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, AVGO, and represent 40.99% of Oak Ridge Investments's stock portfolio.
- Added to shares of these 10 stocks: SNOW (+$7.1M), ZS (+$6.3M), VIAV, NVDA, MSFT, PSMT, OSW, GBCI, AAPL, ABCB.
- Started 26 new stock positions in VEEV, OSW, VST, IONQ, TREX, CME, WAY, LIN, GS, ABCB.
- Reduced shares in these 10 stocks: , EQIX (-$6.3M), KNSL, CLS, HRI, NOMD, AZEK, BJ, EXLS, HIMS.
- Sold out of its positions in AZEK, BPMC, DHR, DECK, FICO, FTNT, GEHC, GDYN, HRI, IWF. QCOM, CRM, TTD, TW, TYL, WAT, WSO, NOMD.
- Oak Ridge Investments was a net buyer of stock by $22M.
- Oak Ridge Investments has $1.5B in assets under management (AUM), dropping by 10.95%.
- Central Index Key (CIK): 0001054554
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Portfolio Holdings for Oak Ridge Investments
Oak Ridge Investments holds 179 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.7 | $181M | +2% | 971k | 186.58 |
|
| Microsoft Corporation (MSFT) | 11.1 | $171M | +2% | 330k | 517.95 |
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| Apple (AAPL) | 9.1 | $141M | 553k | 254.63 |
|
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| Amazon (AMZN) | 4.6 | $71M | 325k | 219.57 |
|
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| Broadcom (AVGO) | 4.5 | $70M | +2% | 212k | 329.91 |
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| Meta Platforms Cl A (META) | 4.5 | $70M | +2% | 95k | 734.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $59M | 241k | 243.55 |
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| Eli Lilly & Co. (LLY) | 3.0 | $46M | +2% | 61k | 763.00 |
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| Tesla Motors (TSLA) | 2.4 | $37M | +4% | 83k | 444.72 |
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| Oracle Corporation (ORCL) | 2.1 | $32M | +2% | 113k | 281.24 |
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| Visa Com Cl A (V) | 1.8 | $28M | 82k | 341.38 |
|
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| Netflix (NFLX) | 1.7 | $27M | +2% | 22k | 1198.92 |
|
| O'reilly Automotive (ORLY) | 1.4 | $22M | 207k | 107.81 |
|
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| Mastercard Incorporated Cl A (MA) | 1.4 | $22M | +2% | 39k | 568.81 |
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| Costco Wholesale Corporation (COST) | 1.2 | $19M | +2% | 21k | 925.63 |
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| Kla Corp Com New (KLAC) | 1.1 | $18M | +2% | 17k | 1078.60 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $17M | 71k | 243.10 |
|
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| Celestica (CLS) | 1.0 | $16M | -15% | 63k | 246.38 |
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| Metropcs Communications (TMUS) | 1.0 | $15M | +2% | 63k | 239.38 |
|
| Palantir Technologies Cl A (PLTR) | 1.0 | $15M | +3% | 83k | 182.42 |
|
| Ecolab (ECL) | 0.9 | $15M | +2% | 53k | 273.86 |
|
| Applovin Corp Com Cl A (APP) | 0.8 | $13M | +2% | 18k | 718.54 |
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| Cloudflare Cl A Com (NET) | 0.8 | $13M | 60k | 214.59 |
|
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| ExlService Holdings (EXLS) | 0.8 | $13M | -13% | 286k | 44.03 |
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| TransDigm Group Incorporated (TDG) | 0.8 | $12M | +2% | 9.3k | 1318.02 |
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| Stryker Corporation (SYK) | 0.8 | $12M | +2% | 32k | 369.67 |
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| Axon Enterprise (AXON) | 0.7 | $11M | -3% | 16k | 717.64 |
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| Servicenow (NOW) | 0.7 | $11M | 12k | 920.28 |
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| Intuit (INTU) | 0.7 | $11M | +2% | 16k | 682.91 |
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| Verisk Analytics (VRSK) | 0.7 | $11M | 42k | 251.51 |
|
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| Arista Networks Com Shs (ANET) | 0.6 | $10M | +2% | 69k | 145.71 |
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| Spotify Technology S A SHS (SPOT) | 0.6 | $9.6M | +3% | 14k | 698.00 |
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| Quanta Services (PWR) | 0.6 | $9.2M | 22k | 414.42 |
|
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| CommVault Systems (CVLT) | 0.6 | $8.7M | 46k | 188.78 |
|
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| Cyberark Software SHS (CYBR) | 0.6 | $8.7M | -4% | 18k | 483.15 |
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| Intuitive Surgical Com New (ISRG) | 0.5 | $8.5M | +2% | 19k | 447.23 |
|
| Take-Two Interactive Software (TTWO) | 0.5 | $8.4M | +2% | 33k | 258.36 |
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| Intercontinental Exchange (ICE) | 0.5 | $8.0M | +2% | 48k | 168.48 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $7.9M | 16k | 490.38 |
|
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| United Rentals (URI) | 0.5 | $7.8M | +2% | 8.2k | 954.66 |
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| Astrazeneca Sponsored Adr (AZN) | 0.5 | $7.2M | +2% | 94k | 76.72 |
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| Snowflake Com Shs (SNOW) | 0.5 | $7.1M | NEW | 32k | 225.55 |
|
| Reddit Cl A (RDDT) | 0.4 | $6.7M | +2% | 29k | 229.99 |
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| Zscaler Incorporated (ZS) | 0.4 | $6.7M | +1623% | 22k | 299.66 |
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| Marsh & McLennan Companies (MMC) | 0.4 | $6.6M | 33k | 201.53 |
|
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $6.4M | 42k | 150.86 |
|
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| Construction Partners Com Cl A (ROAD) | 0.4 | $6.3M | 50k | 127.00 |
|
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.4 | $6.2M | -19% | 43k | 145.61 |
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| Palomar Hldgs (PLMR) | 0.4 | $6.0M | 52k | 116.75 |
|
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| Ensign (ENSG) | 0.3 | $5.2M | 30k | 172.77 |
|
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $5.2M | 40k | 128.40 |
|
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| EOG Resources (EOG) | 0.3 | $5.0M | +2% | 45k | 112.12 |
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| Bellring Brands Common Stock (BRBR) | 0.3 | $4.8M | 133k | 36.35 |
|
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| Federal Signal Corporation (FSS) | 0.3 | $4.2M | 35k | 118.99 |
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| Vita Coco Co Inc/the (COCO) | 0.3 | $4.1M | 98k | 42.47 |
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| Viavi Solutions Inc equities (VIAV) | 0.2 | $3.9M | NEW | 304k | 12.69 |
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| Applied Industrial Technologies (AIT) | 0.2 | $3.8M | 15k | 261.05 |
|
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| Sitime Corp (SITM) | 0.2 | $3.7M | 12k | 301.31 |
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| Grand Canyon Education (LOPE) | 0.2 | $3.7M | 17k | 219.52 |
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| Casella Waste Sys Cl A (CWST) | 0.2 | $3.5M | 37k | 94.88 |
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| RBC Bearings Incorporated (RBC) | 0.2 | $3.4M | 8.6k | 390.29 |
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| Atlassian Corporation Cl A (TEAM) | 0.2 | $3.3M | +2% | 21k | 159.70 |
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| Cadre Hldgs (CDRE) | 0.2 | $3.3M | 89k | 36.51 |
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| Insmed Com Par $.01 (INSM) | 0.2 | $3.2M | -35% | 22k | 144.01 |
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| Halozyme Therapeutics (HALO) | 0.2 | $3.0M | +4% | 41k | 73.34 |
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| PriceSmart (PSMT) | 0.2 | $2.9M | NEW | 24k | 121.19 |
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| Acushnet Holdings Corp (GOLF) | 0.2 | $2.9M | 37k | 78.49 |
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| Everus Constr Group (ECG) | 0.2 | $2.9M | 33k | 85.75 |
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| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.2 | $2.8M | NEW | 133k | 21.14 |
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| Glacier Ban (GBCI) | 0.2 | $2.8M | NEW | 58k | 48.67 |
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| AeroVironment (AVAV) | 0.2 | $2.8M | -2% | 8.8k | 314.89 |
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| Iradimed (IRMD) | 0.2 | $2.8M | -2% | 39k | 71.16 |
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| InterDigital (IDCC) | 0.2 | $2.8M | 8.0k | 345.23 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.2 | $2.7M | 104k | 25.52 |
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| Sensient Technologies Corporation (SXT) | 0.2 | $2.6M | 28k | 93.85 |
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| RadNet (RDNT) | 0.2 | $2.6M | 34k | 76.21 |
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| Middleby Corporation (MIDD) | 0.2 | $2.6M | 19k | 132.93 |
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| Ameris Ban (ABCB) | 0.2 | $2.4M | NEW | 32k | 73.31 |
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| Descartes Sys Grp (DSGX) | 0.2 | $2.3M | 25k | 94.23 |
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| Q2 Holdings (QTWO) | 0.2 | $2.3M | 32k | 72.39 |
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| Semtech Corporation (SMTC) | 0.2 | $2.3M | 33k | 71.45 |
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| Epam Systems (EPAM) | 0.2 | $2.3M | 15k | 150.79 |
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| Matador Resources (MTDR) | 0.1 | $2.3M | 51k | 44.93 |
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| Alamos Gold Com Cl A (AGI) | 0.1 | $2.3M | 65k | 34.86 |
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| Boot Barn Hldgs (BOOT) | 0.1 | $2.2M | 14k | 165.72 |
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| Waste Connections (WCN) | 0.1 | $2.2M | -14% | 13k | 175.80 |
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| Permian Resources Corp Class A Com (PR) | 0.1 | $2.1M | -2% | 167k | 12.80 |
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| Waystar Holding Corp (WAY) | 0.1 | $2.1M | NEW | 56k | 37.92 |
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $2.1M | +9% | 26k | 83.11 |
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| Varonis Sys (VRNS) | 0.1 | $2.0M | 35k | 57.47 |
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| Saia (SAIA) | 0.1 | $2.0M | 6.7k | 299.36 |
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| Aaon Com Par $0.004 (AAON) | 0.1 | $2.0M | 21k | 93.44 |
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| UFP Technologies (UFPT) | 0.1 | $1.8M | 9.3k | 199.60 |
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| Ionq Inc Pipe (IONQ) | 0.1 | $1.8M | NEW | 30k | 61.50 |
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| TTM Technologies (TTMI) | 0.1 | $1.8M | NEW | 32k | 57.60 |
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| Inspire Med Sys (INSP) | 0.1 | $1.8M | -7% | 24k | 74.20 |
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| Badger Meter (BMI) | 0.1 | $1.8M | 10k | 178.58 |
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| Urogen Pharma (URGN) | 0.1 | $1.7M | +24% | 88k | 19.95 |
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| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.1 | $1.7M | 96k | 18.02 |
|
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| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $1.7M | -50% | 30k | 56.72 |
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| Coherent Corp (COHR) | 0.1 | $1.7M | 16k | 107.72 |
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| LeMaitre Vascular (LMAT) | 0.1 | $1.7M | 20k | 87.51 |
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| Wingstop (WING) | 0.1 | $1.7M | 6.7k | 251.68 |
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| Vistra Energy (VST) | 0.1 | $1.6M | NEW | 8.4k | 195.92 |
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| Travere Therapeutics (TVTX) | 0.1 | $1.6M | +32% | 68k | 23.90 |
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| Axsome Therapeutics (AXSM) | 0.1 | $1.5M | 12k | 121.45 |
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| Bridgebio Pharma (BBIO) | 0.1 | $1.5M | 28k | 51.94 |
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| Gitlab Class A Com (GTLB) | 0.1 | $1.4M | 31k | 45.08 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $1.4M | -60% | 15k | 93.25 |
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| Remitly Global (RELY) | 0.1 | $1.4M | 83k | 16.30 |
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| Klaviyo Com Ser A (KVYO) | 0.1 | $1.3M | 49k | 27.69 |
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| Mirum Pharmaceuticals (MIRM) | 0.1 | $1.3M | 18k | 73.31 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.3M | +20% | 10k | 123.75 |
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| Argenx Se Sponsored Adr (ARGX) | 0.1 | $1.3M | 1.7k | 737.56 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.2M | 4.0k | 309.74 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $1.1M | +89% | 8.3k | 138.52 |
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| Trex Company (TREX) | 0.1 | $1.1M | NEW | 22k | 51.67 |
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| Tractor Supply Company (TSCO) | 0.1 | $1.1M | NEW | 19k | 56.87 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.1 | $1.1M | 32k | 34.49 |
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| Agios Pharmaceuticals (AGIO) | 0.1 | $1.0M | -31% | 25k | 40.14 |
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| Procept Biorobotics Corp (PRCT) | 0.1 | $993k | -2% | 28k | 35.69 |
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| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $984k | 19k | 51.29 |
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| IDEXX Laboratories (IDXX) | 0.1 | $972k | 1.5k | 638.89 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $939k | 3.6k | 259.44 |
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| Casey's General Stores (CASY) | 0.1 | $913k | 1.6k | 565.32 |
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| Guidewire Software (GWRE) | 0.1 | $903k | +347% | 3.9k | 229.86 |
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| Cytokinetics Com New (CYTK) | 0.1 | $883k | 16k | 54.96 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $873k | 2.7k | 323.58 |
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| Guardant Health (GH) | 0.1 | $868k | -2% | 14k | 62.48 |
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| Glaukos (GKOS) | 0.1 | $854k | -2% | 11k | 81.55 |
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| Datadog Cl A Com (DDOG) | 0.1 | $835k | NEW | 5.9k | 142.40 |
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| Expedia Group Com New (EXPE) | 0.1 | $817k | 3.8k | 213.75 |
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| Kinsale Cap Group (KNSL) | 0.1 | $793k | -80% | 1.9k | 425.26 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $764k | -4% | 4.6k | 164.54 |
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| W.W. Grainger (GWW) | 0.0 | $735k | 771.00 | 952.96 |
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| Ameriprise Financial (AMP) | 0.0 | $733k | 1.5k | 491.25 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $710k | 1.8k | 391.64 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $708k | 2.1k | 337.49 |
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| Ross Stores (ROST) | 0.0 | $686k | -52% | 4.5k | 152.39 |
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| Steris Shs Usd (STE) | 0.0 | $658k | 2.7k | 247.44 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $656k | 4.7k | 140.78 |
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| Carvana Cl A (CVNA) | 0.0 | $639k | NEW | 1.7k | 377.24 |
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| Monolithic Power Systems (MPWR) | 0.0 | $615k | 668.00 | 920.64 |
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| Celsius Hldgs Com New (CELH) | 0.0 | $609k | 11k | 57.49 |
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| Prologis (PLD) | 0.0 | $595k | 5.2k | 114.52 |
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| EXACT Sciences Corporation (EXAS) | 0.0 | $559k | 10k | 54.71 |
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| Regal-beloit Corporation (RRX) | 0.0 | $545k | 3.8k | 143.44 |
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| Monday SHS (MNDY) | 0.0 | $511k | 2.6k | 193.69 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $510k | +18% | 1.6k | 315.43 |
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| Ultragenyx Pharmaceutical (RARE) | 0.0 | $500k | 17k | 30.08 |
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| Diamondback Energy (FANG) | 0.0 | $479k | +4% | 3.3k | 143.10 |
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| Howmet Aerospace (HWM) | 0.0 | $442k | 2.3k | 196.23 |
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| Uber Technologies (UBER) | 0.0 | $438k | NEW | 4.5k | 97.97 |
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| HEICO Corporation (HEI) | 0.0 | $432k | NEW | 1.3k | 322.82 |
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| Rollins (ROL) | 0.0 | $421k | NEW | 7.2k | 58.74 |
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| Kinder Morgan (KMI) | 0.0 | $400k | +12% | 14k | 28.31 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $398k | -47% | 10k | 39.19 |
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| Samsara Com Cl A (IOT) | 0.0 | $383k | 10k | 37.25 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $381k | +18% | 2.2k | 170.85 |
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| Abbvie (ABBV) | 0.0 | $346k | +18% | 1.5k | 231.54 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $344k | NEW | 1.2k | 297.91 |
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| Dutch Bros Cl A (BROS) | 0.0 | $343k | 6.5k | 52.34 |
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| Viking Therapeutics (VKTX) | 0.0 | $321k | 12k | 26.28 |
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| Enterprise Products Partners (EPD) | 0.0 | $308k | +51% | 9.8k | 31.27 |
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| TJX Companies (TJX) | 0.0 | $296k | +18% | 2.0k | 144.54 |
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| Biohaven (BHVN) | 0.0 | $286k | 19k | 15.01 |
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| Cme (CME) | 0.0 | $285k | NEW | 1.1k | 270.19 |
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| Wal-Mart Stores (WMT) | 0.0 | $276k | +18% | 2.7k | 103.06 |
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| Qxo Com New (QXO) | 0.0 | $275k | NEW | 15k | 19.06 |
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| Tetra Tech (TTEK) | 0.0 | $274k | 8.2k | 33.38 |
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| Fastenal Company (FAST) | 0.0 | $268k | NEW | 5.5k | 49.04 |
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| Kroger (KR) | 0.0 | $264k | +18% | 3.9k | 67.41 |
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| Honeywell International (HON) | 0.0 | $246k | +18% | 1.2k | 210.50 |
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| Coca-Cola Company (KO) | 0.0 | $239k | NEW | 3.6k | 66.32 |
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| Goldman Sachs (GS) | 0.0 | $234k | NEW | 294.00 | 796.35 |
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| Cisco Systems (CSCO) | 0.0 | $231k | NEW | 3.4k | 68.42 |
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| Linde SHS (LIN) | 0.0 | $229k | NEW | 483.00 | 475.00 |
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| Equinix (EQIX) | 0.0 | $215k | -96% | 274.00 | 783.24 |
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| Rambus (RMBS) | 0.0 | $211k | NEW | 2.0k | 104.20 |
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Past Filings by Oak Ridge Investments
SEC 13F filings are viewable for Oak Ridge Investments going back to 2010
- 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
- Oak Ridge Investments 2022 Q1 filed April 22, 2022