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 $1.3B. In the most recent quarter, they have increased their positions in PINS (+200.0K shares, valued at $3.7M), ARM (+20.0K shares, valued at $3.0M), ASPN (+774.1K shares, valued at $2.6M); decreased their positions in N/A (-141.4K shares, valued at $30.2M); initiated new positions in ARM (+20.0K shares, valued at $3.0M).

1M P&L

+252.1M+4.22%

3M P&L

+1.3B+25.63%

HY P&L

+2.4B+64.60%

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 & Materials377.6M

58.5%

2Semiconductors136.9M

21.2%

3Software - Application27.5M

4.3%

Top Industries by Stock Count

1Semiconductors3 stocks

25.0%

2Building Products & Equipment1 stocks

8.3%

3Drug Manufacturers - General1 stocks

8.3%

Sponsored

PINS PINTEREST INC850.0K shares30.77%2026-03-312026-05-14

PRGS PROGRESS SOFTWARE CORP508.6K shares0.00%2026-03-312026-05-14

GRMN GARMIN LTD48.0K shares0.00%2026-03-312026-05-14

CEVA CEVA INC446.4K shares0.00%2026-03-312026-05-14

ARM ARM HOLDINGS PLC20.0K sharesnew addition2026-03-312026-05-14

INTC INTEL CORP23.0K shares0.00%2026-03-312026-05-14

LAM RESEARCH CORP

-5.91%

Shares2.2M

Event2026-03-31

Filed2026-05-14

KLAC

KLA CORP

0.00%

Shares310.7K

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

0.00%

Shares466.2K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

0.00%

Shares362.8K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares480.0K

Event2026-03-31

Filed2026-05-14

DELL

DELL TECHNOLOGIES INC

0.00%

Shares130.6K

Event2026-03-31

Filed2026-05-14

EGAN

EGAIN CORP

0.00%

Shares2.7M

Event2026-03-31

Filed2026-05-14

ASPN

ASPEN AEROGELS INC

17.62%

Shares5.2M

Event2026-03-31

Filed2026-05-14

PINS

PINTEREST INC

30.77%

Shares850.0K

Event2026-03-31

Filed2026-05-14

PRGS

PROGRESS SOFTWARE CORP

0.00%

Shares508.6K

Event2026-03-31

Filed2026-05-14

GRMN

GARMIN LTD

0.00%

Shares48.0K

Event2026-03-31

Filed2026-05-14

CEVA

CEVA INC

0.00%

Shares446.4K

Event2026-03-31

Filed2026-05-14

ARM

ARM HOLDINGS PLC

New

Shares20.0K

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

0.00%

Shares23.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available