OAKTOP CAPITAL MANAGEMENT II, L.P.
Chatham NJ · SEC CIK 0001550660
$13.40亿2026Q1 申报市值
14持仓数
98.2%前十大占比 · 第一大 35.9%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PINS 加仓+$366.80万
ARM 新建仓+$302.56万
ASPN 加仓+$264.76万
2026Q1 卖出最多 按季末市值估算
LRCX 减仓-$3,020.94万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $101.54万 | 0.08% | 23,010 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $302.56万 | 0.23% | 20,000 | 20,000 | — | $302.56万 | 新建仓 |
| CEVA | CEVA INC | $833.83万 | 0.62% | 446,377 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $1,113.65万 | 0.83% | 48,000 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP | $1,304.58万 | 0.97% | 508,608 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $1,558.90万 | 1.16% | 850,000 | 200,000 | 30.8% | $366.80万 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $1,767.69万 | 1.32% | 5,168,674 | 774,149 | 17.6% | $264.76万 | 加仓 |
| — | EGAIN CORP | $2,108.08万 | 1.57% | 2,671,843 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $2,143.85万 | 1.60% | 130,619 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,911.15万 | 2.17% | 479,991 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.12亿 | 8.38% | 362,760 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.48亿 | 11.07% | 466,196 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $4.58亿 | 34.14% | 310,738 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $4.81亿 | 35.86% | 2,249,394 | -141,390 | -5.9% | -$3,020.94万 | 减仓 |