OAKTOP CAPITAL MANAGEMENT II, L.P.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Chatham, NJ
CIK
0001550660
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 15 916,325 KLAC, LRCX, ADI, ASPN 13F-HR 11/13/2024 000117266124004598
Q2 2024 16 976,464 KLAC, LRCX, ADI, ASPN 13F-HR 8/12/2024 000117266124003210
Q1 2024 15 865,417 KLAC, LRCX, ADI, ASPN 13F-HR 5/14/2024 000117266124002252
Q4 2023 14 754,294 KLAC, LRCX, ADI, ASPN 13F-HR 2/13/2024 000117266124000823
Q3 2023 14 599,324 KLAC, LRCX, ADI, BMY 13F-HR 11/13/2023 000117266123003762
Q2 2023 15 658,029 KLAC, LRCX, ADI, BMY 13F-HR 8/11/2023 000117266123002899
Q1 2023 15 595,080 KLAC, LRCX, ADI, BMY 13F-HR 5/12/2023 000117266123002040
Q4 2022 15 558,754 KLAC, LRCX, ADI, BMY 13F-HR 2/13/2023 000117266123000761
Q3 2022 16 497,580 KLAC, LRCX, ADI, BMY 13F-HR 11/10/2022 000117266122002359
Q2 2022 16 552,451 KLAC, LRCX, ADI, BMY 13F-HR 8/12/2022 000117266122001798
Q1 2022 16 700,368 LRCX, KLAC, ASPN, ADI 13F-HR 5/16/2022 000110465922061470
Q4 2021 17 829,281 LRCX, KLAC, ASPN, ADI 13F-HR 2/11/2022 000110465922020273
Q3 2021 18 721,767 LRCX, ASPN, KLAC, ADI 13F-HR 11/12/2021 000110465921137306
Q2 2021 16 698,618 LRCX, KLAC, ASPN, MXIM 13F-HR 8/13/2021 000110465921104522
Q1 2021 16 648,397 LRCX, KLAC, MXIM, ASPN 13F-HR 5/17/2021 000110465921067489
Q4 2020 19 567,535 LRCX, KLAC, MXIM, ASPN 13F-HR 2/9/2021 000110465921016429
Q3 2020 19 452,548 LRCX, KLAC, MXIM, BMY 13F-HR 11/12/2020 000110465920123821
Q1 2020 20 425,344 LRCX, KLAC, MXIM, BMY 13F-HR 8/7/2020 000110465920091926
Q1 2020 20 326,703 LRCX, KLAC, BMY, MXIM 13F-HR 5/12/2020 000110465920059829
Q4 2019 18 381,099 LRCX, KLAC, MXIM, BMY 13F-HR 2/3/2020 000110465920009734
Q3 2019 17 484,275 CELG, LRCX, KLAC, MXIM 13F-HR 11/8/2019 000110465919061332
Q2 2019 18 465,062 CELG, LRCX, KLAC, MXIM 13F-HR 8/7/2019 000110465919044433
Q1 2019 18 478,846 CELG, LRCX, KLAC, MXIM 13F-HR 5/10/2019 000110465919028389
Q4 2018 18 359,299 CELG, LRCX, MXIM, KLAC 13F-HR 2/13/2019 000110465919007881
Q3 2018 18 448,938 CELG, LRCX, KLAC, MXIM 13F-HR 10/31/2018 000110465918065070
Q2 2018 18 456,364 CELG, LRCX, MXIM, KLAC 13F-HR 7/20/2018 000110465918046191
Q1 2018 18 477,476 CELG, LRCX, KLAC, MXIM 13F-HR 5/11/2018 000110465918032411
Q4 2017 19 497,444 CELG, LRCX, KLAC, MXIM 13F-HR 2/14/2018 000110465918009567
Q3 2017 20 597,891 CELG, LRCX, KLAC, MXIM 13F-HR 11/13/2017 000110465917067614
Q2 2017 21 546,069 CELG, LRCX, KLAC, CEVA 13F-HR 8/8/2017 000110465917050149
Q1 2017 21 506,582 CELG, KLAC, LRCX, MXIM 13F-HR 5/8/2017 000110465917030617
Q4 2016 20 457,689 CELG, KLAC, LRCX, MXIM 13F-HR 2/14/2017 000110465917009251
Q3 2016 21 428,082 CELG, MXIM, KLA-TENCOR CORP COM, LRCX 13F-HR 10/25/2016 000110465916151973
Q2 2016 19 412,383 CELG, KLA-TENCOR CORP COM COM, MXIM, LRCX 13F-HR 8/9/2016 000110465916138263
Q1 2016 18 412,747 CELG, KLAC, MXIM, LRCX RESTATEMENT 6/17/2016 000110465916128027
Q4 2015 20 446,474 CELG, KLAC, MXIM, LRCX 13F-HR 2/16/2016 000110465916097070
Q3 2015 21 445,465 CELG, ALTR, MXIM, KLAC 13F-HR 11/16/2015 000110465915079222
Q2 2015 20 472,753 CELG, ALTR, NEWSTAR FINL INC COM, MXIM 13F-HR 8/13/2015 000110465915059598
Q1 2015 20 454,953 CELG, NEWSTAR FINL INC COM, MXIM, ALTR 13F-HR 5/11/2015 000110465915036764
Q4 2014 19 451,774 CELG, NEWSTAR FINL INC COM, KLAC, LRCX 13F-HR 2/12/2015 000110465915009543
Q3 2014 21 403,405 CELG, KLAC, NEWSTAR FINL INC COM, LRCX 13F-HR 11/12/2014 000110465914079834
Q2 2014 21 434,813 CELG, MCRS, NEWSTAR FINL INC, KLAC 13F-HR 8/14/2014 000110465914060951
Q1 2014 21 390,313 CELG, MCRS, NEWSTAR FINL INC, KLAC 13F-HR 5/15/2014 000110465914039229
Q4 2013 20 425,368 CELG, MCRS, NEWSTAR FINL INC, KLAC 13F-HR 2/13/2014 000110465914009833
Additional filings from Oaktop Capital Management Ii, L.P. that have since been restated