42 is the total number of securities OAKTOP CAPITAL MANAGEMENT II, L.P. has owned. The longest OAKTOP CAPITAL MANAGEMENT II, L.P. has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LRCX | LAM RESEARCH CORP COM | 42 | 42 | 3.77% | 13.90% | 28.15% | Q2 2013 | Q3 2023 | 42 |
PRGS | PROGRESS SOFTWARE CORP... | 42 | 42 | 3.29% | 4.43% | 6.68% | Q2 2013 | Q3 2023 | 42 |
CEVA | CEVA INC COM USD0.001 | 42 | 42 | 2.04% | 4.17% | 6.90% | Q2 2013 | Q3 2023 | 42 |
PETS | PETMEDEXPRESS INC COM | 42 | 42 | 0.24% | 1.76% | 3.61% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP COM | 42 | 42 | 0.11% | 0.27% | 0.55% | Q2 2013 | Q3 2023 | 42 |
EGAN | EGAIN CORP COM NEW ISI... | 27 | 14 | 0.58% | 3.29% | 8.39% | Q2 2013 | Q3 2023 | 41 |
VMW | VMWARE INC CL A COM | 41 | 41 | 1.17% | 2.39% | 3.68% | Q2 2013 | Q2 2023 | 41 |
KLAC | KLA-TENCOR CORP COM | 28 | 12 | 4.29% | 13.13% | 30.08% | Q2 2013 | Q3 2023 | 40 |
MXIM | MAXIM INTEGRATED PRODS... | 33 | 33 | 4.70% | 7.65% | 11.98% | Q2 2013 | Q2 2021 | 33 |
ANIK | ANIKA THERAPEUTICS INC... | 31 | 31 | 0.06% | 0.11% | 0.17% | Q2 2013 | Q4 2020 | 31 |
ASPN | ASPEN AEROGELS INC COM | 29 | 29 | 0.01% | 5.31% | 18.74% | Q3 2016 | Q3 2023 | 29 |
OSTK | OVERSTOCK COM INC DEL COM | 29 | 29 | 0.04% | 0.13% | 0.63% | Q2 2013 | Q2 2020 | 29 |
CELG | CELGENE CORP COM | 26 | 26 | 35.93% | 45.40% | 55.78% | Q2 2013 | Q3 2019 | 26 |
XLE | SELECT SECTOR SPDR T S... | 24 | 24 | 0.66% | 1.23% | 1.69% | Q1 2016 | Q4 2021 | 24 |
DELL | DELL TECHNOLOGIES IN CL C | 19 | 19 | 0.88% | 1.50% | 2.10% | Q1 2019 | Q3 2023 | 19 |
AXDX | ACCELERATE DIAGNOSTI COM | 19 | 19 | 0.21% | 0.62% | 0.82% | Q2 2016 | Q4 2020 | 19 |
NEWS | NEWSTAR FINL INC COM | 18 | 18 | 4.16% | 6.07% | 10.38% | Q2 2013 | Q3 2017 | 18 |
RATE | BANKRATE INC DEL COM | 18 | 18 | 0.76% | 1.64% | 2.72% | Q2 2013 | Q3 2017 | 18 |
ENOC | ENERNOC INC COM | 17 | 17 | 0.51% | 1.46% | 3.11% | Q2 2013 | Q2 2017 | 17 |
BMY | BRISTOL-MYERS SQUIBB COM | 16 | 16 | 5.11% | 7.93% | 11.60% | Q4 2019 | Q3 2023 | 16 |
AVGO | BROADCOM INC COM | 15 | 15 | 1.08% | 1.42% | 2.22% | Q1 2020 | Q3 2023 | 15 |
GRMN | GARMIN LTD SHS | 15 | 15 | 0.76% | 0.91% | 1.10% | Q1 2020 | Q3 2023 | 15 |
EMC | E M C CORP MASS COM | 13 | 13 | 3.79% | 4.39% | 5.06% | Q2 2013 | Q2 2016 | 13 |
SONO | SONOS INC COM | 12 | 12 | 1.64% | 2.44% | 3.76% | Q4 2019 | Q3 2022 | 12 |
AMBR | AMBER RD INC COM | 12 | 12 | 0.05% | 2.04% | 3.93% | Q3 2016 | Q2 2019 | 12 |
DVN | DEVON ENERGY CORP NEW | 11 | 11 | 1.15% | 1.43% | 2.12% | Q2 2013 | Q4 2015 | 11 |
NTRP | NEUROTROPE INC COM NEW | 11 | 11 | 0.02% | 0.16% | 0.25% | Q1 2017 | Q3 2019 | 11 |
ALTR | ALTERA CORP | 10 | 10 | 4.33% | 5.70% | 8.62% | Q2 2013 | Q3 2015 | 10 |
DVMT | DELL TECHNOLOGIES IN C... | 10 | 10 | 0.87% | 1.20% | 1.73% | Q3 2016 | Q4 2018 | 10 |
ADI | ANALOG DEVICES INC COM | 9 | 9 | 9.91% | 12.64% | 15.45% | Q3 2021 | Q3 2023 | 9 |
PRTS | CARPARTS COM INC COM | 9 | 9 | 1.04% | 2.56% | 3.85% | Q3 2021 | Q3 2023 | 9 |
UNXLQ | UNI-PIXEL INC COM NEW | 4 | 4 | 0.00% | 0.43% | 0.80% | Q3 2013 | Q4 2015 | 8 |
MCRS | MICROS SYS INC | 5 | 5 | 10.41% | 11.44% | 12.51% | Q2 2013 | Q2 2014 | 5 |
BMYRT | BRISTOL-MYERS SQUIBB R... | 5 | 5 | 0.09% | 0.29% | 0.41% | Q4 2019 | Q4 2020 | 5 |
SCOR | COMSCORE INC COM | 4 | 4 | 0.89% | 1.04% | 1.11% | Q1 2016 | Q4 2016 | 4 |
APPS | DIGITAL TURBINE INC CO... | 4 | 4 | 0.23% | 0.60% | 0.88% | Q1 2015 | Q4 2015 | 4 |
SEAC | SEACHANGE INTL INC | 3 | 3 | 0.37% | 0.45% | 0.58% | Q1 2014 | Q3 2014 | 3 |
KLA-TENCOR CORP COM COM | 2 | 2 | 6.53% | 6.82% | 7.12% | Q2 2016 | Q3 2016 | 2 | |
RENT | RENTRAK CORP | 2 | 2 | 1.25% | 1.33% | 1.42% | Q3 2015 | Q4 2015 | 2 |
MNDL | MANDALAY DIGITAL GROUP... | 2 | 2 | 0.23% | 0.57% | 0.91% | Q3 2014 | Q4 2014 | 2 |
NOK | NOKIA CORP SPONSORED ADR | 1 | 1 | 0.08% | 0.18% | 0.28% | Q4 2017 | Q3 2021 | 2 |
UNI-PIXEL INC COM NEW | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2014 | Q3 2014 | 1 | |
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The securities at the top of the list , including LAM RESEARCH CORP COM, PROGRESS SOFTWARE CORP COM, and CEVA INC COM USD0.001, are the highest-conviction holdings of OAKTOP CAPITAL MANAGEMENT II, L.P..
The conviction is calculated by counting the number of quarters a security has been reported by OAKTOP CAPITAL MANAGEMENT II, L.P.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that OAKTOP CAPITAL MANAGEMENT II, L.P. owns currently or has owned in the past.