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 | 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 |