13F Filings History of OAKTOP CAPITAL MANAGEMENT II, L.P.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,179,942,532
Signature - Title
Robert F. Moriarty - Principal
Location
Chatham, NJ
Summary
This page shows a list of all the recent 13F filings made by OAKTOP CAPITAL MANAGEMENT II, L.P.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OAKTOP CAPITAL MANAGEMENT II, L.P. reported 13 stock holdings with total value $1,179,942,532 as of Q4 2025. Top holdings included LRCX, KLAC, ADI, AVGO, and EGAN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 13 $1,179,942,532 +$7,767,000 -$77,870,734 -$70,103,734 LRCX, KLAC, ADI, AVGO, EGAN 13F-HR 17 Feb 2026, 15:42
Q3 2025 15 $1,105,701,794 $0 -$13,076,946 -$13,076,946 LRCX, KLAC, AVGO, ADI, ASPN 13F-HR 14 Nov 2025, 13:27
Q2 2025 15 $929,554,555 $0 -$24,768,643 -$24,768,643 KLAC, LRCX, ADI, AVGO, PRGS 13F-HR 14 Aug 2025, 11:48
Q1 2025 15 $750,752,730 +$5,729,060 -$12,211,927 -$6,482,867 KLAC, LRCX, ADI, AVGO, BMY 13F-HR 15 May 2025, 14:38
Q4 2024 15 $800,774,819 +$199,172,042 -$225,634,588 -$26,462,546 KLAC, LRCX, ADI, AVGO, ASPN 13F-HR 13 Feb 2025, 20:14
Q3 2024 15 $916,325,662 +$66,711,990 -$11,642,359 +$55,069,631 KLAC, LRCX, ADI, ASPN, AVGO 13F-HR 13 Nov 2024, 09:10
Q2 2024 16 $976,464,811 +$355,000 -$268,790 +$86,210 KLAC, LRCX, ADI, ASPN, AVGO 13F-HR 12 Aug 2024, 09:32
Q1 2024 15 $865,417,041 +$6,032,499 $0 +$6,032,499 KLAC, LRCX, ADI, ASPN, AVGO 13F-HR 14 May 2024, 09:48
Q4 2023 14 $754,294,069 +$23,844,712 $0 +$23,844,712 KLAC, LRCX, ADI, ASPN, AVGO 13F-HR 13 Feb 2024, 16:02
Q3 2023 14 $599,324,302 $0 -$22,194,357 -$22,194,357 KLAC, LRCX, ADI, BMY, ASPN 13F-HR 13 Nov 2023, 11:06
Q2 2023 15 $658,029,048 +$1,971,142 -$1,275,603 +$695,539 KLAC, LRCX, ADI, BMY, PRGS 13F-HR 11 Aug 2023, 07:50
Q1 2023 15 $595,080,599 $0 -$2,981,418 -$2,981,418 KLAC, LRCX, ADI, BMY, PRGS 13F-HR 12 May 2023, 11:26
Q4 2022 15 $558,754,711 +$528,970 -$22,107,330 -$21,578,360 KLAC, LRCX, ADI, BMY, ASPN 13F-HR 13 Feb 2023, 16:15
Q3 2022 16 $497,580,000 +$9,884,890 -$6,938,418 +$2,946,472 KLAC, LRCX, ADI, BMY, ASPN 13F-HR 10 Nov 2022, 13:43
Q2 2022 16 $552,451,000 +$4,356,122 $0 +$4,356,122 KLAC, LRCX, ADI, BMY, ASPN 13F-HR 12 Aug 2022, 09:36
Q1 2022 16 $700,368,000 +$5,637,403 -$5,550,000 +$87,403 LRCX, KLAC, ASPN, ADI, BMY 13F-HR 16 May 2022, 17:06
Q4 2021 17 $829,281,000 +$22,405,217 -$545,000 +$21,860,217 LRCX, KLAC, ASPN, ADI, BMY 13F-HR 11 Feb 2022, 13:52
Q3 2021 18 $721,767,000 +$86,350,000 -$78,217,000 +$8,133,000 LRCX, ASPN, KLAC, ADI, BMY 13F-HR 12 Nov 2021, 06:07
Q2 2021 16 $698,618,000 $0 -$6,512,221 -$6,512,221 LRCX, KLAC, ASPN, MXIM, BMY 13F-HR 13 Aug 2021, 06:03
Q1 2021 16 $648,397,000 $0 -$15,796,848 -$15,796,848 LRCX, KLAC, MXIM, ASPN, BMY 13F-HR 17 May 2021, 09:00
Q4 2020 19 $567,048,000 $0 $0 $0 LRCX, KLAC, MXIM, ASPN, BMY 13F-HR 09 Feb 2021, 10:34
Q3 2020 19 $452,548,000 +$787,386 -$701,000 +$86,386 LRCX, KLAC, MXIM, BMY, EGAN 13F-HR 12 Nov 2020, 06:10
Q2 2020 20 $425,344,000 +$1,266,138 $0 +$1,266,138 LRCX, KLAC, MXIM, BMY, EGAN 13F-HR 07 Aug 2020, 14:39
Q1 2020 20 $326,703,000 +$17,530,970 -$4,050,044 +$13,480,926 LRCX, KLAC, BMY, MXIM, PRGS 13F-HR 12 May 2020, 06:05
Q4 2019 18 $381,099,000 +$42,942,000 -$182,207,000 -$139,265,000 LRCX, KLAC, MXIM, BMY, PRGS 13F-HR 03 Feb 2020, 15:40
Q3 2019 17 $484,275,000 +$868,651 -$18,268,000 -$17,399,349 CELG, LRCX, KLAC, MXIM, CEVA 13F-HR 08 Nov 2019, 06:20
Q2 2019 18 $465,062,000 +$598,206 -$22,355,969 -$21,757,763 CELG, LRCX, KLAC, MXIM, PRGS 13F-HR 07 Aug 2019, 10:28
Q1 2019 18 $478,846,000 +$8,253,000 -$6,227,000 +$2,026,000 CELG, LRCX, KLAC, MXIM, PRGS 13F-HR 10 May 2019, 06:05
Q4 2018 18 $359,299,000 +$2,875,612 $0 +$2,875,612 CELG, LRCX, MXIM, KLAC, PRGS 13F-HR 13 Feb 2019, 15:08
Q3 2018 18 $448,938,000 +$3,787,206 $0 +$3,787,206 CELG, LRCX, KLAC, MXIM, CEVA 13F-HR 31 Oct 2018, 15:43
Q2 2018 18 $456,364,000 +$691,404 -$8,065,795 -$7,374,391 CELG, LRCX, MXIM, KLAC, EGAN 13F-HR 20 Jul 2018, 09:58
Q1 2018 18 $477,476,000 +$6,068,536 -$1,398,000 +$4,670,536 CELG, LRCX, KLAC, MXIM, CEVA 13F-HR 11 May 2018, 10:59
Q4 2017 19 $497,444,000 +$5,232,414 -$42,243,000 -$37,010,586 CELG, LRCX, KLAC, MXIM, CEVA 13F-HR 14 Feb 2018, 12:12
Q3 2017 20 $597,891,000 +$3,989,247 -$14,055,000 -$10,065,753 CELG, LRCX, KLAC, MXIM, CEVA 13F-HR 13 Nov 2017, 06:24
Q2 2017 21 $546,069,000 +$2,691,769 $0 +$2,691,769 CELG, LRCX, KLAC, CEVA, MXIM 13F-HR 08 Aug 2017, 11:30
Q1 2017 21 $506,582,000 +$16,001,184 -$4,834,000 +$11,167,184 CELG, KLAC, LRCX, MXIM, CEVA 13F-HR 08 May 2017, 14:42
Q4 2016 20 $457,689,000 +$36,556,274 -$39,166,667 -$2,610,393 CELG, KLAC, LRCX, MXIM, CEVA 13F-HR 14 Feb 2017, 15:59
Q3 2016 21 $428,082,000 +$3,959,000 -$18,974,000 -$15,015,000 CELG, MXIM, KLA-TENCOR CORP COM, LRCX, CEVA 13F-HR 25 Oct 2016, 17:24
Q2 2016 19 $412,383,000 +$32,052,612 -$29,473,593 +$2,579,019 CELG, KLA-TENCOR CORP COM COM, MXIM, LRCX, CEVA 13F-HR 09 Aug 2016, 15:50
Q1 2016 18 $406,558,000 +$10,543,796 -$12,494,000 -$1,950,204 CELG, KLAC, MXIM, LRCX, NEWS Restatement 17 Jun 2016, 15:24
Q4 2015 20 $446,474,000 +$4,596,854 -$43,073,424 -$38,476,570 CELG, KLAC, MXIM, LRCX, NEWS 13F-HR 16 Feb 2016, 09:40
Q3 2015 21 $445,465,000 +$15,864,350 $0 +$15,864,350 CELG, ALTR, MXIM, KLAC, LRCX 13F-HR 16 Nov 2015, 14:03
Q2 2015 20 $472,753,000 +$11,452,540 $0 +$11,452,540 CELG, ALTR, NEWS, MXIM, LRCX 13F-HR 13 Aug 2015, 16:25
Q1 2015 20 $454,953,000 +$9,149,579 -$4,107,000 +$5,042,579 CELG, NEWS, MXIM, ALTR, KLAC 13F-HR 11 May 2015, 14:56
Q4 2014 19 $451,774,000 +$9,801,248 -$4,119,000 +$5,682,248 CELG, NEWS, KLAC, LRCX, MXIM 13F-HR 12 Feb 2015, 16:55
Q3 2014 21 $403,405,000 +$6,746,992 -$49,472,000 -$42,725,008 CELG, KLAC, NEWS, LRCX, MXIM 13F-HR 12 Nov 2014, 16:52
Q2 2014 21 $434,813,000 +$92,425,470 -$6,111,064 +$86,314,406 CELG, MCRS, NEWS, KLAC, MXIM 13F-HR 14 Aug 2014, 13:16
Q1 2014 21 $390,313,000 +$8,587,082 -$8,468,828 +$118,254 CELG, MCRS, NEWS, KLAC, MXIM 13F-HR 15 May 2014, 12:25
Q4 2013 20 $425,368,000 $0 $0 $0 CELG, MCRS, NEWS, KLAC, MXIM 13F-HR 13 Feb 2014, 17:22