OAKTOP CAPITAL MANAGEMENT II, L.P.
CIK 1550660
13F filing for Q2 2026・No. 1,491
- Holdings
- US$2.35B
- Quarter change
- +US$1.01B
- Entries
- 14
- Net bought (estimate)
- −US$95.7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 2
- Added 1
- Corporate actions 0
- Unchanged 11
Largest holdings
14 stocks worth US$2.35B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| KLACKLA CORPCOM NEW | CutSplit 10:1 | 3,053,730 | US$921.34M | 39.20% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 2,061,054 | US$893.12M | 38.00% |
| ADIANALOG DEVICES INCCOM | Unchanged | 466,196 | US$185.16M | 7.88% |
| AVGOBroadcomCOM | Unchanged | 362,760 | US$137.03M | 5.83% |
| DELLDELL TECHNOLOGIES INCCL C | Unchanged | 130,619 | US$56.36M | 2.40% |
| ASPEN AEROGELS INCCOM | Unchanged | 5,168,674 | US$32.77M | 1.39% |
| BMYBRISTOL-MYERS SQUIBB COCOM | Unchanged | 479,991 | US$27.66M | 1.18% |
| CEVA INCCOM | Unchanged | 446,377 | US$21.05M | 0.90% |
| PINSPINTEREST INCCL A | Added | 950,000 | US$19.98M | 0.85% |
| PROGRESS SOFTWARE CORPCOM | Unchanged | 508,608 | US$17.08M | 0.73% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.