All Stocks Held By Oaktop Capital Management II L.P.

As of 12/31/2023, we find all stocks held by Oaktop Capital Management II L.P. to be as follows, presented in the table below with each row detailing each Oaktop Capital Management II L.P. position, ordered by largest to smallest position size. The all-stocks-held-by-Oaktop Capital Management II L.P. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Oaktop Capital Management II L.P. as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
KLA CORP	393,120	UNCH	$228,521
KLAC	393,120	UNCH	$228,521
LAM RESEARCH CORP	269,146	UNCH	$210,811
LRCX	269,146	UNCH	$210,811
ANALOG DEVICES INC	466,196	UNCH	$92,568
ADI	466,196	UNCH	$92,568
ASPEN AEROGELS INC	3,194,758	UNCH	$50,413
ASPN	3,194,758	UNCH	$50,413
BROADCOM INC	36,276	+20,276	$40,493
AVGO	36,276	+20,276	$40,493
BRISTOL MYERS SQUIBB CO	679,991	UNCH	$34,890
BMY	679,991	UNCH	$34,890
PROGRESS SOFTWARE CORP	508,608	UNCH	$27,617
PRGS	508,608	UNCH	$27,617
EGAIN CORP	2,671,843	UNCH	$22,256
EGAN	2,671,843	UNCH	$22,256
CEVA INC	631,377	UNCH	$14,339
CEVA	631,377	UNCH	$14,339
CARPARTS COM INC	3,725,185	+383,426	$11,772
PRTS	3,725,185	+383,426	$11,772
DELL TECHNOLOGIES INC	130,619	UNCH	$9,992
DELL	130,619	UNCH	$9,992
GARMIN LTD	48,000	UNCH	$6,170
GRMN	48,000	UNCH	$6,170
PETMED EXPRESS INC	435,844	UNCH	$3,295
PETS	435,844	UNCH	$3,295
INTEL CORP	23,010	+0	$1,156
INTC	23,010	UNCH	$1,156

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

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
INTC	-23,010	-$818

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
PRTS	+383,426	-$1,996
AVGO	+20,276	+$27,204
KLAC	UNCH	+$48,213
LRCX	UNCH	+$42,118
ADI	UNCH	+$10,942
ASPN	UNCH	+$22,938
BMY	UNCH	-$4,577
PRGS	UNCH	+$874
EGAN	UNCH	+$5,878
CEVA	UNCH	+$2,097

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
INTC	UNCH	+$338
PETS	UNCH	-$1,172
GRMN	UNCH	+$1,120
DELL	UNCH	+$992

Oaktop Capital Management II L.P. Info

Size ($ in 1000's)
At 12/31/2023: $754,293
At 09/30/2023: $599,324

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

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