OAKTOP CAPITAL MANAGEMENT II, L.P. - Portfolio Stock Holdings

OAKTOP CAPITAL MANAGEMENT II, L.P. disclosed 14 stock positions in a recent SEC 13F filing. $2,350,079,925 of stock holdings were filed, with the largest holdings including KLAC, LRCX, and ADI. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,234,916,043 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.