Oaktop Capital Management II

Oaktop Capital Management Ii as of March 31, 2015

Portfolio Holdings for Oaktop Capital Management Ii

Oaktop Capital Management Ii holds 20 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Celgene Corporation 52.9 $241M 2.1M 115.28
NewStar Financial 5.8 $27M 2.3M 11.73
Maxim Integrated Products 5.5 $25M 717k 34.81
Altera Corporation 5.3 $24M 567k 42.91
KLA-Tencor Corporation (KLAC) 4.6 $21M 361k 58.29
Lam Research Corporation (LRCX) 4.5 $21M 295k 70.23
EMC Corporation 3.9 $18M 698k 25.56
Progress Software Corporation (PRGS) 3.7 $17M 613k 27.17
Ceva (CEVA) 3.5 $16M 744k 21.32
VMware 1.7 $7.6M 93k 82.01
Devon Energy Corporation (DVN) 1.6 $7.2M 120k 60.31
eGain Communications Corporation (EGAN) 1.4 $6.6M 2.0M 3.30
PetMed Express (PETS) 1.4 $6.2M 374k 16.52
Bankrate 1.1 $5.2M 457k 11.34
EnerNOC 1.1 $4.9M 430k 11.40
Digital Turbine (APPS) 0.9 $4.0M 1.2M 3.26
Uni-Pixel 0.6 $2.8M 394k 7.00
Intel Corporation (INTC) 0.2 $1.0M 33k 31.26
Overstock (BYON) 0.1 $597k 25k 24.21
Anika Therapeutics (ANIK) 0.1 $515k 13k 41.20