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 |
---|---|---|
INTC | -23,010 | -$818 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
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 |
---|---|---|
INTC | UNCH | +$338 |
PETS | UNCH | -$1,172 |
GRMN | UNCH | +$1,120 |
DELL | UNCH | +$992 |
Size ($ 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 |