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View AllLatest Oaktop Capital Management II, L.P. Stock Portfolio
$754Million
Equity Portfolio Value
Last Reported on: 13 Feb, 2024
About Oaktop Capital Management II, L.P. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, OAKTOP CAPITAL MANAGEMENT II, L.P. reported an equity portfolio of $754.3 Millions as of 31 Dec, 2023.
The top stock holdings of OAKTOP CAPITAL MANAGEMENT II, L.P. are KLAC, LRCX, ADI. The fund has invested 30.3% of it's portfolio in KLA CORP and 28% of portfolio in LAM RESEARCH CORP.
The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO) and CARPARTS COM INC (PRTS).
The top stock holdings of OAKTOP CAPITAL MANAGEMENT II, L.P. are KLAC, LRCX, ADI. The fund has invested 30.3% of it's portfolio in KLA CORP and 28% of portfolio in LAM RESEARCH CORP.
The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO) and CARPARTS COM INC (PRTS).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| BROADCOM INC | 126 |
| CARPARTS COM INC | 11.47 |
Additions to existing portfolio by Oaktop Capital Management II, L.P.
Reductions
Sold off
Current Stock Holdings of Oaktop Capital Management II, L.P.
Last Reported on: 13 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | 12.27 | 466,196 | 92,567,900 | UNCHANGED | 0.00 | |
| ASPN | ASPEN AEROGELS INC | 6.68 | 3,194,760 | 50,413,300 | UNCHANGED | 0.00 | |
| AVGO | BROADCOM INC | 5.37 | 36,276 | 40,493,100 | ADDED | 126 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 4.63 | 679,991 | 34,890,300 | UNCHANGED | 0.00 | |
| CEVA | CEVA INC | 1.90 | 631,377 | 14,338,600 | UNCHANGED | 0.00 | |
| DELL | DELL TECHNOLOGIES INC | 1.32 | 130,619 | 9,992,350 | UNCHANGED | 0.00 | |
| EGAN | EGAIN CORP | 2.95 | 2,671,840 | 22,256,500 | UNCHANGED | 0.00 | |
| GRMN | GARMIN LTD | 0.82 | 48,000 | 6,169,920 | UNCHANGED | 0.00 | |
| INTC | INTEL CORP | 0.15 | 23,010 | 1,156,250 | UNCHANGED | 0.00 | |
| KLAC | KLA CORP | 30.30 | 393,120 | 228,521,000 | UNCHANGED | 0.00 | |
| LRCX | LAM RESEARCH CORP | 27.95 | 269,146 | 210,811,000 | UNCHANGED | 0.00 | |
| PETS | PETMED EXPRESS INC | 0.44 | 435,844 | 3,294,980 | UNCHANGED | 0.00 | |
| PRGS | PROGRESS SOFTWARE CORP | 3.66 | 508,608 | 27,617,400 | UNCHANGED | 0.00 | |
| PRTS | CARPARTS COM INC | 1.56 | 3,725,180 | 11,771,600 | ADDED | 11.47 |