HoldingsChannel.com
Oaktop Capital Management II L.P. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
CELGENE CORP COM 1,833,957 -241,843 $169,531
     CELG1,833,957-241,843$169,531
LAM RESEARCH CORP COM 316,504 UNCH $59,452
     LRCX316,504UNCH$59,452
KLA TENCOR CORP COM 400,750 UNCH $47,369
     KLAC400,750UNCH$47,369
MAXIM INTEGRATED PRO COM 727,375 +10,000 $43,512
     MXIM727,375+10,000$43,512
PROGRESS SOFTWARE CO COM 612,526 UNCH $26,718
     PRGS612,526UNCH$26,718
EGAIN CORP COM NEW 2,536,843 UNCH $20,650
     EGAN2,536,843UNCH$20,650
CEVA INC COM 793,836 UNCH $19,330
     CEVA793,836UNCH$19,330
ASPEN AEROGELS INC COM 2,593,272 UNCH $18,490
     ASPN2,593,272UNCH$18,490
AMBER RD INC COM 1,398,791 UNCH $18,268
     AMBR1,398,791UNCH$18,268
VMWARE INC CL A COM 92,500 UNCH $15,467
     VMW92,500UNCH$15,467
DELL TECHNOLOGIES IN CL C 140,619 UNCH $7,143
     DELL140,619UNCH$7,143
SELECT SECTOR SPDR T ENERGY (XLE) 100,000 UNCH $6,371
     XLE100,000UNCH$6,371
PETMED EXPRESS INC COM 373,675 UNCH $5,855
     PETS373,675UNCH$5,855
ACCELERATE DIAGNOSTI COM 155,000 UNCH $3,546
     AXDX155,000UNCH$3,546
INTEL CORP COM 33,010 UNCH $1,580
     INTC33,010UNCH$1,580
NEUROTROPE INC COM NEW 116,845 UNCH $937
     NTRP116,845UNCH$937
ANIKA THERAPEUTICS I COM 12,500 UNCH $508
     ANIK12,500UNCH$508

See Full List: All Stocks Held By Oaktop Capital Management II L.P.
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Oaktop Capital Management II L.P.

Size ($ in 1000's)
At 06/30/2019: $465,062
At 03/31/2019: $478,846

Oaktop Capital Management II L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oaktop Capital Management II L.P. 13F filings. Link to 13F filings: SEC filings

Oaktop Capital Management II L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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