Oaktop Capital Management Ii, L.P.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Oaktop Capital Management Ii, L.P. reported 15 stock positions worth $1.1 billion. Its top holding was Lam Research (LRCX) at 32.6% of the portfolio, followed by KLA (KLAC, 32.1%) and Broadcom (AVGO, 10.8%). Compared with Q2 2025, it reduced 1. The biggest sale was KLA (KLAC, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001550660
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0001172661-25-004966 ↗ filed Nov 14, 2025
Holdings Value
Holdings 15 stocks · $1.1B
| LRCX Lam Research Corp. | 32.59% | 2,691,460 | $360.4M | No change |
| KLAC KLA Corp. | 32.08% | 328,875 | $354.7M | Reduce -3.6% |
| AVGO Broadcom Inc. | 10.82% | 362,760 | $119.7M | No change |
| ADI Analog Devices Inc. | 10.36% | 466,196 | $114.5M | No change |
| ASPN Aspen Aerogels Inc. | 2.77% | 4,394,525 | $30.6M | No change |
| EGAN Egain Corp. | 2.10% | 2,671,843 | $23.3M | No change |
| PRGS Progress Software Corp. | 2.02% | 508,608 | $22.3M | No change |
| BMY Bristol-Myers Squibb Co. | 1.96% | 479,991 | $21.6M | No change |
| DELL Dell Technologies -C | 1.67% | 130,619 | $18.5M | No change |
| GRMN Garmin Ltd. | 1.07% | 48,000 | $11.8M | No change |
| CEVA Ceva Inc. | 1.07% | 446,377 | $11.8M | No change |
| PINS Pinterest Inc. Class A | 1.02% | 350,000 | $11.3M | No change |
| PRTS Carparts.com Inc. | 0.30% | 4,597,302 | $3.3M | No change |
| PETS Petmed Express Inc. | 0.10% | 435,844 | $1.1M | No change |
| INTC Intel Corp. | 0.07% | 23,010 | $772K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| KLAC KLA Corp. | Reduce -3.6% | 32.08% | −0.78 |
Portfolio Buys Q2 2025 → Q3 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $2.4B | KLAC, LRCX, ADI, AVGO, DELL |
| Q1 2026 | 14 | $1.3B | LRCX, KLAC, ADI, AVGO, BMY |
| Q4 2025 | 13 | $1.2B | LRCX, KLAC, ADI, AVGO, EGAN |
| Q3 2025 | 15 | $1.1B | LRCX, KLAC, AVGO, ADI, ASPN |
| Q2 2025 | 15 | $929.6M | KLAC, LRCX, ADI, AVGO, PRGS |
| Q1 2025 | 15 | $750.8M | KLAC, LRCX, ADI, AVGO, BMY |
| Q4 2024 | 15 | $800.8M | KLAC, LRCX, ADI, AVGO, ASPN |
| Q3 2024 | 15 | $916.3M | KLAC, LRCX, ADI, ASPN, AVGO |
| Q2 2024 | 16 | $976.5M | KLAC, LRCX, ADI, ASPN, AVGO |
| Q1 2024 | 15 | $865.4M | KLAC, LRCX, ADI, ASPN, AVGO |