Oaktop Capital Management II
Oaktop Capital Management II reported 14 stocks worth $2.4B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are KLAC (39.2%), LRCX (38.0%) and ADI (7.9%). Compared with Q1 2026, the fund added to KLAC and PINS and trimmed LRCX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  KLAC Kla Corp | $921M | 39.2% | 3.1M | +2.7M (+883%) | 8 of 8 | |
| 2 |  LRCX Lam Research Corp | $893M | 38.0% | 2.1M | −188K (−8%) | 7 of 8 | |
| 3 |  ADI Analog Devices Inc | $185M | 7.9% | 466K | No change | 8 of 8 | |
| 4 |  AVGO Broadcom Inc | $137M | 5.8% | 363K | No change | 8 of 8 | |
| 5 |  DELL Dell Technologies Inc | $56.4M | 2.4% | 131K | No change | 8 of 8 | |
| 6 |  ASPN Aspen Aerogels Inc | $32.8M | 1.4% | 5.2M | No change | 8 of 8 | |
| 7 |  BMY Bristol Myers Squibb Co | $27.7M | 1.2% | 480K | No change | 8 of 8 | |
| 8 |  CEVA Ceva Inc | $21.1M | 0.9% | 446K | No change | 8 of 8 | |
| 9 |  PINS Pinterest Inc | $20M | 0.8% | 950K | +100K (+12%) | 8 of 8 | |
| 10 |  PRGS Progress Software Corp | $17.1M | 0.7% | 509K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Oaktop Capital Management II 13F FAQ
What does Oaktop Capital Management II own?
Oaktop Capital Management II reported 14 stocks worth $2.4B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are KLAC (39.2%), LRCX (38.0%) and ADI (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did Oaktop Capital Management II buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 2 added to, 1 trimmed and 0 sold out.
When will Oaktop Capital Management II file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Oaktop Capital Management II's portfolio worth?
The Q2 2026 filing reports $2.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.