Oak Ridge Investments as of March 31, 2025
Portfolio Holdings for Oak Ridge Investments
Oak Ridge Investments holds 163 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.9 | $119M | 537k | 222.13 | |
| Microsoft Corporation (MSFT) | 9.2 | $110M | 294k | 375.39 | |
| NVIDIA Corporation (NVDA) | 8.0 | $97M | 892k | 108.38 | |
| Amazon (AMZN) | 5.8 | $69M | 364k | 190.26 | |
| Meta Platforms Cl A (META) | 4.8 | $58M | 100k | 576.36 | |
| Eli Lilly & Co. (LLY) | 4.0 | $48M | 59k | 825.91 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $37M | 235k | 156.23 | |
| Broadcom (AVGO) | 2.8 | $34M | 204k | 167.43 | |
| Visa Com Cl A (V) | 2.3 | $28M | 79k | 350.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $24M | 157k | 154.64 | |
| UnitedHealth (UNH) | 1.9 | $23M | 44k | 523.75 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $21M | 38k | 548.12 | |
| Tesla Motors (TSLA) | 1.7 | $20M | 79k | 259.16 | |
| Netflix (NFLX) | 1.7 | $20M | 21k | 932.53 | |
| O'reilly Automotive (ORLY) | 1.6 | $20M | 14k | 1432.58 | |
| Costco Wholesale Corporation (COST) | 1.6 | $19M | 20k | 945.78 | |
| Metropcs Communications (TMUS) | 1.4 | $16M | 61k | 266.71 | |
| ExlService Holdings (EXLS) | 1.3 | $16M | 342k | 47.21 | |
| Ecolab (ECL) | 1.1 | $13M | 52k | 253.52 | |
| TransDigm Group Incorporated (TDG) | 1.0 | $12M | 9.0k | 1383.29 | |
| Verisk Analytics (VRSK) | 1.0 | $12M | 41k | 297.62 | |
| Stryker Corporation (SYK) | 1.0 | $12M | 31k | 372.25 | |
| Arista Networks Com Shs (ANET) | 0.9 | $11M | 142k | 77.48 | |
| Kla Corp Com New (KLAC) | 0.9 | $11M | 16k | 679.80 | |
| Bellring Brands Common Stock (BRBR) | 0.8 | $9.9M | 134k | 74.46 | |
| Intuit (INTU) | 0.8 | $9.6M | 16k | 613.99 | |
| Servicenow (NOW) | 0.8 | $9.4M | 12k | 796.14 | |
| Intuitive Surgical Com New (ISRG) | 0.7 | $9.0M | 18k | 495.27 | |
| Axon Enterprise (AXON) | 0.7 | $8.5M | 16k | 525.95 | |
| Intercontinental Exchange (ICE) | 0.7 | $7.9M | 46k | 172.50 | |
| Marsh & McLennan Companies (MMC) | 0.7 | $7.9M | 33k | 244.03 | |
| Saia (SAIA) | 0.6 | $7.5M | 21k | 349.43 | |
| Palomar Hldgs (PLMR) | 0.6 | $7.5M | 55k | 137.08 | |
| CommVault Systems (CVLT) | 0.6 | $7.2M | 46k | 157.76 | |
| Fortinet (FTNT) | 0.6 | $7.1M | 74k | 96.26 | |
| Palantir Technologies Cl A (PLTR) | 0.6 | $7.1M | 84k | 84.40 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $6.9M | 13k | 550.03 | |
| Equinix (EQIX) | 0.6 | $6.7M | 8.2k | 815.35 | |
| Astrazeneca Sponsored Adr (AZN) | 0.6 | $6.7M | 91k | 73.50 | |
| Oracle Corporation (ORCL) | 0.5 | $6.5M | 46k | 139.81 | |
| Cloudflare Cl A Com (NET) | 0.5 | $6.4M | 57k | 112.69 | |
| Cyberark Software SHS (CYBR) | 0.5 | $6.1M | 18k | 338.00 | |
| EOG Resources (EOG) | 0.5 | $5.6M | 44k | 128.24 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $5.5M | 16k | 352.58 | |
| Quanta Services (PWR) | 0.5 | $5.5M | 22k | 254.18 | |
| Applovin Corp Com Cl A (APP) | 0.4 | $5.2M | 20k | 264.97 | |
| United Rentals (URI) | 0.4 | $4.9M | 7.9k | 626.70 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.4 | $4.9M | 42k | 116.36 | |
| Kinsale Cap Group (KNSL) | 0.4 | $4.8M | 9.9k | 486.71 | |
| Bj's Wholesale Club Holdings (BJ) | 0.4 | $4.4M | 39k | 114.10 | |
| Casella Waste Sys Cl A (CWST) | 0.4 | $4.4M | 39k | 111.51 | |
| Atlassian Corporation Cl A (TEAM) | 0.3 | $4.2M | 20k | 212.21 | |
| Inspire Med Sys (INSP) | 0.3 | $4.2M | 26k | 159.28 | |
| Ensign (ENSG) | 0.3 | $4.1M | 31k | 129.40 | |
| Construction Partners Com Cl A (ROAD) | 0.3 | $3.8M | 53k | 71.87 | |
| Halozyme Therapeutics (HALO) | 0.3 | $3.7M | 58k | 63.81 | |
| Descartes Sys Grp (DSGX) | 0.3 | $3.6M | 36k | 100.83 | |
| Applied Industrial Technologies (AIT) | 0.3 | $3.5M | 16k | 225.34 | |
| Insmed Com Par $.01 (INSM) | 0.3 | $3.2M | 42k | 76.29 | |
| Vita Coco Co Inc/the (COCO) | 0.3 | $3.2M | 103k | 30.65 | |
| Grand Canyon Education (LOPE) | 0.3 | $3.1M | 18k | 173.02 | |
| Middleby Corporation (MIDD) | 0.3 | $3.1M | 20k | 151.98 | |
| RBC Bearings Incorporated (RBC) | 0.2 | $3.0M | 9.2k | 321.77 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $3.0M | 41k | 72.20 | |
| Reddit Cl A (RDDT) | 0.2 | $2.9M | 28k | 104.90 | |
| Waste Connections (WCN) | 0.2 | $2.9M | 15k | 195.19 | |
| Cadre Hldgs (CDRE) | 0.2 | $2.8M | 94k | 29.61 | |
| Matador Resources (MTDR) | 0.2 | $2.8M | 55k | 51.09 | |
| Nomad Foods Usd Ord Shs (NOMD) | 0.2 | $2.8M | 140k | 19.65 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.2 | $2.7M | 102k | 26.80 | |
| Q2 Holdings (QTWO) | 0.2 | $2.7M | 34k | 80.01 | |
| Federal Signal Corporation (FSS) | 0.2 | $2.7M | 37k | 73.55 | |
| Acushnet Holdings Corp (GOLF) | 0.2 | $2.6M | 38k | 68.66 | |
| Herc Hldgs (HRI) | 0.2 | $2.6M | 19k | 134.27 | |
| Epam Systems (EPAM) | 0.2 | $2.5M | 15k | 168.84 | |
| Permian Resources Corp Class A Com (PR) | 0.2 | $2.5M | 180k | 13.85 | |
| Aaon Com Par $0.004 (AAON) | 0.2 | $2.4M | 31k | 78.13 | |
| Corcept Therapeutics Incorporated (CORT) | 0.2 | $2.3M | 21k | 114.22 | |
| Marvell Technology (MRVL) | 0.2 | $2.3M | 37k | 61.57 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $2.2M | 55k | 40.16 | |
| Sensient Technologies Corporation (SXT) | 0.2 | $2.2M | 30k | 74.43 | |
| Iradimed (IRMD) | 0.2 | $2.2M | 42k | 52.48 | |
| Azek Cl A (AZEK) | 0.2 | $2.1M | 42k | 48.89 | |
| Badger Meter (BMI) | 0.2 | $2.0M | 11k | 190.25 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $2.0M | 21k | 97.60 | |
| Sitime Corp (SITM) | 0.2 | $2.0M | 13k | 152.87 | |
| UFP Technologies (UFPT) | 0.2 | $2.0M | 9.7k | 201.71 | |
| Celestica (CLS) | 0.2 | $1.9M | 25k | 78.81 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.2 | $1.9M | 65k | 29.55 | |
| Alamos Gold Com Cl A (AGI) | 0.2 | $1.9M | 70k | 26.74 | |
| Remitly Global (RELY) | 0.2 | $1.8M | 88k | 20.80 | |
| RadNet (RDNT) | 0.1 | $1.8M | 36k | 49.72 | |
| LeMaitre Vascular (LMAT) | 0.1 | $1.7M | 21k | 83.90 | |
| Procept Biorobotics Corp (PRCT) | 0.1 | $1.7M | 30k | 58.26 | |
| Tyler Technologies (TYL) | 0.1 | $1.7M | 2.9k | 581.39 | |
| Wingstop (WING) | 0.1 | $1.6M | 7.1k | 225.58 | |
| Grid Dynamics Hldgs Cl A (GDYN) | 0.1 | $1.6M | 102k | 15.65 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.6M | 4.6k | 345.24 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $1.6M | 14k | 107.43 | |
| Klaviyo Com Ser A (KVYO) | 0.1 | $1.5M | 51k | 30.26 | |
| Gitlab Class A Com (GTLB) | 0.1 | $1.5M | 33k | 47.00 | |
| Axsome Therapeutics (AXSM) | 0.1 | $1.5M | 13k | 116.63 | |
| Varonis Sys (VRNS) | 0.1 | $1.5M | 37k | 40.45 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.5M | 29k | 50.21 | |
| Everus Constr Group (ECG) | 0.1 | $1.3M | 35k | 37.09 | |
| Blueprint Medicines (BPMC) | 0.1 | $1.3M | 15k | 88.51 | |
| Ross Stores (ROST) | 0.1 | $1.2M | 9.5k | 127.79 | |
| Semtech Corporation (SMTC) | 0.1 | $1.2M | 34k | 34.40 | |
| Agios Pharmaceuticals (AGIO) | 0.1 | $1.1M | 39k | 29.30 | |
| AeroVironment (AVAV) | 0.1 | $1.1M | 9.4k | 119.19 | |
| Glaukos (GKOS) | 0.1 | $1.1M | 11k | 98.42 | |
| Coherent Corp (COHR) | 0.1 | $1.1M | 17k | 64.94 | |
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $1.0M | 1.7k | 591.86 | |
| Amphenol Corp Cl A (APH) | 0.1 | $985k | 15k | 65.59 | |
| Travere Therapeutics (TVTX) | 0.1 | $969k | 54k | 17.92 | |
| Watsco, Incorporated (WSO) | 0.1 | $967k | 1.9k | 508.30 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $926k | 31k | 30.23 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $889k | 1.8k | 484.82 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $863k | 6.8k | 127.08 | |
| Diamondback Energy (FANG) | 0.1 | $842k | 5.3k | 159.88 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $823k | 4.0k | 207.25 | |
| Urogen Pharma (URGN) | 0.1 | $815k | 74k | 11.06 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $767k | 4.6k | 165.45 | |
| W.W. Grainger (GWW) | 0.1 | $757k | 766.00 | 987.83 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $740k | 9.2k | 80.71 | |
| IDEXX Laboratories (IDXX) | 0.1 | $733k | 1.7k | 419.95 | |
| Qualcomm (QCOM) | 0.1 | $718k | 4.7k | 153.61 | |
| Casey's General Stores (CASY) | 0.1 | $701k | 1.6k | 434.04 | |
| Cytokinetics Com New (CYTK) | 0.1 | $687k | 17k | 40.19 | |
| Expedia Group Com New (EXPE) | 0.1 | $650k | 3.9k | 168.10 | |
| Ultragenyx Pharmaceutical (RARE) | 0.1 | $643k | 18k | 36.21 | |
| Monday SHS (MNDY) | 0.1 | $638k | 2.6k | 243.16 | |
| Guardant Health (GH) | 0.1 | $636k | 15k | 42.60 | |
| Steris Shs Usd (STE) | 0.0 | $599k | 2.6k | 226.65 | |
| Waters Corporation (WAT) | 0.0 | $592k | 1.6k | 368.57 | |
| Prologis (PLD) | 0.0 | $589k | 5.3k | 111.79 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $563k | 5.0k | 111.81 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $559k | 2.5k | 227.55 | |
| salesforce (CRM) | 0.0 | $527k | 2.0k | 268.36 | |
| Biohaven (BHVN) | 0.0 | $490k | 20k | 24.04 | |
| Mettler-Toledo International (MTD) | 0.0 | $449k | 380.00 | 1180.91 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $440k | 10k | 43.29 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $435k | 8.0k | 54.72 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $430k | 34k | 12.74 | |
| Regal-beloit Corporation (RRX) | 0.0 | $428k | 3.8k | 113.85 | |
| Hubspot (HUBS) | 0.0 | $418k | 732.00 | 571.29 | |
| Samsara Com Cl A (IOT) | 0.0 | $391k | 10k | 38.33 | |
| Monolithic Power Systems (MPWR) | 0.0 | $383k | 660.00 | 579.98 | |
| Danaher Corporation (DHR) | 0.0 | $374k | 1.8k | 205.00 | |
| Fair Isaac Corporation (FICO) | 0.0 | $373k | 202.00 | 1844.16 | |
| Kinder Morgan (KMI) | 0.0 | $361k | 13k | 28.53 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $359k | 2.1k | 172.23 | |
| Ameriprise Financial (AMP) | 0.0 | $349k | 720.00 | 484.11 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $335k | 1.4k | 245.30 | |
| Viking Therapeutics (VKTX) | 0.0 | $313k | 13k | 24.15 | |
| Abbvie (ABBV) | 0.0 | $265k | 1.3k | 209.52 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $263k | 1.9k | 139.78 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $249k | 974.00 | 255.53 | |
| Tetra Tech (TTEK) | 0.0 | $240k | 8.2k | 29.25 | |
| Kroger (KR) | 0.0 | $224k | 3.3k | 67.69 | |
| Enterprise Products Partners (EPD) | 0.0 | $222k | 6.5k | 34.14 | |
| TJX Companies (TJX) | 0.0 | $210k | 1.7k | 121.80 | |
| Honeywell International (HON) | 0.0 | $209k | 986.00 | 211.75 |