account_balance
Investment manager · 13F filer · SEC CIK 1550660
Oaktop Capital Management II, L.P.
Reported value$2.35Bas of Jun 30, 2026
Positions14 0 new, 0 sold out
Top 10 weight98.4%KLAC alone is 39%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KLACKla Corp
39.2%Added +883%
LRCXLam Research Corp
38.0%Trimmed −8%
ADIAnalog Devices Inc
7.9%
AVGOBroadcom Inc
5.8%
DELL2.4%ASPN1.4%BMY1.2%CEVA0.9%PINS0.9%PRGS0.7%EGAN0.7%GRMN0.5%KLACKla Corp
39.2%Added +883%
LRCXLam Research Corp
38.0%Trimmed −8%
ADI7.9%AVGO5.8%DELL2.4%ASPNBMYPINSPRGSBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KLAC Kla Corp 39.2% Added +883%LRCX Lam Research Corp 38.0% Trimmed −8%ADI Analog Devices Inc 7.9% HeldAVGO Broadcom Inc 5.8% HeldDELL Dell Technologies Inc 2.4% HeldASPN Aspen Aerogels Inc 1.4% HeldBMY Bristol-myers Squibb Co 1.2% HeldCEVA Ceva Inc 0.9% HeldPINS Pinterest Inc 0.9% Added +12%PRGS Progress Software Corp 0.7% HeldEGAN Egain Corp 0.7% HeldGRMN Garmin Ltd 0.5% Held
What changed