For the details of Oaktop Capital Management II, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/oaktop+capital+management+ii%2C+l.p./current-portfolio/portfolio
These are the top 5 holdings of Oaktop Capital Management II, L.P.- Lam Research Corp (LRCX) - 285,246 shares, 24.74% of the total portfolio.
- KLA Corp (KLAC) - 400,750 shares, 20.79% of the total portfolio.
- Aspen Aerogels Inc (ASPN) - 2,939,758 shares, 17.65% of the total portfolio.
- Analog Devices Inc (ADI) - 467,696 shares, 9.91% of the total portfolio.
- Bristol-Myers Squibb Co (BMY) - 679,991 shares, 5.11% of the total portfolio.
Oaktop Capital Management II, L.P. added to a holding in CarParts.com Inc by 231.05%. The purchase prices were between $11.13 and $16.1, with an estimated average price of $13.7. The stock is now traded at around $8.770000. The impact to a portfolio due to this purchase was 1.49%. The holding were 1,585,282 shares as of 2021-12-31.
Added: VMware Inc (VMW)Oaktop Capital Management II, L.P. added to a holding in VMware Inc by 66.98%. The purchase prices were between $110.44 and $167.06, with an estimated average price of $130.75. The stock is now traded at around $124.400000. The impact to a portfolio due to this purchase was 0.87%. The holding were 154,460 shares as of 2021-12-31.
Added: PetMed Express Inc (PETS)Oaktop Capital Management II, L.P. added to a holding in PetMed Express Inc by 33.62%. The purchase prices were between $25.26 and $32, with an estimated average price of $27.68. The stock is now traded at around $26.550000. The impact to a portfolio due to this purchase was 0.34%. The holding were 445,844 shares as of 2021-12-31.
Sold Out: Nokia Oyj (NOK)Oaktop Capital Management II, L.P. sold out a holding in Nokia Oyj. The sale prices were between $5.47 and $6.34, with an estimated average price of $5.84.
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