Funds › Oaktop Capital Management II, L.P.
Oaktop Capital Management II, L.P.
13F for Q3 2026, filed Nov 13, 2026. 16 positions worth $1.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | LRCX Lam Research Corporation | 2.04M | $669.8M | 36.5% | -1.1% | 13F ↗ |
| 2 | KLAC KLA Corporation | 3.02M | $589.4M | 32.1% | -1.0% | 13F ↗ |
| 3 | ADI Analog Devices, Inc. | 466,196 | $184.9M | 10.1% | Unchanged | 13F ↗ |
| 4 | AVGO Broadcom Inc. | 362,760 | $127.4M | 6.9% | Unchanged | 13F ↗ |
| 5 | DELL Dell Technologies Inc. | 130,619 | $70.3M | 3.8% | Unchanged | 13F ↗ |
| 6 | BMY Bristol-Myers Squibb Company | 479,991 | $30.0M | 1.6% | Unchanged | 13F ↗ |
| 7 | ASPN Aspen Aerogels, Inc. | 5.17M | $28.3M | 1.5% | Unchanged | 13F ↗ |
| 8 | PINS Pinterest, Inc. | 1.45M | $27.4M | 1.5% | +52.6% | 13F ↗ |
| 9 | PRGS Progress Software Corporation | 508,608 | $20.3M | 1.1% | Unchanged | 13F ↗ |
| 10 | RDDT Reddit, Inc. | 130,000 | $18.5M | 1.0% | New | 13F ↗ |
| 11 | CEVA CEVA, Inc. | 446,377 | $15.8M | 0.9% | Unchanged | 13F ↗ |
| 12 | EGAN eGain Corporation | 2.67M | $15.5M | 0.8% | Unchanged | 13F ↗ |
| 13 | UBER Uber Technologies, Inc. | 210,000 | $14.4M | 0.8% | New | 13F ↗ |
| 14 | GRMN Garmin Ltd. | 48,000 | $13.8M | 0.8% | Unchanged | 13F ↗ |
| 15 | ARM Arm Holdings plc | 20,000 | $5.8M | 0.3% | Unchanged | 13F ↗ |
| 16 | INTC Intel Corporation | 23,010 | $2.8M | 0.2% | Unchanged | 13F ↗ |
Changes since Q2 2026
2 new, 1 added to, 2 trimmed, 0 exited, 11 unchanged. By estimated dollars.
New positions (2)
Added to (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| PINS Pinterest, Inc. | 1.45M | +52.6% | $9.4M |
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 16 | $1.8B | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 14 | $2.4B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 14 | $1.3B | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 13 | $1.2B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 15 | $1.1B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 15 | $929.6M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 15 | $750.8M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer