13F-HR filed by OAKTOP CAPITAL MANAGEMENT II, L.P.
OAKTOP CAPITAL MANAGEMENT II, L.P. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-07, with 14 holding rows worth $2,350,079,924.
- Accession
- 0001172661-26-003178
- Filer
- CIK 1550660
- Filed
- 2026-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 14 entries on the cover page, a total value of $2,350,079,924 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,350,079,924 with VALUE read as dollars as filed, 13F file number 028-14989. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| KLA CORP | 482480100 | COM | 3,053,730 | $921,340,878 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 2,061,054 | $893,116,530 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 466,196 | $185,159,066 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 362,760 | $137,032,590 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 130,619 | $56,356,873 | dollars as filed | |
| ASPEN AEROGELS INC | 04523Y105 | COMMON STOCK | 5,168,674 | $32,769,393 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 479,991 | $27,657,081 | dollars as filed | |
| CEVA INC | 157210105 | COMMON STOCK | 446,377 | $21,051,139 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 950,000 | $19,978,500 | dollars as filed | |
| PROGRESS SOFTWARE CORP COM | 743312100 | Stock | 508,608 | $17,079,057 | dollars as filed | |
| EGAIN CORP | 28225C806 | COM NEW | 2,671,843 | $16,832,611 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 48,000 | $11,401,920 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 20,000 | $7,091,400 | dollars as filed | |
| Intel Corp | 458140100 | COM | 23,010 | $3,212,886 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003178 | this filing | 2026-08-07 | acceptance time not in the bulk data set |