Oaktop Capital Management Ii as of Dec. 31, 2025
Portfolio Holdings for Oaktop Capital Management Ii
Oaktop Capital Management Ii holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corp Com New (LRCX) | 34.7 | $409M | 2.4M | 171.18 | |
| Kla Corp Com New (KLAC) | 32.0 | $378M | 311k | 1215.08 | |
| Analog Devices (ADI) | 10.7 | $126M | 466k | 271.20 | |
| Broadcom (AVGO) | 10.6 | $126M | 363k | 346.10 | |
| Egain Corp Com New (EGAN) | 2.3 | $28M | 2.7M | 10.29 | |
| Bristol Myers Squibb (BMY) | 2.2 | $26M | 480k | 53.94 | |
| Progress Software Corporation (PRGS) | 1.9 | $22M | 509k | 42.96 | |
| Pinterest Cl A (PINS) | 1.4 | $17M | 650k | 25.89 | |
| Dell Technologies CL C (DELL) | 1.4 | $16M | 131k | 125.88 | |
| Aspen Aerogels (ASPN) | 1.1 | $12M | 4.4M | 2.83 | |
| Garmin SHS (GRMN) | 0.8 | $9.7M | 48k | 202.85 | |
| Ceva (CEVA) | 0.8 | $9.6M | 446k | 21.52 | |
| Intel Corporation (INTC) | 0.1 | $849k | 23k | 36.90 |
