OAKTOP CAPITAL MANAGEMENT II, L.P. — 13F holdings

OAKTOP CAPITAL MANAGEMENT II, L.P. reported 14 holdings worth $2.35B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. KLAC KLA CORP — $921M (39.2%)
2. LRCX LAM RESEARCH CORP — $893M (38.0%)
3. ADI ANALOG DEVICES INC — $185M (7.9%)
4. AVGO BROADCOM INC — $137M (5.8%)
5. DELL Dell Technologies Inc — $56.4M (2.4%)
6. ASPN ASPEN AEROGELS INC — $32.8M (1.4%)
7. BMY BRISTOL-MYERS SQUIBB CO — $27.7M (1.2%)
8. CEVA CEVA INC — $21.1M (0.9%)
9. PINS PINTEREST INC — $20.0M (0.9%)
10. PRGS PROGRESS SOFTWARE CORP — $17.1M (0.7%)