Oak Ridge Investments LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Oak Ridge Investments LLC reported 163 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 9.9% of the portfolio, followed by Microsoft (MSFT, 9.2%) and Nvidia (NVDA, 8.0%). Compared with Q4 2024, it opened 10 new positions, sold out of 14, added to 69 and reduced 78. The biggest buy was Meta Platforms Class A (META, shares +23%) and the biggest sale Ross Stores (ROST, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001054554
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001172661-25-001733 ↗ filed May 13, 2025
Holdings Value
Holdings 163 stocks · $1.2B
| AAPL Apple Inc. | 9.92% | 536,740 | $119.2M | Add +5.1% |
| MSFT Microsoft Corp. | 9.18% | 293,887 | $110.3M | Add +5.2% |
| NVDA Nvidia Corp. | 8.04% | 892,342 | $96.7M | Add +1.4% |
| AMZN Amazon.com Inc. | 5.76% | 364,017 | $69.3M | Add +5.6% |
| META Meta Platforms Inc. Class A | 4.79% | 99,815 | $57.5M | Add +22.6% |
| LLY Eli Lilly & Co. | 4.03% | 58,613 | $48.4M | Add +6.1% |
| GOOG Alphabet Inc. Class C | 3.06% | 235,446 | $36.8M | Add +5.3% |
| AVGO Broadcom Inc. | 2.85% | 204,440 | $34.2M | Add +5.3% |
| V Visa Inc. Class A | 2.31% | 79,236 | $27.8M | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 2.02% | 157,395 | $24.3M | Add +4.9% |
| UNH Unitedhealth Group Inc. | 1.92% | 44,071 | $23.1M | Add +5.1% |
| MA Mastercard Inc. Class A | 1.73% | 37,951 | $20.8M | Add +5.2% |
| TSLA Tesla Inc. | 1.69% | 78,616 | $20.4M | Add +92.6% |
| NFLX Netflix Inc. | 1.66% | 21,400 | $20.0M | Add +5.6% |
| ORLY O'reilly Automotive Inc. | 1.64% | 13,795 | $19.8M | Add +4.1% |
| COST Costco Wholesale Corp. | 1.57% | 19,943 | $18.9M | Add +5.0% |
| TMUS T-Mobile US Inc. | 1.36% | 61,341 | $16.4M | Add +1.7% |
| EXLS Exlservice Holdings Inc. | 1.34% | 342,331 | $16.2M | Add +3.4% |
| ECL Ecolab Inc. | 1.09% | 51,597 | $13.1M | Add +6.1% |
| TDG Transdigm Group Inc. | 1.03% | 8,966 | $12.4M | Reduce -23.5% |
| VRSK Verisk Analytics Inc. | 1.02% | 41,096 | $12.2M | Reduce -0.1% |
| SYK Stryker Corp. | 0.96% | 30,934 | $11.5M | Add +6.0% |
| ANET Arista Networks Inc. | 0.91% | 141,758 | $11.0M | Add +2.9% |
| KLAC KLA Corp. | 0.89% | 15,823 | $10.8M | Add +6.8% |
| BRBR Bellring Brands Inc. | 0.83% | 133,627 | $9.9M | Add +3.0% |
| INTU Intuit Inc. | 0.80% | 15,658 | $9.6M | Add +6.2% |
| NOW ServiceNow Inc. | 0.78% | 11,790 | $9.4M | Add +4.9% |
| ISRG Intuitive Surgical Inc. | 0.75% | 18,197 | $9.0M | Add +6.9% |
| AXON Axon Enterprise Inc. | 0.71% | 16,117 | $8.5M | Add +6.4% |
| ICE Intercontinental Exchange Inc. | 0.66% | 46,025 | $7.9M | Add +5.8% |
| MRSH Marsh & McLennan Cos | 0.66% | 32,450 | $7.9M | Add +5.9% |
| SAIA Saia Inc. | 0.62% | 21,441 | $7.5M | Add +3.4% |
| PLMR Palomar Holdings Inc. | 0.62% | 54,560 | $7.5M | Reduce -0.4% |
| CVLT Commvault Systems Inc. | 0.60% | 45,472 | $7.2M | Add +168.0% |
| FTNT Fortinet Inc. | 0.59% | 74,198 | $7.1M | Reduce -42.1% |
| PLTR Palantir Technologies Inc. Class A | 0.59% | 84,392 | $7.1M | Add +874.7% |
| SPOT Spotify Technology SA | 0.57% | 12,565 | $6.9M | Add +7.1% |
| EQIX Equinix Inc. | 0.56% | 8,199 | $6.7M | Add +8.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.55% | 90,732 | $6.7M | Reduce -37.0% |
| ORCL Oracle Corp. | 0.54% | 46,366 | $6.5M | Add +13.8% |
| NET Cloudflare Inc. Class A | 0.53% | 57,037 | $6.4M | Add +25.0% |
| CYBR Cyberark Software Ltd./Israel | 0.51% | 18,057 | $6.1M | Add +14.6% |
| EOG EOG Resources Inc. | 0.47% | 43,643 | $5.6M | Add +5.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.46% | 15,585 | $5.5M | Add +6.1% |
| PWR Quanta Services Inc. | 0.46% | 21,534 | $5.5M | Add +4.2% |
| APP AppLovin Corp. Class A | 0.44% | 19,807 | $5.2M | Add +11.1% |
| URI United Rentals Inc. | 0.41% | 7,880 | $4.9M | Add +6.2% |
| OLLI Ollie's Bargain Outlet Holdi | 0.41% | 42,173 | $4.9M | Reduce -19.4% |
| KNSL Kinsale Capital Group Inc. | 0.40% | 9,948 | $4.8M | Reduce -1.2% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.37% | 38,623 | $4.4M | Reduce -1.0% |
| CWST Casella Waste Systems Inc. Class A | 0.36% | 39,201 | $4.4M | Reduce -0.6% |
| TEAM Atlassian Corp. Class A | 0.35% | 19,783 | $4.2M | New |
| INSP Inspire Medical Systems Inc. | 0.35% | 26,090 | $4.2M | Add +4.8% |
| ENSG The Ensign Group Inc. | 0.34% | 31,347 | $4.1M | Reduce -0.6% |
| ROAD Construction Partners Inc. Class A | 0.32% | 52,842 | $3.8M | Reduce -21.1% |
| HALO Halozyme Therapeutics Inc. | 0.31% | 58,001 | $3.7M | Reduce -0.4% |
| DSGX The Descartes Systems Grp | 0.30% | 36,032 | $3.6M | Reduce -0.1% |
| AIT Applied Industrial Tech Inc. | 0.29% | 15,525 | $3.5M | Reduce -0.6% |
| INSM Insmed Inc. | 0.27% | 41,945 | $3.2M | Reduce -25.9% |
| COCO The Vita Coco Co. Inc. | 0.26% | 103,140 | $3.2M | Reduce -0.6% |
| LOPE Grand Canyon Education Inc. | 0.26% | 17,931 | $3.1M | Reduce -0.4% |
| MIDD Middleby Corp. | 0.26% | 20,325 | $3.1M | Add +1.6% |
| RBC RBC Bearings Inc. | 0.25% | 9,228 | $3.0M | Reduce -0.6% |
| VRT Vertiv Holdings Co. Class A | 0.25% | 41,112 | $3.0M | Add +228.9% |
| RDDT Reddit Inc. Class A | 0.24% | 28,056 | $2.9M | Add +12.2% |
| WCN Waste Connections Inc. | 0.24% | 14,881 | $2.9M | Reduce -2.3% |
| CDRE Cadre Holdings Inc. | 0.23% | 94,354 | $2.8M | Add +2.2% |
| MTDR Matador Resources Co. | 0.23% | 54,485 | $2.8M | Reduce -1.3% |
| NOMD Nomad Foods Ltd. | 0.23% | 140,333 | $2.8M | Reduce -50.7% |
| CWAN Clearwater Analytics HDS-A | 0.23% | 101,914 | $2.7M | New |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.23% | 34,089 | $2.7M | Reduce -50.0% |
| FSS Federal Signal Corp. | 0.23% | 37,041 | $2.7M | Reduce -1.1% |
| GOLF Acushnet Holdings Corp. | 0.22% | 38,442 | $2.6M | New |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.21% | 19,197 | $2.6M | Reduce -1.3% |
| EPAM Epam Systems Inc. | 0.21% | 14,948 | $2.5M | Add +5.9% |
| PR Permian Resources Corp. Class A | 0.21% | 179,855 | $2.5M | Reduce -1.3% |
| AAON Aaon Inc. | 0.20% | 31,021 | $2.4M | Add +3.4% |
| CORT Corcept Therapeutics Inc. | 0.20% | 20,539 | $2.3M | Reduce -29.1% |
| MRVL Marvell Technology Inc. | 0.19% | 36,591 | $2.3M | Add +863.4% |
| CRDO Credo Technology Group Holdi | 0.18% | 55,205 | $2.2M | Add +9.2% |
| SXT Sensient Technologies Corp. | 0.18% | 29,640 | $2.2M | New |
| IRMD Iradimed Corp. | 0.18% | 41,837 | $2.2M | Reduce -0.7% |
| AZEK The Azek Co. Inc. | 0.17% | 42,328 | $2.1M | Reduce -0.7% |
| BMI Badger Meter Inc. | 0.17% | 10,607 | $2.0M | Reduce -0.7% |
| LNTH Lantheus Holdings Inc. | 0.17% | 20,604 | $2.0M | Reduce -47.2% |
| SITM Sitime Corp. | 0.17% | 13,031 | $2.0M | Reduce -27.0% |
| UFPT Ufp Technologies Inc. | 0.16% | 9,681 | $2.0M | Add +12.9% |
| CLS Celestica Inc. | 0.16% | 24,717 | $1.9M | Reduce -0.4% |
| HIMS Hims & Hers Health Inc. | 0.16% | 64,768 | $1.9M | Reduce -25.0% |
| AGI Alamos Gold Inc. Class A | 0.16% | 70,117 | $1.9M | Add +16.3% |
| RELY Remitly Global Inc. | 0.15% | 87,744 | $1.8M | Reduce -0.1% |
| RDNT Radnet Inc. | 0.15% | 35,464 | $1.8M | New |
| LMAT Lemaitre Vascular Inc. | 0.14% | 20,767 | $1.7M | Reduce -1.5% |
| PRCT Procept Biorobotics Corp. | 0.14% | 29,724 | $1.7M | Reduce -1.1% |
| TYL Tyler Technologies Inc. | 0.14% | 2,924 | $1.7M | Reduce -2.9% |
| WING Wingstop Inc. | 0.13% | 7,134 | $1.6M | Reduce -0.0% |
| GDYN Grid Dynamics Holdings Inc. | 0.13% | 102,122 | $1.6M | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.13% | 4,575 | $1.6M | Reduce -2.4% |
| BOOT Boot Barn Holdings Inc. | 0.13% | 14,435 | $1.6M | Reduce -0.5% |
| KVYO Klaviyo Inc. Class A | 0.13% | 51,147 | $1.5M | Add +28.1% |
Portfolio Sells Q4 2024 → Q1 2025
| ROST Ross Stores Inc. | Reduce -91.8% | 0.10% | −1.27 |
| UL Unilever PLC | Sold out | 0.00% | −0.52 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.40 |
| FTNT Fortinet Inc. | Reduce -42.1% | 0.59% | −0.36 |
| QTWO Q2 Holdings Inc. | Reduce -50.0% | 0.23% | −0.31 |
| AGYS Agilysys Inc. | Sold out | 0.00% | −0.29 |
| MPWR Monolithic Power Systems Inc. | Reduce -88.6% | 0.03% | −0.24 |
| WEX Wex Inc. | Sold out | 0.00% | −0.22 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -37.0% | 0.55% | −0.19 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −0.19 |
| ROAD Construction Partners Inc. Class A | Reduce -21.1% | 0.32% | −0.15 |
| NOMD Nomad Foods Ltd. | Reduce -50.7% | 0.23% | −0.15 |
| SITM Sitime Corp. | Reduce -27.0% | 0.17% | −0.13 |
| TDG Transdigm Group Inc. | Reduce -23.5% | 1.03% | −0.13 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.13 |
| NVEE NV5 Global Inc. | Sold out | 0.00% | −0.12 |
| LNTH Lantheus Holdings Inc. | Reduce -47.2% | 0.17% | −0.11 |
| HRI Herc Holdings Inc. | Reduce -1.3% | 0.21% | −0.07 |
| IWO iShares Russell 2000 Growth | Reduce -76.6% | 0.02% | −0.07 |
| SMTC Semtech Corp. | Reduce -1.3% | 0.10% | −0.07 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.06 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.06 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.05 |
| PRCT Procept Biorobotics Corp. | Reduce -1.1% | 0.14% | −0.05 |
| FSS Federal Signal Corp. | Reduce -1.1% | 0.23% | −0.04 |
| RRX Regal Rexnord Corp. | Reduce -43.1% | 0.04% | −0.04 |
| BOOT Boot Barn Holdings Inc. | Reduce -0.5% | 0.13% | −0.04 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.04 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -19.4% | 0.41% | −0.04 |
| INSM Insmed Inc. | Reduce -25.9% | 0.27% | −0.04 |
| GKOS Glaukos Corp. | Reduce -0.5% | 0.09% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -42.1% | 0.06% | −0.04 |
| COCO The Vita Coco Co. Inc. | Reduce -0.6% | 0.26% | −0.04 |
| DECK Deckers Outdoor Corp. | Reduce -2.4% | 0.05% | −0.04 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.03 |
| WING Wingstop Inc. | Reduce -0.0% | 0.13% | −0.03 |
| AVAV Aerovironment Inc. | Reduce -2.2% | 0.09% | −0.02 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.02 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -2.9% | 0.12% | −0.02 |
| DSGX The Descartes Systems Grp | Reduce -0.1% | 0.30% | −0.02 |
| BHVN Biohaven Ltd. | Reduce -0.5% | 0.04% | −0.02 |
| CLS Celestica Inc. | Reduce -0.4% | 0.16% | −0.02 |
| NOG Northern Oil and Gas Inc. | Reduce -2.1% | 0.08% | −0.01 |
| MTDR Matador Resources Co. | Reduce -1.3% | 0.23% | −0.01 |
| BMI Badger Meter Inc. | Reduce -0.7% | 0.17% | −0.01 |
| CRM Salesforce Inc. | Reduce -4.0% | 0.04% | −0.01 |
| EXAS Exact Sciences Corp. | Reduce -2.4% | 0.04% | −0.01 |
| LMAT Lemaitre Vascular Inc. | Reduce -1.5% | 0.14% | −0.01 |
| TTEK Tetra Tech Inc. | Reduce -3.0% | 0.02% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| META Meta Platforms Inc. Class A | Add +22.6% | 4.79% | +1.05 |
| LLY Eli Lilly & Co. | Add +6.1% | 4.03% | +0.68 |
| PLTR Palantir Technologies Inc. Class A | Add +874.7% | 0.59% | +0.54 |
| V Visa Inc. Class A | Add +5.0% | 2.31% | +0.44 |
| ORLY O'reilly Automotive Inc. | Add +4.1% | 1.64% | +0.41 |
| TSLA Tesla Inc. | Add +92.6% | 1.69% | +0.40 |
| CVLT Commvault Systems Inc. | Add +168.0% | 0.60% | +0.40 |
| TEAM Atlassian Corp. Class A | New | 0.35% | +0.35 |
| TMUS T-Mobile US Inc. | Add +1.7% | 1.36% | +0.32 |
| UNH Unitedhealth Group Inc. | Add +5.1% | 1.92% | +0.25 |
| NFLX Netflix Inc. | Add +5.6% | 1.66% | +0.24 |
| MA Mastercard Inc. Class A | Add +5.2% | 1.73% | +0.24 |
| CWAN Clearwater Analytics HDS-A | New | 0.23% | +0.23 |
| GOLF Acushnet Holdings Corp. | New | 0.22% | +0.22 |
| COST Costco Wholesale Corp. | Add +5.0% | 1.57% | +0.20 |
| ECL Ecolab Inc. | Add +6.1% | 1.09% | +0.19 |
| EXLS Exlservice Holdings Inc. | Add +3.4% | 1.34% | +0.19 |
| SXT Sensient Technologies Corp. | New | 0.18% | +0.18 |
| SPOT Spotify Technology SA | Add +7.1% | 0.57% | +0.16 |
| KLAC KLA Corp. | Add +6.8% | 0.89% | +0.16 |
| MRVL Marvell Technology Inc. | Add +863.4% | 0.19% | +0.15 |
| ICE Intercontinental Exchange Inc. | Add +5.8% | 0.66% | +0.15 |
| NET Cloudflare Inc. Class A | Add +25.0% | 0.53% | +0.15 |
| MRSH Marsh & McLennan Cos | Add +5.9% | 0.66% | +0.15 |
| RDNT Radnet Inc. | New | 0.15% | +0.15 |
| VRT Vertiv Holdings Co. Class A | Add +228.9% | 0.25% | +0.14 |
| SYK Stryker Corp. | Add +6.0% | 0.96% | +0.13 |
| GDYN Grid Dynamics Holdings Inc. | New | 0.13% | +0.13 |
| GTLB Gitlab Inc. Class A | New | 0.13% | +0.13 |
| ECG Everus Construction Group | New | 0.11% | +0.11 |
| CYBR Cyberark Software Ltd./Israel | Add +14.6% | 0.51% | +0.10 |
| INTU Intuit Inc. | Add +6.2% | 0.80% | +0.07 |
| AGI Alamos Gold Inc. Class A | Add +16.3% | 0.16% | +0.07 |
| EOG EOG Resources Inc. | Add +5.7% | 0.47% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +6.1% | 0.46% | +0.06 |
| BRBR Bellring Brands Inc. | Add +3.0% | 0.83% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +6.9% | 0.75% | +0.05 |
| MIDD Middleby Corp. | Add +1.6% | 0.26% | +0.04 |
| COIN Coinbase Global Inc. Class A | New | 0.03% | +0.03 |
| TTWO Take-Two Interactive Softwre | Add +23.0% | 0.07% | +0.02 |
| KR Kroger Co. | New | 0.02% | +0.02 |
| GH Guardant Health Inc. | Add +4.1% | 0.05% | +0.02 |
| URGN Urogen Pharma Ltd. | Add +20.5% | 0.07% | +0.02 |
| VRNS Varonis Systems Inc. | Add +16.1% | 0.12% | +0.01 |
| BPMC Blueprint Medicines Corp. | Add +2.5% | 0.11% | +0.01 |
| TVTX Travere Therapeutics Inc. | Add +2.8% | 0.08% | +0.01 |
| ORCL Oracle Corp. | Add +13.8% | 0.54% | +0.01 |
| HUBS HubSpot Inc. | Add +24.7% | 0.03% | +0.00 |
| CYTK Cytokinetics Inc. | Add +15.0% | 0.06% | +0.00 |
| TTD Trade Desk Inc./the Class A | Add +114.6% | 0.04% | +0.00 |
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 |