Oaktop Capital Management Ii, L.P. - Q42025 Holdings

Oaktop Capital Management Ii, L.P. holds 13 stocks with a total portfolio value of $ 1.18B as of Q42025. In Q42025, Oaktop Capital Management Ii, L.P. added 0 new positions, increased stakes in 1 stock, reduced 2 holdings, and fully exited 2 positions. The largest holding is Lam Research Corp (LRCX), representing 34.68% of the total portfolio.