Oak Ridge Investments LLC Top Holdings and 13F Report (2024) About Oak Ridge Investments LLCInvestment ActivityOak Ridge Investments LLC has $1.15 billion in total holdings as of September 30, 2024.Oak Ridge Investments LLC owns shares of 152 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 11.72% of the portfolio was purchased this quarter.About 4.97% of the portfolio was sold this quarter.This quarter, Oak Ridge Investments LLC has purchased 146 new stocks and bought additional shares in 64 stocks.Oak Ridge Investments LLC sold shares of 67 stocks and completely divested from 14 stocks this quarter.Largest Holdings Microsoft $113,398,680Apple $112,401,763NVIDIA $100,468,041Amazon.com $56,812,949Eli Lilly and Company $46,106,089 Largest New Holdings this Quarter AAON $3,322,443 HoldingAgilysys $3,111,638 HoldingFabrinet $2,661,369 HoldingGrand Canyon Education $2,622,381 HoldingBadger Meter $2,392,682 Holding Largest Purchases this Quarter Broadcom 170,955 shares (about $29.49M)NVIDIA 105,548 shares (about $12.82M)Microsoft 18,544 shares (about $7.98M)Apple 33,187 shares (about $7.73M)ExlService 113,084 shares (about $4.31M) Largest Sales this Quarter KLA 5,967 shares (about $4.62M)DexCom 58,607 shares (about $3.93M)AZEK 34,415 shares (about $1.61M)Construction Partners 21,550 shares (about $1.50M)Lantheus 11,231 shares (about $1.23M) 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 PortfolioSectorMSFTMicrosoft$113,398,680$7,979,483 ▲7.6%263,5349.9%Computer and TechnologyAAPLApple$112,401,763$7,732,571 ▲7.4%482,4119.8%Computer and TechnologyNVDANVIDIA$100,468,041$12,817,749 ▲14.6%827,3068.8%Computer and TechnologyAMZNAmazon.com$56,812,949$3,998,269 ▲7.6%304,9055.0%Retail/WholesaleLLYEli Lilly and Company$46,106,089$3,230,137 ▲7.5%52,0424.0%MedicalMETAMeta Platforms$43,857,491$3,003,593 ▲7.4%76,6153.8%Computer and TechnologyGOOGAlphabet$35,279,431$2,448,999 ▲7.5%211,0143.1%Computer and TechnologyAVGOBroadcom$31,629,083$29,489,738 ▲1,378.4%183,3572.8%Computer and TechnologyGOOGLAlphabet$23,482,038$1,551,029 ▲7.1%141,5862.0%Computer and TechnologyUNHUnitedHealth Group$23,222,905$1,560,511 ▲7.2%39,7192.0%MedicalVVisa$19,592,387$1,160,564 ▲6.3%71,2581.7%Business ServicesMAMastercard$16,798,088$1,153,517 ▲7.4%34,0181.5%Business ServicesCOSTCostco Wholesale$15,844,772$1,080,668 ▲7.3%17,8731.4%Retail/WholesaleTDGTransDigm Group$15,825,445$158,411 ▲1.0%11,0891.4%AerospaceROSTRoss Stores$15,771,792$1,071,631 ▲7.3%104,7891.4%Retail/WholesaleORLYO'Reilly Automotive$14,482,522$590,771 ▲4.3%12,5761.3%Retail/WholesaleNFLXNetflix$13,483,223$957,515 ▲7.6%19,0101.2%Consumer DiscretionaryANETArista Networks$12,531,723$573,427 ▲4.8%32,6501.1%Computer and TechnologyEXLSExlService$12,257,977$4,314,155 ▲54.3%321,3101.1%Business ServicesTMUST-Mobile US$11,777,791$771,580 ▲7.0%57,0741.0%Computer and TechnologyECLEcolab$11,687,475$845,142 ▲7.8%45,7741.0%Basic MaterialsKLACKLA$10,813,861$4,620,904 ▼-29.9%13,9640.9%Computer and TechnologyAZNAstraZeneca$10,644,999$712,175 ▲7.2%136,6320.9%MedicalVRSKVerisk Analytics$10,468,125$629,438 ▲6.4%39,0660.9%Business ServicesTSLATesla$10,073,540$720,267 ▲7.7%38,5030.9%Auto/Tires/TrucksFTNTFortinet$10,022,795$593,568 ▲6.3%129,2430.9%Computer and TechnologySYKStryker$9,918,393$713,850 ▲7.8%27,4550.9%MedicalINTUIntuit$9,655,929$632,799 ▲7.0%15,5490.8%Computer and TechnologyNOWServiceNow$9,482,323$614,446 ▲6.9%10,6020.8%Computer and TechnologySAIASaia$8,825,219$291,215 ▲3.4%20,1830.8%TransportationROPRoper Technologies$8,423,945$435,136 ▲5.4%15,1390.7%Computer and TechnologyBRBRBellRing Brands$7,701,482$195,761 ▲2.6%126,8360.7%MedicalULUnilever$7,136,116$467,452 ▲7.0%109,8540.6%Consumer StaplesDHRDanaher$6,737,815$452,061 ▲7.2%24,2350.6%Multi-Sector ConglomeratesINSPInspire Medical Systems$6,613,252$214,849 ▲3.4%31,3350.6%MedicalICEIntercontinental Exchange$6,586,401$476,780 ▲7.8%41,0010.6%FinanceSTZConstellation Brands$6,535,791$389,885 ▲6.3%25,3630.6%Consumer StaplesMMCMarsh & McLennan Companies$6,458,009$453,542 ▲7.6%28,9480.6%FinanceSTESTERIS$6,281,543$398,736 ▲6.8%25,8990.5%MedicalEQIXEquinix$6,271,994$474,882 ▲8.2%7,0660.5%FinanceMPWRMonolithic Power Systems$6,138,680$4,216,645 ▲219.4%6,6400.5%Computer and TechnologySNPSSynopsys$6,065,539$274,463 ▲4.7%11,9780.5%Computer and TechnologyPWRQuanta Services$5,858,648$324,685 ▲5.9%19,6500.5%ConstructionAXONAxon Enterprise$5,742,652$795,604 ▲16.1%14,3710.5%Industrial ProductsNOMDNomad Foods$5,646,392$103,991 ▲1.9%296,2430.5%Consumer StaplesURIUnited Rentals$5,633,292$423,489 ▲8.1%6,9570.5%ConstructionAXNXAxonics$5,604,818$1,083,811 ▼-16.2%80,5290.5%MedicalQTWOQ2$5,588,208$180,041 ▼-3.1%70,0540.5%Computer and TechnologyPLMRPalomar$5,321,401$172,015 ▼-3.1%56,2100.5%FinanceOLLIOllie's Bargain Outlet$5,192,910$158,825 ▼-3.0%53,4250.5%Consumer StaplesISRGIntuitive Surgical$4,942,176$342,906 ▲7.5%10,0600.4%MedicalROADConstruction Partners$4,806,149$1,504,190 ▼-23.8%68,8560.4%ConstructionKNSLKinsale Capital Group$4,795,837$137,809 ▼-2.8%10,3010.4%FinanceEOGEOG Resources$4,789,722$341,745 ▲7.7%38,9630.4%Oils/EnergyENSGThe Ensign Group$4,638,195$687,891 ▲17.4%32,2500.4%MedicalSPSCSPS Commerce$4,489,210$145,822 ▼-3.1%23,1200.4%Business ServicesLNTHLantheus$4,413,926$1,232,602 ▼-21.8%40,2180.4%MedicalINSMInsmed$4,259,842$182,281 ▼-4.1%58,3540.4%MedicalCWSTCasella Waste Systems$4,029,246$130,133 ▼-3.1%40,4990.4%Industrial ProductsDSGXThe Descartes Systems Group$3,809,932$121,596 ▼-3.1%37,0040.3%Computer and TechnologyBJBJ's Wholesale Club$3,705,002$104,337 ▼-2.7%44,9200.3%Consumer DiscretionaryCDRECadre$3,690,941$117,759 ▼-3.1%97,2580.3%Industrial ProductsFSSFederal Signal$3,593,257$114,582 ▼-3.1%38,4470.3%Multi-Sector ConglomeratesAITApplied Industrial Technologies$3,571,419$108,664 ▼-3.0%16,0060.3%Industrial ProductsNSSCNapco Security Technologies$3,551,457$116,120 ▼-3.2%87,7770.3%Industrial ProductsHALOHalozyme Therapeutics$3,453,862$139,265 ▼-3.9%60,3400.3%MedicalWEXWEX$3,395,109$101,929 ▼-2.9%16,1880.3%Business ServicesSITMSiTime$3,369,314$107,537 ▼-3.1%19,6450.3%Computer and TechnologyAAONAAON$3,322,443$3,322,443 ▲New Holding30,8090.3%ConstructionHRIHerc$3,179,512$100,122 ▼-3.1%19,9430.3%TransportationAGYSAgilysys$3,111,638$3,111,638 ▲New Holding28,5550.3%Computer and TechnologyWINGWingstop$3,062,349$118,167 ▼-3.7%7,3600.3%Retail/WholesaleCOCOVita Coco$3,011,674$94,499 ▼-3.0%106,3820.3%Consumer StaplesMIDDMiddleby$2,908,930$601,320 ▼-17.1%20,9080.3%Industrial ProductsRBCRBC Bearings$2,865,366$110,471 ▼-3.7%9,5710.2%Industrial ProductsMTDRMatador Resources$2,834,435$874,289 ▼-23.6%57,3540.2%Oils/EnergyTMDXTransMedics Group$2,720,339$76,616 ▼-2.7%17,3270.2%MedicalWCNWaste Connections$2,689,453$25,214 ▼-0.9%15,0400.2%Business ServicesEPAMEPAM Systems$2,685,313$170,171 ▲6.8%13,4920.2%Computer and TechnologyFNFabrinet$2,661,369$2,661,369 ▲New Holding11,2560.2%Computer and TechnologyLOPEGrand Canyon Education$2,622,381$2,622,381 ▲New Holding18,4870.2%Consumer DiscretionaryPERMIAN RESOURCES CORP$2,561,538$834,402 ▼-24.6%188,2100.2%CLASS A COMBOOTBoot Barn$2,506,524$97,692 ▼-3.8%14,9840.2%Retail/WholesaleARGXargenx$2,420,387$73,723 ▼-3.0%4,4650.2%MedicalBMIBadger Meter$2,392,682$2,392,682 ▲New Holding10,9550.2%Computer and TechnologyNVEENV5 Global$2,293,158$1,700,869 ▲287.2%98,1240.2%Business ServicesHIMSHims & Hers Health$2,280,507$68,817 ▼-2.9%123,8060.2%MedicalIRMDIradimed$2,187,565$2,187,565 ▲New Holding43,4990.2%MedicalAZEKAZEK$2,047,172$1,610,622 ▼-44.0%43,7430.2%ConstructionLMATLeMaitre Vascular$2,020,450$2,020,450 ▲New Holding21,7510.2%MedicalAVAVAeroVironment$1,985,552$77,594 ▼-3.8%9,9030.2%AerospacePRCTPROCEPT BioRobotics$1,942,269$1,942,269 ▲New Holding24,2420.2%MedicalAGIOAgios Pharmaceuticals$1,793,995$228,459 ▲14.6%40,3780.2%MedicalUFPTUFP Technologies$1,781,754$1,781,754 ▲New Holding5,6260.2%Industrial ProductsTYLTyler Technologies$1,742,988$194,379 ▼-10.0%2,9860.2%Computer and TechnologyCMGChipotle Mexican Grill$1,717,479$22,645 ▼-1.3%29,8070.1%Retail/WholesaleBPMCBlueprint Medicines$1,399,988$56,333 ▼-3.9%15,1350.1%MedicalAGIAlamos Gold$1,397,176$1,397,176 ▲New Holding70,0690.1%Basic MaterialsCORTCorcept Therapeutics$1,345,822$55,166 ▼-3.9%29,0800.1%MedicalCAMTCamtek$1,329,263$1,329,263 ▲New Holding16,6470.1%Computer and TechnologyShowing largest 100 holdings. 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