, valued at $2.1M); decreased their positions in LRCX (-188.3K shares, valued at $81.6M).

1M P&L

-69.4M-4.28%

3M P&L

-5.4B-77.53%

HY P&L

-3.5B-69.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductor Equipment & Materials1.8B

82.0%

2Semiconductors216.5M

9.8%

3Computer Hardware56.4M

2.5%

Top Industries by Stock Count

1Semiconductors4 stocks

30.8%

2Semiconductor Equipment & Materials2 stocks

15.4%

3Building Products & Equipment1 stocks

7.7%

Sponsored

PINS PINTEREST INC950.0K shares11.76%2026-06-302026-08-07

PRGS PROGRESS SOFTWARE CORP508.6K shares0.00%2026-06-302026-08-07

EGAN EGAIN CORP2.7M shares0.00%2026-06-302026-08-07

GRMN GARMIN LTD48.0K shares0.00%2026-06-302026-08-07

ARM ARM HOLDINGS PLC20.0K shares0.00%2026-06-302026-08-07

INTC INTEL CORP23.0K shares0.00%2026-06-302026-08-07

KLAC

KLA CORP

882.73%

Shares3.1M

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

-8.37%

Shares2.1M

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

0.00%

Shares466.2K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

0.00%

Shares362.8K

Event2026-06-30

Filed2026-08-07

DELL

DELL TECHNOLOGIES INC

0.00%

Shares130.6K

Event2026-06-30

Filed2026-08-07

ASPN

ASPEN AEROGELS INC

0.00%

Shares5.2M

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares480.0K

Event2026-06-30

Filed2026-08-07

CEVA

CEVA INC

0.00%

Shares446.4K

Event2026-06-30

Filed2026-08-07

PINS

PINTEREST INC

11.76%

Shares950.0K

Event2026-06-30

Filed2026-08-07

PRGS

PROGRESS SOFTWARE CORP

0.00%

Shares508.6K

Event2026-06-30

Filed2026-08-07

EGAN

EGAIN CORP

0.00%

Shares2.7M

Event2026-06-30

Filed2026-08-07

GRMN

GARMIN LTD

0.00%

Shares48.0K

Event2026-06-30

Filed2026-08-07

ARM

ARM HOLDINGS PLC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

0.00%

Shares23.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available