Oak Ridge Investments LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Oak Ridge Investments LLC reported 171 stock positions worth $1.4 billion. Its top holding was Microsoft (MSFT) at 11.5% of the portfolio, followed by Nvidia (NVDA, 10.8%) and Apple (AAPL, 8.0%). Compared with Q1 2025, it opened 14 new positions, sold out of 6, added to 59 and reduced 90. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001054554
- Portfolio Value
- $1.4B (Q2 2025)
- SEC Filing
- 0001172661-25-002726 ↗ filed Jul 25, 2025
Holdings Value
Holdings 171 stocks · $1.4B
| MSFT Microsoft Corp. | 11.53% | 323,172 | $160.7M | Add +10.0% |
| NVDA Nvidia Corp. | 10.77% | 950,301 | $150.1M | Add +6.5% |
| AAPL Apple Inc. | 7.98% | 542,495 | $111.3M | Add +1.1% |
| AMZN Amazon.com Inc. | 5.02% | 318,993 | $70.0M | Reduce -12.4% |
| META Meta Platforms Inc. Class A | 4.93% | 93,083 | $68.7M | Reduce -6.7% |
| AVGO Broadcom Inc. | 4.09% | 207,064 | $57.1M | Add +1.3% |
| LLY Eli Lilly & Co. | 3.32% | 59,415 | $46.3M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 3.01% | 236,769 | $42.0M | Add +0.6% |
| NFLX Netflix Inc. | 2.08% | 21,691 | $29.0M | Add +1.4% |
| V Visa Inc. Class A | 2.04% | 80,057 | $28.4M | Add +1.0% |
| TSLA Tesla Inc. | 1.81% | 79,584 | $25.3M | Add +1.2% |
| ORCL Oracle Corp. | 1.73% | 110,248 | $24.1M | Add +137.8% |
| MA Mastercard Inc. Class A | 1.55% | 38,371 | $21.6M | Add +1.1% |
| COST Costco Wholesale Corp. | 1.43% | 20,192 | $20.0M | Add +1.3% |
| ORLY O'reilly Automotive Inc. | 1.31% | 203,266 | $18.3M | Reduce -1.8% |
| TMUS T-Mobile US Inc. | 1.06% | 61,967 | $14.8M | Add +1.0% |
| EXLS Exlservice Holdings Inc. | 1.04% | 331,723 | $14.5M | Reduce -3.1% |
| KLAC KLA Corp. | 1.03% | 16,099 | $14.4M | Add +1.7% |
| ECL Ecolab Inc. | 1.01% | 52,296 | $14.1M | Add +1.4% |
| TDG Transdigm Group Inc. | 0.99% | 9,100 | $13.8M | Add +1.5% |
| AXON Axon Enterprise Inc. | 0.97% | 16,283 | $13.5M | Add +1.0% |
| VRSK Verisk Analytics Inc. | 0.93% | 41,578 | $13.0M | Add +1.2% |
| INTU Intuit Inc. | 0.90% | 15,888 | $12.5M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 0.89% | 70,686 | $12.5M | Reduce -55.1% |
| SYK Stryker Corp. | 0.89% | 31,340 | $12.4M | Add +1.3% |
| NOW ServiceNow Inc. | 0.88% | 11,911 | $12.2M | Add +1.0% |
| CLS Celestica Inc. | 0.83% | 74,492 | $11.6M | Add +201.4% |
| NET Cloudflare Inc. Class A | 0.82% | 58,718 | $11.5M | Add +3.0% |
| PLTR Palantir Technologies Inc. Class A | 0.78% | 80,256 | $10.9M | Reduce -4.9% |
| SPOT Spotify Technology SA | 0.73% | 13,221 | $10.1M | Add +5.2% |
| ISRG Intuitive Surgical Inc. | 0.72% | 18,508 | $10.1M | Add +1.7% |
| ICE Intercontinental Exchange Inc. | 0.61% | 46,611 | $8.6M | Add +1.3% |
| PWR Quanta Services Inc. | 0.59% | 21,882 | $8.3M | Add +1.6% |
| PLMR Palomar Holdings Inc. | 0.58% | 52,375 | $8.1M | Reduce -4.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.58% | 15,808 | $8.1M | Add +1.4% |
| CVLT Commvault Systems Inc. | 0.58% | 46,085 | $8.0M | Add +1.4% |
| TTWO Take-Two Interactive Softwre | 0.56% | 31,907 | $7.7M | Add +703.1% |
| FTNT Fortinet Inc. | 0.55% | 73,042 | $7.7M | Reduce -1.6% |
| BRBR Bellring Brands Inc. | 0.55% | 132,616 | $7.7M | Reduce -0.8% |
| CYBR Cyberark Software Ltd./Israel | 0.55% | 18,860 | $7.7M | Add +4.5% |
| MRSH Marsh & McLennan Cos | 0.52% | 32,857 | $7.2M | Add +1.3% |
| ANET Arista Networks Inc. | 0.49% | 67,380 | $6.9M | Reduce -52.5% |
| EQIX Equinix Inc. | 0.47% | 8,307 | $6.6M | Add +1.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.46% | 91,644 | $6.4M | Add +1.0% |
| APP AppLovin Corp. Class A | 0.44% | 17,618 | $6.2M | Reduce -11.1% |
| URI United Rentals Inc. | 0.43% | 7,996 | $6.0M | Add +1.5% |
| OLLI Ollie's Bargain Outlet Holdi | 0.39% | 40,891 | $5.4M | Reduce -3.0% |
| ROAD Construction Partners Inc. Class A | 0.39% | 50,658 | $5.4M | Reduce -4.1% |
| VRT Vertiv Holdings Co. Class A | 0.38% | 41,668 | $5.4M | Add +1.4% |
| EOG EOG Resources Inc. | 0.38% | 44,135 | $5.3M | Add +1.1% |
| CRDO Credo Technology Group Holdi | 0.35% | 53,157 | $4.9M | Reduce -3.7% |
| ENSG The Ensign Group Inc. | 0.34% | 30,349 | $4.7M | Reduce -3.2% |
| KNSL Kinsale Capital Group Inc. | 0.33% | 9,637 | $4.7M | Reduce -3.1% |
| CWST Casella Waste Systems Inc. Class A | 0.31% | 37,651 | $4.3M | Reduce -4.0% |
| RDDT Reddit Inc. Class A | 0.31% | 28,540 | $4.3M | Add +1.7% |
| TEAM Atlassian Corp. Class A | 0.29% | 20,164 | $4.1M | Add +1.9% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.29% | 37,479 | $4.0M | Reduce -3.0% |
| FSS Federal Signal Corp. | 0.27% | 35,756 | $3.8M | Reduce -3.5% |
| COCO The Vita Coco Co. Inc. | 0.26% | 99,114 | $3.6M | Reduce -3.9% |
| AIT Applied Industrial Tech Inc. | 0.25% | 14,934 | $3.5M | Reduce -3.8% |
| INSM Insmed Inc. | 0.25% | 34,188 | $3.4M | Reduce -18.5% |
| INSP Inspire Medical Systems Inc. | 0.25% | 26,353 | $3.4M | Add +1.0% |
| RBC RBC Bearings Inc. | 0.24% | 8,783 | $3.4M | Reduce -4.8% |
| LOPE Grand Canyon Education Inc. | 0.23% | 17,205 | $3.3M | Reduce -4.0% |
| HIMS Hims & Hers Health Inc. | 0.22% | 62,047 | $3.1M | Reduce -4.2% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.22% | 32,706 | $3.1M | Reduce -4.1% |
| CDRE Cadre Holdings Inc. | 0.21% | 90,691 | $2.9M | Reduce -3.9% |
| MIDD Middleby Corp. | 0.20% | 19,555 | $2.8M | Reduce -3.8% |
| WCN Waste Connections Inc. | 0.20% | 14,853 | $2.8M | Reduce -0.2% |
| SXT Sensient Technologies Corp. | 0.20% | 28,094 | $2.8M | Reduce -5.2% |
| GOLF Acushnet Holdings Corp. | 0.19% | 37,249 | $2.7M | Reduce -3.1% |
| SITM Sitime Corp. | 0.19% | 12,549 | $2.7M | Reduce -3.7% |
| EPAM Epam Systems Inc. | 0.19% | 15,116 | $2.7M | Add +1.1% |
| AVAV Aerovironment Inc. | 0.18% | 9,018 | $2.6M | Reduce -3.8% |
| DSGX The Descartes Systems Grp | 0.18% | 25,151 | $2.6M | Reduce -30.2% |
| MWA Mueller Water Products Inc. Class A | 0.18% | 105,433 | $2.5M | New |
| BMI Badger Meter Inc. | 0.18% | 10,209 | $2.5M | Reduce -3.8% |
| MTDR Matador Resources Co. | 0.18% | 51,956 | $2.5M | Reduce -4.6% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.17% | 18,346 | $2.4M | Reduce -4.4% |
| IRMD Iradimed Corp. | 0.17% | 39,795 | $2.4M | Reduce -4.9% |
| PR Permian Resources Corp. Class A | 0.17% | 170,903 | $2.3M | Reduce -5.0% |
| UFPT Ufp Technologies Inc. | 0.16% | 9,406 | $2.3M | Reduce -2.8% |
| WING Wingstop Inc. | 0.16% | 6,800 | $2.3M | Reduce -4.7% |
| NOMD Nomad Foods Ltd. | 0.16% | 133,425 | $2.3M | Reduce -4.9% |
| AZEK The Azek Co. Inc. | 0.16% | 40,620 | $2.2M | Reduce -4.0% |
| ECG Everus Construction Group | 0.15% | 33,792 | $2.1M | Reduce -3.0% |
| CWAN Clearwater Analytics HDS-A | 0.15% | 96,864 | $2.1M | Reduce -5.0% |
| BOOT Boot Barn Holdings Inc. | 0.15% | 13,724 | $2.1M | Reduce -4.9% |
| HALO Halozyme Therapeutics Inc. | 0.14% | 38,866 | $2.0M | Reduce -33.0% |
| RDNT Radnet Inc. | 0.14% | 34,076 | $1.9M | Reduce -3.9% |
| SAIA Saia Inc. | 0.13% | 6,759 | $1.9M | Reduce -68.5% |
| IDCC Interdigital Inc. | 0.13% | 8,103 | $1.8M | New |
| VRNS Varonis Systems Inc. | 0.13% | 35,140 | $1.8M | Reduce -3.8% |
| AGI Alamos Gold Inc. Class A | 0.13% | 66,703 | $1.8M | Reduce -4.9% |
| BPMC Blueprint Medicines Corp. | 0.13% | 13,808 | $1.8M | Reduce -5.1% |
| CORT Corcept Therapeutics Inc. | 0.12% | 23,323 | $1.7M | Add +13.6% |
| KVYO Klaviyo Inc. Class A | 0.12% | 48,903 | $1.6M | Reduce -4.4% |
| PRCT Procept Biorobotics Corp. | 0.12% | 28,419 | $1.6M | Reduce -4.4% |
| LMAT Lemaitre Vascular Inc. | 0.12% | 19,636 | $1.6M | Reduce -5.5% |
| LNTH Lantheus Holdings Inc. | 0.11% | 19,575 | $1.6M | Reduce -5.0% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.92 |
| GOOGL Alphabet Inc. Class A | Reduce -55.1% | 0.89% | −1.13 |
| AMZN Amazon.com Inc. | Reduce -12.4% | 5.02% | −0.74 |
| SAIA Saia Inc. | Reduce -68.5% | 0.13% | −0.49 |
| ANET Arista Networks Inc. | Reduce -52.5% | 0.49% | −0.42 |
| ORLY O'reilly Automotive Inc. | Reduce -1.8% | 1.31% | −0.33 |
| EXLS Exlservice Holdings Inc. | Reduce -3.1% | 1.04% | −0.30 |
| BRBR Bellring Brands Inc. | Reduce -0.8% | 0.55% | −0.28 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.19 |
| HALO Halozyme Therapeutics Inc. | Reduce -33.0% | 0.14% | −0.16 |
| DSGX The Descartes Systems Grp | Reduce -30.2% | 0.18% | −0.12 |
| AAON Aaon Inc. | Reduce -32.2% | 0.11% | −0.09 |
| NOG Northern Oil and Gas Inc. | Sold out | 0.00% | −0.08 |
| BJ Bj's Wholesale Club Holdings | Reduce -3.0% | 0.29% | −0.08 |
| CWAN Clearwater Analytics HDS-A | Reduce -5.0% | 0.15% | −0.07 |
| KNSL Kinsale Capital Group Inc. | Reduce -3.1% | 0.33% | −0.07 |
| NOMD Nomad Foods Ltd. | Reduce -4.9% | 0.16% | −0.07 |
| MIDD Middleby Corp. | Reduce -3.8% | 0.20% | −0.06 |
| MTDR Matador Resources Co. | Reduce -4.6% | 0.18% | −0.05 |
| LNTH Lantheus Holdings Inc. | Reduce -5.0% | 0.11% | −0.05 |
| CWST Casella Waste Systems Inc. Class A | Reduce -4.0% | 0.31% | −0.05 |
| GDYN Grid Dynamics Holdings Inc. | Reduce -3.6% | 0.08% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -34.1% | 0.08% | −0.04 |
| PLMR Palomar Holdings Inc. | Reduce -4.0% | 0.58% | −0.04 |
| WCN Waste Connections Inc. | Reduce -0.2% | 0.20% | −0.04 |
| AIT Applied Industrial Tech Inc. | Reduce -3.8% | 0.25% | −0.04 |
| AJG Arthur J Gallagher & Co. | Reduce -14.1% | 0.09% | −0.04 |
| HRI Herc Holdings Inc. | Reduce -4.4% | 0.17% | −0.04 |
| FTNT Fortinet Inc. | Reduce -1.6% | 0.55% | −0.04 |
| PR Permian Resources Corp. Class A | Reduce -5.0% | 0.17% | −0.04 |
| TYL Tyler Technologies Inc. | Reduce -17.8% | 0.10% | −0.04 |
| RELY Remitly Global Inc. | Reduce -4.4% | 0.11% | −0.04 |
| FANG Diamondback Energy Inc. | Reduce -39.4% | 0.03% | −0.04 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.04 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.03 |
| AXSM Axsome Therapeutics Inc. | Reduce -4.8% | 0.09% | −0.03 |
| AGI Alamos Gold Inc. Class A | Reduce -4.9% | 0.13% | −0.03 |
| LMAT Lemaitre Vascular Inc. | Reduce -5.5% | 0.12% | −0.03 |
| PRCT Procept Biorobotics Corp. | Reduce -4.4% | 0.12% | −0.03 |
| TVTX Travere Therapeutics Inc. | Reduce -4.8% | 0.05% | −0.03 |
| CDRE Cadre Holdings Inc. | Reduce -3.9% | 0.21% | −0.03 |
| GTLB Gitlab Inc. Class A | Reduce -3.0% | 0.10% | −0.03 |
| GOLF Acushnet Holdings Corp. | Reduce -3.1% | 0.19% | −0.03 |
| LOPE Grand Canyon Education Inc. | Reduce -4.0% | 0.23% | −0.02 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -3.0% | 0.39% | −0.02 |
| BHVN Biohaven Ltd. | Reduce -5.5% | 0.02% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -42.6% | 0.06% | −0.02 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -28.7% | 0.05% | −0.02 |
| INSM Insmed Inc. | Reduce -18.5% | 0.25% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +6.5% | 10.77% | +2.72 |
| MSFT Microsoft Corp. | Add +10.0% | 11.53% | +2.35 |
| AVGO Broadcom Inc. | Add +1.3% | 4.09% | +1.25 |
| ORCL Oracle Corp. | Add +137.8% | 1.73% | +1.19 |
| CLS Celestica Inc. | Add +201.4% | 0.83% | +0.67 |
| TTWO Take-Two Interactive Softwre | Add +703.1% | 0.56% | +0.49 |
| NFLX Netflix Inc. | Add +1.4% | 2.08% | +0.42 |
| NET Cloudflare Inc. Class A | Add +3.0% | 0.82% | +0.29 |
| AXON Axon Enterprise Inc. | Add +1.0% | 0.97% | +0.26 |
| MWA Mueller Water Products Inc. Class A | New | 0.18% | +0.18 |
| SPOT Spotify Technology SA | Add +5.2% | 0.73% | +0.15 |
| KLAC KLA Corp. | Add +1.7% | 1.03% | +0.14 |
| PWR Quanta Services Inc. | Add +1.6% | 0.59% | +0.14 |
| VRT Vertiv Holdings Co. Class A | Add +1.4% | 0.38% | +0.14 |
| IDCC Interdigital Inc. | New | 0.13% | +0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.4% | 0.58% | +0.12 |
| TSLA Tesla Inc. | Add +1.2% | 1.81% | +0.12 |
| INTU Intuit Inc. | Add +1.5% | 0.90% | +0.10 |
| NOW ServiceNow Inc. | Add +1.0% | 0.88% | +0.10 |
| BBIO Bridgebio Pharma Inc. | New | 0.09% | +0.09 |
| MIRM Mirum Pharmaceuticals Inc. | New | 0.07% | +0.07 |
| RDDT Reddit Inc. Class A | Add +1.7% | 0.31% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.06% | +0.06 |
| CYBR Cyberark Software Ltd./Israel | Add +4.5% | 0.55% | +0.04 |
| IWF iShares Russell 1000 Growth | New | 0.04% | +0.04 |
| CELH Celsius Holdings Inc. | New | 0.04% | +0.04 |
| RBLX Roblox Corp. Class A | New | 0.03% | +0.03 |
| BROS Dutch Bros Inc. Class A | New | 0.03% | +0.03 |
| HWM Howmet Aerospace Inc. | New | 0.03% | +0.03 |
| ZS Zscaler Inc. | New | 0.03% | +0.03 |
| AMP Ameriprise Financial Inc. | Add +106.8% | 0.06% | +0.03 |
| COIN Coinbase Global Inc. Class A | Add +0.3% | 0.05% | +0.02 |
| HLT Hilton Worldwide Holdings Inc. | Add +47.4% | 0.07% | +0.02 |
| URI United Rentals Inc. | Add +1.5% | 0.43% | +0.02 |
| WMT Walmart Inc. | New | 0.02% | +0.02 |
| TW Tradeweb Markets Inc. Class A | New | 0.01% | +0.01 |
| GWRE Guidewire Software Inc. | New | 0.01% | +0.01 |
| MNDY Monday.com Ltd. | Add +0.3% | 0.06% | +0.01 |
| RRX Regal Rexnord Corp. | Add +0.7% | 0.04% | +0.00 |
| MPWR Monolithic Power Systems Inc. | Add +0.3% | 0.03% | +0.00 |
| EXAS Exact Sciences Corp. | Add +0.3% | 0.04% | +0.00 |
| HON Honeywell International Inc. | Add +0.1% | 0.02% | −0.00 |
| IOT Samsara Inc. Class A | Add +0.3% | 0.03% | −0.00 |
| STE Steris PLC | Add +0.4% | 0.05% | −0.00 |
| ABBV Abbvie Inc. | Add +0.1% | 0.02% | −0.01 |
| GWW WW Grainger Inc. | Add +0.4% | 0.06% | −0.01 |
| WAT Waters Corp. | Add +0.3% | 0.04% | −0.01 |
| DECK Deckers Outdoor Corp. | Add +0.4% | 0.04% | −0.01 |
| ODFL Old Dominion Freight Line | Add +0.3% | 0.05% | −0.01 |
| GEHC GE Healthcare Technology | Add +0.4% | 0.05% | −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 |