HoldingsChannel.com
Oaktop Capital Management II L.P. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
LAM RESEARCH CORP COM 316,504 UNCH $92,546
     LRCX316,504UNCH$92,546
KLA CORPORATION COM NEW 400,750 UNCH $71,402
     KLAC400,750UNCH$71,402
MAXIM INTEGRATED PRO COM 742,375 UNCH $45,663
     MXIM742,375UNCH$45,663
BRISTOL MYERS SQUIBB COM      $36,694
     BMY554,991+554,991$35,625
     Common Stock354,991+354,991$1,069
PROGRESS SOFTWARE CO COM 612,526 UNCH $25,450
     PRGS612,526UNCH$25,450
CEVA INC COM 793,836 UNCH $21,402
     CEVA793,836UNCH$21,402
ASPEN AEROGELS INC COM 2,593,272 UNCH $20,124
     ASPN2,593,272UNCH$20,124
EGAIN CORP COM NEW 2,536,843 UNCH $20,092
     EGAN2,536,843UNCH$20,092
VMWARE INC CL A COM 92,500 UNCH $14,041
     VMW92,500UNCH$14,041
PETMED EXPRESS INC COM 373,675 UNCH $8,789
     PETS373,675UNCH$8,789
DELL TECHNOLOGIES IN CL C 140,619 UNCH $7,226
     DELL140,619UNCH$7,226
SONOS INC COM 400,000 +400,000 $6,248
     SONO400,000+400,000$6,248
SELECT SECTOR SPDR T ENERGY (XLE) 100,000 UNCH $6,004
     XLE100,000UNCH$6,004
ACCELERATE DIAGNOSTI COM 155,000 UNCH $2,620
     AXDX155,000UNCH$2,620
INTEL CORP COM 33,010 UNCH $1,976
     INTC33,010UNCH$1,976
ANIKA THERAPEUTICS I COM 12,500 UNCH $648
     ANIK12,500UNCH$648

See Full List: All Stocks Held By Oaktop Capital Management II L.P.
— Including:
     • Biggest new positions
     • 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 12/31/2019: $381,099
At 09/30/2019: $484,275

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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