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Oaktop Capital Management Ii, L.p.
upravljavec premoženja · portfelj $2.35 mrd. · 14 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 07.08.2026; sprememba — v primerjavi z 31.03.2026 · 14
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| KLA Corporation US:KLAC | 3 053 730 | $921 mio. | 39.20% | +2 742 992 |
| Lam Research Corp US:LRCX | 2 061 054 | $893 mio. | 38.00% | −188 340 |
| Analog Devices Inc US:ADI | 466 196 | $185 mio. | 7.88% | — |
| Broadcom Inc. US:AVGO | 362 760 | $137 mio. | 5.83% | — |
| Dell Technologies Inc. US:DELL | 130 619 | $56.4 mio. | 2.40% | — |
| ASPEN AEROGELS INC US:ASPN | 5 168 674 | $32.8 mio. | 1.39% | — |
| Bristol-Myers Squibb Company US:BMY | 479 991 | $27.7 mio. | 1.18% | — |
| CEVA Inc US:CEVA | 446 377 | $21.1 mio. | 0.90% | — |
| PINTEREST, INC. US:PINS | 950 000 | $20.0 mio. | 0.85% | +100 000 |
| Progress Software Corporatio… US:PRGS | 508 608 | $17.1 mio. | 0.73% | — |
| eGain Corporation US:EGAN | 2 671 843 | $16.8 mio. | 0.72% | — |
| GARMIN LTD CUSIP H2906T109 | 48 000 | $11.4 mio. | 0.49% | — |
| Arm Holdings plc American De… US:ARM | 20 000 | $7.09 mio. | 0.30% | — |
| Intel Corporation US:INTC | 23 010 | $3.21 mio. | 0.14% | — |
V podjetjih iz naše baze podatkov 2
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| eGain Corporation | 10.21% | 2 671 843 | 2026-06-30 |
| ASPEN AEROGELS INC | 6.23% | 5 168 674 | 2026-06-30 |
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