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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%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KLAC KLA CORP3.1M shares882.73%2026-06-302026-08-07

LRCX LAM RESEARCH CORP2.1M shares-8.37%2026-06-302026-08-07

ADI ANALOG DEVICES INC466.2K shares0.00%2026-06-302026-08-07

BROADCOM INC BROADCOM INC362.8K shares0.00%2026-06-302026-08-07

DELL DELL TECHNOLOGIES INC130.6K shares0.00%2026-06-302026-08-07

ASPN ASPEN AEROGELS INC5.2M shares0.00%2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO480.0K shares0.00%2026-06-302026-08-07

CEVA CEVA INC446.4K shares0.00%2026-06-302026-08-07

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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

KLA CORP

882.73%

Shares3.1M

Event2026-06-30

Filed2026-08-07

LAM RESEARCH CORP

-8.37%

Shares2.1M

Event2026-06-30

Filed2026-08-07

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 TECHNOLOGIES INC

0.00%

Shares130.6K

Event2026-06-30

Filed2026-08-07

ASPEN AEROGELS INC

0.00%

Shares5.2M

Event2026-06-30

Filed2026-08-07

BRISTOL-MYERS SQUIBB CO

0.00%

Shares480.0K

Event2026-06-30

Filed2026-08-07

CEVA INC

0.00%

Shares446.4K

Event2026-06-30

Filed2026-08-07

PINTEREST INC

11.76%

Shares950.0K

Event2026-06-30

Filed2026-08-07

PROGRESS SOFTWARE CORP

0.00%

Shares508.6K

Event2026-06-30

Filed2026-08-07

EGAIN CORP

0.00%

Shares2.7M

Event2026-06-30

Filed2026-08-07

GARMIN LTD

0.00%

Shares48.0K

Event2026-06-30

Filed2026-08-07

ARM HOLDINGS PLC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-07

INTEL CORP

0.00%

Shares23.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available

OAKTOP CAPITAL MANAGEMENT II, L.P. Institutional Holdings, Portfolio & P&L — TradeFomo