Oaktop Capital Management Ii, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.34B
Q ending 2026-03-31
Prior quarter
$1.18B
Q ending 2025-12-31
Change
+13.6% QoQ · +78.5% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Lam Research Corp | LRCX | Shares | $480.6M | 2.2M |
| Kla Corp | KLAC | Shares | $457.5M | 311K |
| Analog Devices Inc | ADI | Shares | $148.3M | 466K |
| Broadcom Inc | AVGO | Shares | $112.3M | 363K |
| Bristol-Myers Squibb Co | BMY | Shares | $29.1M | 480K |
| Dell Technologies Inc | DELL | Shares | $21.4M | 131K |
| Egain Corp | EGAN | Shares | $21.1M | 2.7M |
| Aspen Aerogels Inc | ASPN | Shares | $17.7M | 5.2M |
| Pinterest Inc | PINS | Shares | $15.6M | 850K |
| Progress Software Corp | PRGS | Shares | $13.0M | 509K |
| Garmin Ltd | Shares | $11.1M | 48K | |
| Ceva Inc | CEVA | Shares | $8.3M | 446K |
| Arm Holdings Plc | ARM | Shares | $3.0M | 20K |
| Intel Corp | INTC | Shares | $1.0M | 23K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.