Oak Ridge Investments
Latest statistics and disclosures from Oak Ridge Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOG, AMZN, and represent 40.40% of Oak Ridge Investments's stock portfolio.
- Added to shares of these 10 stocks: HWM (+$9.9M), AZN (+$9.8M), CAT (+$9.7M), ADI (+$8.8M), KLIC (+$5.6M), BE, SNEX, MOD, POWL, GBCI.
- Started 21 new stock positions in TRGP, ELMD, MAR, COR, LYV, CAT, ASTS, BE, EQIX, PSIX. HON, SNEX, PNFP, TSEM, POWL, FIX, NDAQ, GE, KLIC, MOD, AZN.
- Reduced shares in these 10 stocks: , , AstraZeneca (-$9.0M), IWO (-$8.0M), CYBR (-$8.0M), RDDT (-$7.1M), URI (-$7.0M), TDG (-$6.3M), , QTWO.
- Sold out of its positions in AstraZeneca, BMI, COIN, CVLT, EXACT Sciences Corporation, EXPE, LOPE, GWRE, IWO, PSTG. QTWO, RMBS, RDDT, NOW, URI, VEEV, VRSK, CYBR.
- Oak Ridge Investments was a net buyer of stock by $792k.
- Oak Ridge Investments has $1.5B in assets under management (AUM), dropping by -8.37%.
- Central Index Key (CIK): 0001054554
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Portfolio Holdings for Oak Ridge Investments
Oak Ridge Investments holds 181 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.1 | $183M | 1.0M | 174.40 |
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| Apple (AAPL) | 10.0 | $151M | 597k | 253.79 |
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| Microsoft Corporation (MSFT) | 8.6 | $130M | 350k | 370.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.9 | $74M | 258k | 286.86 |
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| Amazon (AMZN) | 4.8 | $73M | 350k | 208.27 |
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| Broadcom (AVGO) | 4.7 | $71M | 228k | 309.51 |
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| Eli Lilly & Co. (LLY) | 4.0 | $61M | 66k | 919.77 |
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| Meta Platforms Cl A (META) | 3.8 | $58M | 102k | 572.13 |
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| Tesla Motors (TSLA) | 2.3 | $35M | +4% | 93k | 371.75 |
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| Kla Corp Com New (KLAC) | 1.8 | $27M | +6% | 19k | 1472.41 |
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| Visa Com Cl A (V) | 1.7 | $26M | 87k | 302.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $23M | +3% | 82k | 287.56 |
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| Netflix (NFLX) | 1.5 | $23M | 243k | 96.15 |
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| Costco Wholesale Corporation (COST) | 1.5 | $22M | 22k | 996.43 |
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| Mastercard Incorporated Cl A (MA) | 1.4 | $21M | 42k | 499.66 |
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| Oracle Corporation (ORCL) | 1.1 | $17M | 116k | 147.11 |
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| Ge Vernova (GEV) | 1.1 | $17M | 19k | 872.90 |
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| Celestica (CLS) | 1.0 | $15M | +3% | 55k | 281.68 |
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| Ecolab (ECL) | 1.0 | $15M | 57k | 266.02 |
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| Cloudflare Cl A Com (NET) | 0.9 | $14M | 66k | 206.34 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $13M | 90k | 146.28 |
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| Quanta Services (PWR) | 0.8 | $13M | 23k | 549.02 |
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| O'reilly Automotive (ORLY) | 0.8 | $12M | -3% | 131k | 92.31 |
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| Vertiv Holdings Com Cl A (VRT) | 0.8 | $12M | 47k | 250.58 |
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| Stryker Corporation (SYK) | 0.7 | $11M | 34k | 328.59 |
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| Brightspring Health Svcs (BTSG) | 0.7 | $11M | +2% | 260k | 42.61 |
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| Howmet Aerospace (HWM) | 0.7 | $11M | +1030% | 47k | 230.46 |
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| Uber Technologies (UBER) | 0.7 | $10M | +4% | 144k | 71.93 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $10M | 26k | 390.41 |
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| Coherent Corp (COHR) | 0.7 | $10M | +5% | 42k | 238.21 |
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| Astrazeneca Ord (AZN) | 0.6 | $9.8M | NEW | 50k | 197.22 |
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| Caterpillar (CAT) | 0.6 | $9.7M | NEW | 14k | 708.46 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $9.3M | 20k | 460.99 |
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| Analog Devices (ADI) | 0.6 | $9.1M | +3043% | 29k | 318.14 |
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| Viavi Solutions Inc equities (VIAV) | 0.6 | $8.9M | -10% | 267k | 33.28 |
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| Applovin Corp Com Cl A (APP) | 0.5 | $8.0M | +5% | 20k | 398.00 |
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| Intuit (INTU) | 0.5 | $7.4M | 17k | 432.38 |
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| ExlService Holdings (EXLS) | 0.5 | $7.3M | 240k | 30.45 |
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| Take-Two Interactive Software (TTWO) | 0.5 | $7.1M | 36k | 197.50 |
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| Axon Enterprise (AXON) | 0.5 | $7.0M | 17k | 424.69 |
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| Spotify Technology S A SHS (SPOT) | 0.5 | $7.0M | 14k | 484.91 |
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| Ensign (ENSG) | 0.4 | $5.9M | 30k | 201.50 |
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| Kulicke and Soffa Industries (KLIC) | 0.4 | $5.6M | NEW | 86k | 65.72 |
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| Construction Partners Com Cl A (ROAD) | 0.4 | $5.5M | 49k | 111.12 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $5.3M | +3% | 44k | 118.62 |
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| Datadog Cl A Com (DDOG) | 0.3 | $5.2M | +5% | 44k | 118.05 |
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| Everus Constr Group (ECG) | 0.3 | $5.1M | 43k | 118.06 |
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| TransDigm Group Incorporated (TDG) | 0.3 | $5.0M | -55% | 4.3k | 1158.96 |
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| Snowflake Com Shs (SNOW) | 0.3 | $5.0M | 33k | 150.82 |
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| Palomar Hldgs (PLMR) | 0.3 | $4.7M | -22% | 39k | 119.50 |
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| RBC Bearings Incorporated (RBC) | 0.3 | $4.6M | 8.5k | 543.12 |
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| Vita Coco Co Inc/the (COCO) | 0.3 | $4.6M | 96k | 47.91 |
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| Bloom Energy Corp Com Cl A (BE) | 0.3 | $4.4M | NEW | 32k | 135.49 |
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| Sitime Corp (SITM) | 0.3 | $4.2M | 12k | 345.35 |
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| Applied Industrial Technologies (AIT) | 0.3 | $3.9M | 15k | 265.32 |
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| Federal Signal Corporation (FSS) | 0.2 | $3.8M | 35k | 108.14 |
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| TTM Technologies (TTMI) | 0.2 | $3.7M | 38k | 97.42 |
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| Stonex Group (SNEX) | 0.2 | $3.7M | NEW | 45k | 80.65 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $3.6M | 40k | 92.04 |
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| OSI Systems (OSIS) | 0.2 | $3.6M | +38% | 14k | 265.51 |
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| PriceSmart (PSMT) | 0.2 | $3.6M | 24k | 150.50 |
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| Modine Manufacturing (MOD) | 0.2 | $3.6M | NEW | 17k | 216.71 |
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| Digitalocean Hldgs (DOCN) | 0.2 | $3.4M | +7% | 40k | 85.78 |
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| Acushnet Holdings Corp (GOLF) | 0.2 | $3.4M | 36k | 93.48 |
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| Ameris Ban (ABCB) | 0.2 | $3.4M | +36% | 43k | 77.99 |
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| Semtech Corporation (SMTC) | 0.2 | $3.3M | 43k | 76.89 |
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| Glacier Ban (GBCI) | 0.2 | $3.3M | +106% | 73k | 44.67 |
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| Applied Optoelectronics (AAOI) | 0.2 | $3.2M | -17% | 38k | 84.59 |
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| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.2 | $3.0M | +39% | 131k | 22.95 |
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| Zscaler Incorporated (ZS) | 0.2 | $3.0M | -14% | 21k | 140.29 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.2 | $2.9M | +29% | 106k | 27.49 |
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| Casella Waste Sys Cl A (CWST) | 0.2 | $2.9M | 37k | 79.34 |
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| Sensient Technologies Corporation (SXT) | 0.2 | $2.9M | 33k | 86.44 |
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| Roblox Corp Cl A (RBLX) | 0.2 | $2.9M | +3% | 51k | 56.56 |
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| Coreweave Com Cl A (CRWV) | 0.2 | $2.8M | +7% | 37k | 77.47 |
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| Iradimed (IRMD) | 0.2 | $2.8M | -22% | 29k | 96.26 |
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| Bridgebio Pharma (BBIO) | 0.2 | $2.8M | +12% | 38k | 74.26 |
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| Cadre Hldgs (CDRE) | 0.2 | $2.7M | 88k | 30.68 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $2.7M | 29k | 93.87 |
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| Insmed Com Par $.01 (INSM) | 0.2 | $2.6M | +16% | 16k | 163.52 |
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| Halozyme Therapeutics (HALO) | 0.2 | $2.6M | 40k | 64.63 |
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| Matador Resources (MTDR) | 0.2 | $2.5M | +17% | 40k | 63.18 |
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| InterDigital (IDCC) | 0.2 | $2.5M | 8.2k | 302.00 |
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| Waste Connections (WCN) | 0.2 | $2.4M | 15k | 162.44 |
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| Permian Resources Corp Class A Com (PR) | 0.2 | $2.4M | 113k | 21.32 |
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| Axsome Therapeutics (AXSM) | 0.2 | $2.4M | +21% | 14k | 169.02 |
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| Firstcash Holdings (FCFS) | 0.2 | $2.4M | +8% | 13k | 188.00 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $2.4M | +4% | 34k | 69.30 |
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| Saia (SAIA) | 0.2 | $2.3M | 6.6k | 351.28 |
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| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.1 | $2.2M | +44% | 95k | 23.65 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $2.1M | -2% | 14k | 155.11 |
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| Aar (AIR) | 0.1 | $2.1M | +8% | 19k | 109.46 |
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| LeMaitre Vascular (LMAT) | 0.1 | $2.1M | +13% | 19k | 109.17 |
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| Travere Therapeutics (TVTX) | 0.1 | $2.0M | 67k | 29.71 |
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| Epam Systems (EPAM) | 0.1 | $2.0M | -7% | 15k | 135.40 |
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| Huron Consulting (HURN) | 0.1 | $2.0M | +10% | 16k | 127.49 |
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| Amphenol Corp Cl A (APH) | 0.1 | $2.0M | 16k | 126.35 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.1 | $2.0M | 31k | 62.70 |
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| Boot Barn Hldgs (BOOT) | 0.1 | $1.9M | 13k | 146.36 |
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| RadNet (RDNT) | 0.1 | $1.9M | 35k | 55.89 |
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| UFP Technologies (UFPT) | 0.1 | $1.8M | +51% | 9.1k | 193.60 |
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| Descartes Sys Grp (DSGX) | 0.1 | $1.8M | 25k | 71.56 |
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| Powell Industries (POWL) | 0.1 | $1.7M | NEW | 9.5k | 180.36 |
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| Mirum Pharmaceuticals (MIRM) | 0.1 | $1.6M | 18k | 92.38 |
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| AeroVironment (AVAV) | 0.1 | $1.6M | 8.7k | 183.05 |
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| Urogen Pharma (URGN) | 0.1 | $1.6M | 86k | 17.98 |
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| Vistra Energy (VST) | 0.1 | $1.5M | 9.9k | 150.33 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $1.4M | 15k | 98.42 |
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| Jfrog Ord Shs (FROG) | 0.1 | $1.4M | +5% | 30k | 46.93 |
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| Waystar Holding Corp (WAY) | 0.1 | $1.4M | +57% | 59k | 24.11 |
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| Alamos Gold Com Cl A (AGI) | 0.1 | $1.3M | -24% | 29k | 44.43 |
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| Remitly Global (RELY) | 0.1 | $1.3M | +57% | 83k | 15.67 |
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| Guardant Health (GH) | 0.1 | $1.3M | 14k | 92.37 |
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| Tat Technologies Ord New (TATT) | 0.1 | $1.2M | +15% | 30k | 40.63 |
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| Tractor Supply Company (TSCO) | 0.1 | $1.2M | 26k | 45.30 |
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| Argenx Se Sponsored Adr (ARGX) | 0.1 | $1.2M | 1.6k | 730.25 |
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| Glaukos (GKOS) | 0.1 | $1.1M | +13% | 10k | 107.66 |
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| Casey's General Stores (CASY) | 0.1 | $1.1M | 1.5k | 727.86 |
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| Prologis (PLD) | 0.1 | $1.1M | -2% | 8.2k | 132.18 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.1M | NEW | 3.3k | 327.07 |
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| Cytokinetics Com New (CYTK) | 0.1 | $1.0M | 16k | 65.91 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $1.0M | 3.4k | 304.08 |
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| Wingstop (WING) | 0.1 | $1.0M | +2% | 6.6k | 154.97 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.0M | NEW | 3.6k | 283.77 |
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $1.0M | 25k | 40.31 |
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| Ross Stores (ROST) | 0.1 | $920k | 4.2k | 216.63 |
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| Ionq Inc Pipe (IONQ) | 0.1 | $916k | +8% | 32k | 28.83 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $897k | -31% | 2.0k | 446.54 |
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| Electromed (ELMD) | 0.1 | $894k | NEW | 38k | 23.41 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $862k | 4.4k | 195.40 |
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| Agios Pharmaceuticals (AGIO) | 0.1 | $841k | +24% | 25k | 33.83 |
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| Power Solutions Intl Com New (PSIX) | 0.1 | $810k | NEW | 13k | 60.88 |
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| IDEXX Laboratories (IDXX) | 0.1 | $806k | 1.4k | 561.89 |
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| W.W. Grainger (GWW) | 0.1 | $793k | 727.00 | 1090.81 |
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| Bellring Brands Common Stock (BRBR) | 0.1 | $764k | +52% | 48k | 16.09 |
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| Contango Ore (CTGO) | 0.0 | $743k | +6% | 40k | 18.75 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $700k | 2.5k | 275.18 |
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| Monolithic Power Systems (MPWR) | 0.0 | $690k | 631.00 | 1093.35 |
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| Tower Semiconductor Shs New (TSEM) | 0.0 | $689k | NEW | 3.9k | 175.48 |
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| Regal-beloit Corporation (RRX) | 0.0 | $673k | 3.6k | 187.26 |
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| Nasdaq Omx (NDAQ) | 0.0 | $659k | NEW | 7.8k | 84.89 |
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| AmerisourceBergen (COR) | 0.0 | $632k | NEW | 2.0k | 314.14 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $626k | 30k | 20.76 |
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| Ameriprise Financial (AMP) | 0.0 | $625k | 1.4k | 444.40 |
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| Kinsale Cap Group (KNSL) | 0.0 | $602k | 1.8k | 341.66 |
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| Comfort Systems USA (FIX) | 0.0 | $590k | NEW | 428.00 | 1378.99 |
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| Steris Shs Usd (STE) | 0.0 | $556k | 2.5k | 221.13 |
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| Kinder Morgan (KMI) | 0.0 | $542k | -4% | 16k | 33.53 |
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| Carvana Cl A (CVNA) | 0.0 | $502k | 1.6k | 314.38 |
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| Caris Life Sciences (CAI) | 0.0 | $467k | +19% | 26k | 17.88 |
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| Diamondback Energy (FANG) | 0.0 | $445k | -2% | 2.2k | 197.79 |
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| Viking Therapeutics (VKTX) | 0.0 | $391k | +3% | 12k | 32.54 |
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| Pinnacle Finl Partners (PNFP) | 0.0 | $382k | NEW | 4.4k | 86.14 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $372k | -8% | 1.3k | 294.16 |
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| Rollins (ROL) | 0.0 | $361k | 6.8k | 53.41 |
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| HEICO Corporation (HEI) | 0.0 | $346k | 1.3k | 274.20 |
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| Ultragenyx Pharmaceutical (RARE) | 0.0 | $340k | +21% | 16k | 20.95 |
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| Aaon Com Par $0.004 (AAON) | 0.0 | $333k | +37% | 4.0k | 82.75 |
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| Dutch Bros Cl A (BROS) | 0.0 | $313k | 6.2k | 50.66 |
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| Enterprise Products Partners (EPD) | 0.0 | $305k | -7% | 8.0k | 37.84 |
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| Live Nation Entertainment (LYV) | 0.0 | $302k | NEW | 2.0k | 152.51 |
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| Verizon Communications (VZ) | 0.0 | $297k | -6% | 5.9k | 50.20 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $284k | -36% | 1.3k | 216.58 |
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| Wal-Mart Stores (WMT) | 0.0 | $265k | -7% | 2.1k | 124.28 |
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| Qxo Com New (QXO) | 0.0 | $264k | 14k | 19.42 |
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| Cme (CME) | 0.0 | $260k | -7% | 880.00 | 295.35 |
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| TJX Companies (TJX) | 0.0 | $257k | -8% | 1.6k | 159.70 |
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| Abbvie (ABBV) | 0.0 | $251k | -9% | 1.2k | 217.49 |
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| Cisco Systems (CSCO) | 0.0 | $246k | -7% | 3.2k | 77.59 |
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| American Electric Power Company (AEP) | 0.0 | $245k | -6% | 1.9k | 131.08 |
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| Fastenal Company (FAST) | 0.0 | $239k | -6% | 5.1k | 46.40 |
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| Goldman Sachs (GS) | 0.0 | $233k | -7% | 275.00 | 845.99 |
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| Coca-Cola Company (KO) | 0.0 | $225k | -8% | 3.0k | 76.05 |
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| Kroger (KR) | 0.0 | $223k | -7% | 3.1k | 72.36 |
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| Equinix (EQIX) | 0.0 | $220k | NEW | 224.00 | 980.24 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $215k | -33% | 505.00 | 426.40 |
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| Targa Res Corp (TRGP) | 0.0 | $208k | NEW | 831.00 | 250.73 |
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| Honeywell International (HON) | 0.0 | $206k | NEW | 909.00 | 226.03 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $203k | NEW | 2.5k | 82.87 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $201k | -7% | 1.7k | 114.99 |
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| Biohaven (BHVN) | 0.0 | $159k | +20% | 19k | 8.46 |
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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 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
- Oak Ridge Investments 2022 Q3 filed Nov. 8, 2022