Oaktop Capital Management II

Oaktop Capital Management Ii as of Dec. 31, 2017

Portfolio Holdings for Oaktop Capital Management Ii

Oaktop Capital Management Ii holds 19 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Celgene Corporation 44.3 $220M 2.1M 104.36
Lam Research Corporation (LRCX) 11.0 $55M 297k 184.07
KLA-Tencor Corporation (KLAC) 8.5 $42M 401k 105.07
Maxim Integrated Products 7.5 $38M 717k 52.28
Ceva (CEVA) 6.9 $34M 744k 46.15
Progress Software Corporation (PRGS) 5.2 $26M 613k 42.57
PetMed Express (PETS) 3.4 $17M 374k 45.50
eGain Communications Corporation (EGAN) 2.7 $13M 2.5M 5.25
VMware 2.3 $12M 93k 125.32
Amber Road 2.0 $10M 1.4M 7.34
Energy Select Sector SPDR (XLE) 1.4 $7.2M 100k 72.26
Aspen Aerogels (ASPN) 1.4 $6.8M 1.4M 4.88
Dell Technologies Inc Class V equity 1.3 $6.3M 78k 81.29
Accelr8 Technology 0.8 $4.1M 155k 26.20
Overstock (BYON) 0.3 $1.6M 25k 63.90
Intel Corporation (INTC) 0.3 $1.5M 33k 46.17
Nokia Corporation (NOK) 0.3 $1.4M 300k 4.66
Neurotrope Inc equity 0.2 $823k 117k 7.04
Anika Therapeutics (ANIK) 0.1 $674k 13k 53.92