Oaktop Capital Management II

Oaktop Capital Management Ii as of March 31, 2014

Portfolio Holdings for Oaktop Capital Management Ii

Oaktop Capital Management Ii holds 21 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Celgene Corporation 37.3 $146M 1.0M 139.60
MICROS Systems 10.4 $41M 767k 52.93
NewStar Financial 8.0 $31M 2.3M 13.86
KLA-Tencor Corporation (KLAC) 6.4 $25M 361k 69.14
Maxim Integrated Products 6.1 $24M 717k 33.12
Altera Corporation 5.3 $21M 567k 36.24
EMC Corporation 4.9 $19M 698k 27.41
Lam Research Corporation (LRCX) 4.2 $16M 295k 55.00
Progress Software Corporation (PRGS) 3.4 $13M 613k 21.80
Ceva (CEVA) 3.1 $12M 689k 17.56
VMware 2.6 $10M 93k 108.02
eGain Communications Corporation (EGAN) 1.6 $6.4M 907k 7.06
Devon Energy Corporation (DVN) 1.4 $5.4M 80k 66.92
PetMed Express (PETS) 1.3 $5.0M 374k 13.41
EnerNOC 1.2 $4.6M 205k 22.28
Bankrate 1.1 $4.3M 252k 16.94
Uni-Pixel 0.8 $3.0M 397k 7.66
SeaChange International 0.6 $2.3M 217k 10.44
Intel Corporation (INTC) 0.2 $852k 33k 25.81
Anika Therapeutics (ANIK) 0.1 $514k 13k 41.12
Overstock (BYON) 0.1 $486k 25k 19.71