Ticker | $ Bought |
---|---|
atlassian corporation | 4,198,150 |
clearwater analytics hldgs i | 2,731,300 |
acushnet hldgs corp | 2,639,430 |
sensient technologies corp | 2,206,100 |
radnet inc | 1,763,270 |
grid dynamics hldgs inc | 1,598,210 |
gitlab inc | 1,526,800 |
everus constr group | 1,292,510 |
Ticker | % Inc. |
---|---|
palantir technologies inc | 874 |
marvell technology inc | 863 |
vertiv holdings co | 228 |
commvault sys inc | 167 |
the trade desk inc | 114 |
tesla inc | 92.62 |
klaviyo inc | 28.13 |
cloudflare inc | 25.01 |
Ticker | % Reduced |
---|---|
ross stores inc | -91.84 |
monolithic pwr sys inc | -88.56 |
ishares tr | -76.64 |
nomad foods ltd | -50.71 |
q2 hldgs inc | -50.05 |
lantheus hldgs inc | -47.18 |
regal rexnord corporation | -43.13 |
fortinet inc | -42.15 |
Ticker | $ Sold |
---|---|
unilever plc | -6,574,140 |
nv5 global inc | -1,540,960 |
agilysys inc | -3,665,750 |
constellation brands inc | -5,088,970 |
intra-cellular therapies inc | -1,656,280 |
wex inc | -2,744,280 |
yum china hldgs inc | -740,469 |
sps comm inc | -2,361,330 |
OAK RIDGE INVESTMENTS LLC has about 41.4% of it's holdings in Technology sector.
Sector | % |
---|---|
Technology | 41.4 |
Communication Services | 13 |
Healthcare | 11.2 |
Consumer Cyclical | 10 |
Industrials | 7.4 |
Financial Services | 6.6 |
Consumer Defensive | 3.9 |
Others | 3.3 |
Basic Materials | 1.3 |
Energy | 1.1 |
OAK RIDGE INVESTMENTS LLC has about 83.8% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
MEGA-CAP | 62.5 |
LARGE-CAP | 21.3 |
MID-CAP | 11.4 |
UNALLOCATED | 3.6 |
SMALL-CAP | 1.2 |
About 89.5% of the stocks held by OAK RIDGE INVESTMENTS LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
S&P 500 | 78.7 |
RUSSELL 2000 | 10.8 |
Others | 10.5 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
OAK RIDGE INVESTMENTS LLC has 163 stocks in it's portfolio. About 52% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. ORLY was the most profitable stock for OAK RIDGE INVESTMENTS LLC last quarter.
Last Reported on: 13 May, 2025Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAON | aaon inc | 0.20 | 31,021 | 2,423,670 | added | 3.36 | ||
AAPL | apple inc | 9.92 | 536,740 | 119,226,000 | added | 5.08 | ||
ABBV | abbvie inc | 0.02 | 1,264 | 264,833 | unchanged | 0.00 | ||
AGIO | agios pharmaceuticals inc | 0.10 | 39,087 | 1,145,250 | added | 0.56 | ||
AGYS | agilysys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
AIT | applied indl technologies in | 0.29 | 15,525 | 3,498,400 | reduced | -0.6 | ||
AJG | gallagher arthur j & co | 0.13 | 4,575 | 1,579,470 | reduced | -2.41 | ||
AMP | ameriprise finl inc | 0.03 | 720 | 348,559 | reduced | -2.44 | ||
AMZN | amazon com inc | 5.76 | 364,017 | 69,257,900 | added | 5.6 | ||
ANET | arista networks inc | 0.91 | 141,758 | 10,983,400 | added | 2.9 | ||
APH | amphenol corp new | 0.08 | 15,013 | 984,703 | reduced | -2.87 | ||
APP | applovin corp | 0.44 | 19,807 | 5,248,260 | added | 11.12 | ||
ARWR | arrowhead pharmaceuticals in | 0.04 | 33,734 | 429,771 | added | 2.5 | ||
AVAV | aerovironment inc | 0.09 | 9,374 | 1,117,290 | reduced | -2.21 | ||
AVGO | broadcom inc | 2.85 | 204,440 | 34,229,400 | added | 5.31 | ||
AXON | axon enterprise inc | 0.70 | 16,117 | 8,476,740 | added | 6.36 | ||
AXSM | axsome therapeutics inc | 0.12 | 12,922 | 1,507,090 | reduced | -0.18 | ||
AZEK | azek co inc | 0.17 | 42,328 | 2,069,420 | reduced | -0.69 | ||
BJ | bjs whsl club hldgs inc | 0.37 | 38,623 | 4,406,880 | reduced | -1.01 | ||
BMI | badger meter inc | 0.17 | 10,607 | 2,017,980 | reduced | -0.67 | ||