OAKTOP CAPITAL MANAGEMENT II, L.P.

Chatham, NJ · CIK 1550660 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 2012 · limited partnership

Assets managed$1.2bn
Staff3 · 2 in investment roles
Main clients (by assets)Private funds 100%
Private funds2 (2 hedge) · $1.2bn gross assets
Form ADV · 2026-03-31SEC adviser record

$2.4bn reported value +75.4% vs Q1 2026

14positions

98.4%in top 10

0 new 1 added 2 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	KLA CORP COM NEW KLAC	KLAC	3,053,730	$921.3m39.20%	39.20%	Reduced -53.6k	-53,650 -1.7%
2	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,061,054	$893.1m38.00%	38.00%	Reduced -188.3k	-188,340 -8.4%
3	ANALOG DEVICES INC COM ADI	ADI	466,196	$185.2m7.88%	7.88%	Unchanged
4	BROADCOM INC COM AVGO	AVGO	362,760	$137.0m5.83%	5.83%	Unchanged
5	DELL TECHNOLOGIES INC CL C DELL	DELL	130,619	$56.4m2.40%	2.40%	Unchanged
6	ASPEN AEROGELS INC COM ASPN	ASPN	5,168,674	$32.8m1.39%	1.39%	Unchanged
7	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	479,991	$27.7m1.18%	1.18%	Unchanged
8	CEVA INC COM CEVA	CEVA	446,377	$21.1m0.90%	0.90%	Unchanged
9	PINTEREST INC CL A PINS	PINS	950,000	$20.0m0.85%	0.85%	Added +100.0k	+100,000 11.8%
10	PROGRESS SOFTWARE CORP COM PRGS	PRGS	508,608	$17.1m0.73%	0.73%	Unchanged
11	EGAIN CORP COM NEW EGAN	EGAN	2,671,843	$16.8m0.72%	0.72%	Unchanged
12	GARMIN LTD SHS GRMN	GRMN	48,000	$11.4m0.49%	0.49%	Unchanged
13	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	20,000	$7.1m0.30%	0.30%	Unchanged
14	INTEL CORP COM INTC	INTC	23,010	$3.2m0.14%	0.14%	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ASPEN AEROGELS INC ASPN · 13G · filed 2025-05-15	ASPN	5.3%≈ $27.9m	no change	13G	2025-05-15