Robert F. Moriarty

Oaktop Capital Management Ii, L.p.

Assets Managed

$1.34B

Holdings

Last Quarter

2026 - Q1

Filed Date

16d ago

Growth Rate

13.59%(2Q avg: 10.15%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Oaktop Capital Management Ii, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Oaktop Capital Management Ii, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.34B in assets, with a quarterly growth rate of 13.59% and a 2-quarter average growth rate of 10.15%. The portfolio is managed by Robert F. Moriarty, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
LRCX Lam Research Corp Recent Activity Decreased -5.91%	35.87%	$480.606M 2.249M shares@ $213.66 avg price	Decreased -5.91%
KLAC Kla Corp Recent Activity	34.14%	$457.534M 310,738 shares@ $1472.42 avg price
ADI Analog Devices Inc Recent Activity	11.07%	$148.316M 466,196 shares@ $318.15 avg price
AVGO Broadcom Inc Recent Activity	8.38%	$112.278M 362,760 shares@ $309.51 avg price
BMY Bristol-myers Squibb Co Recent Activity	2.18%	$29.111M 479,991 shares@ $60.65 avg price
DELL Dell Technologies -c Recent Activity	1.6%	$21.438M 130,619 shares@ $164.13 avg price
EGAN Egain Corp Recent Activity	1.58%	$21.081M 2.672M shares@ $7.89 avg price
ASPN Aspen Aerogels Inc Recent Activity Increased 17.62%	1.32%	$17.677M 5.169M shares@ $3.42 avg price	Increased 17.62%
PINS Pinterest Inc- Class A Recent Activity Increased 30.77%	1.17%	$15.589M 850,000 shares@ $18.34 avg price	Increased 30.77%
PRGS Progress Software Corp Recent Activity	0.98%	$13.046M 508,608 shares@ $25.65 avg price

1-10 of 14