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Latest OAK RIDGE INVESTMENTS LLC Stock Portfolio

$1.77Billion | No. of Holdings #170

OAK RIDGE INVESTMENTS LLC Performance

2026 Q2+14.54%
YTD+5.10%
2025+19.11%

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

OAK RIDGE INVESTMENTS LLC is a hedge fund based in Chicago, IL. On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, OAK RIDGE INVESTMENTS LLC reported an equity portfolio of $1.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of OAK RIDGE INVESTMENTS LLC are NVDA, GOOG, AAPL. The fund has invested 11.7% of it's portfolio in NVIDIA CORPORATION and 8.2% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off ORACLE CORP (ORCL), ECOLAB INC (ECL) and UBER TECHNOLOGIES INC (UBER) stocks. They significantly reduced their stock positions in NETFLIX INC. (NFLX), SPOTIFY TECHNOLOGY S A (SPOT) and ASTRAZENECA PLC. OAK RIDGE INVESTMENTS LLC opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), MICRON TECHNOLOGY INC (MU) and LAM RESEARCH CORP (LRCX). The fund showed a lot of confidence in some stocks as they added substantially to CISCO SYS INC (CSCO), ISHARES TR (IJR) and MARRIOTT INTL INC NEW (MAR).
OAK RIDGE INVESTMENTS LLC Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$1.77Billion
  as of Jul 21, 2026

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

Our best estimate is that OAK RIDGE INVESTMENTS LLC made a return of 14.54% in the last quarter. In trailing 12 months, it's portfolio return was 15.96%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
advanced micro devices inc55,727,900
micron technology inc53,784,100
lam research corp32,525,800
sandisk corp21,286,700
marvell technology inc19,065,300
space exploration techn corp5,897,740
dell technologies inc5,256,910
vicor corp4,514,440
New stocks bought by OAK RIDGE INVESTMENTS LLC

Additions

Ticker% Inc.
cisco sys inc2,012
ishares tr771
marriott intl inc new768
tower semiconductor ltd403
crowdstrike hldgs inc295
biohaven ltd198
jfrog ltd167
cytokinetics inc104
Additions to existing portfolio by OAK RIDGE INVESTMENTS LLC

Reductions

Ticker% Reduced
netflix inc.-95.34
spotify technology s a-95.3
astrazeneca plc-89.14
ishares tr-88.33
roblox corp-80.29
cadre hldgs inc-79.69
amazon com inc-70.59
powell inds inc-64.8
OAK RIDGE INVESTMENTS LLC reduced stake in above stock

Sold off

Ticker$ Sold
exlservice hldgs inc-7,313,420
uber technologies inc-10,321,500
oracle corp-17,124,600
clearwater analytics hldgs i-2,248,810
waystar hldg corp-1,409,620
ecolab inc-15,023,500
bellring brands inc-763,824
shopify inc-5,258,660
OAK RIDGE INVESTMENTS LLC got rid off the above stocks

Sector Distribution

OAK RIDGE INVESTMENTS LLC has about 49.1% of it's holdings in Technology sector.

  • Technology
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Others
  • Financial Services
  • Consumer Defensive
Sector%
Technology49.1
Communication Services13.9
Healthcare8.4
Industrials8
Consumer Cyclical7
Others6.5
Financial Services4.1
Consumer Defensive2

Market Cap. Distribution

OAK RIDGE INVESTMENTS LLC has about 81.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
Category%
MEGA-CAP61.7
LARGE-CAP20
MID-CAP10.8
UNALLOCATED6.5

Stocks belong to which Index?

About 83.1% of the stocks held by OAK RIDGE INVESTMENTS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50070.1
Others16.9
RUSSELL 200013
Top 5 Winners (%)%
POWL
powell inds inc
254.4 %
BE
bloom energy corp
123.2 %
DDOG
datadog inc
120.5 %
CRDO
credo technology group holdi
118.4 %
SMTC
semtech corp
103.8 %
Top 5 Winners ($)$
NVDA
nvidia corporation
26.7 M
KLAC
kla corp
23.5 M
GOOG
alphabet inc
22.2 M
LLY
eli lilly & co
18.2 M
AAPL
apple inc
17.0 M
Top 5 Losers (%)%
IJR
ishares tr
-57.6 %
CRWD
crowdstrike hldgs inc
-39.6 %
INSM
insmed inc
-33.7 %
HURN
huron consulting group inc
-29.0 %
ROL
rollins inc
-21.1 %
Top 5 Losers ($)$
CRWD
crowdstrike hldgs inc
-12.8 M
NFLX
netflix inc.
-3.1 M
PLTR
palantir technologies inc
-2.6 M
COST
costco wholesale corporation
-1.4 M
ISRG
intuitive surgical inc
-1.3 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 170 stocks in it's portfolio. About 50.3% of the portfolio is in top 10 stocks. CRWD proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for OAK RIDGE INVESTMENTS LLC last quarter.

$1.77BTotal Value
201Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of OAK RIDGE INVESTMENTS LLC, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGI
Alamos Gold Inc

Alamos Gold Inc

AGI
OAK RIDGE INVESTMENTS LLC's holding in Alamos Gold Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ARGX
Argenx Se

Argenx Se

ARGX
OAK RIDGE INVESTMENTS LLC's holding in Argenx Se over time
0.08%1,535
$1.42M
0.08%
decreased 5.54 percentreduced