Oak Ridge Investments LLC Top Holdings and 13F Report (2025) About Oak Ridge Investments LLCInvestment ActivityOak Ridge Investments LLC has $1.39 billion in total holdings as of June 30, 2025.Oak Ridge Investments LLC owns shares of 171 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 6.40% of the portfolio was purchased this quarter.About 5.97% of the portfolio was sold this quarter.This quarter, Oak Ridge Investments LLC has purchased 163 new stocks and bought additional shares in 60 stocks.Oak Ridge Investments LLC sold shares of 89 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $160,749,094NVIDIA $150,138,055Apple $111,303,699Amazon.com $69,983,971Meta Platforms $68,703,381 Largest New Holdings this Quarter 624758108 - Mueller Water Products $2,534,609 Holding45867G101 - InterDigital $1,816,936 Holding10806X102 - BridgeBio Pharma $1,230,328 Holding604749101 - Mirum Pharmaceuticals $921,872 HoldingV7780T103 - Royal Caribbean Cruises $843,180 Holding Largest Purchases this Quarter O'Reilly Automotive 189,471 shares (about $17.08M)Microsoft 29,285 shares (about $14.57M)Oracle 63,882 shares (about $13.97M)NVIDIA 57,959 shares (about $9.16M)CELESTICA INC 49,775 shares (about $7.77M) Largest Sales this Quarter Alphabet 86,709 shares (about $15.28M)Amazon.com 45,024 shares (about $9.88M)ARISTA NETWORKS INC 74,378 shares (about $7.61M)Meta Platforms 6,732 shares (about $4.97M)Saia 14,682 shares (about $4.02M) 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$160,749,094$14,566,662 ▲10.0%323,17211.5%Computer and TechnologyNVDANVIDIA$150,138,055$9,156,942 ▲6.5%950,30110.8%Computer and TechnologyAAPLApple$111,303,699$1,180,753 ▲1.1%542,4958.0%Computer and TechnologyAMZNAmazon.com$69,983,971$9,877,829 ▼-12.4%318,9935.0%Retail/WholesaleMETAMeta Platforms$68,703,381$4,968,804 ▼-6.7%93,0834.9%Computer and TechnologyAVGOBroadcom$57,077,192$723,306 ▲1.3%207,0644.1%Computer and TechnologyLLYEli Lilly and Company$46,315,697$625,182 ▲1.4%59,4153.3%MedicalGOOGAlphabet$42,000,396$234,687 ▲0.6%236,7693.0%Computer and TechnologyNFLXNetflix$29,047,069$389,687 ▲1.4%21,6912.1%Consumer DiscretionaryVVisa$28,424,217$291,496 ▲1.0%80,0572.0%Business ServicesTSLATesla$25,280,653$307,495 ▲1.2%79,5841.8%Auto/Tires/TrucksORCLOracle$24,103,520$13,966,522 ▲137.8%110,2481.7%Computer and TechnologyMAMastercard$21,562,200$236,015 ▲1.1%38,3711.5%Business ServicesCOSTCostco Wholesale$19,988,868$246,495 ▲1.2%20,1921.4%Retail/WholesaleORLYO'Reilly Automotive$18,320,365$17,077,022 ▲1,373.5%203,2661.3%Retail/WholesaleTMUST-Mobile US$14,764,257$149,151 ▲1.0%61,9671.1%Computer and TechnologyEXLSExlService$14,526,150$464,524 ▼-3.1%331,7231.0%Computer and TechnologyKLACKLA$14,420,518$247,224 ▲1.7%16,0991.0%Computer and TechnologyECLEcolab$14,090,710$188,340 ▲1.4%52,2961.0%Basic MaterialsTDGTransdigm Group$13,837,824$203,766 ▲1.5%9,1001.0%AerospaceAXONAxon Enterprise$13,481,347$137,438 ▲1.0%16,2831.0%AerospaceVRSKVerisk Analytics$12,951,634$150,144 ▲1.2%41,5780.9%Business ServicesINTUIntuit$12,513,865$181,155 ▲1.5%15,8880.9%Computer and TechnologyGOOGLAlphabet$12,457,057$15,280,805 ▼-55.1%70,6860.9%Computer and TechnologySYKStryker$12,399,044$160,626 ▲1.3%31,3400.9%MedicalNOWServiceNow$12,245,461$124,398 ▲1.0%11,9110.9%Computer and TechnologyCELESTICA INC$11,628,946$7,770,375 ▲201.4%74,4920.8%COMNETCloudflare$11,498,707$329,189 ▲2.9%58,7180.8%Computer and TechnologyPALANTIR TECHNOLOGIES INC$10,940,498$563,820 ▼-4.9%80,2560.8%CL ASPOTSpotify Technology$10,145,002$503,375 ▲5.2%13,2210.7%Computer and TechnologyISRGIntuitive Surgical$10,057,432$169,001 ▲1.7%18,5080.7%MedicalICEIntercontinental Exchange$8,551,720$107,513 ▲1.3%46,6110.6%FinancePWRQuanta Services$8,273,147$131,572 ▲1.6%21,8820.6%ConstructionPLMRPalomar$8,078,844$337,036 ▼-4.0%52,3750.6%FinanceCRWDCrowdStrike$8,051,172$113,576 ▲1.4%15,8080.6%Computer and TechnologyCVLTCommVault Systems$8,033,998$106,864 ▲1.3%46,0850.6%Computer and TechnologyTTWOTake-Two Interactive Software$7,748,591$6,783,751 ▲703.1%31,9070.6%Consumer DiscretionaryFTNTFortinet$7,722,000$122,212 ▼-1.6%73,0420.6%Computer and TechnologyBRBRBellRing Brands$7,682,445$58,567 ▼-0.8%132,6160.6%Consumer StaplesCYBRCyberArk Software$7,673,757$326,725 ▲4.4%18,8600.6%Computer and TechnologyMMCMarsh & McLennan Companies$7,183,780$88,986 ▲1.3%32,8570.5%FinanceARISTA NETWORKS INC$6,893,611$7,609,573 ▼-52.5%67,3800.5%COM SHSEQIXEquinix$6,607,969$85,911 ▲1.3%8,3070.5%FinanceAZNAstraZeneca$6,404,083$63,731 ▲1.0%91,6440.5%MedicalAPPLOVIN CORP$6,167,709$766,325 ▼-11.1%17,6180.4%COM CL AURIUnited Rentals$6,024,186$87,394 ▲1.5%7,9960.4%ConstructionOLLIOllie's Bargain Outlet$5,388,616$168,942 ▼-3.0%40,8910.4%Consumer StaplesROADConstruction Partners$5,383,932$232,116 ▼-4.1%50,6580.4%ConstructionVRTVertiv$5,350,588$71,396 ▲1.4%41,6680.4%Computer and TechnologyEOGEOG Resources$5,278,987$58,848 ▲1.1%44,1350.4%EnergyCRDOCredo Technology Group$4,921,807$189,624 ▼-3.7%53,1570.4%Computer and TechnologyENSGThe Ensign Group$4,681,645$153,952 ▼-3.2%30,3490.3%MedicalKNSLKinsale Capital Group$4,663,344$150,493 ▼-3.1%9,6370.3%FinanceCWSTCasella Waste Systems$4,344,172$178,839 ▼-4.0%37,6510.3%Business ServicesREDDIT INC$4,297,268$72,876 ▲1.7%28,5400.3%CL ATEAMAtlassian$4,095,107$77,377 ▲1.9%20,1640.3%Computer and TechnologyBJBJ's Wholesale Club$4,041,361$123,358 ▼-3.0%37,4790.3%Consumer StaplesFSSFederal Signal$3,805,154$136,750 ▼-3.5%35,7560.3%Multi-Sector ConglomeratesCOCOVita Coco$3,578,015$145,339 ▼-3.9%99,1140.3%Consumer StaplesAITApplied Industrial Technologies$3,471,408$137,378 ▼-3.8%14,9340.2%IndustrialsINSMInsmed$3,440,650$780,658 ▼-18.5%34,1880.2%MedicalINSPInspire Medical Systems$3,419,829$34,130 ▲1.0%26,3530.2%MedicalRBCRBC Bearings$3,379,698$171,236 ▼-4.8%8,7830.2%IndustrialsLOPEGrand Canyon Education$3,251,745$137,214 ▼-4.0%17,2050.2%Consumer DiscretionaryHIMSHims & Hers Health$3,093,043$135,642 ▼-4.2%62,0470.2%MedicalQTWOQ2$3,060,955$129,435 ▼-4.1%32,7060.2%Computer and TechnologyCDRECadre$2,888,508$116,667 ▼-3.9%90,6910.2%IndustrialsMIDDMiddleby$2,815,920$110,880 ▼-3.8%19,5550.2%IndustrialsWCNWaste Connections$2,773,352$5,228 ▼-0.2%14,8530.2%Business ServicesSXTSensient Technologies$2,767,821$152,312 ▼-5.2%28,0940.2%Basic MaterialsGOLFAcushnet$2,712,472$86,874 ▼-3.1%37,2490.2%Consumer DiscretionarySITMSiTime$2,673,941$102,705 ▼-3.7%12,5490.2%Computer and TechnologyEPAMEPAM Systems$2,672,811$29,706 ▲1.1%15,1160.2%Computer and TechnologyAVAVAeroVironment$2,569,679$101,442 ▼-3.8%9,0180.2%AerospaceDSGXThe Descartes Systems Group$2,556,473$1,105,999 ▼-30.2%25,1510.2%Computer and TechnologyMWAMueller Water Products$2,534,609$2,534,609 ▲New Holding105,4330.2%IndustrialsBMIBadger Meter$2,500,695$97,490 ▼-3.8%10,2090.2%Computer and TechnologyMTDRMatador Resources$2,479,350$120,684 ▼-4.6%51,9560.2%EnergyHRIHerc$2,415,985$112,068 ▼-4.4%18,3460.2%TransportationIRMDiRadimed$2,379,343$122,091 ▼-4.9%39,7950.2%MedicalPERMIAN RESOURCES CORP$2,327,699$121,926 ▼-5.0%170,9030.2%CLASS A COMUFPTUFP Technologies$2,296,569$67,144 ▼-2.8%9,4060.2%IndustrialsWINGWingstop$2,289,832$112,471 ▼-4.7%6,8000.2%Retail/WholesaleNOMDNomad Foods$2,266,891$117,367 ▼-4.9%133,4250.2%Consumer StaplesAZEKAZEK$2,207,697$92,830 ▼-4.0%40,6200.2%ConstructionEVERUS CONSTR GROUP$2,146,806$67,088 ▼-3.0%33,7920.2%COMCWANClearwater Analytics$2,124,228$110,747 ▼-5.0%96,8640.2%Computer and TechnologyBOOTBoot Barn$2,086,048$108,072 ▼-4.9%13,7240.1%Retail/WholesaleHALOHalozyme Therapeutics$2,021,809$995,403 ▼-33.0%38,8660.1%MedicalRDNTRadNet$1,939,265$78,991 ▼-3.9%34,0760.1%MedicalSAIASaia$1,851,898$4,022,720 ▼-68.5%6,7590.1%TransportationIDCCInterDigital$1,816,936$1,816,936 ▲New Holding8,1030.1%Computer and TechnologyVRNSVaronis Systems$1,783,355$70,187 ▼-3.8%35,1400.1%Computer and TechnologyAGIAlamos Gold$1,771,632$90,676 ▼-4.9%66,7030.1%Basic MaterialsBPMCBlueprint Medicines$1,769,909$94,725 ▼-5.1%13,8080.1%MedicalCORTCorcept Therapeutics$1,711,908$204,346 ▲13.6%23,3230.1%MedicalKLAVIYO INC$1,642,163$75,354 ▼-4.4%48,9030.1%COM SER APRCTPROCEPT BioRobotics$1,636,934$75,168 ▼-4.4%28,4190.1%MedicalLMATLeMaitre Vascular$1,630,770$93,930 ▼-5.4%19,6360.1%MedicalLNTHLantheus$1,602,410$84,234 ▼-5.0%19,5750.1%MedicalShowing largest 100 holdings. 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