OAKTOP CAPITAL Overview
Oaktop Capital Management Ii L.p. is an investment advisor that manages 492.2 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/12 to 12/31/22. The fund's latest filing disclosed 559MM in positions, representing 114% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/12 to 12/31/22. The fund's latest filing disclosed 559MM in positions, representing 114% of the manager's regulatory AUM.
OAKTOP CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OAKTOP CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KLAC | 26.7% | Tech | -0.07% | -6.12% | 0 | 12% | ||
| LRCX | 20.25% | Tech | 21.62% | -0.48% | 0 | 12% | ||
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FEATURED IN
OAKTOP CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert F. Moriarty | Principal/Chief Compliance Officer | February-2010 |
| Timothy E. Moriarty | Principal | February-2010 |
OAKTOP CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
OAKTOP CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Oaktop provides portfolio management services to Funds focused on investing in companies across a broad array of industries with an emphasis on small to medium size companies with growth potential in such areas as technology, health care, financial services and specialty retailing. Stock selection is determined primarily by a bottoms-up approach. Oaktop will devote considerable time and effort to ferreting out and assessing the investment merits of companies offering unusual growth opportunities.
Oaktop will use leverage in the Funds' portfolios, will hold primarily equities or options thereon, and may be long or short particular issuers.
Funds involve risk of loss, and investors in the Funds should have the ability to sustain the loss of their entire investment. There is no assurance that the performance of Oaktop or the Funds will equal or exceed any past performance.
While prospecti...
Get the Full Report
Oaktop provides portfolio management services to Funds focused on investing in companies across a broad array of industries with an emphasis on small to medium size companies with growth potential in such areas as technology, health care, financial services and specialty retailing. Stock selection is determined primarily by a bottoms-up approach. Oaktop will devote considerable time and effort to ferreting out and assessing the investment merits of companies offering unusual growth opportunities.
Oaktop will use leverage in the Funds' portfolios, will hold primarily equities or options thereon, and may be long or short particular issuers.
Funds involve risk of loss, and investors in the Funds should have the ability to sustain the loss of their entire investment. There is no assurance that the performance of Oaktop or the Funds will equal or exceed any past performance.
While prospecti...
Get the Full Report
OAKTOP CAPITAL Portfolio Concentration
OAKTOP CAPITAL Location
ONE MAIN STREET, SUITE 202
CHATHAM, New Jersey
UNITED STATES, 07928-2426
CHATHAM, New Jersey
UNITED STATES, 07928-2426
OAKTOP CAPITAL Contact Information
Phone Number: 973-635-3854
Fax Number: 973-635-3440
Website: null
Fax Number: 973-635-3440
Website: null
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Disclaimer
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