OAKTOP CAPITAL MANAGEMENT II, L.P.
Top Portfolio Positions
14 positions ·
$1,340,190,986 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
2,249,394 | $480,605,522 | 35.86% | |
| KLAC |
Kla Corp
Technology
|
310,738 | $457,533,738 | 34.14% | |
| ADI |
Analog Devices Inc
Technology
|
466,196 | $148,315,595 | 11.07% | |
| AVGO |
Broadcom Inc.
Technology
|
362,760 | $112,277,847 | 8.38% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
479,991 | $29,111,454 | 2.17% | |
| DELL |
Dell Technologies Inc.
Technology
|
130,619 | $21,438,496 | 1.60% | |
| EGAN |
EGAIN Corp
Technology
|
2,671,843 | $21,080,841 | 1.57% | |
| ASPN |
Aspen Aerogels Inc
Industrials
|
5,168,674 | $17,676,865 | 1.32% | |
| PINS |
Pinterest, Inc.
Communication Services
|
850,000 | $15,589,000 | 1.16% | |
| PRGS |
Progress Software Corp /Ma
Technology
|
508,608 | $13,045,795 | 0.97% |
Portfolio Trend
24 quarters · across all stocks
Holdings in PRGS
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,045,795 | 508,608 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $22,343,149 | 508,608 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,469,534 | 508,608 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,198,398 | 508,608 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,135,811 | 508,608 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,264,920 | 508,608 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $27,597,070 | 508,608 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $27,113,892 | 508,608 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,617,414 | 508,608 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $26,742,608 | 508,608 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,550,124 | 508,608 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $29,219,529 | 508,608 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,659,273 | 508,608 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,641,270 | 508,608 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $27,747,427 | 612,526 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,843,849 | 612,526 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,566,630 | 612,526 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $30,130,153 | 612,526 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $28,329,327 | 612,526 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,987,895 | 612,526 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,680,049 | 612,526 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $22,467,453 | 612,526 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $23,735,382 | 612,526 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $19,600,832 | 612,526 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||