Oak Ridge Investments LLC

13F filer · CIK 0001054554

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$1.77BU.S. long equity reported on 13F

Positions16820 new · 31 closed

Net flow last quarter+$37.2MBuys minus sells

Top 10 positions weight50.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026168 positions
NVDANvidia Corp	$206M	11.67%	0.00%	-1.7%	Q4 2019
GOOGAlphabet Inc.	$145M	8.20%	Not reported	+59.2%	Q3 2015
AAPLApple Inc.	$103M	5.85%	0.00%	-40.2%	Q2 2013
AVGOBroadcom Inc.	$84.2M	4.76%	0.00%	-2.3%	Q3 2016
LLYELI LILLY & Co	$77M	4.36%	0.01%	-3.0%	Q3 2015
MSFTMicrosoft Corp	$57.2M	3.23%	0.00%	-56.2%	Q3 2014
METAMeta Platforms, Inc.	$56.1M	3.17%	Not reported	-2.0%	Q2 2015
AMDAdvanced Micro Devices Inc	$55.7M	3.15%	0.01%	Not reported	Q4 2021
MUMicron Technology Inc	$53.8M	3.04%	0.00%	New	Q2 2026
TSLATesla, Inc.	$51.1M	2.89%	0.00%	+30.6%	Q4 2021
KLACKla Corp	$35.9M	2.03%	0.01%	-35.5%	Q4 2017
LRCXLam Research Corp	$32.5M	1.84%	0.01%	New	Q2 2026
GOOGLAlphabet Inc.	$29.7M	1.68%	0.00%	+2.1%	Q3 2015
VVisa Inc.	$28.7M	1.62%	0.00%	-3.4%	Q2 2013
AMZNAmazon Com Inc	$24.5M	1.39%	0.00%	-70.6%	Q2 2014
GEVGE Vernova Inc.	$23.1M	1.31%	0.01%	+2.6%	Q4 2025
CATCaterpillar Inc	$22.1M	1.25%	0.00%	+52.2%	Q1 2026
SNDKSandisk Corp	$21.3M	1.20%	0.01%	New	Q2 2026
MAMastercard Inc	$21.1M	1.20%	0.00%	-2.9%	Q4 2015
HWMHowmet Aerospace Inc.	$21.1M	1.19%	0.02%	+66.8%	Q2 2025
COSTCostco Wholesale Corp	$20.7M	1.17%	0.01%	-1.2%	Q4 2016
CRWDCrowdStrike Holdings, Inc.	$19.6M	1.11%	0.04%	+295.6%	Q4 2023
MRVLMarvell Technology, Inc.	$19.1M	1.08%	0.01%	Not reported	Q3 2018
VRTVertiv Holdings Co	$18.6M	1.05%	0.01%	+19.0%	Q2 2024
BTSGBrightSpring Health Services, Inc.	$18.3M	1.04%	0.13%	+1.1%	Q4 2025
COHRCoherent Corp.	$16.6M	0.94%	0.02%	-1.0%	Q4 2016
PWRQuanta Services, Inc.	$15.7M	0.89%	0.01%	-6.1%	Q1 2014
NETCloudflare, Inc.	$15.2M	0.86%	Not reported	-5.3%	Q4 2024
VIAVViavi Solutions Inc.	$13.7M	0.78%	0.12%	+7.6%	Q3 2025
KLICKulicke & Soffa Industries Inc	$13.5M	0.77%	0.19%	+18.3%	Q1 2026
CLSCelestica Inc	$12.9M	0.73%	0.03%	-35.5%	Q4 2024
CRDOCredo Technology Group Holding Ltd	$11.9M	0.67%	0.02%	+52.5%	Q4 2024
DDOGDatadog, Inc.	$11.5M	0.65%	0.06%	0.0%	Q3 2025
ADIAnalog Devices Inc	$11.2M	0.64%	0.01%	-0.9%	Q3 2017
ORLYO Reilly Automotive Inc	$10.8M	0.61%	0.01%	-10.2%	Q2 2013
MARMarriott International Inc	$10.7M	0.60%	0.01%	+768.5%	Q2 2013
SYKStryker Corp	$10.6M	0.60%	0.01%	-0.8%	Q2 2017
APPAppLovin Corp	$10.2M	0.58%	0.01%	-1.8%	Q4 2024
PLTRPalantir Technologies Inc.	$10.1M	0.57%	0.00%	-3.7%	Q3 2024
BEBloom Energy Corp	$9.76M	0.55%	0.01%	-0.4%	Q1 2026
SNOWSnowflake Inc.	$9.3M	0.53%	0.01%	+10.8%	Q3 2025
AXONAxon Enterprise, Inc.	$9.21M	0.52%	0.02%	-0.7%	Q3 2021
TTWOTake Two Interactive Software Inc	$8.86M	0.50%	0.02%	-1.5%	Q3 2018
AAOIApplied Optoelectronics, Inc.	$8.26M	0.47%	0.07%	+46.7%	Q4 2025
ISRGIntuitive Surgical Inc	$7.98M	0.45%	0.01%	-0.3%	Q2 2013
CSCOCisco Systems, Inc.	$7.85M	0.44%	0.00%	+2012.2%	Q3 2016
SMTCSemtech Corp	$7.46M	0.42%	0.05%	+6.3%	Q4 2024
ECGEverus Construction Group, Inc.	$7.33M	0.41%	0.09%	+2.1%	Q1 2025
FROGJFrog Ltd	$7.33M	0.41%	0.07%	+167.8%	Q4 2025
SITMSITIME Corp	$6.48M	0.37%	0.03%	-28.7%	Q2 2022

Q1 2026Reported Apr 30, 2026179 positions
NVDANvidia Corp	$183M	12.10%	0.00%	+0.5%	Q4 2019
AAPLApple Inc.	$151M	10.02%	0.00%	+0.7%	Q2 2013
MSFTMicrosoft Corp	$130M	8.57%	0.00%	-1.0%	Q3 2014
GOOGAlphabet Inc.	$73.9M	4.89%	Not reported	+0.4%	Q3 2015
AMZNAmazon Com Inc	$72.8M	4.81%	0.00%	-1.0%	Q2 2014
AVGOBroadcom Inc.	$70.6M	4.67%	0.00%	-1.0%	Q3 2016
LLYELI LILLY & Co	$60.8M	4.02%	0.01%	+0.6%	Q3 2015
METAMeta Platforms, Inc.	$58.1M	3.84%	Not reported	-0.6%	Q2 2015
TSLATesla, Inc.	$34.6M	2.29%	0.00%	+4.7%	Q4 2021
KLACKla Corp	$27.2M	1.80%	0.01%	+6.4%	Q4 2017
VVisa Inc.	$26.2M	1.73%	0.00%	-1.9%	Q2 2013
GOOGLAlphabet Inc.	$23.4M	1.55%	0.00%	+3.1%	Q3 2015
NFLXNetflix Inc	$23.3M	1.54%	0.01%	+0.7%	Q4 2017
COSTCostco Wholesale Corp	$22.3M	1.47%	0.01%	+1.2%	Q4 2016
MAMastercard Inc	$21.2M	1.40%	0.00%	+0.5%	Q4 2015
ORCLOracle Corp	$17.1M	1.13%	0.00%	-1.4%	Q2 2013
GEVGE Vernova Inc.	$16.7M	1.11%	0.01%	+1.1%	Q4 2025
CLSCelestica Inc	$15.4M	1.02%	0.05%	+3.2%	Q4 2024
ECLEcolab Inc.	$15M	0.99%	0.02%	+0.7%	Q2 2013
NETCloudflare, Inc.	$13.5M	0.89%	Not reported	+0.5%	Q4 2024
PLTRPalantir Technologies Inc.	$13.2M	0.87%	0.00%	+0.4%	Q3 2024
PWRQuanta Services, Inc.	$12.7M	0.84%	0.02%	+0.7%	Q1 2014
ORLYO Reilly Automotive Inc	$12.1M	0.80%	0.02%	-3.9%	Q2 2013
VRTVertiv Holdings Co	$11.7M	0.77%	0.01%	+0.2%	Q2 2024
SYKStryker Corp	$11.1M	0.74%	0.01%	+1.0%	Q2 2017
BTSGBrightSpring Health Services, Inc.	$11.1M	0.73%	0.13%	+2.9%	Q4 2025
HWMHowmet Aerospace Inc.	$10.8M	0.72%	0.01%	+1030.4%	Q2 2025
UBERUber Technologies, Inc	$10.3M	0.68%	0.01%	+4.8%	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$10.1M	0.67%	0.01%	+0.8%	Q4 2023
COHRCoherent Corp.	$10.1M	0.67%	0.02%	+5.3%	Q4 2016
AZNAstrazeneca PLC	$9.76M	0.65%	Not reported	+1.3%	Q3 2021
CATCaterpillar Inc	$9.66M	0.64%	0.00%	New	Q1 2026
ISRGIntuitive Surgical Inc	$9.27M	0.61%	0.01%	+0.8%	Q2 2013
ADIAnalog Devices Inc	$9.09M	0.60%	0.01%	+3043.7%	Q3 2017
VIAVViavi Solutions Inc.	$8.88M	0.59%	0.11%	-10.2%	Q3 2025
APPAppLovin Corp	$8.01M	0.53%	0.01%	+5.7%	Q4 2024
INTUIntuit Inc.	$7.41M	0.49%	0.01%	+0.5%	Q3 2019
EXLSExlService Holdings, Inc.	$7.31M	0.48%	0.16%	-0.2%	Q3 2022
TTWOTake Two Interactive Software Inc	$7.1M	0.47%	0.02%	-0.6%	Q3 2018
AXONAxon Enterprise, Inc.	$7.03M	0.46%	0.02%	+1.0%	Q3 2021
SPOTSpotify Technology S.A.	$6.98M	0.46%	0.01%	+0.2%	Q4 2024
ENSGEnsign Group, Inc	$5.94M	0.39%	0.05%	+0.9%	Q1 2024
KLICKulicke & Soffa Industries Inc	$5.63M	0.37%	0.16%	New	Q1 2026
ROADConstruction Partners, Inc.	$5.47M	0.36%	0.26%	+1.1%	Q2 2020
SHOPShopify Inc.	$5.26M	0.35%	0.01%	+3.3%	Q4 2025
DDOGDatadog, Inc.	$5.2M	0.34%	0.06%	+5.2%	Q3 2025
ECGEverus Construction Group, Inc.	$5.11M	0.34%	0.08%	+1.1%	Q1 2025
TDGTransDigm Group INC	$5.01M	0.33%	0.01%	-55.8%	Q2 2013
SNOWSnowflake Inc.	$4.97M	0.33%	0.01%	-0.5%	Q3 2025
PLMRPalomar Holdings, Inc.	$4.65M	0.31%	0.15%	-22.6%	Q2 2020

Q4 2025Reported Jan 23, 2026174 positions
NVDANvidia Corp	$195M	11.79%	0.00%	+7.5%	Q4 2019
MSFTMicrosoft Corp	$171M	10.37%	0.00%	+7.2%	Q3 2014
AAPLApple Inc.	$161M	9.76%	0.00%	+7.1%	Q2 2013
AMZNAmazon Com Inc	$81.4M	4.94%	0.00%	+8.5%	Q2 2014
GOOGAlphabet Inc.	$80.6M	4.88%	Not reported	+6.5%	Q3 2015
AVGOBroadcom Inc.	$79.8M	4.83%	0.00%	+9.0%	Q3 2016
LLYELI LILLY & Co	$70.7M	4.28%	0.01%	+8.1%	Q3 2015
METAMeta Platforms, Inc.	$67.5M	4.09%	Not reported	+7.6%	Q2 2015
TSLATesla, Inc.	$39.9M	2.42%	0.00%	+6.5%	Q4 2021
VVisa Inc.	$30.9M	1.88%	0.00%	+8.2%	Q2 2013
GOOGLAlphabet Inc.	$24.8M	1.50%	0.00%	+11.5%	Q3 2015
MAMastercard Inc	$24.1M	1.46%	0.00%	+7.7%	Q4 2015
ORCLOracle Corp	$23M	1.39%	0.00%	+4.5%	Q2 2013
NFLXNetflix Inc	$22.6M	1.37%	0.01%	+8.5%	Q4 2017
KLACKla Corp	$21.1M	1.28%	0.01%	+5.4%	Q4 2017
COSTCostco Wholesale Corp	$19.1M	1.16%	0.01%	+7.3%	Q4 2016
PLTRPalantir Technologies Inc.	$15.9M	0.97%	0.00%	+7.9%	Q3 2024
CLSCelestica Inc	$15.7M	0.95%	0.05%	-16.2%	Q4 2024
ECLEcolab Inc.	$14.7M	0.89%	0.02%	+4.9%	Q2 2013
TDGTransDigm Group INC	$13M	0.79%	0.02%	+4.8%	Q2 2013
NETCloudflare, Inc.	$12.8M	0.78%	Not reported	+9.0%	Q4 2024
APPAppLovin Corp	$12.8M	0.78%	0.01%	+5.8%	Q4 2024
ORLYO Reilly Automotive Inc	$12.4M	0.75%	0.02%	-34.0%	Q2 2013
GEVGE Vernova Inc.	$12.4M	0.75%	0.01%	New	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$12M	0.73%	0.01%	+59.7%	Q4 2023
SYKStryker Corp	$11.8M	0.71%	0.01%	+4.7%	Q2 2017
ISRGIntuitive Surgical Inc	$11.3M	0.69%	0.01%	+5.0%	Q2 2013
INTUIntuit Inc.	$11.3M	0.68%	0.01%	+5.0%	Q3 2019
UBERUber Technologies, Inc	$11.2M	0.68%	0.01%	+2960.9%	Q3 2025
EXLSExlService Holdings, Inc.	$10.2M	0.62%	0.15%	-16.0%	Q3 2022
PWRQuanta Services, Inc.	$9.72M	0.59%	0.02%	+3.3%	Q1 2014
BTSGBrightSpring Health Services, Inc.	$9.46M	0.57%	0.13%	New	Q4 2025
AXONAxon Enterprise, Inc.	$9.31M	0.56%	0.02%	+4.2%	Q3 2021
TTWOTake Two Interactive Software Inc	$9.26M	0.56%	0.02%	+11.1%	Q3 2018
VRSKVerisk Analytics, Inc.	$9.21M	0.56%	0.03%	-2.8%	Q1 2015
NOWServiceNow, Inc.	$9.16M	0.56%	0.01%	-1.4%	Q1 2019
AZNAstrazeneca PLC	$8.98M	0.54%	Not reported	+4.0%	Q3 2021
SPOTSpotify Technology S.A.	$8.35M	0.51%	0.01%	+4.7%	Q4 2024
VRTVertiv Holdings Co	$7.54M	0.46%	0.01%	+10.1%	Q2 2024
COHRCoherent Corp.	$7.43M	0.45%	0.03%	+153.3%	Q4 2016
SNOWSnowflake Inc.	$7.27M	0.44%	0.01%	+4.7%	Q3 2025
RDDTReddit, Inc.	$7.08M	0.43%	Not reported	+5.7%	Q4 2024
URIUnited Rentals, Inc.	$7.01M	0.42%	0.01%	+5.5%	Q3 2021
SHOPShopify Inc.	$6.91M	0.42%	0.01%	New	Q4 2025
PLMRPalomar Holdings, Inc.	$6.78M	0.41%	0.19%	-2.4%	Q2 2020
DDOGDatadog, Inc.	$5.7M	0.35%	0.05%	+614.4%	Q3 2025
ZSZscaler, Inc.	$5.55M	0.34%	0.02%	+10.4%	Q2 2025
VIAVViavi Solutions Inc.	$5.29M	0.32%	0.13%	-2.2%	Q3 2025
ROADConstruction Partners, Inc.	$5.28M	0.32%	0.25%	-2.2%	Q2 2020
ENSGEnsign Group, Inc	$5.09M	0.31%	0.05%	-2.6%	Q1 2024

Q3 2025Reported Oct 29, 2025177 positions
NVDANvidia Corp	$181M	11.71%	0.00%	+2.2%	Q4 2019
MSFTMicrosoft Corp	$171M	11.05%	0.00%	+2.2%	Q3 2014
AAPLApple Inc.	$141M	9.10%	0.00%	+2.0%	Q2 2013
AMZNAmazon Com Inc	$71.4M	4.62%	0.00%	+2.0%	Q2 2014
AVGOBroadcom Inc.	$69.8M	4.51%	0.00%	+2.2%	Q3 2016
METAMeta Platforms, Inc.	$69.7M	4.51%	Not reported	+2.0%	Q2 2015
GOOGAlphabet Inc.	$58.7M	3.79%	Not reported	+1.8%	Q3 2015
LLYELI LILLY & Co	$46.4M	3.00%	0.01%	+2.4%	Q3 2015
TSLATesla, Inc.	$37.1M	2.40%	0.00%	+4.8%	Q4 2021
ORCLOracle Corp	$31.8M	2.05%	0.00%	+2.5%	Q2 2013
VVisa Inc.	$27.8M	1.80%	0.00%	+1.9%	Q2 2013
NFLXNetflix Inc	$26.6M	1.72%	0.01%	+2.4%	Q4 2017
ORLYO Reilly Automotive Inc	$22.3M	1.44%	0.02%	+1.7%	Q2 2013
MAMastercard Inc	$22.3M	1.44%	0.00%	+2.0%	Q4 2015
COSTCostco Wholesale Corp	$19.1M	1.23%	0.00%	+2.1%	Q4 2016
KLACKla Corp	$17.8M	1.15%	0.01%	+2.2%	Q4 2017
GOOGLAlphabet Inc.	$17.3M	1.12%	0.00%	+0.4%	Q3 2015
CLSCelestica Inc	$15.6M	1.01%	0.06%	-15.1%	Q4 2024
TMUST-Mobile US, Inc.	$15.2M	0.98%	0.01%	+2.3%	Q2 2022
PLTRPalantir Technologies Inc.	$15.2M	0.98%	0.00%	+3.6%	Q3 2024
ECLEcolab Inc.	$14.6M	0.95%	0.02%	+2.2%	Q2 2013
APPAppLovin Corp	$12.9M	0.84%	0.01%	+2.2%	Q4 2024
NETCloudflare, Inc.	$12.8M	0.83%	Not reported	+1.8%	Q4 2024
EXLSExlService Holdings, Inc.	$12.6M	0.82%	0.18%	-13.7%	Q3 2022
TDGTransDigm Group INC	$12.3M	0.79%	0.02%	+2.5%	Q2 2013
SYKStryker Corp	$11.8M	0.77%	0.01%	+2.2%	Q2 2017
AXONAxon Enterprise, Inc.	$11.3M	0.73%	0.02%	-3.4%	Q3 2021
NOWServiceNow, Inc.	$11.2M	0.72%	0.01%	+1.9%	Q1 2019
INTUIntuit Inc.	$11.1M	0.72%	0.01%	+2.2%	Q3 2019
VRSKVerisk Analytics, Inc.	$10.7M	0.69%	0.03%	+1.9%	Q1 2015
ANETArista Networks, Inc.	$10M	0.65%	0.01%	+2.2%	Q2 2022
SPOTSpotify Technology S.A.	$9.58M	0.62%	0.01%	+3.8%	Q4 2024
PWRQuanta Services, Inc.	$9.24M	0.60%	0.02%	+1.9%	Q1 2014
CVLTCommvault Systems Inc	$8.73M	0.56%	0.11%	+0.4%	Q4 2024
ISRGIntuitive Surgical Inc	$8.5M	0.55%	0.01%	+2.7%	Q2 2013
TTWOTake Two Interactive Software Inc	$8.41M	0.54%	0.02%	+2.0%	Q3 2018
ICEIntercontinental Exchange, Inc.	$8.02M	0.52%	0.01%	+2.2%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$7.89M	0.51%	0.01%	+1.8%	Q4 2023
URIUnited Rentals, Inc.	$7.83M	0.51%	0.01%	+2.6%	Q3 2021
AZNAstrazeneca PLC	$7.2M	0.47%	Not reported	+2.5%	Q3 2021
SNOWSnowflake Inc.	$7.14M	0.46%	0.01%	New	Q3 2025
RDDTReddit, Inc.	$6.7M	0.43%	Not reported	+2.1%	Q4 2024
ZSZscaler, Inc.	$6.7M	0.43%	0.01%	+1623.4%	Q2 2025
MRSHMarsh & Mclennan Companies, Inc.	$6.62M	0.43%	0.01%	-0.1%	Q4 2019
VRTVertiv Holdings Co	$6.38M	0.41%	0.01%	+1.5%	Q2 2024
ROADConstruction Partners, Inc.	$6.32M	0.41%	0.26%	-1.8%	Q2 2020
CRDOCredo Technology Group Holding Ltd	$6.25M	0.40%	0.02%	-19.3%	Q4 2024
PLMRPalomar Holdings, Inc.	$6.02M	0.39%	0.19%	-1.6%	Q2 2020
ENSGEnsign Group, Inc	$5.18M	0.33%	0.05%	-1.2%	Q1 2024
OLLIOllie's Bargain Outlet Holdings, Inc.	$5.18M	0.33%	0.07%	-1.4%	Q3 2016

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