OAKTOP CAPITAL MANAGEMENT II, L.P.
CIK 1550660 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- KLAC30.30%
- LRCX27.95%
- ADI12.27%
- ASPN6.68%
- AVGO5.37%
- BMY4.63%
- PRGS3.66%
- EGAN2.95%
- CEVA1.90%
- PRTS1.56%
Share classes counted separately97.27%
Portfolio value by quarter
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | KLACKLA CORPCOM NEW View history and evidence | $228.52M | 30.30% | 393.12K shares | — | ↗▾ | |
| 02 | LRCXLAM RESEARCH CORP View history and evidence | $210.81M | 27.95% | 269.15K shares | — | ↗▾ | |
| 03 | ADIANALOG DEVICES INC View history and evidence | $92.57M | 12.27% | 466.20K shares | — | ↗▾ | |
| 04 | ASPNASPEN AEROGELS INC View history and evidence | $50.41M | 6.68% | 3.19M shares | — | ↗▾ | |
| 05 | AVGOBROADCOM INC View history and evidence | $40.49M | 5.37% | 36.28K shares | — | ↗▾ | |
| 06 | BMYBRISTOL-MYERS SQUIBB CO View history and evidence | $34.89M | 4.63% | 679.99K shares | — | ↗▾ | |
| 07 | PRGSPROGRESS SOFTWARE CORP View history and evidence | $27.62M | 3.66% | 508.61K shares | — | ↗▾ | |
| 08 | EGANEGAIN CORPCOM NEW View history and evidence | $22.26M | 2.95% | 2.67M shares | — | ↗▾ | |
| 09 | CEVACEVA INC View history and evidence | $14.34M | 1.90% | 631.38K shares | — | ↗▾ | |
| 10 | PRTSCARPARTS.COM INC View history and evidence | $11.77M | 1.56% | 3.73M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1550660 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 754294069
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.