OAK RIDGE INVESTMENTS LLC
Sector Allocation
- Technology67.2%$1.2B
- Healthcare10.1%$178.7M
- Consumer Discretionary7.1%$125.8M
- Industrials6.9%$121.3M
- Financials4.3%$76.2M
- Consumer Staples1.8%$31.9M
- Materials1.5%$26.4M
- Utilities0.4%$7.0M
- Communication Services0.3%$6.1M
- Energy0.3%$5.4M
AUM History
13fpro.ai/research/fund/oak-ridge-investments-llc-1054554
Conviction and streaks
Diversifying · top 10 = 50.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$206.2MGOOG
$145.0MAAPL
$103.3MAVGO
$84.2MLLY
$77.0MMSFT
$57.2MMETA
$56.1MAMD
$55.7MMU
$53.8MTSLA
$51.1MKLAC
$35.9MLRCX
$32.5MGOOGL
$29.7MV
$28.7MAMZN
$24.5MGEV
$23.1MCAT
$22.1MSNDK
$21.3MMA
$21.1MHWM
$21.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/oak-ridge-investments-llc-1054554
OAK RIDGE INVESTMENTS LLC 13F holdings — Q2 2026
$1.8B portfolio (+16.9% QoQ) · 170 holdings · Q2 2026 13F · top 10 are 50% of the stock portfolio
$206.2M
11.7% of stocks
-2%This quarter+4.2%Since filed10+ qtrsHeld$145.0M
8.2% of stocks
+59%This quarter-9.2%Since filed10+ qtrsHeld$103.3M
5.8% of stocks
-40%This quarter+4.9%Since filed10+ qtrsHeld$84.2M
4.8% of stocks
-2%This quarter-14.8%Since filed10+ qtrsHeld$77.0M
4.4% of stocks
-3%This quarter+8.8%Since filed10+ qtrsHeld$57.2M
3.2% of stocks
-56%This quarter+33.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$56.1M
3.2% of stocks
-2%This quarter-2.1%Since filed10+ qtrsHeld$55.7M
3.1% of stocks
NewThis quarter-2.4%Since filedNew this quarterHeld$53.8M
3.0% of stocks
NewThis quarter-6.9%Since filedNew this quarterHeld$51.1M
2.9% of stocks
+31%This quarter+3.4%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 9 qtrs in a row
All holdings — OAK RIDGE INVESTMENTS LLC (Q2 2026)
170 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | KLA CORP | Technology | $35.9M | 2.0% | 119K | +545% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | LAM RESEARCH CORP | Technology | $32.5M | 1.8% | 75K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Alphabet Inc. | Technology | $29.7M | 1.7% | 83K | +2% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | VISA INC. | Financials | $28.7M | 1.6% | 84K | -3% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMAZON COM INC | Consumer Discretionary | $24.5M | 1.4% | 103K | -71% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | GE Vernova Inc. | Industrials | $23.1M | 1.3% | 20K | +3% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CATERPILLAR INC | Industrials | $22.1M | 1.3% | 21K | +52% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Sandisk Corp | Technology | $21.3M | 1.2% | 9,362 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Mastercard Inc | Financials | $21.1M | 1.2% | 41K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Howmet Aerospace Inc. | Materials | $21.1M | 1.2% | 78K | +67% | 5 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $20.7M | 1.2% | 22K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CrowdStrike Holdings, Inc. | Technology | $19.6M | 1.1% | 102K | +296% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Marvell Technology, Inc. | Technology | $19.1M | 1.1% | 64K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Vertiv Holdings Co | Technology | $18.6M | 1.1% | 56K | +19% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BrightSpring Health Services, Inc. | Healthcare | $18.3M | 1.0% | 263K | +1% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $COHR | COHERENT CORP. | Technology | $16.6M | 0.9% | 42K | -1% | |||
| 27 | $PWR | QUANTA SERVICES, INC. | Industrials | $15.7M | 0.9% | 22K | -6% | |||
| 28 | $NET | Cloudflare, Inc. | Technology | $15.2M | 0.9% | 62K | -5% | |||
| 29 | $VIAV | VIAVI SOLUTIONS INC. | Technology | $13.7M | 0.8% | 287K | +8% | |||
| 30 | $KLIC | KULICKE & SOFFA INDUSTRIES INC | Technology | $13.5M | 0.8% | 101K | +18% | |||
| 31 | $CLS | CELESTICA INC | Technology | $12.9M | 0.7% | 35K | -35% | |||
| 32 | $CRDO | Credo Technology Group Holding Ltd | Technology | $11.9M | 0.7% | 44K | +53% | |||
| 33 | $DDOG | Datadog, Inc. | Technology | $11.5M | 0.7% | 44K | +0.0% | |||
| 34 | $ADI | ANALOG DEVICES INC | Technology | $11.2M | 0.6% | 28K | -0.9% | |||
| 35 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $10.8M | 0.6% | 118K | -10% | |||
| 36 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $10.7M | 0.6% | 29K | +768% | |||
| 37 | $SYK | STRYKER CORP | Healthcare | $10.6M | 0.6% | 34K | -0.8% | |||
| 38 | $APP | AppLovin Corp | Technology | $10.2M | 0.6% | 20K | -2% | |||
| 39 | $PLTR | Palantir Technologies Inc. | Technology | $10.1M | 0.6% | 87K | -4% | |||
| 40 | $BE | Bloom Energy Corp | Technology | $9.8M | 0.6% | 32K | -0.3% | |||
| 41 | $SNOW | Snowflake Inc. | Technology | $9.3M | 0.5% | 37K | +11% | |||
| 42 | $AXON | AXON ENTERPRISE, INC. | Industrials | $9.2M | 0.5% | 16K | -0.7% | |||
| 43 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $8.9M | 0.5% | 35K | -1% | |||
| 44 | $AAOI | APPLIED OPTOELECTRONICS, INC. | Technology | $8.3M | 0.5% | 56K | +47% | |||
| 45 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $8.0M | 0.5% | 20K | -0.3% | |||
| 46 | $CSCO | CISCO SYSTEMS, INC. | Technology | $7.8M | 0.4% | 67K | +2012% | |||
| 47 | $SMTC | SEMTECH CORP | Technology | $7.5M | 0.4% | 46K | +6% | |||
| 48 | $ECG | Everus Construction Group, Inc. | Industrials | $7.3M | 0.4% | 44K | +2% | |||
| 49 | $FROG | JFrog Ltd | Technology | $7.3M | 0.4% | 81K | +168% | |||
| 50 | $SITM | SITIME Corp | Technology | $6.5M | 0.4% | 8,695 | -29% | |||
| 51 | $DOCN | DigitalOcean Holdings, Inc. | Technology | $6.3M | 0.4% | 40K | +2% | |||
| 52 | $ROAD | Construction Partners, Inc. | Industrials | $6.0M | 0.3% | 50K | +2% | |||
| 53 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $5.9M | 0.3% | 35K | New | |||
| 54 | $TTMI | TTM TECHNOLOGIES INC | Technology | $5.7M | 0.3% | 31K | -20% | |||
| 55 | $TDG | TransDigm Group INC | Industrials | $5.7M | 0.3% | 4,250 | -2% | |||
| 56 | $SNEX | StoneX Group Inc. | Financials | $5.5M | 0.3% | 47K | +2% | |||
| 57 | $DELL | Dell Technologies Inc. | Technology | $5.3M | 0.3% | 12K | New | |||
| 58 | $TSEM | TOWER SEMICONDUCTOR LTD | Technology | $5.2M | 0.3% | 20K | +403% | |||
| 59 | $PLMR | Palomar Holdings, Inc. | Financials | $5.0M | 0.3% | 40K | +2% | |||
| 60 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $5.0M | 0.3% | 15K | +2% | |||
| 61 | $RBC | RBC Bearings INC | Industrials | $4.8M | 0.3% | 7,471 | -12% | |||
| 62 | $PSMT | PRICESMART INC | Consumer Staples | $4.8M | 0.3% | 24K | +3% | |||
| 63 | $COCO | Vita Coco Company, Inc. | Consumer Staples | $4.6M | 0.3% | 70K | -27% | |||
| 64 | $FSS | FEDERAL SIGNAL CORP /DE/ | Industrials | $4.6M | 0.3% | 35K | +2% | |||
| 65 | $ENSG | ENSIGN GROUP, INC | Healthcare | $4.5M | 0.3% | 28K | -4% | |||
| 66 | $VICR | VICOR CORP | Technology | $4.5M | 0.3% | 12K | New | |||
| 67 | $MOD | MODINE MANUFACTURING CO | Industrials | $4.5M | 0.3% | 17K | +2% | |||
| 68 | $GOLF | Acushnet Holdings Corp. | Consumer Discretionary | $4.4M | 0.3% | 37K | +2% | |||
| 69 | $SXT | SENSIENT TECHNOLOGIES CORP | Materials | $4.2M | 0.2% | 34K | +3% | |||
| 70 | $OSW | ONESPAWORLD HOLDINGS Ltd | Communication Services | $4.2M | 0.2% | 147K | +12% | |||
| 71 | $KTB | Kontoor Brands, Inc. | Consumer Discretionary | $4.1M | 0.2% | 49K | New | |||
| 72 | $CON | Concentra Group Holdings Parent, Inc. | Healthcare | $4.0M | 0.2% | 136K | New | |||
| 73 | $ABCB | Ameris Bancorp | Financials | $4.0M | 0.2% | 45K | +4% | |||
| 74 | $GBCI | GLACIER BANCORP, INC. | Financials | $3.9M | 0.2% | 76K | +4% | |||
| 75 | $OSIS | OSI SYSTEMS INC | Technology | $3.8M | 0.2% | 18K | +30% | |||
| 76 | $IDCC | InterDigital, Inc. | Technology | $3.8M | 0.2% | 13K | +62% | |||
| 77 | $CRWV | CoreWeave, Inc. | Technology | $3.6M | 0.2% | 37K | +0.1% | |||
| 78 | $CWST | CASELLA WASTE SYSTEMS INC | Utilities | $3.6M | 0.2% | 37K | +2% | |||
| 79 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $3.6M | 0.2% | 15K | +3% | |||
| 80 | $HOOD | Robinhood Markets, Inc. | Financials | $3.4M | 0.2% | 34K | +1.0% | |||
| 81 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $3.4M | 0.2% | 44K | +8% | |||
| 82 | $URGN | UroGen Pharma Ltd. | Healthcare | $3.3M | 0.2% | 89K | +3% | |||
| 83 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $3.0M | 0.2% | 34K | +37% | |||
| 84 | $TVTX | Travere Therapeutics, Inc. | Healthcare | $3.0M | 0.2% | 52K | -22% | |||
| 85 | $IRMD | IRADIMED CORP | Healthcare | $2.9M | 0.2% | 30K | +3% | |||
| 86 | $POWL | POWELL INDUSTRIES INC | Technology | $2.9M | 0.2% | 10K | +6% | |||
| 87 | $BBIO | BridgeBio Pharma, Inc. | Healthcare | $2.8M | 0.2% | 38K | +0.8% | |||
| 88 | $AIR | AAR CORP | Industrials | $2.8M | 0.2% | 20K | +3% | |||
| 89 | $SAIA | SAIA INC | Industrials | $2.8M | 0.2% | 6,694 | +2% | |||
| 90 | $FCFS | FirstCash Holdings, Inc. | Consumer Discretionary | $2.8M | 0.2% | 13K | +3% | |||
| 91 | $MWA | Mueller Water Products, Inc. | Industrials | $2.8M | 0.2% | 108K | +2% | |||
| 92 | $CYTK | CYTOKINETICS INC | Healthcare | $2.8M | 0.2% | 33K | +104% | |||
| 93 | $LMAT | LEMAITRE VASCULAR INC | Healthcare | $2.7M | 0.1% | 28K | +46% | |||
| 94 | $MIRM | Mirum Pharmaceuticals, Inc. | Healthcare | $2.6M | 0.1% | 22K | +28% | |||
| 95 | $OLLI | Ollie's Bargain Outlet Holdings, Inc. | Consumer Discretionary | $2.6M | 0.1% | 34K | -14% | |||
| 96 | $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | Healthcare | $2.6M | 0.1% | 32K | +3% | |||
| 97 | $UFPT | UFP TECHNOLOGIES INC | Healthcare | $2.5M | 0.1% | 9,335 | +2% | |||
| 98 | $DAVE | Dave Inc./DE | Financials | $2.4M | 0.1% | 6,389 | New | |||
| 99 | $TATT | TAT TECHNOLOGIES LTD | Industrials | $2.3M | 0.1% | 48K | +61% | |||
| 100 | $XENE | Xenon Pharmaceuticals Inc. | Healthcare | $2.3M | 0.1% | 39K | New | |||
| 101 | $BOOT | Boot Barn Holdings, Inc. | Consumer Discretionary | $2.2M | 0.1% | 14K | +2% | |||
| 102 | $APH | AMPHENOL CORP /DE/ | Technology | $2.2M | 0.1% | 13K | -19% | |||
| 103 | $RDNT | RadNet, Inc. | Healthcare | $2.2M | 0.1% | 35K | +2% | |||
| 104 | $PR | Permian Resources Corp | Energy | $2.1M | 0.1% | 116K | +3% | |||
| 105 | $QBTS | D-Wave Quantum Inc. | Technology | $2.1M | 0.1% | 89K | New | |||
| 106 | $MTDR | Matador Resources Co | Energy | $2.0M | 0.1% | 41K | +2% | |||
| 107 | $CSV | CARRIAGE SERVICES INC | Consumer Discretionary | $1.9M | 0.1% | 50K | New | |||
| 108 | $RELY | Remitly Global, Inc. | Industrials | $1.9M | 0.1% | 84K | +2% | |||
| 109 | $PVLA | PALVELLA THERAPEUTICS, INC. | Healthcare | $1.8M | 0.1% | 12K | New | |||
| 110 | $WCN | Waste Connections, Inc. | Utilities | $1.8M | 0.1% | 11K | -28% | |||
| 111 | $DSGX | DESCARTES SYSTEMS GROUP INC | Technology | $1.7M | 0.1% | 25K | +2% | |||
| 112 | $ELMD | Electromed, Inc. | Healthcare | $1.7M | 0.1% | 39K | +3% | |||
| 113 | $INSM | INSMED Inc | Healthcare | $1.6M | 0.1% | 15K | -6% | |||
| 114 | $GKOS | GLAUKOS Corp | Healthcare | $1.5M | 0.1% | 11K | +3% | |||
| 115 | $HURN | Huron Consulting Group Inc. | Technology | $1.4M | 0.1% | 16K | +3% | |||
| 116 | $ARGX | ARGENX SE | Healthcare | $1.4M | 0.1% | 1,535 | -6% | |||
| 117 | $CRNX | Crinetics Pharmaceuticals, Inc. | Healthcare | $1.4M | 0.1% | 38K | New | |||
| 118 | $VST | Vistra Corp. | Utilities | $1.4M | 0.1% | 8,796 | -11% | |||
| 119 | $BJ | BJ's Wholesale Club Holdings, Inc. | Consumer Staples | $1.2M | 0.1% | 14K | -4% | |||
| 120 | $WING | Wingstop Inc. | Consumer Discretionary | $1.2M | 0.1% | 6,786 | +2% | |||
| 121 | $GE | GENERAL ELECTRIC CO | Industrials | $1.2M | 0.1% | 3,096 | -14% | |||
| 122 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $1.1M | 0.1% | 1,391 | -8% | |||
| 123 | $USAR | USA Rare Earth, Inc. | Materials | $1.1M | 0.1% | 51K | New | |||
| 124 | $HIMS | Hims & Hers Health, Inc. | Healthcare | $1.1M | 0.1% | 31K | +2% | |||
| 125 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $1.0M | 0.1% | 3,108 | -8% | |||
| 126 | $AZN | ASTRAZENECA PLC | Healthcare | $1.0M | 0.1% | 5,376 | -89% | |||
| 127 | $AGIO | AGIOS PHARMACEUTICALS, INC. | Healthcare | $952K | 0.1% | 26K | +3% | |||
| 128 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $918K | 0.1% | 463 | +8% | |||
| 129 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $917K | 0.1% | 674 | -7% | |||
| 130 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $837K | 0.1% | 3,934 | -7% | |||
| 131 | $BHVN | Biohaven Ltd. | Healthcare | $835K | 0.1% | 56K | +198% | |||
| 132 | $NFLX | NETFLIX INC | Communication Services | $807K | 0.1% | 11K | -95% | |||
| 133 | $RRX | REGAL REXNORD CORP | Industrials | $786K | 0.0% | 3,300 | -8% | |||
| 134 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $749K | 0.0% | 2,360 | -7% | |||
| 135 | $ALAB | Astera Labs, Inc. | Technology | $708K | 0.0% | 1,466 | New | |||
| 136 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $700K | 0.0% | 1,330 | -7% | |||
| 137 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $698K | 0.0% | 505 | -20% | |||
| 138 | $PLD | Prologis, Inc. | Real Estate | $607K | 0.0% | 4,480 | -46% | |||
| 139 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $598K | 0.0% | 1,304 | -7% | |||
| 140 | $RARE | Ultragenyx Pharmaceutical Inc. | Healthcare | $558K | 0.0% | 17K | +3% | |||
| 141 | — | ISHARES TR - RUS 1000 GRW ETF | — | $546K | 0.0% | 4,399 | +771% | |||
| 142 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $545K | 0.0% | 2,518 | -43% | |||
| 143 | $RBLX | Roblox Corp | Technology | $541K | 0.0% | 9,957 | -80% | |||
| 144 | $NDAQ | NASDAQ, INC. | Financials | $530K | 0.0% | 6,725 | -13% | |||
| 145 | $COR | Cencora, Inc. | Consumer Staples | $526K | 0.0% | 1,858 | -8% | |||
| 146 | $CDRE | Cadre Holdings, Inc. | Healthcare | $510K | 0.0% | 18K | -80% | |||
| 147 | $STE | STERIS plc | Healthcare | $490K | 0.0% | 2,329 | -7% | |||
| 148 | $CAI | Caris Life Sciences, Inc. | Healthcare | $482K | 0.0% | 27K | +4% | |||
| 149 | $VKTX | Viking Therapeutics, Inc. | Healthcare | $479K | 0.0% | 12K | +2% | |||
| 150 | $AAON | AAON, INC. | Industrials | $468K | 0.0% | 3,687 | -8% |
What changed in Q2 2026
Against the previous quarter's 13F: 20 new, 76 added to, 73 trimmed, 31 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
$MRVLMarvell Technology, Inc.$19.1M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$5.9Mfirst bought this quarter
+14 more in the Excel export
Added to (76)
now $145.0M · held 10+ qtrs
now $35.9M · held 10+ qtrs
$CRWDCrowdStrike Holdings, Inc.+296%
now $19.6M · held 7 qtrs
now $51.1M · held 10+ qtrs, 9 adds in a row
$MARMARRIOTT INTERNATIONAL INC /MD/+768%
now $10.7M · held 2 qtrs, 2 adds in a row
now $21.1M · held 5 qtrs, 3 adds in a row
+70 more in the Excel export
Trimmed (73)
now $57.2M · held 10+ qtrs, 2 trims in a row
now $103.3M · held 10+ qtrs
now $24.5M · held 10+ qtrs
$NFLXNETFLIX INC-95%
now $807K · held 10+ qtrs
$AZNASTRAZENECA PLC-89%
now $1.0M · held 10+ qtrs
$CLSCELESTICA INC-35%
now $12.9M · held 7 qtrs
+67 more in the Excel export
Holdings by quarter
Every 13F OAK RIDGE INVESTMENTS LLC has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow OAK RIDGE INVESTMENTS?
Q2 2026 13F filed with the SEC on Jul 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of OAK RIDGE INVESTMENTS's top 20 holdings: 80/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+1.1%
Value-weighted move of the 10 largest stock positions
Turnover
23%
Last quarter; 37% over the last 4
Top 10 weight
50%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
78%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
OAK RIDGE INVESTMENTS LLC disclosed 170 positions worth $1.8B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 11.7% of the equity portfolio, followed by $GOOG and $AAPL. During the quarter the fund opened 20 new positions and exited 31 — including a new stake in $AMD and a full exit from $ORCL. The portfolio is most concentrated in Technology (67.2% of disclosed assets). All figures are sourced directly from OAK RIDGE INVESTMENTS LLC’s Form 13F-HR filing with the SEC under CIK 1054554.
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AI-Powered Hedge Fund Analysis: OAK RIDGE INVESTMENTS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For OAK RIDGE INVESTMENTS LLC (SEC CIK: 1054554), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in OAK RIDGE INVESTMENTS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.