Institutions / Oaktop Capital Management II, L.P.
Oaktop Capital Management II, L.P.
CIK 1550660 · Institution · as of Jun 30, 2026
Portfolio value
$2.35B
Positions
14
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$2.35B+99.2%Positions
14+7.7%Top holdings
Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Kla Corp | $921.34M | 39.2% |
| Lam Research Corp | $893.12M | 38.0% |
| Analog Devices Inc | $185.16M | 7.9% |
| Broadcom Inc. | $137.03M | 5.8% |
| Dell Technologies Inc. | $56.36M | 2.4% |
| Aspen Aerogels Inc | $32.77M | 1.4% |
| Bristol Myers Squibb Co | $27.66M | 1.2% |
| Ceva Inc | $21.05M | 0.9% |
| Pinterest, Inc. | $19.98M | 0.9% |
| Progress Software Corp /Ma | $17.08M | 0.7% |
| eGain Corp | $16.83M | 0.7% |
| Garmin Ltd | $11.40M | 0.5% |
| Arm Holdings PLC /UkARM | $7.09M | 0.3% |
| Intel Corp | $3.21M | 0.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Kla Corp Common stock | $827.59M | +2.7M +882.73% | 3,053,730 39.20% of portfolio | high |
| Q2 2026 as of | Trim | Lam Research Corp Common stock | $-142.88M | -330K -13.79% | 2,061,054 38.00% of portfolio | high |
| Q2 2026 as of | New | ARM Arm Holdings PLC /Uk ADR | $7.09M | +20K | 20,000 0.30% of portfolio | medium |
| Q2 2026 as of | Add | Pinterest, Inc. Common stock | $6.31M | +300K +46.15% | 950,000 0.85% of portfolio | medium |
| Q2 2026 as of | Add | Aspen Aerogels Inc Common stock | $4.91M | +774K +17.62% | 5,168,674 1.39% of portfolio | low |