Latest OAK RIDGE INVESTMENTS LLC Stock Portfolio

OAK RIDGE INVESTMENTS LLC Performance:

2025 Q4: -7.99%YTD: -2.94%2024: 28.55%

Performance for 2025 Q4 is -7.99%, and YTD is -2.94%, and 2024 is 28.55%.

About OAK RIDGE INVESTMENTS LLC and 13F Hedge Fund Stock Holdings

OAK RIDGE INVESTMENTS LLC is a hedge fund based in CHICAGO, IL. On 06-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $708.4 Millions. In it's latest 13F Holdings report, OAK RIDGE INVESTMENTS LLC reported an equity portfolio of $1.6 Billions as of 31 Dec, 2025.

The top stock holdings of OAK RIDGE INVESTMENTS LLC are NVDA, MSFT, AAPL. The fund has invested 11.8% of it's portfolio in NVIDIA CORPORATION and 10.4% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off T-MOBILE US INC (TMUS), ARISTA NETWORKS INC (ANET) and INTERCONTINENTAL EXCHANGE IN (ICE) stocks. They significantly reduced their stock positions in AAON INC (AAON), BELLRING BRANDS INC (BRBR) and COMMVAULT SYS INC (CVLT). OAK RIDGE INVESTMENTS LLC opened new stock positions in GE VERNOVA INC, ISHARES TR (IJR) and ROBINHOOD MKTS INC (HOOD). The fund showed a lot of confidence in some stocks as they added substantially to UBER TECHNOLOGIES INC (UBER), NETFLIX INC (NFLX) and DATADOG INC (DDOG).

OAK RIDGE INVESTMENTS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that OAK RIDGE INVESTMENTS LLC made a return of -7.99% in the last quarter. In trailing 12 months, it's portfolio return was -2.94%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ge vernova inc	12,401,500
brightspring health svcs inc	9,464,440
ishares tr	8,017,110
shopify inc	6,909,320
robinhood mkts inc	3,691,240
osi systems inc	2,489,130
coreweave inc	2,440,680
huron consulting group inc	2,432,500

New stocks bought by OAK RIDGE INVESTMENTS LLC

Additions

Ticker	% Inc.
uber technologies inc	2,960
netflix inc	984
datadog inc	614
roblox corp	486
servicenow inc	392
ishares tr	205
coherent corp	153
rambus inc del	89.22

Additions to existing portfolio by OAK RIDGE INVESTMENTS LLC

Reductions

Ticker	% Reduced
aaon inc	-85.96
bellring brands inc	-76.69
commvault sys inc	-71.21
gallagher arthur j & co	-47.57
alamos gold inc new	-40.51
glacier bancorp inc new	-38.24
insmed inc	-37.6
remitly global inc	-36.83

OAK RIDGE INVESTMENTS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
arista networks inc	-10,030,500
t-mobile us inc	-15,168,600
klaviyo inc	-1,344,790
intercontinental exchange in	-8,023,020
eog res inc	-5,049,210
varonis sys inc	-1,999,210
marsh & mclennan cos inc	-6,618,450
gitlab inc	-1,397,120

OAK RIDGE INVESTMENTS LLC got rid off the above stocks

Sector Distribution

OAK RIDGE INVESTMENTS LLC has about 49.7% of it's holdings in Technology sector.

Sector	%
Technology	49.7
Communication Services	12.8
Consumer Cyclical	9.1
Healthcare	8.2
Others	6.2
Industrials	5.6
Financial Services	4.3
Consumer Defensive	2.3
Basic Materials	1.1

Market Cap. Distribution

OAK RIDGE INVESTMENTS LLC has about 83.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	66.2
LARGE-CAP	17.6
MID-CAP	7.7
UNALLOCATED	6.2
SMALL-CAP	2.2

Stocks belong to which Index?

About 85.4% of the stocks held by OAK RIDGE INVESTMENTS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	76.6
Others	14.5
RUSSELL 2000	8.8

Top 5 Winners (%)		%
ARWR	arrowhead pharmaceuticals in	91.3 %
EXAS	exact sciences corp	83.2 %
GH	guardant health inc	62.7 %
TVTX	travere therapeutics inc	59.1 %
AXSM	axsome therapeutics inc	49.7 %

Top 5 Winners ($)		$
LLY	eli lilly & co	19.7 M
GOOG	alphabet inc	17.5 M
AAPL	apple inc	9.9 M
GOOG	alphabet inc	5.2 M
AMZN	amazon com inc	3.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.5 %
NOW	servicenow inc	-75.1 %
CORT	corcept therapeutics inc	-57.1 %
HIMS	hims & hers health inc	-42.2 %
COIN	coinbase global inc	-32.0 %

Top 5 Losers ($)		$
NFLX	netflix inc	-145.3 M
NOW	servicenow inc	-27.6 M
MSFT	microsoft corp	-11.7 M
ORCL	oracle corp	-10.0 M
META	meta platforms inc	-7.3 M

OAK RIDGE INVESTMENTS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of OAK RIDGE INVESTMENTS LLC

OAK RIDGE INVESTMENTS LLC has 178 stocks in it's portfolio. About 59.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for OAK RIDGE INVESTMENTS LLC last quarter.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAOI	applied optoelectronics inc	0.10	45,854	1,598,470	new

AAON	aaon inc	0.01	2,934	223,718	reduced	-85.96

AAPL	apple inc	9.77	592,599	161,104,000	added	7.13

ABBV	abbvie inc	0.02	1,272	290,639	reduced	-14.86

ABCB	ameris bancorp	0.14	31,644	2,350,200	reduced	-2.08

ADI	analog devices inc	0.01	909	246,521	new

AEP	american elec pwr co inc	0.01	2,009	231,658	new

AGIO	agios pharmaceuticals inc	0.03	20,004	544,509	reduced	-21.2

AIR	aar corp	0.09	17,760	1,470,350	new

AIT	applied indl technologies in	0.22	14,399	3,697,230	reduced	-2.08

AJG	gallagher arthur j & co	0.03	2,073	536,472	reduced	-47.57

AMP	ameriprise finl inc	0.04	1,411	691,870	reduced	-5.37

AMZN	amazon com inc	4.94	352,857	81,446,500	added	8.5

ANET	arista networks inc	0.00	0.00	0.00	sold off	-100

APH	amphenol corp new	0.13	15,739	2,126,970	added	51.25

APP	applovin corp	0.78	19,047	12,834,200	added	5.83

ARWR	arrowhead pharmaceuticals in	0.12	30,687	2,037,310	reduced	-2.69

AVAV	aerovironment inc	0.13	8,584	2,076,380	reduced	-2.76

AVGO	broadcom inc	4.83	230,433	79,752,900	added	8.95

AXON	axon enterprise inc	0.56	16,388	9,307,240	added	4.2