OAKTOP CAPITAL MANAGEMENT II, L.P.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationchatham, NJ
- CIK0001550660
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
15 | $800.77M | KLAC, LAM RESEARCH CORP, ADI, AVGO | 13F-HR | Feb 13, 2025 | 000117266125000848 | ||
15 | $916.33M | KLAC, LRCX, ADI, ASPN | 13F-HR | Nov 13, 2024 | 000117266124004598 | ||
16 | $976.47M | KLAC, LRCX, ADI, ASPN | 13F-HR | Aug 12, 2024 | 000117266124003210 | ||
15 | $865.42M | KLAC, LRCX, ADI, ASPN | 13F-HR | May 14, 2024 | 000117266124002252 | ||
14 | $754.29M | KLAC, LRCX, ADI, ASPN | 13F-HR | Feb 13, 2024 | 000117266124000823 | ||
14 | $599.33M | KLAC, LRCX, ADI, BMY | 13F-HR | Nov 13, 2023 | 000117266123003762 | ||
15 | $658.03M | KLAC, LRCX, ADI, BMY | 13F-HR | Aug 11, 2023 | 000117266123002899 | ||
15 | $595.08M | KLAC, LRCX, ADI, BMY | 13F-HR | May 12, 2023 | 000117266123002040 | ||
15 | $558.75M | KLAC, LRCX, ADI, BMY | 13F-HR | Feb 13, 2023 | 000117266123000761 | ||
16 | $497.58M | KLAC, LRCX, ADI, BMY | 13F-HR | Nov 10, 2022 | 000117266122002359 | ||
16 | $552.45M | KLAC, LRCX, ADI, BMY | 13F-HR | Aug 12, 2022 | 000117266122001798 | ||
16 | $700.37M | LRCX, KLAC, ASPN, ADI | 13F-HR | May 16, 2022 | 000110465922061470 | ||
17 | $829.28M | LRCX, KLAC, ASPN, ADI | 13F-HR | Feb 11, 2022 | 000110465922020273 | ||
18 | $721.77M | LRCX, ASPN, KLAC, ADI | 13F-HR | Nov 12, 2021 | 000110465921137306 | ||
16 | $698.62M | LRCX, KLAC, ASPN, MXIM | 13F-HR | Aug 13, 2021 | 000110465921104522 | ||
16 | $648.40M | LRCX, KLAC, MXIM, ASPN | 13F-HR | May 17, 2021 | 000110465921067489 | ||
19 | $567.53M | LRCX, KLAC, MXIM, ASPN | 13F-HR | Feb 9, 2021 | 000110465921016429 | ||
19 | $452.55M | LRCX, KLAC, MXIM, BMY | 13F-HR | Nov 12, 2020 | 000110465920123821 | ||
20 | $425.34M | LRCX, KLAC, MXIM, BMY | 13F-HR | Aug 7, 2020 | 000110465920091926 | ||
20 | $326.70M | LRCX, KLAC, BMY, MXIM | 13F-HR | May 12, 2020 | 000110465920059829 | ||
18 | $381.10M | LRCX, KLAC, MXIM, BMY | 13F-HR | Feb 3, 2020 | 000110465920009734 | ||
17 | $484.27M | CELG, LRCX, KLAC, MXIM | 13F-HR | Nov 8, 2019 | 000110465919061332 | ||
18 | $465.06M | CELG, LRCX, KLAC, MXIM | 13F-HR | Aug 7, 2019 | 000110465919044433 | ||
18 | $478.85M | CELG, LRCX, KLAC, MXIM | 13F-HR | May 10, 2019 | 000110465919028389 | ||
18 | $359.30M | CELG, LRCX, MXIM, KLAC | 13F-HR | Feb 13, 2019 | 000110465919007881 | ||
18 | $448.94M | CELG, LRCX, KLAC, MXIM | 13F-HR | Oct 31, 2018 | 000110465918065070 | ||
18 | $456.36M | CELG, LRCX, MXIM, KLAC | 13F-HR | Jul 20, 2018 | 000110465918046191 | ||
18 | $477.48M | CELG, LRCX, KLAC, MXIM | 13F-HR | May 11, 2018 | 000110465918032411 | ||
19 | $497.44M | CELG, LRCX, KLAC, MXIM | 13F-HR | Feb 14, 2018 | 000110465918009567 | ||
20 | $597.89M | CELG, LRCX, KLAC, MXIM | 13F-HR | Nov 13, 2017 | 000110465917067614 | ||
21 | $546.07M | CELG, LRCX, KLAC, CEVA | 13F-HR | Aug 8, 2017 | 000110465917050149 | ||
21 | $506.58M | CELG, KLAC, LRCX, MXIM | 13F-HR | May 8, 2017 | 000110465917030617 | ||
20 | $457.69M | CELG, KLAC, LRCX, MXIM | 13F-HR | Feb 14, 2017 | 000110465917009251 | ||
21 | $428.08M | CELG, MXIM, KLA-Tencor Corp Com Stk Elec Fr 482480100, LRCX | 13F-HR | Oct 25, 2016 | 000110465916151973 | ||
19 | $412.38M | CELG, KLA-Tencor Corp Com Stk Elec Fr 482480100, MXIM, LRCX | 13F-HR | Aug 9, 2016 | 000110465916138263 | ||
18 | $412.75M | CELG, KLAC, MXIM, LRCX | RESTATEMENT | Jun 17, 2016 | 000110465916128027 | ||
20 | $446.47M | CELG, KLAC, MXIM, LRCX | 13F-HR | Feb 16, 2016 | 000110465916097070 | ||
21 | $445.46M | CELG, 1541931D, MXIM, KLAC | 13F-HR | Nov 16, 2015 | 000110465915079222 | ||
20 | $472.75M | CELG, 1541931D, NEWSTAR FINANCIAL INC, MXIM | 13F-HR | Aug 13, 2015 | 000110465915059598 | ||
20 | $454.95M | CELG, NEWSTAR FINANCIAL INC, MXIM, 1541931D | 13F-HR | May 11, 2015 | 000110465915036764 | ||
19 | $451.77M | CELG, NEWSTAR FINANCIAL INC, KLAC, LRCX | 13F-HR | Feb 12, 2015 | 000110465915009543 | ||
21 | $403.40M | CELG, KLAC, NEWSTAR FINANCIAL INC, LRCX | 13F-HR | Nov 12, 2014 | 000110465914079834 | ||
21 | $434.81M | CELG, MCRS, NEWSTAR FINANCIAL INC, KLAC | 13F-HR | Aug 14, 2014 | 000110465914060951 | ||
21 | $390.31M | CELG, MCRS, NEWSTAR FINANCIAL INC, KLAC | 13F-HR | May 15, 2014 | 000110465914039229 | ||
20 | $425.37M | CELG, MCRS, NEWSTAR FINANCIAL INC, KLAC | 13F-HR | Feb 13, 2014 | 000110465914009833 |