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OAKTOP CAPITAL MANAGEMENT II, L.P. — 13F Holdings & Portfolio

CIK 1550660 · latest 13F-HR filed 2026-08-07

Backtest portfolio

OAKTOP CAPITAL MANAGEMENT II, L.P. manages $2.35B in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are KLAC (39.20%), LRCX (38.00%), ADI (7.88%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 11 existing positions rose in reported value and 1 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$2.35B

Long-equity book

Holdings
14

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+0 / −0 / ↑11 / ↓1

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
KLAC39.2% · +883%LRCX38.0% · -8%ADI7.9% · 0%AVGO5.8% · 0%DELL2.4% · 0%ASPN1.4% · 0%BMY1.2% · 0%CEVA0.9% · 0%PINS0.8% · +12%PRGS0.7% · 0%EGAN0.7% · 0%GRMN0.5% · 0%ARM0.3% · 0%INTC0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 98.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$1.23B
Discretionary
$1.23B
Employees
3
Accounts
2
Address
ONE MAIN STREET, SUITE 202
CHATHAM, NJ 07928-2426
Phone
(973) 635-3854
Name Title / Status Ownership Type
MORIARTY, ROBERT, FRANCIS ControlPRINCIPAL AND OWNER/LIMITED PARTNER
since Feb 2010
50–75%Individual
MORIARTY, TIMOTHY, EDMOND ControlPRINCIPAL AND OWNER/LIMITED PARTNER
since Feb 2010
50–75%Individual
OAKTOP CAPITAL MANAGEMENT I, LLC ControlGENERAL PARTNER
since Feb 2010
Less than 5%Domestic Entity
ADAMCZYK, DENISE, MARIECHIEF COMPLIANCE OFFICER
since Aug 2021
Less than 5%Individual
Ownership & leadership changes · 10 filings with changes since Mar 14, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Dec 8, 2021 filing
  • No longer listedGARCIA, BRIDGET, PASTORELLE · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Feb 2021
  • AddedADAMCZYK, DENISE, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 30, 2021 filing
  • ChangedMORIARTY, ROBERT, FRANCIS · title PRINCIPAL → PRINCIPAL AND OWNER/LIMITED PARTNER
  • ChangedMORIARTY, TIMOTHY, EDMOND · title PRINCIPAL → PRINCIPAL AND OWNER/LIMITED PARTNER
Feb 15, 2021 filing
  • No longer listedHAAS, JAY, WILSON · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jul 2018
  • AddedGARCIA, BRIDGET, PASTORELLE · CHIEF COMPLIANCE OFFICER · Less than 5%
Dec 23, 2019 filing
  • ChangedHAAS, JAY, WILSON · no longer a control person
Aug 15, 2018 filing
  • No longer listedSILVA, EMILY, K · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2017
  • Listed againHAAS, JAY, WILSON · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Dec 22, 2017 filing
  • No longer listedHAAS, JAY, WILSON · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Oct 2015
  • AddedSILVA, EMILY, K · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Oct 22, 2015 filing
  • AddedHAAS, JAY, WILSON · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedMORIARTY, ROBERT, FRANCIS · title PRINCIPAL/CHIEF COMPLIANCE OFFICER → PRINCIPAL
Mar 28, 2014 filing
  • No longer listedOAKTOP CAPITAL MANAGEMENT II, LLC · GENERAL PARTNER · Less than 5% · control person · listed since Feb 2010
  • Listed againOAKTOP CAPITAL MANAGEMENT I, LLC · GENERAL PARTNER · Less than 5% · control person
  • ChangedMORIARTY, ROBERT, FRANCIS · title LIMITED PARTNER PRINCIPAL/CHIEF COMPLIANCE OFFICER → PRINCIPAL/CHIEF COMPLIANCE OFFICER
  • ChangedMORIARTY, TIMOTHY, EDMOND · title LIMITED PARTNER PRINCIPAL → PRINCIPAL
Mar 28, 2013 filing
  • No longer listedOAKTOP CAPITAL MANAGEMENT I, LLC · GENERAL PARTNER · Less than 5% · control person · listed since Feb 2010
  • AddedOAKTOP CAPITAL MANAGEMENT II, LLC · GENERAL PARTNER · Less than 5% · control person
Mar 29, 2012 filing
  • AddedOAKTOP CAPITAL MANAGEMENT I, LLC · GENERAL PARTNER · Less than 5% · control person
  • ChangedMORIARTY, ROBERT, FRANCIS · title PRINCIPAL/CHIEF COMPLIANCE OFFICER → LIMITED PARTNER PRINCIPAL/CHIEF COMPLIANCE OFFICER
  • ChangedMORIARTY, TIMOTHY, EDMOND · title PRINCIPAL → LIMITED PARTNER PRINCIPAL
Older changes (1 more filing)
Mar 14, 2012 filing (earliest on record)
  • ListedMORIARTY, ROBERT, FRANCIS · PRINCIPAL/CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedMORIARTY, TIMOTHY, EDMOND · PRINCIPAL · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 11 →

Top Trims

Show all 1 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →

OAKTOP CAPITAL MANAGEMENT II, L.P. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 KLA CORP KLAC 482480100 $921.3M 39.20% 3,053,730 SH
2 LAM RESEARCH CORP LRCX 512807306 $893.1M 38.00% 2,061,054 SH
3 ANALOG DEVICES INC ADI 032654105 $185.2M 7.88% 466,196 SH
4 BROADCOM INC AVGO 11135F101 $137.0M 5.83% 362,760 SH
5 DELL TECHNOLOGIES INC DELL 24703L202 $56.4M 2.40% 130,619 SH
6 ASPEN AEROGELS INC ASPN 04523Y105 $32.8M 1.39% 5,168,674 SH
7 BRISTOL-MYERS SQUIBB CO BMY 110122108 $27.7M 1.18% 479,991 SH
8 CEVA INC CEVA 157210105 $21.1M 0.90% 446,377 SH
9 PINTEREST INC PINS 72352L106 $20.0M 0.85% 950,000 SH
10 PROGRESS SOFTWARE CORP PRGS 743312100 $17.1M 0.73% 508,608 SH
11 EGAIN CORP EGAN 28225C806 $16.8M 0.72% 2,671,843 SH
12 GARMIN LTD GRMN H2906T109 $11.4M 0.49% 48,000 SH
13 ARM HOLDINGS PLC ARM 042068205 $7.1M 0.30% 20,000 SH
14 INTEL CORP INTC 458140100 $3.2M 0.14% 23,010 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $2.35B 14 0001172661-26-003178
2026-03-31 2026-05-14 $1.34B 14 0001172661-26-001972
2025-12-31 2026-02-17 $1.18B 13 0001172661-26-001059
2025-09-30 2025-11-14 $1.11B 15 0001172661-25-004966
Filer Information
Address
ONE MAIN STREET, SUITE 202
CHATHAM, NJ 07928
Phone
(973) 635-3854
Filing Manager
OAKTOP CAPITAL MANAGEMENT II, L.P.
Chatham, NJ
Signatory
Robert F. Moriarty
Principal