OAKTOP CAPITAL MANAGEMENT II, L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, OAKTOP CAPITAL MANAGEMENT II, L.P. held in its portfolio 13 assets valued at $1,179,942,532 (i.e. $1.18B).

The most valuable assets in the portfolio included: LAM RESEARCH CORP ($409.25M), KLA CORP ($377.57M), and ANALOG DEVICES INC ($126.43M).

The chart below shows the top 10 valuable assets, and the table below shows the top 13 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in OAKTOP CAPITAL MANAGEMENT II, L.P. Portfolio

LAM RESEARCH CORP

KLA CORP

ANALOG DEVICES INC

BROADCOM INC

EGAIN CORP

BRISTOL-MYERS SQUIBB CO

PROGRESS SOFTWARE CORP

PINTEREST INC

DELL TECHNOLOGIES INC

ASPEN AEROGELS INC

OAKTOP CAPITAL MANAGEMENT II, L.P. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
LAM RESEARCH CORP	2390784	409254405	COM NEW
KLA CORP	310738	377571529	COM NEW
ANALOG DEVICES INC	466196	126432355	COM
BROADCOM INC	362760	125551236	COM
EGAIN CORP	2671843	27493264	COM NEW
BRISTOL-MYERS SQUIBB CO	479991	25890715	COM
PROGRESS SOFTWARE CORP	508608	21849800	COM
PINTEREST INC	650000	16828500	CL A
DELL TECHNOLOGIES INC	130619	16442320	CL C
ASPEN AEROGELS INC	4394525	12436506	COM
GARMIN LTD	48000	9736800	SHS
CEVA INC	446377	9606033	COM
INTEL CORP	23010	849069	COM