Latest OAK RIDGE INVESTMENTS LLC Stock Portfolio

OAK RIDGE INVESTMENTS LLC Performance:

2025 Q3: 9.12%YTD: 5.49%2024: 28.55%

Performance for 2025 Q3 is 9.12%, and YTD is 5.49%, 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 $1.5 Billions as of 30 Sep, 2025.

The top stock holdings of OAK RIDGE INVESTMENTS LLC are NVDA, MSFT, AAPL. The fund has invested 11.7% of it's portfolio in NVIDIA CORPORATION and 11.1% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off FORTINET INC (FTNT), HERC HLDGS INC (HRI) and NOMAD FOODS LTD stocks. They significantly reduced their stock positions in EQUINIX INC (EQIX), KINSALE CAP GROUP INC (KNSL) and BJS WHSL CLUB HLDGS INC (BJ). OAK RIDGE INVESTMENTS LLC opened new stock positions in SNOWFLAKE INC (SNOW), VIAVI SOLUTIONS INC (VIAV) and PRICESMART INC (PSMT). The fund showed a lot of confidence in some stocks as they added substantially to ZSCALER INC (ZS), GUIDEWIRE SOFTWARE INC (GWRE) and ROBLOX CORP (RBLX).

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

Our best estimate is that OAK RIDGE INVESTMENTS LLC made a return of 9.12% in the last quarter. In trailing 12 months, it's portfolio return was 10.31%.

New Buys

Ticker	$ Bought
snowflake inc	7,137,300
viavi solutions inc	3,854,940
pricesmart inc	2,930,980
onespaworld holdings limited	2,816,760
glacier bancorp inc new	2,796,340
ameris bancorp	2,369,010
waystar hldg corp	2,138,650
ionq inc	1,838,600

New stocks bought by OAK RIDGE INVESTMENTS LLC

Additions

Ticker	% Inc.
zscaler inc	1,623
guidewire software inc	347
roblox corp	89.41
enterprise prods partners l	51.12
travere therapeutics inc	32.55
urogen pharma ltd	24.00
amphenol corp new	20.66
tjx cos inc new	18.67

Additions to existing portfolio by OAK RIDGE INVESTMENTS LLC

Reductions

Ticker	% Reduced
equinix inc	-96.7
kinsale cap group inc	-80.66
bjs whsl club hldgs inc	-60.11
ross stores inc	-52.22
hims & hers health inc	-50.96
chipotle mexican grill inc	-47.64
insmed inc	-35.25
agios pharmaceuticals inc	-31.86

OAK RIDGE INVESTMENTS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
nomad foods ltd	-2,266,890
grid dynamics hldgs inc	-1,136,800
fortinet inc	-7,722,000
azek co inc	-2,207,700
herc hldgs inc	-2,415,980
blueprint medicines corp	-1,769,910
ge healthcare technologies i	-681,814
deckers outdoor corp	-520,916

OAK RIDGE INVESTMENTS LLC got rid off the above stocks

Sector Distribution

OAK RIDGE INVESTMENTS LLC has about 49.9% of it's holdings in Technology sector.

Sector	%
Technology	49.9
Communication Services	12.9
Consumer Cyclical	9.6
Healthcare	7.1
Industrials	6.3
Financial Services	5.2
Others	4
Consumer Defensive	2.9
Basic Materials	1.1

Market Cap. Distribution

OAK RIDGE INVESTMENTS LLC has about 84.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	65.1
LARGE-CAP	19.3
MID-CAP	9.5
UNALLOCATED	4.2
SMALL-CAP	1.9

Stocks belong to which Index?

About 88.7% of the stocks held by OAK RIDGE INVESTMENTS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	78.5
Others	11.4
RUSSELL 2000	10.2

Top 5 Winners (%)		%
ARWR	arrowhead pharmaceuticals in	117.6 %
APP	applovin corp	103.0 %
CYTK	cytokinetics inc	66.0 %
SMTC	semtech corp	57.7 %
IDCC	interdigital inc	53.6 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	27.5 M
AAPL	apple inc	27.1 M
GOOG	alphabet inc	15.8 M
AVGO	broadcom inc	11.4 M
TSLA	tesla inc	10.4 M

Top 5 Losers (%)		%
INSP	inspire med sys inc	-41.1 %
	monday com ltd	-38.4 %
PRCT	procept biorobotics corp	-37.6 %
BRBR	bellring brands inc	-37.2 %
LNTH	lantheus hldgs inc	-37.0 %

Top 5 Losers ($)		$
NFLX	netflix inc	-3.1 M
BRBR	bellring brands inc	-2.9 M
VRSK	verisk analytics inc	-2.5 M
PLMR	palomar hldgs inc	-1.9 M
TDG	transdigm group inc	-1.9 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 179 stocks in it's portfolio. About 56.7% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for OAK RIDGE INVESTMENTS LLC last quarter.

Last Reported on: 29 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon inc	0.13	20,898	1,952,710	reduced	-0.69

AAPL	apple inc	9.10	553,158	140,851,000	added	1.97

ABBV	abbvie inc	0.02	1,494	345,921	added	18.1

ABCB	ameris bancorp	0.15	32,315	2,369,010	new

AGIO	agios pharmaceuticals inc	0.07	25,385	1,018,950	reduced	-31.86

AIT	applied indl technologies in	0.25	14,705	3,838,740	reduced	-1.53

AJG	gallagher arthur j & co	0.08	3,954	1,224,710	added	0.66

AMP	ameriprise finl inc	0.05	1,491	732,454	added	0.13

AMZN	amazon com inc	4.62	325,213	71,407,000	added	1.95

ANET	arista networks inc	0.65	68,839	10,030,500	added	2.17

APH	amphenol corp new	0.08	10,406	1,287,740	added	20.66

APP	applovin corp	0.84	17,998	12,932,300	added	2.16

ARWR	arrowhead pharmaceuticals in	0.07	31,536	1,087,680	reduced	-1.22

AVAV	aerovironment inc	0.18	8,828	2,779,850	reduced	-2.11

AVGO	broadcom inc	4.51	211,509	69,778,900	added	2.15

AXON	axon enterprise inc	0.73	15,728	11,287,000	reduced	-3.41

AXSM	axsome therapeutics inc	0.10	12,065	1,465,290	reduced	-1.96

AZEK	azek co inc	0.00	0.00	0.00	sold off	-100

BBIO	bridgebio pharma inc	0.09	27,935	1,450,940	reduced	-1.96

BJ	bjs whsl club hldgs inc	0.09	14,951	1,394,180	reduced	-60.11