Oak Ridge Investments
Latest statistics and disclosures from Oak Ridge Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, AMZN, GOOG, and represent 41.75% of Oak Ridge Investments's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$21M), NVDA (+$14M), GEV (+$12M), MSFT (+$11M), UBER (+$11M), AAPL (+$11M), BTSG (+$9.5M), IWO (+$8.0M), NOW (+$7.3M), SHOP (+$6.9M).
- Started 21 new stock positions in BTSG, CTGO, DOCN, IWO, AAOI, ADI, CAI, SHOP, HOOD, HURN. VZ, CRWV, IWF, GEV, OSIS, FROG, AEP, FCFS, AIR, PSTG, TATT.
- Reduced shares in these 10 stocks: TMUS (-$15M), ANET (-$10M), ICE (-$8.0M), MMC (-$6.6M), ORLY (-$6.4M), EOG (-$5.0M), CVLT, TEAM, CLS, BRBR.
- Sold out of its positions in ANET, TEAM, CELH, CMG, EOG, EQIX, GTLB, HON, INSP, ICE. KVYO, LNTH, MMC, MIDD, PRCT, IOT, TMUS, TTEK, TREX, VRNS, LIN, MNDY.
- Oak Ridge Investments was a net buyer of stock by $112M.
- Oak Ridge Investments has $1.6B in assets under management (AUM), dropping by 6.64%.
- Central Index Key (CIK): 0001054554
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Portfolio Holdings for Oak Ridge Investments
Oak Ridge Investments holds 178 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.8 | $195M | +7% | 1.0M | 186.50 |
|
| Microsoft Corporation (MSFT) | 10.4 | $171M | +7% | 354k | 483.62 |
|
| Apple (AAPL) | 9.8 | $161M | +7% | 593k | 271.86 |
|
| Amazon (AMZN) | 4.9 | $81M | +8% | 353k | 230.82 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.9 | $81M | +6% | 257k | 313.80 |
|
| Broadcom (AVGO) | 4.8 | $80M | +8% | 230k | 346.10 |
|
| Eli Lilly & Co. (LLY) | 4.3 | $71M | +8% | 66k | 1074.68 |
|
| Meta Platforms Cl A (META) | 4.1 | $68M | +7% | 102k | 660.09 |
|
| Tesla Motors (TSLA) | 2.4 | $40M | +6% | 89k | 449.72 |
|
| Visa Com Cl A (V) | 1.9 | $31M | +8% | 88k | 350.71 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $25M | +11% | 79k | 313.00 |
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $24M | +7% | 42k | 570.88 |
|
| Oracle Corporation (ORCL) | 1.4 | $23M | +4% | 118k | 194.91 |
|
| Netflix (NFLX) | 1.4 | $23M | +984% | 241k | 93.76 |
|
| Kla Corp Com New (KLAC) | 1.3 | $21M | +5% | 17k | 1215.08 |
|
| Costco Wholesale Corporation (COST) | 1.2 | $19M | +7% | 22k | 862.34 |
|
| Palantir Technologies Cl A (PLTR) | 1.0 | $16M | +7% | 90k | 177.75 |
|
| Celestica (CLS) | 1.0 | $16M | -16% | 53k | 295.61 |
|
| Ecolab (ECL) | 0.9 | $15M | +4% | 56k | 262.52 |
|
| TransDigm Group Incorporated (TDG) | 0.8 | $13M | +4% | 9.8k | 1329.85 |
|
| Cloudflare Cl A Com (NET) | 0.8 | $13M | +8% | 65k | 197.15 |
|
| Applovin Corp Com Cl A (APP) | 0.8 | $13M | +5% | 19k | 673.82 |
|
| O'reilly Automotive (ORLY) | 0.8 | $12M | -34% | 136k | 91.21 |
|
| Ge Vernova (GEV) | 0.8 | $12M | NEW | 19k | 653.57 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $12M | +59% | 26k | 468.76 |
|
| Stryker Corporation (SYK) | 0.7 | $12M | +4% | 34k | 351.47 |
|
| Intuitive Surgical Com New (ISRG) | 0.7 | $11M | +5% | 20k | 566.36 |
|
| Intuit (INTU) | 0.7 | $11M | +4% | 17k | 662.42 |
|
| Uber Technologies (UBER) | 0.7 | $11M | +2960% | 137k | 81.71 |
|
| ExlService Holdings (EXLS) | 0.6 | $10M | -15% | 241k | 42.44 |
|
| Quanta Services (PWR) | 0.6 | $9.7M | +3% | 23k | 422.06 |
|
| Brightspring Health Svcs (BTSG) | 0.6 | $9.5M | NEW | 253k | 37.45 |
|
| Axon Enterprise (AXON) | 0.6 | $9.3M | +4% | 16k | 567.93 |
|
| Take-Two Interactive Software (TTWO) | 0.6 | $9.3M | +11% | 36k | 256.03 |
|
| Verisk Analytics (VRSK) | 0.6 | $9.2M | -2% | 41k | 223.69 |
|
| Servicenow (NOW) | 0.6 | $9.2M | +392% | 60k | 153.19 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.5 | $9.0M | +4% | 98k | 91.93 |
|
| Spotify Technology S A SHS (SPOT) | 0.5 | $8.3M | +4% | 14k | 580.71 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $8.0M | NEW | 25k | 323.01 |
|
| Cyberark Software SHS (CYBR) | 0.5 | $8.0M | 18k | 446.06 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.5 | $7.5M | +10% | 47k | 162.01 |
|
| Coherent Corp (COHR) | 0.5 | $7.4M | +153% | 40k | 184.57 |
|
| Snowflake Com Shs (SNOW) | 0.4 | $7.3M | +4% | 33k | 219.36 |
|
| Reddit Cl A (RDDT) | 0.4 | $7.1M | +5% | 31k | 229.87 |
|
| United Rentals (URI) | 0.4 | $7.0M | +5% | 8.7k | 809.32 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $6.9M | NEW | 43k | 160.97 |
|
| Palomar Hldgs (PLMR) | 0.4 | $6.8M | -2% | 50k | 134.76 |
|
| Datadog Cl A Com (DDOG) | 0.3 | $5.7M | +614% | 42k | 135.99 |
|
| Zscaler Incorporated (ZS) | 0.3 | $5.6M | +10% | 25k | 224.92 |
|
| Viavi Solutions Inc equities (VIAV) | 0.3 | $5.3M | -2% | 297k | 17.82 |
|
| Construction Partners Com Cl A (ROAD) | 0.3 | $5.3M | -2% | 49k | 108.55 |
|
| Ensign (ENSG) | 0.3 | $5.1M | -2% | 29k | 174.20 |
|
| Vita Coco Co Inc/the (COCO) | 0.3 | $5.1M | -2% | 96k | 53.01 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $4.3M | -2% | 39k | 109.61 |
|
| Sitime Corp (SITM) | 0.3 | $4.3M | -2% | 12k | 353.19 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.3 | $4.2M | -32% | 29k | 143.89 |
|
| Roblox Corp Cl A (RBLX) | 0.2 | $3.9M | +486% | 49k | 81.03 |
|
| RBC Bearings Incorporated (RBC) | 0.2 | $3.8M | -2% | 8.4k | 448.43 |
|
| Federal Signal Corporation (FSS) | 0.2 | $3.7M | -2% | 34k | 108.59 |
|
| Applied Industrial Technologies (AIT) | 0.2 | $3.7M | -2% | 14k | 256.77 |
|
| Iradimed (IRMD) | 0.2 | $3.7M | -2% | 38k | 97.28 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $3.7M | NEW | 33k | 113.10 |
|
| Everus Constr Group (ECG) | 0.2 | $3.7M | +28% | 43k | 85.56 |
|
| Cadre Hldgs (CDRE) | 0.2 | $3.6M | -2% | 87k | 40.84 |
|
| Casella Waste Sys Cl A (CWST) | 0.2 | $3.5M | -2% | 36k | 97.94 |
|
| Epam Systems (EPAM) | 0.2 | $3.3M | +3% | 16k | 204.88 |
|
| Semtech Corporation (SMTC) | 0.2 | $3.2M | +31% | 43k | 73.69 |
|
| Sensient Technologies Corporation (SXT) | 0.2 | $3.1M | +18% | 33k | 93.95 |
|
| PriceSmart (PSMT) | 0.2 | $2.9M | -2% | 24k | 122.67 |
|
| Acushnet Holdings Corp (GOLF) | 0.2 | $2.9M | -2% | 36k | 79.82 |
|
| Grand Canyon Education (LOPE) | 0.2 | $2.8M | -2% | 17k | 166.31 |
|
| Halozyme Therapeutics (HALO) | 0.2 | $2.7M | -2% | 40k | 67.30 |
|
| Waste Connections (WCN) | 0.2 | $2.7M | +19% | 15k | 175.36 |
|
| TTM Technologies (TTMI) | 0.2 | $2.6M | +19% | 38k | 69.00 |
|
| InterDigital (IDCC) | 0.2 | $2.6M | 8.1k | 318.38 |
|
|
| Bridgebio Pharma (BBIO) | 0.2 | $2.6M | +20% | 34k | 76.49 |
|
| Travere Therapeutics (TVTX) | 0.2 | $2.5M | -2% | 66k | 38.21 |
|
| OSI Systems (OSIS) | 0.2 | $2.5M | NEW | 9.8k | 255.06 |
|
| RadNet (RDNT) | 0.1 | $2.5M | 34k | 71.35 |
|
|
| Coreweave Com Cl A (CRWV) | 0.1 | $2.4M | NEW | 34k | 71.61 |
|
| Huron Consulting (HURN) | 0.1 | $2.4M | NEW | 14k | 172.91 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $2.4M | -37% | 14k | 174.04 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $2.4M | +205% | 14k | 167.94 |
|
| Ameris Ban (ABCB) | 0.1 | $2.4M | -2% | 32k | 74.27 |
|
| Boot Barn Hldgs (BOOT) | 0.1 | $2.3M | -2% | 13k | 176.47 |
|
| Q2 Holdings (QTWO) | 0.1 | $2.3M | -2% | 31k | 72.16 |
|
| Axsome Therapeutics (AXSM) | 0.1 | $2.1M | -2% | 12k | 182.64 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.1M | +51% | 16k | 135.14 |
|
| Descartes Sys Grp (DSGX) | 0.1 | $2.1M | -2% | 24k | 87.66 |
|
| Saia (SAIA) | 0.1 | $2.1M | -2% | 6.5k | 326.52 |
|
| AeroVironment (AVAV) | 0.1 | $2.1M | -2% | 8.6k | 241.89 |
|
| Arrowhead Pharmaceuticals (ARWR) | 0.1 | $2.0M | -2% | 31k | 66.39 |
|
| Urogen Pharma (URGN) | 0.1 | $2.0M | -2% | 85k | 23.42 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.1 | $2.0M | -29% | 94k | 20.74 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $2.0M | -21% | 82k | 23.82 |
|
| Firstcash Holdings (FCFS) | 0.1 | $1.9M | NEW | 12k | 159.38 |
|
| Jfrog Ord Shs (FROG) | 0.1 | $1.8M | NEW | 29k | 62.46 |
|
| Digitalocean Hldgs (DOCN) | 0.1 | $1.8M | NEW | 37k | 48.12 |
|
| Expedia Group Com New (EXPE) | 0.1 | $1.8M | +62% | 6.2k | 283.31 |
|
| CommVault Systems (CVLT) | 0.1 | $1.7M | -71% | 13k | 125.36 |
|
| Vistra Energy (VST) | 0.1 | $1.6M | +18% | 10k | 161.33 |
|
| Applied Optoelectronics (AAOI) | 0.1 | $1.6M | NEW | 46k | 34.86 |
|
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.1 | $1.6M | -31% | 66k | 24.12 |
|
| Glacier Ban (GBCI) | 0.1 | $1.6M | -38% | 36k | 44.05 |
|
| Permian Resources Corp Class A Com (PR) | 0.1 | $1.6M | -33% | 111k | 14.03 |
|
| Wingstop (WING) | 0.1 | $1.5M | -2% | 6.5k | 238.49 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $1.5M | -40% | 39k | 38.58 |
|
| Aar (AIR) | 0.1 | $1.5M | NEW | 18k | 82.79 |
|
| Matador Resources (MTDR) | 0.1 | $1.4M | -34% | 34k | 42.44 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $1.4M | -3% | 1.7k | 840.95 |
|
| Guardant Health (GH) | 0.1 | $1.4M | -2% | 14k | 102.14 |
|
| LeMaitre Vascular (LMAT) | 0.1 | $1.4M | -13% | 17k | 81.10 |
|
| Mirum Pharmaceuticals (MIRM) | 0.1 | $1.4M | -2% | 17k | 78.99 |
|
| Tractor Supply Company (TSCO) | 0.1 | $1.3M | +38% | 27k | 50.01 |
|
| UFP Technologies (UFPT) | 0.1 | $1.3M | -35% | 6.0k | 222.03 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.3M | +62% | 2.9k | 453.36 |
|
| Ionq Inc Pipe (IONQ) | 0.1 | $1.3M | -2% | 29k | 44.87 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $1.3M | -2% | 15k | 90.03 |
|
| Waystar Holding Corp (WAY) | 0.1 | $1.2M | -34% | 37k | 32.75 |
|
| Tat Technologies Ord New (TATT) | 0.1 | $1.2M | NEW | 26k | 44.66 |
|
| Badger Meter (BMI) | 0.1 | $1.1M | -36% | 6.4k | 174.41 |
|
| Prologis (PLD) | 0.1 | $1.1M | +63% | 8.5k | 127.66 |
|
| Glaukos (GKOS) | 0.1 | $1.0M | -13% | 9.1k | 112.91 |
|
| Guidewire Software (GWRE) | 0.1 | $1.0M | +27% | 5.0k | 201.01 |
|
| Cytokinetics Com New (CYTK) | 0.1 | $996k | -2% | 16k | 63.54 |
|
| Contango Ore (CTGO) | 0.1 | $986k | NEW | 37k | 26.41 |
|
| EXACT Sciences Corporation (EXAS) | 0.1 | $980k | -5% | 9.6k | 101.56 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $971k | -6% | 3.4k | 287.25 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $970k | -5% | 1.4k | 676.53 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $963k | -2% | 30k | 32.47 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $857k | -3% | 25k | 34.80 |
|
| Howmet Aerospace (HWM) | 0.1 | $852k | +84% | 4.2k | 205.02 |
|
| Casey's General Stores (CASY) | 0.1 | $836k | -6% | 1.5k | 552.71 |
|
| Bellring Brands Common Stock (BRBR) | 0.1 | $831k | -76% | 31k | 26.73 |
|
| Ross Stores (ROST) | 0.0 | $765k | -5% | 4.2k | 180.14 |
|
| W.W. Grainger (GWW) | 0.0 | $735k | -5% | 728.00 | 1009.05 |
|
| Remitly Global (RELY) | 0.0 | $724k | -36% | 53k | 13.80 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $709k | -5% | 2.5k | 278.92 |
|
| Ameriprise Financial (AMP) | 0.0 | $692k | -5% | 1.4k | 490.34 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $692k | -5% | 4.4k | 156.80 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $689k | -5% | 1.8k | 391.12 |
|
| Carvana Cl A (CVNA) | 0.0 | $674k | -5% | 1.6k | 422.02 |
|
| Steris Shs Usd (STE) | 0.0 | $638k | -5% | 2.5k | 253.52 |
|
| Caris Life Sciences (CAI) | 0.0 | $589k | NEW | 22k | 26.98 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $567k | -6% | 626.00 | 906.36 |
|
| Agios Pharmaceuticals (AGIO) | 0.0 | $545k | -21% | 20k | 27.22 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $537k | -47% | 2.1k | 258.79 |
|
| Regal-beloit Corporation (RRX) | 0.0 | $500k | -6% | 3.6k | 140.32 |
|
| Kinder Morgan (KMI) | 0.0 | $467k | +20% | 17k | 27.49 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $447k | -5% | 2.0k | 226.14 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $444k | -14% | 1.4k | 322.22 |
|
| HEICO Corporation (HEI) | 0.0 | $408k | -5% | 1.3k | 323.59 |
|
| Viking Therapeutics (VKTX) | 0.0 | $408k | -5% | 12k | 35.18 |
|
| Rollins (ROL) | 0.0 | $406k | -5% | 6.8k | 60.02 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $378k | -5% | 6.2k | 61.22 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $358k | NEW | 757.00 | 473.30 |
|
| Rambus (RMBS) | 0.0 | $352k | +89% | 3.8k | 91.89 |
|
| Diamondback Energy (FANG) | 0.0 | $346k | -31% | 2.3k | 150.33 |
|
| Pure Storage Cl A (PSTG) | 0.0 | $327k | NEW | 4.9k | 67.01 |
|
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $308k | -19% | 13k | 23.00 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $291k | -15% | 1.9k | 154.14 |
|
| Abbvie (ABBV) | 0.0 | $291k | -14% | 1.3k | 228.49 |
|
| Enterprise Products Partners (EPD) | 0.0 | $278k | -11% | 8.7k | 32.06 |
|
| TJX Companies (TJX) | 0.0 | $269k | -14% | 1.8k | 153.61 |
|
| Cisco Systems (CSCO) | 0.0 | $263k | 3.4k | 77.03 |
|
|
| Qxo Com New (QXO) | 0.0 | $263k | -5% | 14k | 19.29 |
|
| Goldman Sachs (GS) | 0.0 | $260k | 296.00 | 879.00 |
|
|
| Verizon Communications (VZ) | 0.0 | $259k | NEW | 6.4k | 40.73 |
|
| Cme (CME) | 0.0 | $259k | -10% | 947.00 | 273.08 |
|
| Wal-Mart Stores (WMT) | 0.0 | $257k | -13% | 2.3k | 111.41 |
|
| Analog Devices (ADI) | 0.0 | $247k | NEW | 909.00 | 271.20 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $243k | -5% | 1.1k | 223.23 |
|
| American Electric Power Company (AEP) | 0.0 | $232k | NEW | 2.0k | 115.31 |
|
| Coca-Cola Company (KO) | 0.0 | $226k | -10% | 3.2k | 69.91 |
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $224k | -85% | 2.9k | 76.25 |
|
| Fastenal Company (FAST) | 0.0 | $222k | 5.5k | 40.13 |
|
|
| Kroger (KR) | 0.0 | $207k | -15% | 3.3k | 62.48 |
|
| Biohaven (BHVN) | 0.0 | $177k | -17% | 16k | 11.29 |
|
Past Filings by Oak Ridge Investments
SEC 13F filings are viewable for Oak Ridge Investments going back to 2010
- Oak Ridge Investments 2025 Q4 filed Jan. 23, 2026
- Oak Ridge Investments 2025 Q3 filed Oct. 29, 2025
- Oak Ridge Investments 2025 Q2 filed July 25, 2025
- Oak Ridge Investments 2025 Q1 filed May 13, 2025
- Oak Ridge Investments 2024 Q4 filed Jan. 15, 2025
- Oak Ridge Investments 2024 Q2 restated filed Oct. 28, 2024
- Oak Ridge Investments 2024 Q3 filed Oct. 28, 2024
- Oak Ridge Investments 2024 Q2 filed July 16, 2024
- Oak Ridge Investments 2024 Q1 filed May 1, 2024
- Oak Ridge Investments 2023 Q4 filed Jan. 16, 2024
- Oak Ridge Investments 2023 Q3 filed Oct. 30, 2023
- Oak Ridge Investments 2023 Q2 filed Aug. 7, 2023
- Oak Ridge Investments 2023 Q1 filed April 14, 2023
- Oak Ridge Investments 2022 Q4 filed Jan. 24, 2023
- Oak Ridge Investments 2022 Q3 filed Nov. 8, 2022
- Oak Ridge Investments 2022 Q2 filed July 28, 2022