Oak Ridge Investments
Latest statistics and disclosures from Oak Ridge Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOG, AAPL, AVGO, LLY, and represent 34.83% of Oak Ridge Investments's stock portfolio.
- Added to shares of these 10 stocks: AMD (+$56M), GOOG (+$54M), MU (+$54M), LRCX (+$33M), KLAC (+$30M), SNDK (+$21M), MRVL (+$19M), CRWD (+$15M), TSLA (+$12M), MAR (+$9.4M).
- Started 20 new stock positions in MU, LRCX, VICR, SNDK, RKLB, CRNX, AMD, XENE, KTB, USAR. CON, CSV, DAVE, MRVL, PVLA, ONTO, QBTS, ALAB, SPCX, DELL.
- Reduced shares in these 10 stocks: MSFT (-$73M), AAPL (-$69M), AMZN (-$59M), , NFLX (-$17M), ECL (-$15M), UBER (-$10M), AZN (-$8.4M), INTU (-$7.4M), EXLS (-$7.3M).
- Sold out of its positions in AVAV, AGI, BRBR, BX, CME, CVNA, Clearw.a.hld., KO, CTGO, ECL.
- Oak Ridge Investments was a net buyer of stock by $43M.
- Oak Ridge Investments has $1.8B in assets under management (AUM), dropping by 16.91%.
- Central Index Key (CIK): 0001054554
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Portfolio Holdings for Oak Ridge Investments
Oak Ridge Investments holds 170 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.7 | $206M | 1.0M | 200.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 8.2 | $145M | +59% | 410k | 353.33 |
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| Apple (AAPL) | 5.8 | $103M | -40% | 357k | 289.36 |
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| Broadcom (AVGO) | 4.8 | $84M | -2% | 223k | 377.75 |
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| Eli Lilly & Co. (LLY) | 4.4 | $77M | -2% | 64k | 1199.43 |
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| Microsoft Corporation (MSFT) | 3.2 | $57M | -56% | 153k | 373.02 |
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| Meta Platforms Cl A (META) | 3.2 | $56M | 100k | 563.29 |
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| Advanced Micro Devices (AMD) | 3.2 | $56M | NEW | 96k | 580.91 |
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| Micron Technology (MU) | 3.0 | $54M | NEW | 47k | 1154.29 |
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| Tesla Motors (TSLA) | 2.9 | $51M | +30% | 121k | 420.60 |
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| Kla Corp Com New (KLAC) | 2.0 | $36M | +544% | 119k | 301.71 |
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| Lam Research Corp Com New (LRCX) | 1.8 | $33M | NEW | 75k | 433.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $30M | +2% | 83k | 357.37 |
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| Visa Com Cl A (V) | 1.6 | $29M | -3% | 84k | 343.09 |
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| Amazon (AMZN) | 1.4 | $25M | -70% | 103k | 238.34 |
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| Ge Vernova (GEV) | 1.3 | $23M | +2% | 20k | 1174.86 |
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| Caterpillar (CAT) | 1.3 | $22M | +52% | 21k | 1064.90 |
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| Sandisk Corp (SNDK) | 1.2 | $21M | NEW | 9.4k | 2273.73 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $21M | -2% | 41k | 513.60 |
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| Howmet Aerospace (HWM) | 1.2 | $21M | +66% | 78k | 268.86 |
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| Costco Wholesale Corporation (COST) | 1.2 | $21M | 22k | 935.47 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $20M | +295% | 103k | 190.78 |
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| Marvell Technology (MRVL) | 1.1 | $19M | NEW | 64k | 297.89 |
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| Vertiv Holdings Com Cl A (VRT) | 1.1 | $19M | +19% | 56k | 334.82 |
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| Brightspring Health Svcs (BTSG) | 1.0 | $18M | 263k | 69.74 |
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| Coherent Corp (COHR) | 0.9 | $17M | 42k | 394.47 |
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| Quanta Services (PWR) | 0.9 | $16M | -6% | 22k | 720.04 |
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| Cloudflare Cl A Com (NET) | 0.9 | $15M | -5% | 62k | 245.28 |
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| Viavi Solutions Inc equities (VIAV) | 0.8 | $14M | +7% | 287k | 47.75 |
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| Kulicke and Soffa Industries (KLIC) | 0.8 | $14M | +18% | 101k | 133.76 |
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| Celestica (CLS) | 0.7 | $13M | -35% | 35k | 364.80 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.7 | $12M | +52% | 44k | 271.95 |
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| Datadog Cl A Com (DDOG) | 0.6 | $12M | 44k | 260.36 |
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| Analog Devices (ADI) | 0.6 | $11M | 28k | 397.17 |
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| O'reilly Automotive (ORLY) | 0.6 | $11M | -10% | 118k | 92.09 |
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| Marriott Intl Cl A (MAR) | 0.6 | $11M | +768% | 29k | 370.59 |
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| Stryker Corporation (SYK) | 0.6 | $11M | 34k | 314.84 |
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| Applovin Corp Com Cl A (APP) | 0.6 | $10M | 20k | 515.23 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $10M | -3% | 87k | 116.67 |
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| Bloom Energy Corp Com Cl A (BE) | 0.6 | $9.8M | 32k | 302.70 |
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| Snowflake Com Shs (SNOW) | 0.5 | $9.3M | +10% | 37k | 254.50 |
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| Axon Enterprise (AXON) | 0.5 | $9.2M | 16k | 560.61 |
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| Take-Two Interactive Software (TTWO) | 0.5 | $8.9M | 35k | 249.98 |
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| Applied Optoelectronics (AAOI) | 0.5 | $8.3M | +46% | 56k | 148.16 |
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| Intuitive Surgical Com New (ISRG) | 0.5 | $8.0M | 20k | 397.68 |
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| Cisco Systems (CSCO) | 0.4 | $7.8M | +2012% | 67k | 117.46 |
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| Semtech Corporation (SMTC) | 0.4 | $7.5M | +6% | 46k | 161.85 |
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| Everus Constr Group (ECG) | 0.4 | $7.3M | +2% | 44k | 165.95 |
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| Jfrog Ord Shs (FROG) | 0.4 | $7.3M | +167% | 81k | 90.88 |
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| Sitime Corp (SITM) | 0.4 | $6.5M | -28% | 8.7k | 745.56 |
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| Digitalocean Hldgs (DOCN) | 0.4 | $6.3M | +2% | 40k | 157.03 |
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| Construction Partners Com Cl A (ROAD) | 0.3 | $6.0M | +2% | 50k | 118.77 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.3 | $5.9M | NEW | 35k | 170.86 |
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| TTM Technologies (TTMI) | 0.3 | $5.7M | -19% | 31k | 187.02 |
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| TransDigm Group Incorporated (TDG) | 0.3 | $5.7M | 4.3k | 1332.04 |
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| Stonex Group (SNEX) | 0.3 | $5.5M | +2% | 47k | 118.50 |
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| Dell Technologies CL C (DELL) | 0.3 | $5.3M | NEW | 12k | 431.46 |
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| Tower Semiconductor Shs New (TSEM) | 0.3 | $5.2M | +403% | 20k | 260.64 |
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| Palomar Hldgs (PLMR) | 0.3 | $5.0M | +2% | 40k | 126.39 |
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| Applied Industrial Technologies (AIT) | 0.3 | $5.0M | 15k | 338.15 |
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| RBC Bearings Incorporated (RBC) | 0.3 | $4.8M | -12% | 7.5k | 644.06 |
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| PriceSmart (PSMT) | 0.3 | $4.8M | +2% | 25k | 195.34 |
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| Vita Coco Co Inc/the (COCO) | 0.3 | $4.6M | -27% | 70k | 66.14 |
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| Federal Signal Corporation (FSS) | 0.3 | $4.6M | 35k | 128.49 |
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| Ensign (ENSG) | 0.3 | $4.5M | -4% | 28k | 160.30 |
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| Vicor Corporation (VICR) | 0.3 | $4.5M | NEW | 12k | 379.78 |
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| Modine Manufacturing (MOD) | 0.3 | $4.5M | +2% | 17k | 267.02 |
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| Acushnet Holdings Corp (GOLF) | 0.2 | $4.4M | 37k | 118.53 |
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| Sensient Technologies Corporation (SXT) | 0.2 | $4.2M | +2% | 34k | 123.29 |
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| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.2 | $4.2M | +12% | 147k | 28.24 |
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| Kontoor Brands (KTB) | 0.2 | $4.1M | NEW | 49k | 83.34 |
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| Concentra Group Holdings Par Common Stock (CON) | 0.2 | $4.0M | NEW | 136k | 29.75 |
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| Ameris Ban (ABCB) | 0.2 | $4.0M | +3% | 45k | 90.26 |
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| Glacier Ban (GBCI) | 0.2 | $3.9M | +4% | 76k | 51.58 |
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| OSI Systems (OSIS) | 0.2 | $3.8M | +29% | 18k | 218.70 |
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| InterDigital (IDCC) | 0.2 | $3.8M | +62% | 13k | 283.13 |
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| Coreweave Com Cl A (CRWV) | 0.2 | $3.6M | 37k | 99.54 |
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| Casella Waste Sys Cl A (CWST) | 0.2 | $3.6M | 37k | 96.97 |
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| Axsome Therapeutics (AXSM) | 0.2 | $3.6M | +2% | 15k | 244.77 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $3.4M | 34k | 100.28 |
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| Halozyme Therapeutics (HALO) | 0.2 | $3.4M | +8% | 44k | 78.27 |
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| Urogen Pharma (URGN) | 0.2 | $3.3M | +2% | 89k | 36.80 |
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| Corcept Therapeutics Incorporated (CORT) | 0.2 | $3.0M | +37% | 34k | 86.95 |
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| Travere Therapeutics (TVTX) | 0.2 | $3.0M | -22% | 52k | 56.81 |
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| Iradimed (IRMD) | 0.2 | $2.9M | +2% | 30k | 95.56 |
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| Powell Industries (POWL) | 0.2 | $2.9M | +5% | 10k | 286.36 |
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| Bridgebio Pharma (BBIO) | 0.2 | $2.8M | 38k | 74.48 |
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| Aar (AIR) | 0.2 | $2.8M | +2% | 20k | 142.93 |
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| Saia (SAIA) | 0.2 | $2.8M | +2% | 6.7k | 421.16 |
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| Firstcash Holdings (FCFS) | 0.2 | $2.8M | +2% | 13k | 216.32 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.2 | $2.8M | 108k | 25.83 |
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| Cytokinetics Com New (CYTK) | 0.2 | $2.8M | +104% | 33k | 85.19 |
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| LeMaitre Vascular (LMAT) | 0.2 | $2.7M | +46% | 28k | 95.96 |
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| Mirum Pharmaceuticals (MIRM) | 0.1 | $2.6M | +27% | 22k | 117.07 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $2.6M | -14% | 34k | 76.88 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.1 | $2.6M | +2% | 32k | 81.51 |
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| UFP Technologies (UFPT) | 0.1 | $2.5M | +2% | 9.3k | 265.13 |
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| Dave Class A Com New (DAVE) | 0.1 | $2.4M | NEW | 6.4k | 372.59 |
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| Tat Technologies Ord New (TATT) | 0.1 | $2.3M | +60% | 48k | 48.23 |
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| Xenon Pharmaceuticals (XENE) | 0.1 | $2.3M | NEW | 39k | 60.36 |
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| Boot Barn Hldgs (BOOT) | 0.1 | $2.2M | +2% | 14k | 164.27 |
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| Amphenol Corp Cl A (APH) | 0.1 | $2.2M | -18% | 13k | 176.32 |
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| RadNet (RDNT) | 0.1 | $2.2M | 35k | 61.67 |
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| Permian Resources Corp Class A Com (PR) | 0.1 | $2.1M | +2% | 116k | 18.41 |
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| D-wave Quantum (QBTS) | 0.1 | $2.1M | NEW | 89k | 23.99 |
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| Matador Resources (MTDR) | 0.1 | $2.0M | +2% | 41k | 49.78 |
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| Carriage Services (CSV) | 0.1 | $1.9M | NEW | 50k | 38.34 |
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| Remitly Global (RELY) | 0.1 | $1.9M | +2% | 84k | 22.41 |
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| Palvella Therapeutics Inc Ne (PVLA) | 0.1 | $1.8M | NEW | 12k | 152.82 |
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| Waste Connections (WCN) | 0.1 | $1.8M | -28% | 11k | 166.69 |
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| Descartes Sys Grp (DSGX) | 0.1 | $1.7M | +2% | 25k | 69.24 |
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| Electromed (ELMD) | 0.1 | $1.7M | +2% | 39k | 42.30 |
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| Insmed Com Par $.01 (INSM) | 0.1 | $1.6M | -6% | 15k | 106.62 |
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| Glaukos (GKOS) | 0.1 | $1.5M | +2% | 11k | 139.76 |
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| Huron Consulting (HURN) | 0.1 | $1.4M | +3% | 16k | 90.16 |
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| Argenx Se Sponsored Adr (ARGX) | 0.1 | $1.4M | -5% | 1.5k | 927.77 |
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| Crinetics Pharmaceuticals In (CRNX) | 0.1 | $1.4M | NEW | 38k | 37.42 |
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| Vistra Energy (VST) | 0.1 | $1.4M | -11% | 8.8k | 158.63 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $1.2M | -3% | 14k | 87.22 |
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| Wingstop (WING) | 0.1 | $1.2M | +2% | 6.8k | 173.41 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.2M | -14% | 3.1k | 373.73 |
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| Casey's General Stores (CASY) | 0.1 | $1.1M | -8% | 1.4k | 794.79 |
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| USA Rare Earth Inc A (USAR) | 0.1 | $1.1M | NEW | 51k | 21.58 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $1.1M | +2% | 31k | 34.67 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $1.0M | -8% | 3.1k | 330.46 |
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| Astrazeneca Ord (AZN) | 0.1 | $1.0M | -89% | 5.4k | 189.62 |
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| Agios Pharmaceuticals (AGIO) | 0.1 | $952k | +3% | 26k | 37.11 |
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| Comfort Systems USA (FIX) | 0.1 | $918k | +8% | 463.00 | 1981.95 |
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| W.W. Grainger (GWW) | 0.1 | $917k | -7% | 674.00 | 1360.40 |
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| Ross Stores (ROST) | 0.0 | $837k | -7% | 3.9k | 212.85 |
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| Biohaven (BHVN) | 0.0 | $835k | +198% | 56k | 14.88 |
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| Netflix (NFLX) | 0.0 | $807k | -95% | 11k | 71.40 |
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| Regal-beloit Corporation (RRX) | 0.0 | $786k | -8% | 3.3k | 238.19 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $749k | -7% | 2.4k | 317.53 |
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| Astera Labs (ALAB) | 0.0 | $708k | NEW | 1.5k | 483.02 |
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| IDEXX Laboratories (IDXX) | 0.0 | $700k | -7% | 1.3k | 526.44 |
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| Monolithic Power Systems (MPWR) | 0.0 | $698k | -19% | 505.00 | 1382.36 |
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| Prologis (PLD) | 0.0 | $607k | -45% | 4.5k | 135.47 |
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| Ameriprise Financial (AMP) | 0.0 | $598k | -7% | 1.3k | 458.76 |
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| Ultragenyx Pharmaceutical (RARE) | 0.0 | $558k | +3% | 17k | 33.39 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $546k | +771% | 4.4k | 124.17 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $545k | -42% | 2.5k | 216.60 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $542k | -80% | 10k | 54.38 |
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| Nasdaq Omx (NDAQ) | 0.0 | $530k | -13% | 6.7k | 78.82 |
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| AmerisourceBergen (COR) | 0.0 | $526k | -7% | 1.9k | 282.98 |
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| Cadre Hldgs (CDRE) | 0.0 | $510k | -79% | 18k | 28.51 |
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| Steris Shs Usd (STE) | 0.0 | $490k | -7% | 2.3k | 210.57 |
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| Caris Life Sciences (CAI) | 0.0 | $482k | +3% | 27k | 17.82 |
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| Viking Therapeutics (VKTX) | 0.0 | $480k | +2% | 12k | 39.01 |
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| Aaon Com Par $0.004 (AAON) | 0.0 | $468k | -8% | 3.7k | 126.86 |
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| Rocket Lab Corp (RKLB) | 0.0 | $427k | NEW | 4.2k | 101.65 |
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| Onto Innovation (ONTO) | 0.0 | $426k | NEW | 1.1k | 378.45 |
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| Kinder Morgan (KMI) | 0.0 | $421k | -18% | 13k | 31.97 |
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| HEICO Corporation (HEI) | 0.0 | $416k | -7% | 1.2k | 356.19 |
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| Pinnacle Finl Partners (PNFP) | 0.0 | $415k | -7% | 4.1k | 100.88 |
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| Dutch Bros Cl A (BROS) | 0.0 | $411k | -7% | 5.7k | 71.81 |
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| Diamondback Energy (FANG) | 0.0 | $386k | -2% | 2.2k | 175.78 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $331k | -20% | 1.0k | 327.33 |
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| Live Nation Entertainment (LYV) | 0.0 | $330k | -8% | 1.8k | 183.11 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $311k | -95% | 677.00 | 459.13 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $303k | -88% | 1.6k | 188.09 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $299k | +37% | 3.4k | 88.86 |
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| Rollins (ROL) | 0.0 | $262k | -7% | 6.3k | 41.74 |
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| Enterprise Products Partners (EPD) | 0.0 | $237k | -19% | 6.4k | 36.76 |
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| Abbvie (ABBV) | 0.0 | $233k | -19% | 926.00 | 251.64 |
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| Goldman Sachs (GS) | 0.0 | $224k | -19% | 221.00 | 1011.37 |
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| Targa Res Corp (TRGP) | 0.0 | $223k | 831.00 | 268.14 |
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| Qxo Com New (QXO) | 0.0 | $218k | -7% | 13k | 17.28 |
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| American Electric Power Company (AEP) | 0.0 | $205k | -19% | 1.5k | 136.81 |
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| Verizon Communications (VZ) | 0.0 | $201k | -19% | 4.7k | 42.34 |
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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 2026 Q2 filed July 21, 2026
- Oak Ridge Investments 2026 Q1 filed April 30, 2026
- 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