Oak Ridge Investments LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Oak Ridge Investments LLC reported 167 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 10.0% of the portfolio, followed by Nvidia (NVDA, 9.3%) and Microsoft (MSFT, 9.2%). Compared with Q3 2024, it opened 24 new positions, sold out of 9, added to 60 and reduced 76. The biggest buy was Amazon.com (AMZN, shares +13%) and the biggest sale Roper Technologies (ROP, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001054554
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0001172661-25-000200 ↗ filed Jan 15, 2025
Holdings Value
Holdings 167 stocks · $1.3B
| AAPL Apple Inc. | 10.04% | 510,813 | $127.9M | Add +5.9% |
| NVDA Nvidia Corp. | 9.27% | 880,068 | $118.2M | Add +6.4% |
| MSFT Microsoft Corp. | 9.24% | 279,468 | $117.8M | Add +6.0% |
| AMZN Amazon.com Inc. | 5.93% | 344,705 | $75.6M | Add +13.1% |
| META Meta Platforms Inc. Class A | 3.74% | 81,381 | $47.6M | Add +6.2% |
| AVGO Broadcom Inc. | 3.53% | 194,123 | $45.0M | Add +5.9% |
| LLY Eli Lilly & Co. | 3.35% | 55,243 | $42.6M | Add +6.2% |
| GOOG Alphabet Inc. Class C | 3.34% | 223,636 | $42.6M | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 2.23% | 150,022 | $28.4M | Add +6.0% |
| V Visa Inc. Class A | 1.87% | 75,456 | $23.8M | Add +5.9% |
| UNH Unitedhealth Group Inc. | 1.67% | 41,946 | $21.2M | Add +5.6% |
| MA Mastercard Inc. Class A | 1.49% | 36,063 | $19.0M | Add +6.0% |
| NFLX Netflix Inc. | 1.42% | 20,260 | $18.1M | Add +6.6% |
| ROST Ross Stores Inc. | 1.38% | 115,849 | $17.5M | Add +10.6% |
| COST Costco Wholesale Corp. | 1.37% | 18,987 | $17.4M | Add +6.2% |
| TSLA Tesla Inc. | 1.29% | 40,815 | $16.5M | Add +6.0% |
| ORLY O'reilly Automotive Inc. | 1.23% | 13,246 | $15.7M | Add +5.3% |
| ANET Arista Networks Inc. | 1.19% | 137,760 | $15.2M | Add +5.5% |
| TDG Transdigm Group Inc. | 1.17% | 11,715 | $14.8M | Add +5.7% |
| EXLS Exlservice Holdings Inc. | 1.15% | 331,169 | $14.7M | Add +3.1% |
| TMUS T-Mobile US Inc. | 1.04% | 60,315 | $13.3M | Add +5.7% |
| FTNT Fortinet Inc. | 0.95% | 128,253 | $12.1M | Reduce -0.8% |
| NOW ServiceNow Inc. | 0.94% | 11,241 | $11.9M | Add +6.0% |
| ECL Ecolab Inc. | 0.89% | 48,635 | $11.4M | Add +6.3% |
| VRSK Verisk Analytics Inc. | 0.89% | 41,155 | $11.3M | Add +5.3% |
| SYK Stryker Corp. | 0.82% | 29,186 | $10.5M | Add +6.3% |
| BRBR Bellring Brands Inc. | 0.77% | 129,795 | $9.8M | Add +2.3% |
| SAIA Saia Inc. | 0.74% | 20,731 | $9.4M | Add +2.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.74% | 143,973 | $9.4M | Add +5.4% |
| KLAC KLA Corp. | 0.73% | 14,823 | $9.3M | Add +6.2% |
| INTU Intuit Inc. | 0.73% | 14,746 | $9.3M | Reduce -5.2% |
| AXON Axon Enterprise Inc. | 0.71% | 15,153 | $9.0M | Add +5.4% |
| ISRG Intuitive Surgical Inc. | 0.70% | 17,021 | $8.9M | Add +69.2% |
| EQIX Equinix Inc. | 0.56% | 7,537 | $7.1M | Add +6.7% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.54% | 68,244 | $6.9M | Reduce -2.6% |
| ORCL Oracle Corp. | 0.53% | 40,754 | $6.8M | Add +2255.7% |
| UL Unilever PLC | 0.52% | 115,946 | $6.6M | Add +5.5% |
| PWR Quanta Services Inc. | 0.51% | 20,675 | $6.5M | Add +5.2% |
| MRSH Marsh & McLennan Cos | 0.51% | 30,649 | $6.5M | Add +5.9% |
| ICE Intercontinental Exchange Inc. | 0.51% | 43,502 | $6.5M | Add +6.1% |
| ROAD Construction Partners Inc. Class A | 0.46% | 66,977 | $5.9M | Reduce -2.7% |
| PLMR Palomar Holdings Inc. | 0.45% | 54,765 | $5.8M | Reduce -2.6% |
| APP AppLovin Corp. Class A | 0.45% | 17,825 | $5.8M | New |
| OLLI Ollie's Bargain Outlet Holdi | 0.45% | 52,306 | $5.7M | Reduce -2.1% |
| CYBR Cyberark Software Ltd./Israel | 0.41% | 15,756 | $5.2M | New |
| SPOT Spotify Technology SA | 0.41% | 11,730 | $5.2M | New |
| URI United Rentals Inc. | 0.41% | 7,423 | $5.2M | Add +6.7% |
| STZ Constellation Brands Inc. Class A | 0.40% | 23,027 | $5.1M | Reduce -9.2% |
| EOG EOG Resources Inc. | 0.40% | 41,274 | $5.1M | Add +5.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.39% | 14,695 | $5.0M | New |
| NET Cloudflare Inc. Class A | 0.39% | 45,627 | $4.9M | New |
| NOMD Nomad Foods Ltd. | 0.37% | 284,699 | $4.8M | Reduce -3.9% |
| KNSL Kinsale Capital Group Inc. | 0.37% | 10,065 | $4.7M | Reduce -2.3% |
| INSP Inspire Medical Systems Inc. | 0.36% | 24,904 | $4.6M | Reduce -20.5% |
| ENSG The Ensign Group Inc. | 0.33% | 31,541 | $4.2M | Reduce -2.2% |
| CWST Casella Waste Systems Inc. Class A | 0.33% | 39,450 | $4.2M | Reduce -2.6% |
| DSGX The Descartes Systems Grp | 0.32% | 36,080 | $4.1M | Reduce -2.5% |
| RDDT Reddit Inc. Class A | 0.32% | 25,003 | $4.1M | New |
| INSM Insmed Inc. | 0.31% | 56,636 | $3.9M | Reduce -2.9% |
| SITM Sitime Corp. | 0.30% | 17,846 | $3.8M | Reduce -9.2% |
| COCO The Vita Coco Co. Inc. | 0.30% | 103,723 | $3.8M | Reduce -2.5% |
| AIT Applied Industrial Tech Inc. | 0.29% | 15,619 | $3.7M | Reduce -2.4% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.29% | 19,440 | $3.7M | Reduce -2.5% |
| AGYS Agilysys Inc. | 0.29% | 27,832 | $3.7M | Reduce -2.5% |
| AAON Aaon Inc. | 0.28% | 30,012 | $3.5M | Reduce -2.6% |
| LNTH Lantheus Holdings Inc. | 0.27% | 39,010 | $3.5M | Reduce -3.0% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.27% | 39,016 | $3.5M | Reduce -13.1% |
| FSS Federal Signal Corp. | 0.27% | 37,470 | $3.5M | Reduce -2.5% |
| MPWR Monolithic Power Systems Inc. | 0.27% | 5,767 | $3.4M | Reduce -13.2% |
| CRDO Credo Technology Group Holdi | 0.27% | 50,568 | $3.4M | New |
| EPAM Epam Systems Inc. | 0.26% | 14,113 | $3.3M | Add +4.6% |
| MTDR Matador Resources Co. | 0.24% | 55,173 | $3.1M | Reduce -3.8% |
| CDRE Cadre Holdings Inc. | 0.23% | 92,325 | $3.0M | Reduce -5.1% |
| LOPE Grand Canyon Education Inc. | 0.23% | 18,004 | $2.9M | Reduce -2.6% |
| HALO Halozyme Therapeutics Inc. | 0.22% | 58,220 | $2.8M | Reduce -3.5% |
| RBC RBC Bearings Inc. | 0.22% | 9,279 | $2.8M | Reduce -3.0% |
| WEX Wex Inc. | 0.22% | 15,653 | $2.7M | Reduce -3.3% |
| MIDD Middleby Corp. | 0.21% | 20,012 | $2.7M | Reduce -4.3% |
| PR Permian Resources Corp. Class A | 0.21% | 182,255 | $2.6M | Reduce -3.2% |
| WCN Waste Connections Inc. | 0.20% | 15,223 | $2.6M | Add +1.2% |
| CVLT Commvault Systems Inc. | 0.20% | 16,969 | $2.6M | New |
| PRCT Procept Biorobotics Corp. | 0.19% | 30,059 | $2.4M | Add +24.0% |
| SPSC SPS Commerce Inc. | 0.19% | 12,834 | $2.4M | Reduce -44.5% |
| IRMD Iradimed Corp. | 0.18% | 42,146 | $2.3M | Reduce -3.1% |
| CLS Celestica Inc. | 0.18% | 24,822 | $2.3M | New |
| BMI Badger Meter Inc. | 0.18% | 10,679 | $2.3M | Reduce -2.5% |
| BOOT Boot Barn Holdings Inc. | 0.17% | 14,512 | $2.2M | Reduce -3.1% |
| SMTC Semtech Corp. | 0.17% | 34,697 | $2.1M | New |
| UFPT Ufp Technologies Inc. | 0.16% | 8,576 | $2.1M | Add +52.4% |
| HIMS Hims & Hers Health Inc. | 0.16% | 86,342 | $2.1M | Reduce -30.3% |
| WING Wingstop Inc. | 0.16% | 7,135 | $2.0M | Reduce -3.1% |
| AZEK The Azek Co. Inc. | 0.16% | 42,622 | $2.0M | Reduce -2.6% |
| RELY Remitly Global Inc. | 0.16% | 87,811 | $2.0M | Reduce -2.3% |
| LMAT Lemaitre Vascular Inc. | 0.15% | 21,074 | $1.9M | Reduce -3.1% |
| CMG Chipotle Mexican Grill Inc. | 0.14% | 30,260 | $1.8M | Add +1.5% |
| TYL Tyler Technologies Inc. | 0.14% | 3,011 | $1.7M | Add +0.8% |
| GKOS Glaukos Corp. | 0.13% | 11,150 | $1.7M | New |
| ITCI Intra-Cellular Therapies Inc. | 0.13% | 19,831 | $1.7M | Add +74.1% |
| KVYO Klaviyo Inc. Class A | 0.13% | 39,919 | $1.6M | New |
| NVEE NV5 Global Inc. | 0.12% | 81,792 | $1.5M | Reduce -79.2% |
Portfolio Sells Q3 2024 → Q4 2024
| ROP Roper Technologies Inc. | Reduce -90.1% | 0.06% | −0.67 |
| DHR Danaher Corp. | Reduce -92.1% | 0.03% | −0.55 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.53 |
| STE Steris PLC | Reduce -89.5% | 0.04% | −0.50 |
| AXONICS INC | Sold out | 0.00% | −0.49 |
| NSSC Napco Security Technologies | Sold out | 0.00% | −0.31 |
| MPWR Monolithic Power Systems Inc. | Reduce -13.2% | 0.27% | −0.27 |
| TMDX Transmedics Group Inc. | Sold out | 0.00% | −0.24 |
| FN Fabrinet | Sold out | 0.00% | −0.23 |
| INSP Inspire Medical Systems Inc. | Reduce -20.5% | 0.36% | −0.21 |
| SPSC SPS Commerce Inc. | Reduce -44.5% | 0.19% | −0.21 |
| STZ Constellation Brands Inc. Class A | Reduce -9.2% | 0.40% | −0.17 |
| ARGX Argenx SE - ADR | Reduce -60.4% | 0.09% | −0.13 |
| NOMD Nomad Foods Ltd. | Reduce -3.9% | 0.37% | −0.12 |
| CAMT Camtek Ltd. | Sold out | 0.00% | −0.12 |
| INTU Intuit Inc. | Reduce -5.2% | 0.73% | −0.11 |
| LNTH Lantheus Holdings Inc. | Reduce -3.0% | 0.27% | −0.11 |
| AME Ametek Inc. | Sold out | 0.00% | −0.11 |
| WING Wingstop Inc. | Reduce -3.1% | 0.16% | −0.11 |
| CDRE Cadre Holdings Inc. | Reduce -5.1% | 0.23% | −0.09 |
| HALO Halozyme Therapeutics Inc. | Reduce -3.5% | 0.22% | −0.08 |
| CDW CDW Corp. | Sold out | 0.00% | −0.08 |
| WEX Wex Inc. | Reduce -3.3% | 0.22% | −0.08 |
| NVEE NV5 Global Inc. | Reduce -79.2% | 0.12% | −0.08 |
| ENSG The Ensign Group Inc. | Reduce -2.2% | 0.33% | −0.08 |
| INSM Insmed Inc. | Reduce -2.9% | 0.31% | −0.06 |
| AVAV Aerovironment Inc. | Reduce -3.2% | 0.12% | −0.06 |
| AGIO Agios Pharmaceuticals Inc. | Reduce -3.7% | 0.10% | −0.06 |
| KNSL Kinsale Capital Group Inc. | Reduce -2.3% | 0.37% | −0.05 |
| BJ Bj's Wholesale Club Holdings | Reduce -13.1% | 0.27% | −0.05 |
| BOOT Boot Barn Holdings Inc. | Reduce -3.1% | 0.17% | −0.05 |
| FSS Federal Signal Corp. | Reduce -2.5% | 0.27% | −0.04 |
| MIDD Middleby Corp. | Reduce -4.3% | 0.21% | −0.04 |
| VKTX Viking Therapeutics Inc. | Reduce -16.6% | 0.03% | −0.04 |
| HIMS Hims & Hers Health Inc. | Reduce -30.3% | 0.16% | −0.04 |
| AGI Alamos Gold Inc. Class A | Reduce -13.9% | 0.09% | −0.03 |
| URGN Urogen Pharma Ltd. | Reduce -20.4% | 0.05% | −0.03 |
| RARE Ultragenyx Pharmaceutical Inc. | Reduce -6.8% | 0.06% | −0.03 |
| BHVN Biohaven Ltd. | Reduce -3.2% | 0.06% | −0.03 |
| RBC RBC Bearings Inc. | Reduce -3.0% | 0.22% | −0.03 |
| BMI Badger Meter Inc. | Reduce -2.5% | 0.18% | −0.03 |
| CYTK Cytokinetics Inc. | Reduce -16.4% | 0.05% | −0.03 |
| BPMC Blueprint Medicines Corp. | Reduce -6.2% | 0.10% | −0.02 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.02 |
| LMAT Lemaitre Vascular Inc. | Reduce -3.1% | 0.15% | −0.02 |
| CWST Casella Waste Systems Inc. Class A | Reduce -2.6% | 0.33% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -0.2% | 0.06% | −0.02 |
| AZEK The Azek Co. Inc. | Reduce -2.6% | 0.16% | −0.02 |
| GEHC GE Healthcare Technology | Reduce -0.6% | 0.06% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -28.0% | 0.04% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +13.1% | 5.93% | +0.98 |
| AVGO Broadcom Inc. | Add +5.9% | 3.53% | +0.77 |
| NVDA Nvidia Corp. | Add +6.4% | 9.27% | +0.52 |
| ORCL Oracle Corp. | Add +2255.7% | 0.53% | +0.51 |
| APP AppLovin Corp. Class A | New | 0.45% | +0.45 |
| TSLA Tesla Inc. | Add +6.0% | 1.29% | +0.42 |
| CYBR Cyberark Software Ltd./Israel | New | 0.41% | +0.41 |
| SPOT Spotify Technology SA | New | 0.41% | +0.41 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.39% | +0.39 |
| NET Cloudflare Inc. Class A | New | 0.39% | +0.39 |
| RDDT Reddit Inc. Class A | New | 0.32% | +0.32 |
| CRDO Credo Technology Group Holdi | New | 0.27% | +0.27 |
| GOOG Alphabet Inc. Class C | Add +6.0% | 3.34% | +0.27 |
| ISRG Intuitive Surgical Inc. | Add +69.2% | 0.70% | +0.27 |
| NFLX Netflix Inc. | Add +6.6% | 1.42% | +0.24 |
| AAPL Apple Inc. | Add +5.9% | 10.04% | +0.24 |
| AXON Axon Enterprise Inc. | Add +5.4% | 0.71% | +0.21 |
| CVLT Commvault Systems Inc. | New | 0.20% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +6.0% | 2.23% | +0.18 |
| CLS Celestica Inc. | New | 0.18% | +0.18 |
| SMTC Semtech Corp. | New | 0.17% | +0.17 |
| V Visa Inc. Class A | Add +5.9% | 1.87% | +0.16 |
| GKOS Glaukos Corp. | New | 0.13% | +0.13 |
| KVYO Klaviyo Inc. Class A | New | 0.13% | +0.13 |
| COHR Coherent Corp. | New | 0.12% | +0.12 |
| VRNS Varonis Systems Inc. | New | 0.11% | +0.11 |
| NOW ServiceNow Inc. | Add +6.0% | 0.94% | +0.11 |
| ANET Arista Networks Inc. | Add +5.5% | 1.19% | +0.10 |
| BRBR Bellring Brands Inc. | Add +2.3% | 0.77% | +0.10 |
| IWO iShares Russell 2000 Growth | New | 0.09% | +0.09 |
| EXLS Exlservice Holdings Inc. | Add +3.1% | 1.15% | +0.08 |
| VRT Vertiv Holdings Co. Class A | Add +206.8% | 0.11% | +0.08 |
| ITCI Intra-Cellular Therapies Inc. | Add +74.1% | 0.13% | +0.06 |
| CRM Salesforce Inc. | New | 0.05% | +0.05 |
| MNDY Monday.com Ltd. | New | 0.05% | +0.05 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.05% | +0.05 |
| IOT Samsara Inc. Class A | New | 0.04% | +0.04 |
| MRVL Marvell Technology Inc. | New | 0.03% | +0.03 |
| HUBS HubSpot Inc. | New | 0.03% | +0.03 |
| AMP Ameriprise Financial Inc. | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +13.2% | 0.05% | +0.03 |
| MA Mastercard Inc. Class A | Add +6.0% | 1.49% | +0.03 |
| EPAM Epam Systems Inc. | Add +4.6% | 0.26% | +0.02 |
| IUSG iShares Core S&P U.S. Growth | Add +54.0% | 0.07% | +0.02 |
| ALAB Astera Labs Inc. | New | 0.02% | +0.02 |
| PRCT Procept Biorobotics Corp. | Add +24.0% | 0.19% | +0.02 |
| TMUS T-Mobile US Inc. | Add +5.7% | 1.04% | +0.02 |
| EPD Enterprise Products Partners | New | 0.02% | +0.02 |
| EQIX Equinix Inc. | Add +6.7% | 0.56% | +0.01 |
| UFPT Ufp Technologies Inc. | Add +52.4% | 0.16% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 170 | $1.8B | NVDA, GOOG, AAPL, AVGO, LLY |
| Q1 2026 | 181 | $1.5B | NVDA, AAPL, MSFT, GOOG, AMZN |
| Q4 2025 | 178 | $1.6B | NVDA, MSFT, AAPL, AMZN, GOOG |
| Q3 2025 | 179 | $1.5B | NVDA, MSFT, AAPL, AMZN, AVGO |
| Q2 2025 | 171 | $1.4B | MSFT, NVDA, AAPL, AMZN, META |
| Q1 2025 | 163 | $1.2B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 167 | $1.3B | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 152 | $1.1B | MSFT, AAPL, NVDA, AMZN, LLY |
| Q2 2024Amended | 146 | $1.0B | MSFT, AAPL, NVDA, AMZN, LLY |
| Q1 2024 | 143 | $991.0M | MSFT, AAPL, NVDA, AMZN, LLY |