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
$360.39 M
33 %

2,691,460

KLAC
KLAC

KLA CORP

COM NEW
482480100
$354.72 M
32 %

328,875

AVGO
AVGO

BROADCOM INC

COM
11135F101
$119.68 M
11 %

362,760

ADI
ADI

ANALOG DEVICES INC

COM
032654105
$114.54 M
10 %

466,196

ASPN
ASPN

ASPEN AEROGELS INC

COM
04523Y105
$30.59 M
3 %

4,394,525

EGAN
EGAN

EGAIN CORP

COM NEW
28225C806
$23.27 M
2 %

2,671,843

PRGS
PRGS

PROGRESS SOFTWARE CORP

COM
743312100
$22.34 M
2 %

508,608

BMY
BMY

BRISTOL-MYERS SQUIBB CO

COM
110122108
$21.65 M
2 %

479,991

DELL
DELL

DELL TECHNOLOGIES INC

CL C
24703L202
$18.52 M
2 %

130,619

---

GARMIN LTD

SHS
H2906T109
$11.82 M
1 %

48,000

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