Oaktop Capital Management II, L.P. holds a concentrated book of 14 stocks worth $2.4B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they trimmed Lam Research Corp. Their largest long position is Kla Corp at 39% of the equity book. Cloning the disclosed picks since 2025 would be +67% (+90.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 15.7 points over this window.
Growth of $10,000 cloning Oaktop Capital Management II, L.P.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Oaktop Capital Management II, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 14 / 14 | $219.5B |
| STATE STREET CORP | 14 / 14 | $173.5B |
| GEODE CAPITAL MANAGEMENT, LLC | 14 / 14 | $98.1B |
| FMR LLC | 14 / 14 | $59.0B |
| JPMORGAN CHASE & CO | 14 / 14 | $48.5B |
| MORGAN STANLEY | 14 / 14 | $39.3B |
| BANK OF AMERICA CORP /DE/ | 14 / 14 | $31.5B |
| NORTHERN TRUST CORP | 14 / 14 | $26.3B |
Ranked by how many of Oaktop Capital Management II, L.P.'s top 14 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Kla Corp COM NEW | $921.3M | 3.05M | 39.2% | ▲+883% Added · +2.7M sh | |
| 2 | Lam Research Corp COM NEW | $893.1M | 2.06M | 38.0% | ▼−8.4% Reduced · −188K sh | |
| 3 | Analog Devices Inc COM | $185.2M | 466.2K | 7.9% | —Held | |
| 4 | Broadcom Inc COM | $137.0M | 362.8K | 5.8% | —Held | |
| 5 | Dell Technologies Inc CL C | $56.4M | 130.6K | 2.4% | —Held | |
| 6 | Aspen Aerogels Inc COM | $32.8M | 5.17M | 1.4% | —Held | |
| 7 | Bristol-Myers Squibb Co COM | $27.7M | 480.0K | 1.2% | —Held | |
| 8 | Ceva Inc COM | $21.1M | 446.4K | 0.9% | —Held | |
| 9 | Pinterest Inc CL A | $20.0M | 950.0K | 0.9% | ▲+12% Added · +100K sh | |
| 10 | Progress Software Corp COM | $17.1M | 508.6K | 0.7% | —Held | |
| 11 | Egain Corp COM NEW | $16.8M | 2.67M | 0.7% | —Held | |
| 12 | Garmin Ltd SHS | $11.4M | 48.0K | 0.5% | —Held | |
| 13 | Arm Holdings PLC SPONSORED ADS | $7.1M | 20.0K | 0.3% | —Held | |
| 14 | Intel Corp COM | $3.2M | 23.0K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1550660/holdings"
Use Arkolith to show OAKTOP CAPITAL MANAGEMENT II, L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.