Oak Ridge Investments

Latest statistics and disclosures from Oak Ridge Investments's latest quarterly 13F-HR filing:

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Positions held by Oak Ridge Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Oak Ridge Investments

Oak Ridge Investments holds 148 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 9.7 $85M 225k 376.04
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Apple (AAPL) 9.1 $79M 411k 192.53
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Amazon (AMZN) 4.5 $40M 260k 151.94
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NVIDIA Corporation (NVDA) 3.8 $33M 66k 495.22
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Eli Lilly & Co. (LLY) 3.6 $31M 54k 582.92
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Alphabet Cap Stk Cl C (GOOG) 2.9 $25M 179k 140.93
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Meta Platforms Cl A (META) 2.7 $23M +28% 66k 353.96
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UnitedHealth (UNH) 2.1 $18M 34k 526.47
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Alphabet Cap Stk Cl A (GOOGL) 2.0 $17M 122k 139.69
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Visa Com Cl A (V) 1.9 $16M 62k 260.35
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Broadcom (AVGO) 1.5 $13M +2% 12k 1116.25
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Mastercard Incorporated Cl A (MA) 1.4 $12M 29k 426.51
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Ross Stores (ROST) 1.4 $12M 89k 138.39
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O'reilly Automotive (ORLY) 1.3 $11M 12k 950.08
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TransDigm Group Incorporated (TDG) 1.2 $11M 11k 1011.60
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Kla Corp Com New (KLAC) 1.2 $11M 18k 581.30
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Costco Wholesale Corporation (COST) 1.2 $10M 15k 660.08
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Saia (SAIA) 1.1 $9.5M -2% 22k 438.22
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Intuit (INTU) 1.0 $8.3M 13k 625.03
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Verisk Analytics (VRSK) 0.9 $8.2M 34k 238.86
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Tesla Motors (TSLA) 0.9 $7.9M 32k 248.48
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Metropcs Communications (TMUS) 0.9 $7.9M +2% 49k 160.33
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Astrazeneca Sponsored Adr (AZN) 0.9 $7.8M 116k 67.35
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Netflix (NFLX) 0.9 $7.8M +1957% 16k 486.88
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Ecolab (ECL) 0.9 $7.7M 39k 198.35
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Roper Industries (ROP) 0.9 $7.5M 14k 545.16
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Dex (DXCM) 0.8 $7.3M +37% 59k 124.09
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Ametek (AME) 0.8 $7.0M 42k 164.89
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Advanced Micro Devices (AMD) 0.8 $6.9M 47k 147.41
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Stryker Corporation (SYK) 0.8 $6.9M 23k 299.46
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Arista Networks (ANET) 0.8 $6.9M 29k 235.51
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SPS Commerce (SPSC) 0.8 $6.9M -6% 35k 193.84
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ExlService Holdings (EXLS) 0.8 $6.6M -6% 215k 30.85
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Fortinet (FTNT) 0.8 $6.6M 113k 58.53
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Servicenow (NOW) 0.7 $6.5M 9.1k 706.51
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Yeti Hldgs (YETI) 0.7 $6.4M -3% 124k 51.78
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Five Below (FIVE) 0.7 $6.4M -2% 30k 213.16
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Inspire Med Sys (INSP) 0.7 $6.4M -2% 31k 203.43
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Axonics Modulation Technolog (AXNX) 0.7 $6.1M +91% 99k 62.23
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Synopsys (SNPS) 0.7 $5.7M +113% 11k 514.91
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Construction Partners Com Cl A (ROAD) 0.6 $5.6M -6% 128k 43.52
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DV (DV) 0.6 $5.5M -6% 150k 36.78
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Constellation Brands Cl A (STZ) 0.6 $5.2M -2% 22k 241.75
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Matador Resources (MTDR) 0.6 $5.1M -8% 90k 56.86
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Casella Waste Sys Cl A (CWST) 0.6 $5.1M -6% 60k 85.46
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Atkore Intl (ATKR) 0.6 $5.0M -6% 31k 160.00
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Middleby Corporation (MIDD) 0.6 $5.0M -6% 34k 147.17
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Steris Shs Usd (STE) 0.6 $4.9M 22k 219.85
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Endava Ads (DAVA) 0.6 $4.9M -8% 63k 77.85
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Ollies Bargain Outlt Hldgs I (OLLI) 0.6 $4.9M -6% 64k 75.89
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Nomad Foods Usd Ord Shs (NOMD) 0.6 $4.8M -11% 283k 16.95
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Danaher Corporation (DHR) 0.6 $4.8M -54% 21k 231.34
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Equinix (EQIX) 0.5 $4.7M 5.9k 805.39
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Marsh & McLennan Companies (MMC) 0.5 $4.7M +2% 25k 189.47
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EOG Resources (EOG) 0.5 $4.6M 38k 120.95
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Unilever Spon Adr New (UL) 0.5 $4.5M 92k 48.48
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Intercontinental Exchange (ICE) 0.5 $4.4M -51% 35k 128.43
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Abbott Laboratories (ABT) 0.5 $4.3M 39k 110.07
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Kinsale Cap Group (KNSL) 0.5 $4.1M 12k 334.91
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Alarm Com Hldgs (ALRM) 0.5 $4.1M -10% 63k 64.62
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $4.0M NEW 16k 252.22
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TreeHouse Foods (THS) 0.5 $4.0M -28% 96k 41.45
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Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.4 $3.8M -7% 62k 62.00
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Wright Express (WEX) 0.4 $3.8M -6% 19k 194.55
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Descartes Sys Grp (DSGX) 0.4 $3.7M -6% 45k 84.06
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Lattice Semiconductor (LSCC) 0.4 $3.7M -6% 53k 68.99
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Q2 Holdings (QTWO) 0.4 $3.7M -6% 84k 43.41
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Napco Security Systems (NSSC) 0.4 $3.6M NEW 106k 34.25
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Palomar Hldgs (PLMR) 0.4 $3.6M +29% 65k 55.50
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CONMED Corporation (CNMD) 0.4 $3.6M +47% 33k 109.51
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Bj's Wholesale Club Holdings (BJ) 0.4 $3.5M -5% 53k 66.66
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Bellring Brands Common Stock (BRBR) 0.4 $3.5M -6% 63k 55.43
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Azek Cl A (AZEK) 0.4 $3.5M -7% 90k 38.25
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Epam Systems (EPAM) 0.4 $3.4M 12k 297.34
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RBC Bearings Incorporated (RBC) 0.4 $3.4M -7% 12k 284.89
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Wingstop (WING) 0.4 $3.4M -7% 13k 256.58
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Herc Hldgs (HRI) 0.4 $3.4M -11% 23k 148.89
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United Rentals (URI) 0.4 $3.3M 5.8k 573.42
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Applied Industrial Technologies (AIT) 0.4 $3.3M -6% 19k 172.69
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Onespaworld Holdings Ltd onespaworld hold (OSW) 0.4 $3.1M -6% 219k 14.10
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Nv5 Holding (NVEE) 0.3 $2.9M -18% 26k 111.12
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Axon Enterprise (AXON) 0.3 $2.9M 11k 258.33
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Sitime Corp (SITM) 0.3 $2.8M +63% 23k 122.08
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Halozyme Therapeutics (HALO) 0.3 $2.8M -7% 76k 36.96
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Insmed Com Par $.01 (INSM) 0.3 $2.7M -8% 87k 30.99
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Euronet Worldwide (EEFT) 0.3 $2.7M -9% 26k 101.49
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Nike CL B (NKE) 0.3 $2.6M -2% 24k 108.57
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LKQ Corporation (LKQ) 0.3 $2.6M -45% 54k 47.79
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Permian Resources Corp Class A Com (PR) 0.3 $2.5M -7% 184k 13.60
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R1 RCM (RCM) 0.3 $2.5M -13% 235k 10.57
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Waste Connections (WCN) 0.3 $2.4M -2% 16k 149.27
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Xponential Fitness Com Cl A (XPOF) 0.3 $2.3M -12% 177k 12.89
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Federal Signal Corporation (FSS) 0.2 $2.1M NEW 27k 76.74
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Argenx Se Sponsored Adr (ARGX) 0.2 $2.0M -6% 5.3k 380.43
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Grocery Outlet Hldg Corp (GO) 0.2 $2.0M -10% 73k 26.96
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Cadre Hldgs (CDRE) 0.2 $1.9M NEW 59k 32.89
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Vita Coco Co Inc/the (COCO) 0.2 $1.9M NEW 75k 25.65
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Shockwave Med (SWAV) 0.2 $1.7M -9% 9.1k 190.56
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Penumbra (PEN) 0.2 $1.7M -7% 6.6k 251.54
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Paycom Software (PAYC) 0.2 $1.6M -33% 7.9k 206.73
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Callon Petroleum (CPE) 0.2 $1.6M -19% 49k 32.40
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Tyler Technologies (TYL) 0.2 $1.5M -4% 3.7k 418.12
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Chipotle Mexican Grill (CMG) 0.2 $1.5M -4% 663.00 2286.96
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Northern Oil And Gas Inc Mn (NOG) 0.2 $1.5M -7% 40k 37.07
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Monolithic Power Systems (MPWR) 0.2 $1.5M -5% 2.3k 630.78
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Cactus Cl A (WHD) 0.2 $1.5M -14% 32k 45.40
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Treace Med Concepts (TMCI) 0.2 $1.4M +27% 113k 12.75
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Expedia Group Com New (EXPE) 0.2 $1.4M -4% 9.3k 151.79
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Arrowhead Pharmaceuticals (ARWR) 0.2 $1.3M -8% 44k 30.60
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Excelerate Energy Cl A Com (EE) 0.2 $1.3M -17% 85k 15.46
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Axsome Therapeutics (AXSM) 0.1 $1.2M -13% 16k 79.59
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Vicor Corporation (VICR) 0.1 $1.2M -22% 27k 44.94
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Boot Barn Hldgs (BOOT) 0.1 $1.2M -20% 16k 76.76
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Arthur J. Gallagher & Co. (AJG) 0.1 $1.2M -5% 5.4k 224.88
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Qualcomm (QCOM) 0.1 $1.2M +6% 8.3k 144.63
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Schrodinger (SDGR) 0.1 $1.2M -11% 32k 35.80
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IDEXX Laboratories (IDXX) 0.1 $1.1M -5% 2.0k 555.05
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Regal-beloit Corporation (RRX) 0.1 $1.1M -5% 7.6k 148.02
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Blueprint Medicines (BPMC) 0.1 $1.1M -12% 12k 92.24
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Old Dominion Freight Line (ODFL) 0.1 $1.1M -2% 2.7k 405.33
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Cdw (CDW) 0.1 $1.1M -5% 4.7k 227.32
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.1M +342% 10k 104.10
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Amphenol Corp Cl A (APH) 0.1 $1.1M -6% 11k 99.13
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Watsco, Incorporated (WSO) 0.1 $943k +4% 2.2k 428.47
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Transmedics Group (TMDX) 0.1 $904k -12% 12k 78.93
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Prologis (PLD) 0.1 $896k NEW 6.7k 133.30
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Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $840k -5% 11k 77.32
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $779k 1.9k 406.89
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Kenvue (KVUE) 0.1 $759k -5% 35k 21.53
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Yum China Holdings (YUMC) 0.1 $714k -4% 17k 42.43
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EXACT Sciences Corporation (EXAS) 0.1 $706k -5% 9.5k 73.98
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Msci (MSCI) 0.1 $702k -5% 1.2k 565.65
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Quanta Services (PWR) 0.1 $690k NEW 3.2k 215.80
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $680k NEW 2.2k 303.17
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Waters Corporation (WAT) 0.1 $620k -5% 1.9k 329.23
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Mettler-Toledo International (MTD) 0.1 $536k -5% 442.00 1212.96
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Travere Therapeutics (TVTX) 0.1 $523k -21% 58k 8.99
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Take-Two Interactive Software (TTWO) 0.1 $521k 3.2k 160.95
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $498k NEW 2.0k 255.32
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Guardant Health (GH) 0.1 $462k -18% 17k 27.05
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Diamondback Energy (FANG) 0.0 $424k -8% 2.7k 155.08
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Biohaven (BHVN) 0.0 $334k -7% 7.8k 42.80
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Blackstone Group Inc Com Cl A (BX) 0.0 $281k NEW 2.1k 130.92
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JPMorgan Chase & Co. (JPM) 0.0 $266k NEW 1.6k 170.10
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Kinder Morgan (KMI) 0.0 $245k +36% 14k 17.64
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Abbvie (ABBV) 0.0 $221k NEW 1.4k 154.97
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Mondelez Intl Cl A (MDLZ) 0.0 $206k NEW 2.8k 72.43
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Oracle Corporation (ORCL) 0.0 $201k NEW 1.9k 105.43
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Past Filings by Oak Ridge Investments

SEC 13F filings are viewable for Oak Ridge Investments going back to 2010

View all past filings