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Size ($ in 1000's)
At 12/31/2023: $754,293 At 09/30/2023: $599,324
Oaktop Capital Management II L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oaktop Capital Management II L.P. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Oaktop Capital Management II L.P. top holdings by largest position size, as per the latest 13f filing made by Oaktop Capital Management II L.P..
In the Oaktop Capital Management II L.P.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Oaktop Capital Management II L.P. in that top holding, then the share count change between reporting periods, and finally the Oaktop Capital Management II L.P. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
KLA CORP |
393,120 |
UNCH |
$228,521 | KLAC | 393,120 | UNCH | $228,521 | LAM RESEARCH CORP |
269,146 |
UNCH |
$210,811 | LRCX | 269,146 | UNCH | $210,811 | ANALOG DEVICES INC |
466,196 |
UNCH |
$92,568 | ADI | 466,196 | UNCH | $92,568 | ASPEN AEROGELS INC |
3,194,758 |
UNCH |
$50,413 | ASPN | 3,194,758 | UNCH | $50,413 | BROADCOM INC |
36,276 |
+20,276 |
$40,493 | AVGO | 36,276 | +20,276 | $40,493 | BRISTOL MYERS SQUIBB CO |
679,991 |
UNCH |
$34,890 | BMY | 679,991 | UNCH | $34,890 | PROGRESS SOFTWARE CORP |
508,608 |
UNCH |
$27,617 | PRGS | 508,608 | UNCH | $27,617 | EGAIN CORP |
2,671,843 |
UNCH |
$22,256 | EGAN | 2,671,843 | UNCH | $22,256 | CEVA INC |
631,377 |
UNCH |
$14,339 | CEVA | 631,377 | UNCH | $14,339 | CARPARTS COM INC |
3,725,185 |
+383,426 |
$11,772 | PRTS | 3,725,185 | +383,426 | $11,772 | DELL TECHNOLOGIES INC |
130,619 |
UNCH |
$9,992 | DELL | 130,619 | UNCH | $9,992 | GARMIN LTD |
48,000 |
UNCH |
$6,170 | GRMN | 48,000 | UNCH | $6,170 | PETMED EXPRESS INC |
435,844 |
UNCH |
$3,295 | PETS | 435,844 | UNCH | $3,295 |
See Full List: All Stocks Held By Oaktop Capital Management II L.P.
Including: Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Oaktop Capital Management II L.P.
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