Oaktop Capital Management Ii, L.p.
CIK Number: 0001550660
750.75M
Market Value
15
# of Holdings
29 months
Avg. Holding Period
43.75%
Win Rate
-16.78%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | KLAC | KLA Corporation | 874.70 | +0.31% | 382.07K | -2.43% | 240.75M | 78.68 | 30.07% |
| 2 | LRCX | Lam Research Co... | 91.62 | +0.74% | 2.69M | +100.00% | 194.4M | 72.23 | 24.28% |
| 3 | ADI | Analog Devices,... | 231.89 | -0.28% | 466.2K | 0.00% | 99.05M | 167.48 | 12.37% |
| 4 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 362.76K | 0.00% | 84.1M | 73.07 | 10.50% |
| 5 | ASPN | Aspen Aerogels,... | 6.42 | -1.23% | 3.74M | +5.65% | 44.44M | 6.36 | 5.55% |
| 6 | PRGS | Progress Softwa... | 63.23 | +0.22% | 508.61K | 0.00% | 33.14M | 23.43 | 4.14% |
| 7 | BMY | Bristol-Myers S... | 50.66 | +0.99% | 479.99K | 0.00% | 27.15M | 62.64 | 3.39% |
| 8 | CEVA | CEVA, Inc. | 21.28 | -0.72% | 631.38K | 0.00% | 19.92M | 19.26 | 2.49% |
| 9 | EGAN | eGain Corporati... | 6.12 | +2.17% | 2.67M | 0.00% | 16.65M | 2.1 | 2.08% |
| 10 | DELL | Dell Technologi... | 113.35 | +1.90% | 130.62K | 0.00% | 15.05M | 30.61 | 1.88% |
| 11 | GRMN | Garmin Ltd. | 208.32 | -0.38% | 48K | 0.00% | 9.9M | 76.37 | 1.24% |
| 12 | PINS | Pinterest, Inc. | 34.01 | -2.13% | 300K | +20.00% | 8.7M | 32.79 | 1.09% |
| 13 | PRTS | CarParts.com, I... | 0.85 | -2.4% | 4.6M | +23.41% | 4.97M | 6.54 | 0.62% |
| 14 | PETS | PetMed Express,... | 3.67 | -1.34% | 435.84K | 0.00% | 2.1M | 17.54 | 0.26% |
| 15 | INTC | Intel Corporati... | 20.75 | +0.36% | 23.01K | 0.00% | 461.35K | 23.89 | 0.06% |