Oaktop Capital Management Ii, L.p.

CIK Number: 0001550660

916.33M
Market Value
15
# of Holdings
28 months
Avg. Holding Period
37.50%
Win Rate
-10.12%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Kla Corp
653.80
+1.11% 391.58K -0.31% 303.24M 78.68 33.09%
2 Lam Research Co...
76.24
+0.87% 269.15K 0.00% 219.64M 80.26 23.97%
3
Analog Devices ...
216.50
-0.56% 466.20K 0.00% 107.30M 167.48 11.71%
4 Aspen Aerogels ...
13.20
+0.34% 3.54M +5.99% 98.04M 6.05 10.70%
5 Broadcom Inc
224.43
+24.23% 362.76K +900.00% 62.58M 228.32 6.83%

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