StockDriftsStockDriftsTop 14 Oaktop Capital Management Ii, L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 35.86% | 2.25M | $480.6M | -5.91%(-141.39K) | $7.04(+4895.14%) | 2026-03-31 | |
| KLAC | KLA CORP | 34.14% | 310.7K | $457.5M | +0.00%(+0) | $5.40(+4263.74%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 11.07% | 466.2K | $148.3M | +0.00%(+0) | $169.82(+122.09%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 8.38% | 362.8K | $112.3M | +0.00%(+0) | $66.61(+441.14%) | 2026-03-31 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 2.17% | 480.0K | $29.1M | +0.00%(+0) | $57.45(+1.18%) | 2026-03-31 | |
| DELL | DELL TECHNOLOGIES INC | 1.6% | 130.6K | $21.4M | +0.00%(+0) | $19.60(+1912.24%) | 2026-03-31 | |
| EGAN | EGAIN CORP | 1.57% | 2.67M | $21.1M | +0.00%(+0) | $6.22(+4.90%) | 2026-03-31 | |
| ASPN | ASPEN AEROGELS INC | 1.32% | 5.17M | $17.7M | +17.62%(+774.15K) | $7.06(-20.96%) | 2026-03-31 | |
| PINS | PINTEREST INC | 1.16% | 850.0K | $15.6M | +30.77%(+200.00K) | $29.98(-26.39%) | 2026-03-31 | |
| PRGS | PROGRESS SOFTWARE CORP | 0.97% | 508.6K | $13.0M | +0.00%(+0) | $23.62(+62.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +36.21% | +152.72% |
| Top 20 Holdings Unweighted | +11.77% | +39.61% |
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