Oak Ridge Investments LLC Top Holdings and 13F Report (2025) About Oak Ridge Investments LLCInvestment ActivityOak Ridge Investments LLC has $1.27 billion in total holdings as of December 31, 2024.Oak Ridge Investments LLC owns shares of 167 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 11.03% of the portfolio was purchased this quarter.About 5.26% of the portfolio was sold this quarter.This quarter, Oak Ridge Investments LLC has purchased 152 new stocks and bought additional shares in 59 stocks.Oak Ridge Investments LLC sold shares of 76 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $127,917,791NVIDIA $118,184,332Microsoft $117,795,762Amazon.com $75,624,830Meta Platforms $47,649,389 Largest New Holdings this Quarter ARISTA NETWORKS INC $15,226,613 HoldingAPPLOVIN CORP $5,772,270 HoldingCyberArk Software $5,249,111 HoldingSpotify Technology $5,247,767 HoldingCrowdStrike $5,028,041 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 137,760 shares (about $15.23M)Amazon.com 39,800 shares (about $8.73M)Apple 28,402 shares (about $7.11M)NVIDIA 52,762 shares (about $7.09M)Microsoft 15,934 shares (about $6.72M) Largest Sales this Quarter Roper Technologies 13,644 shares (about $7.09M)Danaher 22,331 shares (about $5.13M)STERIS 23,186 shares (about $4.77M)SPS Commerce 10,286 shares (about $1.89M)argenx 2,696 shares (about $1.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOak Ridge Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$127,917,791$7,112,429 ▲5.9%510,81310.0%Computer and TechnologyNVDANVIDIA$118,184,332$7,085,409 ▲6.4%880,0689.3%Computer and TechnologyMSFTMicrosoft$117,795,762$6,716,181 ▲6.0%279,4689.2%Computer and TechnologyAMZNAmazon.com$75,624,830$8,731,722 ▲13.1%344,7055.9%Retail/WholesaleMETAMeta Platforms$47,649,389$2,790,541 ▲6.2%81,3813.7%Computer and TechnologyAVGOBroadcom$45,005,476$2,495,989 ▲5.9%194,1233.5%Computer and TechnologyLLYEli Lilly and Company$42,647,596$2,471,172 ▲6.2%55,2433.3%MedicalGOOGAlphabet$42,589,240$2,403,734 ▲6.0%223,6363.3%Computer and TechnologyGOOGLAlphabet$28,399,165$1,596,935 ▲6.0%150,0222.2%Computer and TechnologyVVisa$23,847,114$1,326,736 ▲5.9%75,4561.9%Business ServicesUNHUnitedHealth Group$21,218,804$1,126,550 ▲5.6%41,9461.7%MedicalMAMastercard$18,989,694$1,076,836 ▲6.0%36,0631.5%Business ServicesNFLXNetflix$18,058,143$1,114,150 ▲6.6%20,2601.4%Consumer DiscretionaryROSTRoss Stores$17,524,478$1,673,046 ▲10.6%115,8491.4%Retail/WholesaleCOSTCostco Wholesale$17,397,218$1,020,725 ▲6.2%18,9871.4%Retail/WholesaleTSLATesla$16,482,730$933,678 ▲6.0%40,8151.3%Auto/Tires/TrucksORLYO'Reilly Automotive$15,707,107$794,486 ▲5.3%13,2461.2%Retail/WholesaleARISTA NETWORKS INC$15,226,613$15,226,613 ▲New Holding137,7601.2%COM SHSTDGTransDigm Group$14,846,185$793,317 ▲5.6%11,7151.2%AerospaceEXLSExlService$14,697,280$437,542 ▲3.1%331,1691.2%Business ServicesTMUST-Mobile US$13,313,330$715,386 ▲5.7%60,3151.0%Computer and TechnologyFTNTFortinet$12,117,343$93,535 ▼-0.8%128,2531.0%Computer and TechnologyNOWServiceNow$11,916,809$677,417 ▲6.0%11,2410.9%Computer and TechnologyECLEcolab$11,396,153$670,390 ▲6.3%48,6350.9%Basic MaterialsVRSKVerisk Analytics$11,335,322$575,373 ▲5.3%41,1550.9%Business ServicesSYKStryker$10,508,419$623,247 ▲6.3%29,1860.8%MedicalBRBRBellRing Brands$9,778,755$222,931 ▲2.3%129,7950.8%MedicalSAIASaia$9,447,739$249,740 ▲2.7%20,7310.7%TransportationAZNAstraZeneca$9,433,111$480,982 ▲5.4%143,9730.7%MedicalKLACKLA$9,340,269$541,273 ▲6.2%14,8230.7%Computer and TechnologyINTUIntuit$9,267,861$504,686 ▼-5.2%14,7460.7%Computer and TechnologyAXONAxon Enterprise$9,005,731$464,758 ▲5.4%15,1530.7%AerospaceISRGIntuitive Surgical$8,884,281$3,633,363 ▲69.2%17,0210.7%MedicalEQIXEquinix$7,106,562$444,101 ▲6.7%7,5370.6%FinanceQTWOQ2$6,868,759$182,177 ▼-2.6%68,2440.5%Computer and TechnologyORCLOracle$6,791,247$6,502,960 ▲2,255.7%40,7540.5%Computer and TechnologyULUnilever$6,574,138$345,416 ▲5.5%115,9460.5%Consumer StaplesPWRQuanta Services$6,534,334$323,951 ▲5.2%20,6750.5%ConstructionMMCMarsh & McLennan Companies$6,510,154$361,309 ▲5.9%30,6490.5%FinanceICEIntercontinental Exchange$6,482,233$372,674 ▲6.1%43,5020.5%FinanceROADConstruction Partners$5,924,785$166,216 ▼-2.7%66,9770.5%ConstructionPLMRPalomar$5,782,636$152,578 ▼-2.6%54,7650.5%FinanceAPPLOVIN CORP$5,772,270$5,772,270 ▲New Holding17,8250.5%COM CL AOLLIOllie's Bargain Outlet$5,739,537$122,788 ▼-2.1%52,3060.5%Consumer StaplesCYBRCyberArk Software$5,249,111$5,249,111 ▲New Holding15,7560.4%Computer and TechnologySPOTSpotify Technology$5,247,767$5,247,767 ▲New Holding11,7300.4%Business ServicesURIUnited Rentals$5,229,058$328,269 ▲6.7%7,4230.4%ConstructionSTZConstellation Brands$5,088,967$516,256 ▼-9.2%23,0270.4%Consumer StaplesEOGEOG Resources$5,059,405$283,285 ▲5.9%41,2740.4%Oils/EnergyCRWDCrowdStrike$5,028,041$5,028,041 ▲New Holding14,6950.4%Computer and TechnologyNETCloudflare$4,913,115$4,913,115 ▲New Holding45,6270.4%Computer and TechnologyNOMDNomad Foods$4,777,249$193,708 ▼-3.9%284,6990.4%Consumer StaplesKNSLKinsale Capital Group$4,681,533$109,771 ▼-2.3%10,0650.4%FinanceINSPInspire Medical Systems$4,616,704$1,192,179 ▼-20.5%24,9040.4%MedicalENSGThe Ensign Group$4,190,537$94,198 ▼-2.2%31,5410.3%MedicalCWSTCasella Waste Systems$4,174,205$110,995 ▼-2.6%39,4500.3%Industrial ProductsDSGXThe Descartes Systems Group$4,098,688$104,966 ▼-2.5%36,0800.3%Computer and TechnologyREDDIT INC$4,086,490$4,086,490 ▲New Holding25,0030.3%CL AINSMInsmed$3,910,149$118,611 ▼-2.9%56,6360.3%MedicalSITMSiTime$3,828,502$385,939 ▼-9.2%17,8460.3%Computer and TechnologyCOCOVita Coco$3,828,416$98,144 ▼-2.5%103,7230.3%Consumer StaplesAITApplied Industrial Technologies$3,740,282$92,675 ▼-2.4%15,6190.3%Industrial ProductsHRIHerc$3,680,575$95,233 ▼-2.5%19,4400.3%TransportationAGYSAgilysys$3,665,753$95,226 ▼-2.5%27,8320.3%Computer and TechnologyAAONAAON$3,531,812$93,791 ▼-2.6%30,0120.3%ConstructionLNTHLantheus$3,489,835$108,068 ▼-3.0%39,0100.3%MedicalBJBJ's Wholesale Club$3,486,080$527,522 ▼-13.1%39,0160.3%Consumer DiscretionaryFSSFederal Signal$3,461,853$90,265 ▼-2.5%37,4700.3%Multi-Sector ConglomeratesMPWRMonolithic Power Systems$3,412,334$516,554 ▼-13.1%5,7670.3%Computer and TechnologyCRDOCredo Technology Group$3,398,675$3,398,675 ▲New Holding50,5680.3%Computer and TechnologyEPAMEPAM Systems$3,299,902$145,202 ▲4.6%14,1130.3%Computer and TechnologyMTDRMatador Resources$3,104,033$122,703 ▼-3.8%55,1730.2%Oils/EnergyCDRECadre$2,982,097$159,336 ▼-5.1%92,3250.2%Industrial ProductsLOPEGrand Canyon Education$2,949,055$79,115 ▼-2.6%18,0040.2%Consumer DiscretionaryHALOHalozyme Therapeutics$2,783,498$101,357 ▼-3.5%58,2200.2%MedicalRBCRBC Bearings$2,775,720$87,349 ▼-3.1%9,2790.2%Industrial ProductsWEXWEX$2,744,284$93,796 ▼-3.3%15,6530.2%Business ServicesMIDDMiddleby$2,710,625$121,363 ▼-4.3%20,0120.2%Industrial ProductsPERMIAN RESOURCES CORP$2,620,827$85,633 ▼-3.2%182,2550.2%CLASS A COMWCNWaste Connections$2,611,962$31,399 ▲1.2%15,2230.2%Business ServicesCVLTCommvault Systems$2,560,792$2,560,792 ▲New Holding16,9690.2%Computer and TechnologyPRCTPROCEPT BioRobotics$2,420,351$468,385 ▲24.0%30,0590.2%MedicalSPSCSPS Commerce$2,361,328$1,892,521 ▼-44.5%12,8340.2%Business ServicesIRMDIradimed$2,318,030$74,415 ▼-3.1%42,1460.2%MedicalCELESTICA INC$2,291,071$2,291,071 ▲New Holding24,8220.2%COMBMIBadger Meter$2,265,229$58,545 ▼-2.5%10,6790.2%Computer and TechnologyBOOTBoot Barn$2,203,212$71,659 ▼-3.2%14,5120.2%Retail/WholesaleSMTCSemtech$2,146,009$2,146,009 ▲New Holding34,6970.2%Computer and TechnologyUFPTUFP Technologies$2,096,918$721,305 ▲52.4%8,5760.2%Industrial ProductsHIMSHims & Hers Health$2,087,750$905,880 ▼-30.3%86,3420.2%MedicalWINGWingstop$2,027,767$63,945 ▼-3.1%7,1350.2%Retail/WholesaleAZEKAZEK$2,023,266$53,214 ▼-2.6%42,6220.2%ConstructionREMITLY GLOBAL INC$1,981,894$45,953 ▼-2.3%87,8110.2%COMLMATLeMaitre Vascular$1,941,758$62,379 ▼-3.1%21,0740.2%MedicalCMGChipotle Mexican Grill$1,824,678$27,316 ▲1.5%30,2600.1%Retail/WholesaleTYLTyler Technologies$1,736,263$14,416 ▲0.8%3,0110.1%Computer and TechnologyGKOSGlaukos$1,671,831$1,671,831 ▲New Holding11,1500.1%MedicalITCIIntra-Cellular Therapies$1,656,285$704,909 ▲74.1%19,8310.1%MedicalKLAVIYO INC$1,646,260$1,646,260 ▲New Holding39,9190.1%COM SER ANVEENV5 Global$1,540,961$307,695 ▼-16.6%81,7920.1%Business ServicesShowing largest 100 holdings. 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