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Name: |
OAKTOP CAPITAL MANAGEMENT II, L.P. |
City: |
CHATHAM |
State: |
NJ |
Zip: |
07928 |
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Holdings
Found :
14 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
KLAC |
KLA-Tencor Corp |
1 |
- |
$706.26 |
$228,521,000 |
393,120 |
30.3% |
48,213,000 |
0 |
0.253 |
Semiconductor Equipme... |
|
LRCX |
Lam Research Corp |
2 |
- |
$925.37 |
$210,811,000 |
269,146 |
27.95% |
42,118,000 |
0 |
0.187 |
Semiconductor Equipme... |
|
ADI |
Analog Devices Inc |
3 |
- |
$201.97 |
$92,568,000 |
466,196 |
12.27% |
10,942,000 |
0 |
0.087 |
Semiconductor- Broad... |
|
ASPN |
Aspen Aerogels Inc |
4 |
- |
$16.10 |
$50,413,000 |
3,194,758 |
6.68% |
22,938,000 |
0 |
4.486 |
N/A |
|
AVGO |
Broadcom Limited |
5 |
- |
$1,344.07 |
$40,493,000 |
36,276 |
5.37% |
27,204,000 |
20,276 |
0.009 |
Semiconductor- Broad... |
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BMY |
Bristol-Myers Squibb Co |
6 |
- |
$44.85 |
$34,890,000 |
679,991 |
4.63% |
-4,577,000 |
0 |
0.03 |
Drug Manufacturers - ... |
|
PRGS |
Progress Software Corp |
7 |
- |
$50.34 |
$27,617,000 |
508,608 |
3.66% |
874,000 |
0 |
1.036 |
Application Software |
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EGAN |
Egain Communications Corp |
8 |
- |
$6.25 |
$22,256,000 |
2,671,843 |
2.95% |
5,878,000 |
0 |
8.638 |
Application Software |
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CEVA |
CEVA Inc |
9 |
- |
$19.98 |
$14,339,000 |
631,377 |
1.9% |
2,097,000 |
0 |
2.838 |
Semiconductor - Speci... |
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PRTS |
CarParts.com |
10 |
- |
$1.21 |
$11,772,000 |
3,725,185 |
1.56% |
-1,996,000 |
383,426 |
7.746 |
Auto Parts Stores |
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DELL |
Dell Technologies Inc |
11 |
- |
$125.06 |
$9,992,000 |
130,619 |
1.32% |
992,000 |
0 |
0.05 |
N/A |
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GRMN |
Garmin Ltd |
12 |
- |
$143.45 |
$6,170,000 |
48,000 |
0.82% |
1,120,000 |
0 |
0.025 |
Scientific & Technica... |
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PETS |
Petmed Express Inc |
13 |
- |
$4.17 |
$3,295,000 |
435,844 |
0.44% |
-1,172,000 |
0 |
2.15 |
Drug Stores |
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INTC |
Intel Corp |
14 |
- |
$31.88 |
$1,156,000 |
23,010 |
0.15% |
338,000 |
0 |
0.001 |
Semiconductor- Broad... |
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