OAKTOP CAPITAL MANAGEMENT II, L.P.

Q3 2025 13F Holdings

  • Location
    chatham, NJ
  • Num holdings

    15

  • Value ($000)

    $1,105,702

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001550660
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

LAM RESEARCH CORP

COM NEW
512807306
$360.39M
33 %

2,691,460

K
KLAC

KLA CORP

COM NEW
482480100
$354.72M
32 %

328,875

A
AVGO

BROADCOM INC

COM
11135F101
$119.68M
11 %

362,760

A
ADI

ANALOG DEVICES INC

COM
032654105
$114.54M
10 %

466,196

A
ASPN

ASPEN AEROGELS INC

COM
04523Y105
$30.59M
3 %

4,394,525

E
EGAN

EGAIN CORP

COM NEW
28225C806
$23.27M
2 %

2,671,843

P
PRGS

PROGRESS SOFTWARE CORP

COM
743312100
$22.34M
2 %

508,608

B
BMY

BRISTOL-MYERS SQUIBB CO

COM
110122108
$21.65M
2 %

479,991

D
DELL

DELL TECHNOLOGIES INC

CL C
24703L202
$18.52M
2 %

130,619

---

GARMIN LTD

SHS
H2906T109
$11.82M
1 %

48,000

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