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 | 890.63 | +2.65% | 382.07K | -2.43% | 240.75M | 78.68 | 30.07% |
| 2 | LRCX | Lam Research Co... | 93.40 | +4.33% | 2.69M | +100.00% | 194.4M | 72.23 | 24.28% |
| 3 | ADI | Analog Devices,... | 231.43 | +2.84% | 466.2K | 0.00% | 99.05M | 167.48 | 12.37% |
| 4 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 362.76K | 0.00% | 84.1M | 73.07 | 10.50% |
| 5 | ASPN | Aspen Aerogels,... | 6.32 | +2.52% | 3.74M | +5.65% | 44.44M | 6.36 | 5.55% |
| 6 | PRGS | Progress Softwa... | 63.14 | +0.83% | 508.61K | 0.00% | 33.14M | 23.43 | 4.14% |
| 7 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 479.99K | 0.00% | 27.15M | 62.64 | 3.39% |
| 8 | CEVA | CEVA, Inc. | 20.45 | +2.82% | 631.38K | 0.00% | 19.92M | 19.26 | 2.49% |
| 9 | EGAN | eGain Corporati... | 6.56 | +9.70% | 2.67M | 0.00% | 16.65M | 2.1 | 2.08% |
| 10 | DELL | Dell Technologi... | 113.59 | +3.68% | 130.62K | 0.00% | 15.05M | 30.61 | 1.88% |
| 11 | GRMN | Garmin Ltd. | 203.66 | +1.16% | 48K | 0.00% | 9.9M | 76.37 | 1.24% |
| 12 | PINS | Pinterest, Inc. | 35.19 | +3.99% | 300K | +20.00% | 8.7M | 32.79 | 1.09% |
| 13 | PRTS | CarParts.com, I... | 0.79 | -2.41% | 4.6M | +23.41% | 4.97M | 6.54 | 0.62% |
| 14 | PETS | PetMed Express,... | 3.60 | +0.98% | 435.84K | 0.00% | 2.1M | 17.54 | 0.26% |
| 15 | INTC | Intel Corporati... | 20.71 | +2.83% | 23.01K | 0.00% | 461.35K | 23.89 | 0.06% |