Notify me when Oaktop Capital Management II, L.P. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 15 | $1.11B | $0 | -$13.1M | -$13.1M | LRCX, KLAC, AVGO, ADI, ASPN | 13F-HR | 11/14/2025, 01:27 PM |
| Q2 2025 | 15 | $930M | $0 | -$24.8M | -$24.8M | KLAC, LRCX, ADI, AVGO, PRGS | 13F-HR | 8/14/2025, 11:48 AM |
| Q1 2025 | 15 | $751M | +$5.73M | -$12.2M | -$6.48M | KLAC, LRCX, ADI, AVGO, BMY | 13F-HR | 5/15/2025, 02:38 PM |
| Q4 2024 | 15 | $801M | +$199M | -$226M | -$26.5M | KLAC, LRCX, ADI, AVGO, ASPN | 13F-HR | 2/13/2025, 08:14 PM |
| Q3 2024 | 15 | $916M | +$66.7M | -$11.6M | +$55.1M | KLAC, LRCX, ADI, ASPN, AVGO | 13F-HR | 11/13/2024, 09:10 AM |
| Q2 2024 | 16 | $976M | +$355K | -$269K | +$86.2K | KLAC, LRCX, ADI, ASPN, AVGO | 13F-HR | 8/12/2024, 09:32 AM |
| Q1 2024 | 15 | $865M | +$6.03M | $0 | +$6.03M | KLAC, LRCX, ADI, ASPN, AVGO | 13F-HR | 5/14/2024, 09:48 AM |
| Q4 2023 | 14 | $754M | +$23.8M | $0 | +$23.8M | KLAC, LRCX, ADI, ASPN, AVGO | 13F-HR | 2/13/2024, 04:02 PM |
| Q3 2023 | 14 | $599M | $0 | -$22.2M | -$22.2M | KLAC, LRCX, ADI, BMY, ASPN | 13F-HR | 11/13/2023, 11:06 AM |
| Q2 2023 | 15 | $658M | +$1.97M | -$1.28M | +$696K | KLAC, LRCX, ADI, BMY, PRGS | 13F-HR | 8/11/2023, 07:50 AM |
| Q1 2023 | 15 | $595M | $0 | -$2.98M | -$2.98M | KLAC, LRCX, ADI, BMY, PRGS | 13F-HR | 5/12/2023, 11:26 AM |
| Q4 2022 | 15 | $559M | +$529K | -$22.1M | -$21.6M | KLAC, LRCX, ADI, BMY, ASPN | 13F-HR | 2/13/2023, 04:15 PM |
| Q3 2022 | 16 | $498M | +$9.88M | -$6.94M | +$2.95M | KLAC, LRCX, ADI, BMY, ASPN | 13F-HR | 11/10/2022, 01:43 PM |
| Q2 2022 | 16 | $552M | +$4.36M | $0 | +$4.36M | KLAC, LRCX, ADI, BMY, ASPN | 13F-HR | 8/12/2022, 09:36 AM |
| Q1 2022 | 16 | $700M | +$5.64M | -$5.55M | +$87.4K | LRCX, KLAC, ASPN, ADI, BMY | 13F-HR | 5/16/2022, 05:06 PM |
| Q4 2021 | 17 | $829M | +$22.4M | -$545K | +$21.9M | LRCX, KLAC, ASPN, ADI, BMY | 13F-HR | 2/11/2022, 01:52 PM |
| Q3 2021 | 18 | $722M | +$86.4M | -$78.2M | +$8.13M | LRCX, ASPN, KLAC, ADI, BMY | 13F-HR | 11/12/2021, 06:07 AM |
| Q2 2021 | 16 | $699M | $0 | -$6.51M | -$6.51M | LRCX, KLAC, ASPN, MXIM, BMY | 13F-HR | 8/13/2021, 06:03 AM |
| Q1 2021 | 16 | $648M | $0 | -$15.8M | -$15.8M | LRCX, KLAC, MXIM, ASPN, BMY | 13F-HR | 5/17/2021, 09:00 AM |
| Q4 2020 | 19 | $567M | $0 | $0 | LRCX, KLAC, MXIM, ASPN, BMY | 13F-HR | 2/9/2021, 10:34 AM | |
| Q3 2020 | 19 | $453M | +$787K | -$701K | +$86.4K | LRCX, KLAC, MXIM, BMY, EGAN | 13F-HR | 11/12/2020, 06:10 AM |
| Q2 2020 | 20 | $425M | +$1.27M | $0 | +$1.27M | LRCX, KLAC, MXIM, BMY, EGAN | 13F-HR | 8/7/2020, 02:39 PM |
| Q1 2020 | 20 | $327M | +$17.5M | -$4.05M | +$13.5M | LRCX, KLAC, BMY, MXIM, PRGS | 13F-HR | 5/12/2020, 06:05 AM |
| Q4 2019 | 18 | $381M | +$42.9M | -$182M | -$139M | LRCX, KLAC, MXIM, BMY, PRGS | 13F-HR | 2/3/2020, 03:40 PM |
| Q3 2019 | 17 | $484M | +$869K | -$18.3M | -$17.4M | CELG, LRCX, KLAC, MXIM, CEVA | 13F-HR | 11/8/2019, 06:20 AM |
| Q2 2019 | 18 | $465M | +$598K | -$22.4M | -$21.8M | CELG, LRCX, KLAC, MXIM, PRGS | 13F-HR | 8/7/2019, 10:28 AM |
| Q1 2019 | 18 | $479M | +$8.25M | -$6.23M | +$2.03M | CELG, LRCX, KLAC, MXIM, PRGS | 13F-HR | 5/10/2019, 06:05 AM |
| Q4 2018 | 18 | $359M | +$2.88M | $0 | +$2.88M | CELG, LRCX, MXIM, KLAC, PRGS | 13F-HR | 2/13/2019, 03:08 PM |
| Q3 2018 | 18 | $449M | +$3.79M | $0 | +$3.79M | CELG, LRCX, KLAC, MXIM, CEVA | 13F-HR | 10/31/2018, 03:43 PM |
| Q2 2018 | 18 | $456M | +$691K | -$8.07M | -$7.37M | CELG, LRCX, MXIM, KLAC, EGAN | 13F-HR | 7/20/2018, 09:58 AM |
| Q1 2018 | 18 | $477M | +$6.07M | -$1.4M | +$4.67M | CELG, LRCX, KLAC, MXIM, CEVA | 13F-HR | 5/11/2018, 10:59 AM |
| Q4 2017 | 19 | $497M | +$5.23M | -$42.2M | -$37M | CELG, LRCX, KLAC, MXIM, CEVA | 13F-HR | 2/14/2018, 12:12 PM |
| Q3 2017 | 20 | $598M | +$3.99M | -$14.1M | -$10.1M | CELG, LRCX, KLAC, MXIM, CEVA | 13F-HR | 11/13/2017, 06:24 AM |
| Q2 2017 | 21 | $546M | +$2.69M | $0 | +$2.69M | CELG, LRCX, KLAC, CEVA, MXIM | 13F-HR | 8/8/2017, 11:30 AM |
| Q1 2017 | 21 | $507M | +$16M | -$4.83M | +$11.2M | CELG, KLAC, LRCX, MXIM, CEVA | 13F-HR | 5/8/2017, 02:42 PM |
| Q4 2016 | 20 | $458M | +$36.6M | -$39.2M | -$2.61M | CELG, KLAC, LRCX, MXIM, CEVA | 13F-HR | 2/14/2017, 03:59 PM |
| Q3 2016 | 21 | $428M | +$3.96M | -$19M | -$15M | CELG, MXIM, LRCX, CEVA, NEWS | 13F-HR | 10/25/2016, 05:24 PM |
| Q2 2016 | 19 | $412M | +$32.1M | -$29.5M | +$2.58M | CELG, MXIM, LRCX, CEVA, NEWS | 13F-HR | 8/9/2016, 03:50 PM |
| Q1 2016 | 18 | $407M | +$10.5M | -$12.5M | -$1.95M | CELG, KLAC, MXIM, LRCX, NEWS | Restatement | 6/17/2016, 03:24 PM |
| Q4 2015 | 20 | $446M | +$4.6M | -$43.1M | -$38.5M | CELG, KLAC, MXIM, LRCX, NEWS | 13F-HR | 2/16/2016, 09:40 AM |
| Q3 2015 | 21 | $445M | +$15.9M | $0 | +$15.9M | CELG, ALTR, MXIM, KLAC, LRCX | 13F-HR | 11/16/2015, 02:03 PM |
| Q2 2015 | 20 | $473M | +$11.5M | $0 | +$11.5M | CELG, ALTR, NEWS, MXIM, LRCX | 13F-HR | 8/13/2015, 04:25 PM |
| Q1 2015 | 20 | $455M | +$9.15M | -$4.11M | +$5.04M | CELG, NEWS, MXIM, ALTR, KLAC | 13F-HR | 5/11/2015, 02:56 PM |
| Q4 2014 | 19 | $452M | +$9.8M | -$4.12M | +$5.68M | CELG, NEWS, KLAC, LRCX, MXIM | 13F-HR | 2/12/2015, 04:55 PM |
| Q3 2014 | 21 | $403M | +$6.75M | -$49.5M | -$42.7M | CELG, KLAC, NEWS, LRCX, MXIM | 13F-HR | 11/12/2014, 04:52 PM |
| Q2 2014 | 21 | $435M | +$92.4M | -$6.11M | +$86.3M | CELG, MCRS, NEWS, KLAC, MXIM | 13F-HR | 8/14/2014, 01:16 PM |
| Q1 2014 | 21 | $390M | +$8.59M | -$8.47M | +$118K | CELG, MCRS, NEWS, KLAC, MXIM | 13F-HR | 5/15/2014, 12:25 PM |
| Q4 2013 | 20 | $425M | $0 | $0 | CELG, MCRS, NEWS, KLAC, MXIM | 13F-HR | 2/13/2014, 05:22 PM |