Oak Ridge Investments LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Oak Ridge Investments LLC reported 178 stock positions worth $1.6 billion. Its top holding was Nvidia (NVDA) at 11.8% of the portfolio, followed by Microsoft (MSFT, 10.4%) and Apple (AAPL, 9.8%). Compared with Q3 2025, it opened 21 new positions, sold out of 22, added to 62 and reduced 95. The biggest buy was Eli Lilly (LLY, shares +8%) and the biggest sale an exit from T-Mobile US (TMUS).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001054554
- Portfolio Value
- $1.6B (Q4 2025)
- SEC Filing
- 0001172661-26-000295 ↗ filed Jan 23, 2026
Holdings Value
Holdings 178 stocks · $1.6B
| NVDA Nvidia Corp. | 11.79% | 1,043,317 | $194.6M | Add +7.5% |
| MSFT Microsoft Corp. | 10.37% | 353,786 | $171.1M | Add +7.2% |
| AAPL Apple Inc. | 9.76% | 592,599 | $161.1M | Add +7.1% |
| AMZN Amazon.com Inc. | 4.94% | 352,857 | $81.4M | Add +8.5% |
| GOOG Alphabet Inc. Class C | 4.88% | 256,717 | $80.6M | Add +6.5% |
| AVGO Broadcom Inc. | 4.83% | 230,433 | $79.8M | Add +8.9% |
| LLY Eli Lilly & Co. | 4.28% | 65,782 | $70.7M | Add +8.1% |
| META Meta Platforms Inc. Class A | 4.09% | 102,185 | $67.5M | Add +7.6% |
| TSLA Tesla Inc. | 2.42% | 88,813 | $39.9M | Add +6.5% |
| V Visa Inc. Class A | 1.88% | 88,244 | $30.9M | Add +8.2% |
| GOOGL Alphabet Inc. Class A | 1.50% | 79,096 | $24.8M | Add +11.4% |
| MA Mastercard Inc. Class A | 1.46% | 42,168 | $24.1M | Add +7.7% |
| ORCL Oracle Corp. | 1.39% | 118,037 | $23.0M | Add +4.5% |
| NFLX Netflix Inc. | 1.37% | 240,807 | $22.6M | Add +8.5% |
| KLAC KLA Corp. | 1.28% | 17,348 | $21.1M | Add +5.4% |
| COST Costco Wholesale Corp. | 1.16% | 22,117 | $19.1M | Add +7.3% |
| PLTR Palantir Technologies Inc. Class A | 0.97% | 89,659 | $15.9M | Add +7.8% |
| CLS Celestica Inc. | 0.95% | 53,058 | $15.7M | Reduce -16.1% |
| ECL Ecolab Inc. | 0.89% | 56,083 | $14.7M | Add +4.9% |
| TDG Transdigm Group Inc. | 0.79% | 9,775 | $13.0M | Add +4.8% |
| NET Cloudflare Inc. Class A | 0.78% | 65,150 | $12.8M | Add +9.0% |
| APP AppLovin Corp. Class A | 0.78% | 19,047 | $12.8M | Add +5.8% |
| ORLY O'reilly Automotive Inc. | 0.75% | 136,402 | $12.4M | Reduce -34.0% |
| GEV GE Vernova Inc. | 0.75% | 18,975 | $12.4M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.73% | 25,705 | $12.0M | Add +59.7% |
| SYK Stryker Corp. | 0.71% | 33,543 | $11.8M | Add +4.7% |
| ISRG Intuitive Surgical Inc. | 0.69% | 19,956 | $11.3M | Add +5.0% |
| INTU Intuit Inc. | 0.68% | 17,045 | $11.3M | Add +5.0% |
| UBER Uber Technologies Inc. | 0.68% | 136,975 | $11.2M | Add +2960.9% |
| EXLS Exlservice Holdings Inc. | 0.62% | 240,671 | $10.2M | Reduce -16.0% |
| PWR Quanta Services Inc. | 0.59% | 23,035 | $9.7M | Add +3.3% |
| BTSG Brightspring Health Services | 0.57% | 252,722 | $9.5M | New |
| AXON Axon Enterprise Inc. | 0.56% | 16,388 | $9.3M | Add +4.2% |
| TTWO Take-Two Interactive Softwre | 0.56% | 36,179 | $9.3M | Add +11.1% |
| VRSK Verisk Analytics Inc. | 0.56% | 41,194 | $9.2M | Reduce -2.8% |
| NOW ServiceNow Inc. | 0.56% | 59,795 | $9.2M | Reduce -1.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.54% | 97,663 | $9.0M | Add +4.0% |
| SPOT Spotify Technology SA | 0.51% | 14,372 | $8.3M | Add +4.7% |
| IWO iShares Russell 2000 Growth | 0.49% | 24,820 | $8.0M | New |
| CYBR Cyberark Software Ltd./Israel | 0.48% | 17,937 | $8.0M | Reduce -0.5% |
| VRT Vertiv Holdings Co. Class A | 0.46% | 46,562 | $7.5M | Add +10.1% |
| COHR Coherent Corp. | 0.45% | 40,275 | $7.4M | Add +153.3% |
| SNOW Snowflake Inc. | 0.44% | 33,125 | $7.3M | Add +4.7% |
| RDDT Reddit Inc. Class A | 0.43% | 30,807 | $7.1M | Add +5.7% |
| URI United Rentals Inc. | 0.42% | 8,657 | $7.0M | Add +5.5% |
| SHOP Shopify Inc. Class A | 0.42% | 42,923 | $6.9M | New |
| PLMR Palomar Holdings Inc. | 0.41% | 50,289 | $6.8M | Reduce -2.4% |
| DDOG Datadog Inc. Class A | 0.35% | 41,887 | $5.7M | Add +614.4% |
| ZS Zscaler Inc. | 0.34% | 24,678 | $5.6M | Add +10.4% |
| VIAV Viavi Solutions Inc. | 0.32% | 297,052 | $5.3M | Reduce -2.2% |
| ROAD Construction Partners Inc. Class A | 0.32% | 48,681 | $5.3M | Reduce -2.2% |
| ENSG The Ensign Group Inc. | 0.31% | 29,193 | $5.1M | Reduce -2.6% |
| COCO The Vita Coco Co. Inc. | 0.31% | 95,487 | $5.1M | Reduce -2.1% |
| OLLI Ollie's Bargain Outlet Holdi | 0.26% | 39,183 | $4.3M | Reduce -2.9% |
| SITM Sitime Corp. | 0.26% | 12,064 | $4.3M | Reduce -2.3% |
| CRDO Credo Technology Group Holdi | 0.25% | 29,098 | $4.2M | Reduce -32.2% |
| RBLX Roblox Corp. Class A | 0.24% | 48,664 | $3.9M | Add +486.2% |
| RBC RBC Bearings Inc. | 0.23% | 8,407 | $3.8M | Reduce -2.4% |
| FSS Federal Signal Corp. | 0.23% | 34,410 | $3.7M | Reduce -2.2% |
| AIT Applied Industrial Tech Inc. | 0.22% | 14,399 | $3.7M | Reduce -2.1% |
| IRMD Iradimed Corp. | 0.22% | 37,962 | $3.7M | Reduce -2.6% |
| HOOD Robinhood Markets Inc. Class A | 0.22% | 32,637 | $3.7M | New |
| ECG Everus Construction Group | 0.22% | 42,778 | $3.7M | Add +28.7% |
| CDRE Cadre Holdings Inc. | 0.22% | 87,449 | $3.6M | Reduce -2.0% |
| CWST Casella Waste Systems Inc. Class A | 0.21% | 36,041 | $3.5M | Reduce -2.6% |
| EPAM Epam Systems Inc. | 0.20% | 15,930 | $3.3M | Add +3.5% |
| SMTC Semtech Corp. | 0.19% | 42,899 | $3.2M | Add +31.8% |
| SXT Sensient Technologies Corp. | 0.19% | 32,829 | $3.1M | Add +18.8% |
| PSMT Pricesmart Inc. | 0.18% | 23,556 | $2.9M | Reduce -2.6% |
| GOLF Acushnet Holdings Corp. | 0.17% | 35,856 | $2.9M | Reduce -2.1% |
| LOPE Grand Canyon Education Inc. | 0.17% | 16,578 | $2.8M | Reduce -2.1% |
| HALO Halozyme Therapeutics Inc. | 0.16% | 39,638 | $2.7M | Reduce -2.9% |
| WCN Waste Connections Inc. | 0.16% | 15,120 | $2.7M | Add +19.7% |
| TTMI TTM Technologies | 0.16% | 37,642 | $2.6M | Add +19.6% |
| IDCC Interdigital Inc. | 0.16% | 8,130 | $2.6M | Add +1.9% |
| BBIO Bridgebio Pharma Inc. | 0.16% | 33,604 | $2.6M | Add +20.3% |
| TVTX Travere Therapeutics Inc. | 0.15% | 66,383 | $2.5M | Reduce -2.7% |
| OSIS Osi Systems Inc. | 0.15% | 9,759 | $2.5M | New |
| RDNT Radnet Inc. | 0.15% | 34,354 | $2.5M | Add +1.6% |
| CRWV Coreweave Inc. Class A | 0.15% | 34,083 | $2.4M | New |
| HURN Huron Consulting Group Inc. | 0.15% | 14,068 | $2.4M | New |
| INSM Insmed Inc. | 0.15% | 13,813 | $2.4M | Reduce -37.6% |
| IUSG iShares Core S&P U.S. Growth | 0.14% | 14,187 | $2.4M | Add +205.8% |
| ABCB Ameris Bancorp | 0.14% | 31,644 | $2.4M | Reduce -2.1% |
| BOOT Boot Barn Holdings Inc. | 0.14% | 13,108 | $2.3M | Reduce -2.6% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.14% | 31,324 | $2.3M | Reduce -2.6% |
| AXSM Axsome Therapeutics Inc. | 0.13% | 11,741 | $2.1M | Reduce -2.7% |
| APH Amphenol Corp. Class A | 0.13% | 15,739 | $2.1M | Add +51.3% |
| DSGX The Descartes Systems Grp | 0.13% | 24,119 | $2.1M | Reduce -2.5% |
| SAIA Saia Inc. | 0.13% | 6,468 | $2.1M | Reduce -2.7% |
| AVAV Aerovironment Inc. | 0.13% | 8,584 | $2.1M | Reduce -2.8% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.12% | 30,687 | $2.0M | Reduce -2.7% |
| URGN Urogen Pharma Ltd. | 0.12% | 85,230 | $2.0M | Reduce -2.6% |
| OSW Onespaworld Holdings Ltd. | 0.12% | 94,323 | $2.0M | Reduce -29.2% |
| MWA Mueller Water Products Inc. Class A | 0.12% | 82,043 | $2.0M | Reduce -21.2% |
| FCFS Firstcash Holdings Inc. | 0.11% | 11,650 | $1.9M | New |
| FROG Jfrog Ltd. | 0.11% | 28,521 | $1.8M | New |
| DOCN Digitalocean Holdings Inc. | 0.11% | 36,789 | $1.8M | New |
| EXPE Expedia Group Inc. | 0.11% | 6,198 | $1.8M | Add +62.2% |
| CVLT Commvault Systems Inc. | 0.10% | 13,322 | $1.7M | Reduce -71.2% |
Portfolio Sells Q3 2025 → Q4 2025
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.98 |
| ORLY O'reilly Automotive Inc. | Reduce -34.0% | 0.75% | −0.69 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.65 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.52 |
| CVLT Commvault Systems Inc. | Reduce -71.2% | 0.10% | −0.46 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.43 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.33 |
| BRBR Bellring Brands Inc. | Reduce -76.7% | 0.05% | −0.26 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.21 |
| EXLS Exlservice Holdings Inc. | Reduce -16.0% | 0.62% | −0.20 |
| NOW ServiceNow Inc. | Reduce -1.4% | 0.56% | −0.17 |
| MIDD Middleby Corp. | Sold out | 0.00% | −0.17 |
| CRDO Credo Technology Group Holdi | Reduce -32.2% | 0.25% | −0.15 |
| VRSK Verisk Analytics Inc. | Reduce -2.8% | 0.56% | −0.13 |
| VRNS Varonis Systems Inc. | Sold out | 0.00% | −0.13 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.12 |
| AAON Aaon Inc. | Reduce -86.0% | 0.01% | −0.11 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.09 |
| ROAD Construction Partners Inc. Class A | Reduce -2.2% | 0.32% | −0.09 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −0.09 |
| GBCI Glacier Bancorp Inc. | Reduce -38.2% | 0.09% | −0.09 |
| CORT Corcept Therapeutics Inc. | Reduce -3.5% | 0.05% | −0.09 |
| CYBR Cyberark Software Ltd./Israel | Reduce -0.5% | 0.48% | −0.08 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -2.9% | 0.26% | −0.07 |
| LOPE Grand Canyon Education Inc. | Reduce -2.1% | 0.17% | −0.07 |
| TREX Trex Company Inc. | Sold out | 0.00% | −0.07 |
| WAY Waystar Holding Corp. | Reduce -34.0% | 0.07% | −0.06 |
| PRCT Procept Biorobotics Corp. | Sold out | 0.00% | −0.06 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.06 |
| OSW Onespaworld Holdings Ltd. | Reduce -29.2% | 0.12% | −0.06 |
| MTDR Matador Resources Co. | Reduce -34.1% | 0.09% | −0.06 |
| INSM Insmed Inc. | Reduce -37.6% | 0.15% | −0.06 |
| CLS Celestica Inc. | Reduce -16.1% | 0.95% | −0.06 |
| AGI Alamos Gold Inc. Class A | Reduce -40.5% | 0.09% | −0.06 |
| AVAV Aerovironment Inc. | Reduce -2.8% | 0.13% | −0.05 |
| HIMS Hims & Hers Health Inc. | Reduce -2.5% | 0.06% | −0.05 |
| MWA Mueller Water Products Inc. Class A | Reduce -21.2% | 0.12% | −0.05 |
| BMI Badger Meter Inc. | Reduce -36.2% | 0.07% | −0.05 |
| AJG Arthur J Gallagher & Co. | Reduce -47.6% | 0.03% | −0.05 |
| FSS Federal Signal Corp. | Reduce -2.2% | 0.23% | −0.04 |
| PR Permian Resources Corp. Class A | Reduce -33.5% | 0.09% | −0.04 |
| RELY Remitly Global Inc. | Reduce -36.8% | 0.04% | −0.04 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.04 |
| IONQ Ionq Inc. | Reduce -2.1% | 0.08% | −0.04 |
| UFPT Ufp Technologies Inc. | Reduce -35.0% | 0.08% | −0.04 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.03 |
| AGIO Agios Pharmaceuticals Inc. | Reduce -21.2% | 0.03% | −0.03 |
| HALO Halozyme Therapeutics Inc. | Reduce -2.9% | 0.16% | −0.03 |
| LMAT Lemaitre Vascular Inc. | Reduce -13.1% | 0.08% | −0.03 |
| ENSG The Ensign Group Inc. | Reduce -2.6% | 0.31% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | Add +8.1% | 4.28% | +1.28 |
| GOOG Alphabet Inc. Class C | Add +6.5% | 4.88% | +1.09 |
| GEV GE Vernova Inc. | New | 0.75% | +0.75 |
| AAPL Apple Inc. | Add +7.1% | 9.76% | +0.66 |
| UBER Uber Technologies Inc. | Add +2960.9% | 0.68% | +0.65 |
| BTSG Brightspring Health Services | New | 0.57% | +0.57 |
| IWO iShares Russell 2000 Growth | New | 0.49% | +0.49 |
| SHOP Shopify Inc. Class A | New | 0.42% | +0.42 |
| GOOGL Alphabet Inc. Class A | Add +11.4% | 1.50% | +0.39 |
| COHR Coherent Corp. | Add +153.3% | 0.45% | +0.34 |
| AVGO Broadcom Inc. | Add +8.9% | 4.83% | +0.32 |
| AMZN Amazon.com Inc. | Add +8.5% | 4.94% | +0.32 |
| DDOG Datadog Inc. Class A | Add +614.4% | 0.35% | +0.29 |
| HOOD Robinhood Markets Inc. Class A | New | 0.22% | +0.22 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +59.7% | 0.73% | +0.22 |
| RBLX Roblox Corp. Class A | Add +486.2% | 0.24% | +0.16 |
| OSIS Osi Systems Inc. | New | 0.15% | +0.15 |
| CRWV Coreweave Inc. Class A | New | 0.15% | +0.15 |
| HURN Huron Consulting Group Inc. | New | 0.15% | +0.15 |
| ISRG Intuitive Surgical Inc. | Add +5.0% | 0.69% | +0.14 |
| KLAC KLA Corp. | Add +5.4% | 1.28% | +0.13 |
| FCFS Firstcash Holdings Inc. | New | 0.11% | +0.11 |
| FROG Jfrog Ltd. | New | 0.11% | +0.11 |
| DOCN Digitalocean Holdings Inc. | New | 0.11% | +0.11 |
| AAOI Applied Optoelectronics Inc. | New | 0.10% | +0.10 |
| IUSG iShares Core S&P U.S. Growth | Add +205.8% | 0.14% | +0.10 |
| AIR Aar Corp. | New | 0.09% | +0.09 |
| NVDA Nvidia Corp. | Add +7.5% | 11.79% | +0.09 |
| AZN Astrazeneca PLC-Spons ADR | Add +4.0% | 0.54% | +0.08 |
| V Visa Inc. Class A | Add +8.2% | 1.88% | +0.08 |
| TATT Tat Technologies Ltd. | New | 0.07% | +0.07 |
| BBIO Bridgebio Pharma Inc. | Add +20.3% | 0.16% | +0.06 |
| CTGO Contango Silver & Gold Inc. | New | 0.06% | +0.06 |
| EXPE Expedia Group Inc. | Add +62.2% | 0.11% | +0.05 |
| EPAM Epam Systems Inc. | Add +3.5% | 0.20% | +0.05 |
| APH Amphenol Corp. Class A | Add +51.3% | 0.13% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Add +10.1% | 0.46% | +0.04 |
| SMTC Semtech Corp. | Add +31.8% | 0.19% | +0.04 |
| TTMI TTM Technologies | Add +19.6% | 0.16% | +0.04 |
| ECG Everus Construction Group | Add +28.7% | 0.22% | +0.04 |
| CAI Caris Life Sciences Inc. | New | 0.04% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +62.1% | 0.08% | +0.03 |
| PLD Prologis Inc. | Add +63.1% | 0.07% | +0.03 |
| TSLA Tesla Inc. | Add +6.5% | 2.42% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +84.7% | 0.05% | +0.02 |
| IWF iShares Russell 1000 Growth | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +7.7% | 1.46% | +0.02 |
| P Everpure Inc. Class A | New | 0.02% | +0.02 |
| SXT Sensient Technologies Corp. | Add +18.8% | 0.19% | +0.02 |
| TTWO Take-Two Interactive Softwre | Add +11.1% | 0.56% | +0.02 |
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 |