OAKTOP CAPITAL MANAGEMENT II, L.P.
•CIK: 1550660•Filing: Q4 2025
**OAKTOP CAPITAL MANAGEMENT II, L.P.** manages $1.2B across a concentrated portfolio of 13 positions. The strategy exhibits significant conviction in semiconductor and technology leaders, highlighted by the top three holdings: LRCX at $409.3M, KLAC at $377.6M, and ADI at $126.4M. Further substantial allocations include AVGO ($125.6M), indicating a deep, technology-sector focus. This structure suggests a high-conviction, growth-oriented mandate within the industrial and semiconductor value chains.
Total AUM
$1.2B
QoQ Performance
+6.7%
Positions
13
Top 10 Concentration
98.3%
Latest Filing
Q4 2025
Top Holdings Allocation
LRCX
KLAC
ADI
AVGO
LRCX34.7%
KLAC32.0%
ADI10.7%
AVGO10.6%
EGAN2.3%
BMY2.2%
PRGS1.9%
PINS1.4%
📈 Biggest Buys
PINS
PINTEREST INC
+85.7%
1.4% of portfolio
Sector Breakdown
Other52.4%
Technology45.4%
Healthcare2.2%
Changes from Q3 2025
↑1 increased
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023