Oaktop Capital Management Ii, L.P. Portfolio Holdings by Sector
Oaktop Capital Management Ii, L.P.
- $865 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductor Equipment & Materials | Technology
KLAC LRCX 2 stocks |
$536,115
61.95% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
ADI AVGO CEVA INTC 4 stocks |
$155,642
17.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
ASPN 1 stocks |
$58,793
6.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
PRGS EGAN 2 stocks |
$44,346
5.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
BMY 1 stocks |
$36,875
4.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
DELL 1 stocks |
$14,904
1.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$7,145
0.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
PRTS 1 stocks |
$6,034
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
PINS 1 stocks |
$3,467
0.4% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Pharmaceutical Retailers | Healthcare
PETS 1 stocks |
$2,087
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|