Oaktop Capital Management Ii, L.p.
CIK Number: 0001550660
800.77M
Market Value
15
# of Holdings
29 months
Avg. Holding Period
43.75%
Win Rate
-24.40%
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 | 620.68 | -9.55% | 382.07K | -2.43% | 240.75M | 78.68 | 30.07% |
| 2 | LRCX | Lam Research Corpora... | 65.12 | -11.74% | 2.69M | +100.00% | 194.4M | 72.23 | 24.28% |
| 3 | ADI | Analog Devices, Inc. | 180.84 | -9.39% | 466.2K | 0.00% | 99.05M | 167.48 | 12.37% |
| 4 | AVGO | Broadcom Inc. | 153.74 | -10.67% | 362.76K | 0.00% | 84.1M | 73.07 | 10.50% |
| 5 | ASPN | Aspen Aerogels, Inc. | 5.62 | -12.46% | 3.74M | +5.65% | 44.44M | 6.36 | 5.55% |
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