Oaktop Capital Management II, L.p.
Annual return '25
+18.0%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$1.3B
Holdings
14
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LRCX
LAM RESEARCH CORP
Q4 2025: Sold 99.7% (2.69M → 8.0k shares)
35.9%
02
$KLAC
KLA CORP
Q4 2025: Exited (was 328.9k shares)
34.1%
03
$ADI
ANALOG DEVICES INC
Q4 2025: Exited (was 466.2k shares)
11.1%
04
$AVGO
BROADCOM INC
Q4 2025: Sold 98.2% (362.8k → 6.7k shares)
8.4%
05
$BMY
BRISTOL-MYERS SQUIBB CO
Q4 2025: Sold 99.8% (480.0k → 1.2k shares)
2.2%
06
$DELL
DELL TECHNOLOGIES INC
Q4 2025: Exited (was 130.6k shares)
1.6%
07
$EGAN
EGAIN CORP
Q4 2025: Exited (was 2.67M shares)
1.6%
08
$ASPN
ASPEN AEROGELS INC
Q4 2025: Exited (was 4.39M shares)
1.3%
09
$PINS
PINTEREST INC
Q4 2025: Exited (was 350.0k shares)
1.2%
10
$PRGS
PROGRESS SOFTWARE CORP
Q4 2025: Exited (was 508.6k shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:54 UTC.