OAKTOP CAPITAL MANAGEMENT II, L.P.
Chatham NJ · SEC CIK 0001550660
$23.50亿2026Q2 申报市值
14持仓数
98.4%前十大占比 · 第一大 39.2%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 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 | $321.29万 | 0.14% | 23,010 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $709.14万 | 0.30% | 20,000 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $1,140.19万 | 0.49% | 48,000 | 0 | 0.0% | — | 不变 |
| — | EGAIN CORP | $1,683.26万 | 0.72% | 2,671,843 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP | $1,707.91万 | 0.73% | 508,608 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $1,997.85万 | 0.85% | 950,000 | 100,000 | 11.8% | $210.30万 | 加仓 |
| CEVA | CEVA INC | $2,105.11万 | 0.90% | 446,377 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,765.71万 | 1.18% | 479,991 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $3,276.94万 | 1.39% | 5,168,674 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $5,635.69万 | 2.40% | 130,619 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.37亿 | 5.83% | 362,760 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.85亿 | 7.88% | 466,196 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $8.93亿 | 38.00% | 2,061,054 | -188,340 | -8.4% | -$8,161.34万 | 减仓 |
| KLAC | KLA CORP | $9.21亿 | 39.20% | 3,053,730 | -53,650 | -1.7% | -$1,618.67万 | 减仓 |