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Latest OAK RIDGE INVESTMENTS LLC Stock Portfolio

OAK RIDGE INVESTMENTS LLC Performance:
2025 Q1: -8.07%YTD: -8.07%2024: 21.93%
Performance for 2025 Q1 is -8.07%, and YTD is -8.07%, and 2024 is 21.93%.

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 $1.2 Billions as of 31 Mar, 2025.

The top stock holdings of OAK RIDGE INVESTMENTS LLC are AAPL, MSFT, NVDA. The fund has invested 9.9% of it's portfolio in APPLE INC and 9.2% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off UNILEVER PLC, CONSTELLATION BRANDS INC (STZ) and AGILYSYS INC (AGYS) stocks. They significantly reduced their stock positions in ROSS STORES INC (ROST), MONOLITHIC PWR SYS INC (MPWR) and ISHARES TR (IJR). OAK RIDGE INVESTMENTS LLC opened new stock positions in ATLASSIAN CORPORATION (TEAM), CLEARWATER ANALYTICS HLDGS I (CWAN) and ACUSHNET HLDGS CORP (GOLF). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR), MARVELL TECHNOLOGY INC (MRVL) and VERTIV HOLDINGS CO (VRT).

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

Our best estimate is that OAK RIDGE INVESTMENTS LLC made a return of -8.07% in the last quarter. In trailing 12 months, it's portfolio return was 0.25%.

New Buys

Ticker$ Bought
atlassian corporation4,198,150
clearwater analytics hldgs i2,731,300
acushnet hldgs corp2,639,430
sensient technologies corp2,206,100
radnet inc1,763,270
grid dynamics hldgs inc1,598,210
gitlab inc1,526,800
everus constr group1,292,510
New stocks bought by OAK RIDGE INVESTMENTS LLC

Additions

Ticker% Inc.
palantir technologies inc874
marvell technology inc863
vertiv holdings co228
commvault sys inc167
the trade desk inc114
tesla inc92.62
klaviyo inc28.13
cloudflare inc25.01
Additions to existing portfolio by OAK RIDGE INVESTMENTS LLC

Reductions

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
OAK RIDGE INVESTMENTS LLC reduced stake in above stock

Sold off

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 got rid off the above stocks

Sector Distribution

OAK RIDGE INVESTMENTS LLC has about 41.4% of it's holdings in Technology sector.

Sector%
Technology41.4
Communication Services13
Healthcare11.2
Consumer Cyclical10
Industrials7.4
Financial Services6.6
Consumer Defensive3.9
Others3.3
Basic Materials1.3
Energy1.1

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-CAP62.5
LARGE-CAP21.3
MID-CAP11.4
UNALLOCATED3.6
SMALL-CAP1.2

Stocks belong to which Index?

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 50078.7
RUSSELL 200010.8
Others10.5
Top 5 Winners (%)%
CORT
corcept therapeutics inc
95.3 %
AXSM
axsome therapeutics inc
37.9 %
GH
guardant health inc
37.3 %
HALO
halozyme therapeutics inc
33.4 %
PLMR
palomar hldgs inc
29.8 %
Top 5 Winners ($)$
ORLY
oreilly automotive inc
3.3 M
LLY
eli lilly & co
3.0 M
TMUS
t-mobile us inc
2.8 M
V
visa inc
2.6 M
PLMR
palomar hldgs inc
1.7 M
Top 5 Losers (%)%
DECK
deckers outdoor corp
-44.5 %
SMTC
semtech corp
-44.3 %
TTD
the trade desk inc
-41.3 %
MRVL
marvell technology inc
-41.1 %
CRDO
credo technology group holdi
-40.2 %
Top 5 Losers ($)$
NVDA
nvidia corporation
-23.0 M
AAPL
apple inc
-14.7 M
MSFT
microsoft corp
-13.4 M
AVGO
broadcom inc
-13.0 M
AMZN
amazon com inc
-10.6 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 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, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions