OAKTOP CAPITAL MANAGEMENT II, L.P.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$976M
Signature - Title
Robert F. Moriarty - Principal
Location
One Main Street, Suite 202, Chatham, NJ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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