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OAKTOP CAPITAL MANAGEMENT II, L.P.: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAKTOP CAPITAL MANAGEMENT II, L.P. on LRCX, newest first. How the timeline and the estimate are built.

OAKTOP CAPITAL MANAGEMENT II, L.P. held 2,061,054 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,061,054 shares
    Change vs previous 13F -188,340 shares

    38% of the 13F portfolio, value $893,116,530.

    13F-HR 0001172661-26-003178 filed by OAKTOP CAPITAL MANAGEMENT II, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,249,394 shares
    Change vs previous 13F -141,390 shares

    35.86% of the 13F portfolio, value $480,605,522.

    13F-HR 0001172661-26-001972 filed by OAKTOP CAPITAL MANAGEMENT II, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,390,784 shares
    Change vs previous 13F -300,676 shares

    34.68% of the 13F portfolio, value $409,254,405.

    13F-HR 0001172661-26-001059 filed by OAKTOP CAPITAL MANAGEMENT II, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,691,460 shares
    Change vs previous 13F 0 shares

    32.59% of the 13F portfolio, value $360,386,494.

    13F-HR 0001172661-25-004966 filed by OAKTOP CAPITAL MANAGEMENT II, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,691,460 shares
    Change vs previous 13F 0 shares

    28.18% of the 13F portfolio, value $261,986,716.

    13F-HR 0001172661-25-003364 filed by OAKTOP CAPITAL MANAGEMENT II, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,691,460 shares
    Change vs previous 13F 0 shares

    26.06% of the 13F portfolio, value $195,669,142.

    13F-HR 0001172661-25-002185 filed by OAKTOP CAPITAL MANAGEMENT II, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,691,460 shares
    Change vs previous 13F not available

    24.28% of the 13F portfolio, value $194,404,156.

    13F-HR 0001172661-25-000848 filed by OAKTOP CAPITAL MANAGEMENT II, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).