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Latest OAK RIDGE INVESTMENTS LLC Stock Portfolio

$1.51Billion– No. of Holdings #181

OAK RIDGE INVESTMENTS LLC Performance:
2026 Q1: -8.24%YTD: -8.24%2025: 19.11%
Performance for 2026 Q1 is -8.24%, and YTD is -8.24%, and 2025 is 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 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, OAK RIDGE INVESTMENTS LLC reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.

The top stock holdings of OAK RIDGE INVESTMENTS LLC are NVDA, AAPL, MSFT. The fund has invested 12.1% of it's portfolio in NVIDIA CORPORATION and 10% of portfolio in APPLE INC.

The fund managers got completely rid off VERISK ANALYTICS INC (VRSK), SERVICENOW INC (NOW) and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in TRANSDIGM GROUP INC (TDG), GALLAGHER ARTHUR J & CO (AJG) and ISHARES TR (IJR). OAK RIDGE INVESTMENTS LLC opened new stock positions in ASTRAZENECA PLC, CATERPILLAR INC (CAT) and KULICKE & SOFFA INDS INC (KLIC). The fund showed a lot of confidence in some stocks as they added substantially to ANALOG DEVICES INC (ADI), HOWMET AEROSPACE INC (HWM) and GLACIER BANCORP INC NEW (GBCI).
OAK RIDGE INVESTMENTS LLC Equity Portfolio Value
Last Reported on: 30 Apr, 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 -8.24% in the last quarter. In trailing 12 months, it's portfolio return was 18.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc9,758,840
caterpillar inc9,662,690
kulicke & soffa inds inc5,628,980
bloom energy corp4,382,150
stonex group inc3,661,990
modine mfg co3,568,130
powell inds inc1,715,760
marriott intl inc new1,084,560
New stocks bought by OAK RIDGE INVESTMENTS LLC

Additions

Ticker% Inc.
analog devices inc3,043
howmet aerospace inc1,030
glacier bancorp inc new106
remitly global inc57.38
waystar hldg corp57.08
bellring brands inc52.77
ufp technologies inc51.41
clearwater analytics hldgs i44.23
Additions to existing portfolio by OAK RIDGE INVESTMENTS LLC

Reductions

Ticker% Reduced
transdigm group inc-55.77
gallagher arthur j & co-36.85
ishares tr-33.29
vertex pharmaceuticals inc-31.67
alamos gold inc-24.98
palomar hldgs inc-22.6
iradimed corp-22.48
applied optoelectronics inc-17.13
OAK RIDGE INVESTMENTS LLC reduced stake in above stock

Sold off

Ticker$ Sold
astrazeneca plc-8,978,160
servicenow inc-9,160,000
verisk analytics inc-9,214,690
q2 hldgs inc-2,260,340
reddit inc-7,081,600
ishares tr-8,017,110
cyberark software ltd-8,000,980
grand canyon ed inc-2,757,090
OAK RIDGE INVESTMENTS LLC got rid off the above stocks

Sector Distribution

OAK RIDGE INVESTMENTS LLC has about 48.5% of it's holdings in Technology sector.

  • Technology
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Others
  • Financial Services
  • Consumer Defensive
  • Basic Materials
Sector%
Technology48.5
Communication Services12.7
Consumer Cyclical9.3
Healthcare8.1
Industrials6.6
Others5.7
Financial Services4.5
Consumer Defensive2.5
Basic Materials1.2

Market Cap. Distribution

OAK RIDGE INVESTMENTS LLC has about 84.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
Category%
MEGA-CAP65.8
LARGE-CAP19
MID-CAP8.7
UNALLOCATED5.6

Stocks belong to which Index?

About 86.2% 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 50075.1
Others13.9
RUSSELL 200011.1
Top 5 Winners (%)%
AAOI
applied optoelectronics inc
130.4 %
VIAV
viavi solutions inc
82.3 %
DOCN
digitalocean hldgs inc
73.6 %
VRT
vertiv holdings co
54.6 %
PR
permian resources corp
51.3 %
Top 5 Winners ($)$
KLAC
kla corp
4.6 M
VIAV
viavi solutions inc
4.4 M
ge vernova inc
4.2 M
VRT
vertiv holdings co
4.1 M
COST
costco wholesale corporation
3.0 M
Top 5 Losers (%)%
APP
applovin corp
-40.3 %
HOOD
robinhood mkts inc
-38.3 %
HIMS
hims & hers health inc
-35.9 %
BRBR
bellring brands inc
-35.4 %
ZS
zscaler inc
-34.9 %
Top 5 Losers ($)$
MSFT
microsoft corp
-39.9 M
NVDA
nvidia corporation
-12.7 M
AAPL
apple inc
-10.7 M
LLY
eli lilly & co
-10.2 M
META
meta platforms inc
-9.0 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 181 stocks in it's portfolio. About 57% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for OAK RIDGE INVESTMENTS LLC last quarter.

Last Reported on: 30 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions