Oak Ridge Investments
Latest statistics and disclosures from Oak Ridge Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, AMZN, META, and represent 38.23% of Oak Ridge Investments's stock portfolio.
- Added to shares of these 10 stocks: ANET (+$15M), AMZN (+$8.7M), AAPL (+$7.1M), NVDA (+$7.1M), MSFT (+$6.7M), ORCL (+$6.5M), APP (+$5.8M), CYBR (+$5.2M), SPOT (+$5.2M), CRWD (+$5.0M).
- Started 25 new stock positions in CRM, SMTC, MRVL, CYBR, CRWD, KVYO, EPD, AMP, CRDO, SPOT.
- Reduced shares in these 10 stocks: Arista Networks (-$13M), ROP (-$7.1M), SNPS (-$6.1M), AXNX (-$5.6M), DHR (-$5.1M), STE, NSSC, TMDX, , SPSC.
- Sold out of its positions in AME, Arista Networks, AXNX, CDW, DXCM, NSSC, SNPS, TMDX, FN, CAMT.
- Oak Ridge Investments was a net buyer of stock by $74M.
- Oak Ridge Investments has $1.3B in assets under management (AUM), dropping by 11.10%.
- Central Index Key (CIK): 0001054554
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Portfolio Holdings for Oak Ridge Investments
Oak Ridge Investments holds 167 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.0 | $128M | +5% | 511k | 250.42 |
|
| NVIDIA Corporation (NVDA) | 9.3 | $118M | +6% | 880k | 134.29 |
|
| Microsoft Corporation (MSFT) | 9.2 | $118M | +6% | 280k | 421.50 |
|
| Amazon (AMZN) | 5.9 | $76M | +13% | 345k | 219.39 |
|
| Meta Platforms Cl A (META) | 3.7 | $48M | +6% | 81k | 585.51 |
|
| Broadcom (AVGO) | 3.5 | $45M | +5% | 194k | 231.84 |
|
| Eli Lilly & Co. (LLY) | 3.3 | $43M | +6% | 55k | 772.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $43M | +5% | 224k | 190.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $28M | +5% | 150k | 189.30 |
|
| Visa Com Cl A (V) | 1.9 | $24M | +5% | 76k | 316.04 |
|
| UnitedHealth (UNH) | 1.7 | $21M | +5% | 42k | 505.86 |
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $19M | +6% | 36k | 526.57 |
|
| Netflix (NFLX) | 1.4 | $18M | +6% | 20k | 891.32 |
|
| Ross Stores (ROST) | 1.4 | $18M | +10% | 116k | 151.27 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $17M | +6% | 19k | 916.27 |
|
| Tesla Motors (TSLA) | 1.3 | $17M | +6% | 41k | 403.84 |
|
| O'reilly Automotive (ORLY) | 1.2 | $16M | +5% | 13k | 1185.80 |
|
| Arista Networks Com Shs (ANET) | 1.2 | $15M | NEW | 138k | 110.53 |
|
| TransDigm Group Incorporated (TDG) | 1.2 | $15M | +5% | 12k | 1267.28 |
|
| ExlService Holdings (EXLS) | 1.2 | $15M | +3% | 331k | 44.38 |
|
| Metropcs Communications (TMUS) | 1.0 | $13M | +5% | 60k | 220.73 |
|
| Fortinet (FTNT) | 1.0 | $12M | 128k | 94.48 |
|
|
| Servicenow (NOW) | 0.9 | $12M | +6% | 11k | 1060.12 |
|
| Ecolab (ECL) | 0.9 | $11M | +6% | 49k | 234.32 |
|
| Verisk Analytics (VRSK) | 0.9 | $11M | +5% | 41k | 275.43 |
|
| Stryker Corporation (SYK) | 0.8 | $11M | +6% | 29k | 360.05 |
|
| Bellring Brands Common Stock (BRBR) | 0.8 | $9.8M | +2% | 130k | 75.34 |
|
| Saia (SAIA) | 0.7 | $9.4M | +2% | 21k | 455.73 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.7 | $9.4M | +5% | 144k | 65.52 |
|
| Kla Corp Com New (KLAC) | 0.7 | $9.3M | +6% | 15k | 630.12 |
|
| Intuit (INTU) | 0.7 | $9.3M | -5% | 15k | 628.50 |
|
| Axon Enterprise (AXON) | 0.7 | $9.0M | +5% | 15k | 594.32 |
|
| Intuitive Surgical Com New (ISRG) | 0.7 | $8.9M | +69% | 17k | 521.96 |
|
| Equinix (EQIX) | 0.6 | $7.1M | +6% | 7.5k | 942.89 |
|
| Q2 Holdings (QTWO) | 0.5 | $6.9M | -2% | 68k | 100.65 |
|
| Oracle Corporation (ORCL) | 0.5 | $6.8M | +2255% | 41k | 166.64 |
|
| Unilever Spon Adr New (UL) | 0.5 | $6.6M | +5% | 116k | 56.70 |
|
| Quanta Services (PWR) | 0.5 | $6.5M | +5% | 21k | 316.05 |
|
| Marsh & McLennan Companies (MMC) | 0.5 | $6.5M | +5% | 31k | 212.41 |
|
| Intercontinental Exchange (ICE) | 0.5 | $6.5M | +6% | 44k | 149.01 |
|
| Construction Partners Com Cl A (ROAD) | 0.5 | $5.9M | -2% | 67k | 88.46 |
|
| Palomar Hldgs (PLMR) | 0.5 | $5.8M | -2% | 55k | 105.59 |
|
| Applovin Corp Com Cl A (APP) | 0.5 | $5.8M | NEW | 18k | 323.83 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.5 | $5.7M | -2% | 52k | 109.73 |
|
| Cyberark Software SHS (CYBR) | 0.4 | $5.2M | NEW | 16k | 333.15 |
|
| Spotify Technology S A SHS (SPOT) | 0.4 | $5.2M | NEW | 12k | 447.38 |
|
| United Rentals (URI) | 0.4 | $5.2M | +6% | 7.4k | 704.44 |
|
| Constellation Brands Cl A (STZ) | 0.4 | $5.1M | -9% | 23k | 221.00 |
|
| EOG Resources (EOG) | 0.4 | $5.1M | +5% | 41k | 122.58 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $5.0M | NEW | 15k | 342.16 |
|
| Cloudflare Cl A Com (NET) | 0.4 | $4.9M | NEW | 46k | 107.68 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 0.4 | $4.8M | -3% | 285k | 16.78 |
|
| Kinsale Cap Group (KNSL) | 0.4 | $4.7M | -2% | 10k | 465.13 |
|
| Inspire Med Sys (INSP) | 0.4 | $4.6M | -20% | 25k | 185.38 |
|
| Ensign (ENSG) | 0.3 | $4.2M | -2% | 32k | 132.86 |
|
| Casella Waste Sys Cl A (CWST) | 0.3 | $4.2M | -2% | 40k | 105.81 |
|
| Descartes Sys Grp (DSGX) | 0.3 | $4.1M | -2% | 36k | 113.60 |
|
| Reddit Cl A (RDDT) | 0.3 | $4.1M | NEW | 25k | 163.44 |
|
| Insmed Com Par $.01 (INSM) | 0.3 | $3.9M | -2% | 57k | 69.04 |
|
| Sitime Corp (SITM) | 0.3 | $3.8M | -9% | 18k | 214.53 |
|
| Vita Coco Co Inc/the (COCO) | 0.3 | $3.8M | -2% | 104k | 36.91 |
|
| Applied Industrial Technologies (AIT) | 0.3 | $3.7M | -2% | 16k | 239.47 |
|
| Herc Hldgs (HRI) | 0.3 | $3.7M | -2% | 19k | 189.33 |
|
| Agilysys (AGYS) | 0.3 | $3.7M | -2% | 28k | 131.71 |
|
| Aaon Com Par $0.004 (AAON) | 0.3 | $3.5M | -2% | 30k | 117.68 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.3 | $3.5M | -3% | 39k | 89.46 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.3 | $3.5M | -13% | 39k | 89.35 |
|
| Federal Signal Corporation (FSS) | 0.3 | $3.5M | -2% | 38k | 92.39 |
|
| Monolithic Power Systems (MPWR) | 0.3 | $3.4M | -13% | 5.8k | 591.70 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.3 | $3.4M | NEW | 51k | 67.21 |
|
| Epam Systems (EPAM) | 0.3 | $3.3M | +4% | 14k | 233.82 |
|
| Matador Resources (MTDR) | 0.2 | $3.1M | -3% | 55k | 56.26 |
|
| Cadre Hldgs (CDRE) | 0.2 | $3.0M | -5% | 92k | 32.30 |
|
| Grand Canyon Education (LOPE) | 0.2 | $2.9M | -2% | 18k | 163.80 |
|
| Halozyme Therapeutics (HALO) | 0.2 | $2.8M | -3% | 58k | 47.81 |
|
| RBC Bearings Incorporated (RBC) | 0.2 | $2.8M | -3% | 9.3k | 299.14 |
|
| Wright Express (WEX) | 0.2 | $2.7M | -3% | 16k | 175.32 |
|
| Middleby Corporation (MIDD) | 0.2 | $2.7M | -4% | 20k | 135.45 |
|
| Permian Resources Corp Class A Com (PR) | 0.2 | $2.6M | -3% | 182k | 14.38 |
|
| Waste Connections (WCN) | 0.2 | $2.6M | 15k | 171.58 |
|
|
| CommVault Systems (CVLT) | 0.2 | $2.6M | NEW | 17k | 150.91 |
|
| Procept Biorobotics Corp (PRCT) | 0.2 | $2.4M | +23% | 30k | 80.52 |
|
| SPS Commerce (SPSC) | 0.2 | $2.4M | -44% | 13k | 183.99 |
|
| Iradimed (IRMD) | 0.2 | $2.3M | -3% | 42k | 55.00 |
|
| Celestica (CLS) | 0.2 | $2.3M | NEW | 25k | 92.30 |
|
| Badger Meter (BMI) | 0.2 | $2.3M | -2% | 11k | 212.12 |
|
| Boot Barn Hldgs (BOOT) | 0.2 | $2.2M | -3% | 15k | 151.82 |
|
| Semtech Corporation (SMTC) | 0.2 | $2.1M | NEW | 35k | 61.85 |
|
| UFP Technologies (UFPT) | 0.2 | $2.1M | +52% | 8.6k | 244.51 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.2 | $2.1M | -30% | 86k | 24.18 |
|
| Wingstop (WING) | 0.2 | $2.0M | -3% | 7.1k | 284.20 |
|
| Azek Cl A (AZEK) | 0.2 | $2.0M | -2% | 43k | 47.47 |
|
| Remitly Global (RELY) | 0.2 | $2.0M | -2% | 88k | 22.57 |
|
| LeMaitre Vascular (LMAT) | 0.2 | $1.9M | -3% | 21k | 92.14 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.8M | 30k | 60.30 |
|
|
| Tyler Technologies (TYL) | 0.1 | $1.7M | 3.0k | 576.64 |
|
|
| Glaukos (GKOS) | 0.1 | $1.7M | NEW | 11k | 149.94 |
|
| Intra Cellular Therapies (ITCI) | 0.1 | $1.7M | +74% | 20k | 83.52 |
|
| Klaviyo Com Ser A (KVYO) | 0.1 | $1.6M | NEW | 40k | 41.24 |
|
| Nv5 Holding (NVEE) | 0.1 | $1.5M | -16% | 82k | 18.84 |
|
| Coherent Corp (COHR) | 0.1 | $1.5M | NEW | 16k | 94.73 |
|
| AeroVironment (AVAV) | 0.1 | $1.5M | -3% | 9.6k | 153.89 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $1.5M | 29k | 50.39 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.4M | +206% | 13k | 113.61 |
|
| Varonis Sys (VRNS) | 0.1 | $1.4M | NEW | 32k | 44.43 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.3M | 4.7k | 283.85 |
|
|
| Agios Pharmaceuticals (AGIO) | 0.1 | $1.3M | -3% | 39k | 32.86 |
|
| Qualcomm (QCOM) | 0.1 | $1.2M | +3% | 8.1k | 153.62 |
|
| Blueprint Medicines (BPMC) | 0.1 | $1.2M | -6% | 14k | 87.22 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.2M | NEW | 4.2k | 287.82 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $1.2M | -3% | 31k | 37.16 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $1.1M | -13% | 60k | 18.44 |
|
| Axsome Therapeutics (AXSM) | 0.1 | $1.1M | -3% | 13k | 84.61 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $1.1M | -60% | 1.8k | 615.00 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | 16k | 69.45 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.0M | 5.2k | 203.09 |
|
|
| Regal-beloit Corporation (RRX) | 0.1 | $1.0M | 6.6k | 155.13 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $928k | +53% | 6.7k | 139.35 |
|
| Watsco, Incorporated (WSO) | 0.1 | $919k | 1.9k | 473.89 |
|
|
| Travere Therapeutics (TVTX) | 0.1 | $916k | -4% | 53k | 17.42 |
|
| Diamondback Energy (FANG) | 0.1 | $884k | 5.4k | 163.83 |
|
|
| Old Dominion Freight Line (ODFL) | 0.1 | $837k | 4.7k | 176.40 |
|
|
| W.W. Grainger (GWW) | 0.1 | $827k | 785.00 | 1054.05 |
|
|
| Roper Industries (ROP) | 0.1 | $777k | -90% | 1.5k | 519.85 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $768k | +4% | 1.9k | 402.70 |
|
| Biohaven (BHVN) | 0.1 | $765k | -3% | 21k | 37.35 |
|
| Expedia Group Com New (EXPE) | 0.1 | $750k | +4% | 4.0k | 186.33 |
|
| Yum China Holdings (YUMC) | 0.1 | $741k | 15k | 48.17 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $740k | 1.8k | 413.44 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $735k | 9.4k | 78.18 |
|
|
| Ultragenyx Pharmaceutical (RARE) | 0.1 | $730k | -6% | 17k | 42.07 |
|
| Cytokinetics Com New (CYTK) | 0.1 | $699k | -16% | 15k | 47.04 |
|
| Prologis (PLD) | 0.1 | $695k | +3% | 6.6k | 105.70 |
|
| salesforce (CRM) | 0.1 | $683k | NEW | 2.0k | 334.33 |
|
| Casey's General Stores (CASY) | 0.1 | $659k | 1.7k | 396.23 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $655k | +13% | 8.7k | 75.63 |
|
| Urogen Pharma (URGN) | 0.1 | $651k | -20% | 61k | 10.65 |
|
| Msci (MSCI) | 0.1 | $641k | 1.1k | 600.01 |
|
|
| Monday SHS (MNDY) | 0.0 | $633k | NEW | 2.7k | 235.44 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $625k | NEW | 2.5k | 247.16 |
|
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $619k | -6% | 33k | 18.80 |
|
| Waters Corporation (WAT) | 0.0 | $611k | 1.6k | 370.98 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $594k | +3% | 3.2k | 184.08 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $585k | 10k | 56.19 |
|
|
| Steris Shs Usd (STE) | 0.0 | $558k | -89% | 2.7k | 205.56 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $557k | -28% | 1.4k | 401.58 |
|
| Mettler-Toledo International (MTD) | 0.0 | $477k | 390.00 | 1223.68 |
|
|
| Samsara Com Cl A (IOT) | 0.0 | $457k | NEW | 11k | 43.69 |
|
| Viking Therapeutics (VKTX) | 0.0 | $444k | -16% | 11k | 40.24 |
|
| Guardant Health (GH) | 0.0 | $438k | -7% | 14k | 30.55 |
|
| Danaher Corporation (DHR) | 0.0 | $437k | -92% | 1.9k | 229.55 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $435k | 3.7k | 117.53 |
|
|
| Marvell Technology (MRVL) | 0.0 | $420k | NEW | 3.8k | 110.45 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $414k | 208.00 | 1990.93 |
|
|
| Hubspot (HUBS) | 0.0 | $409k | NEW | 587.00 | 696.77 |
|
| Ameriprise Financial (AMP) | 0.0 | $393k | NEW | 738.00 | 532.43 |
|
| Manhattan Associates (MANH) | 0.0 | $390k | 1.4k | 270.24 |
|
|
| Kinder Morgan (KMI) | 0.0 | $351k | 13k | 27.40 |
|
|
| Tetra Tech (TTEK) | 0.0 | $338k | 8.5k | 39.84 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $327k | -2% | 1.4k | 239.71 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $324k | 1.9k | 172.42 |
|
|
| Astera Labs (ALAB) | 0.0 | $284k | NEW | 2.1k | 132.45 |
|
| Wal-Mart Stores (WMT) | 0.0 | $276k | 3.1k | 90.35 |
|
|
| Abbvie (ABBV) | 0.0 | $225k | 1.3k | 177.70 |
|
|
| Honeywell International (HON) | 0.0 | $223k | 986.00 | 225.89 |
|
|
| TJX Companies (TJX) | 0.0 | $208k | 1.7k | 120.81 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $204k | NEW | 6.5k | 31.36 |
|
Past Filings by Oak Ridge Investments
SEC 13F filings are viewable for Oak Ridge Investments going back to 2010
- 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
- Oak Ridge Investments 2021 Q4 filed Feb. 1, 2022
- Oak Ridge Investments 2021 Q3 filed Nov. 5, 2021
- Oak Ridge Investments 2021 Q2 filed July 30, 2021