Oak Ridge Investments LLC Top Holdings and 13F Report (2025) About Oak Ridge Investments LLCInvestment ActivityOak Ridge Investments LLC has $1.20 billion in total holdings as of March 31, 2025.Oak Ridge Investments LLC owns shares of 163 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 8.23% of the portfolio was purchased this quarter.About 6.06% of the portfolio was sold this quarter.This quarter, Oak Ridge Investments LLC has purchased 167 new stocks and bought additional shares in 69 stocks.Oak Ridge Investments LLC sold shares of 78 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $119,226,056Microsoft $110,322,241NVIDIA $96,712,026Amazon.com $69,257,874Meta Platforms $57,529,373 Largest New Holdings this Quarter 049468101 - Atlassian $4,198,150 Holding185123106 - Clearwater Analytics $2,731,295 Holding005098108 - Acushnet $2,639,428 Holding81725T100 - Sensient Technologies $2,206,105 Holding750491102 - RadNet $1,763,270 Holding Largest Purchases this Quarter Meta Platforms 18,434 shares (about $10.62M)Tesla 37,801 shares (about $9.80M)PALANTIR TECHNOLOGIES INC 75,734 shares (about $6.39M)Apple 25,927 shares (about $5.76M)Microsoft 14,419 shares (about $5.41M) Largest Sales this Quarter Ross Stores 106,393 shares (about $13.60M)Fortinet 54,055 shares (about $5.20M)AstraZeneca 53,241 shares (about $3.91M)TransDigm Group 2,749 shares (about $3.80M)Monolithic Power Systems 5,107 shares (about $2.96M) 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$119,226,056$5,759,165 ▲5.1%536,7409.9%Computer and TechnologyMSFTMicrosoft$110,322,241$5,412,748 ▲5.2%293,8879.2%Computer and TechnologyNVDANVIDIA$96,712,026$1,330,256 ▲1.4%892,3428.0%Computer and TechnologyAMZNAmazon.com$69,257,874$3,674,301 ▲5.6%364,0175.8%Retail/WholesaleMETAMeta Platforms$57,529,373$10,624,620 ▲22.7%99,8154.8%Computer and TechnologyLLYEli Lilly and Company$48,409,063$2,783,317 ▲6.1%58,6134.0%MedicalGOOGAlphabet$36,783,729$1,845,076 ▲5.3%235,4463.1%Computer and TechnologyAVGOBroadcom$34,229,389$1,727,375 ▲5.3%204,4402.8%Computer and TechnologyVVisa$27,769,049$1,324,739 ▲5.0%79,2362.3%Business ServicesGOOGLAlphabet$24,339,563$1,140,161 ▲4.9%157,3952.0%Computer and TechnologyUNHUnitedHealth Group$23,082,186$1,112,969 ▲5.1%44,0711.9%MedicalMAMastercard$20,801,702$1,034,851 ▲5.2%37,9511.7%Business ServicesTSLATesla$20,374,123$9,796,507 ▲92.6%78,6161.7%Auto/Tires/TrucksNFLXNetflix$19,956,142$1,063,084 ▲5.6%21,4001.7%Consumer DiscretionaryORLYO'Reilly Automotive$19,762,441$786,486 ▲4.1%13,7951.6%Retail/WholesaleCOSTCostco Wholesale$18,861,691$904,166 ▲5.0%19,9431.6%Retail/WholesaleTMUST-Mobile US$16,360,258$273,644 ▲1.7%61,3411.4%Computer and TechnologyEXLSExlService$16,161,447$526,958 ▲3.4%342,3311.3%Business ServicesECLEcolab$13,080,871$750,926 ▲6.1%51,5971.1%Basic MaterialsTDGTransDigm Group$12,402,578$3,802,664 ▼-23.5%8,9661.0%AerospaceVRSKVerisk Analytics$12,230,992$17,560 ▼-0.1%41,0961.0%Business ServicesSYKStryker$11,515,182$650,693 ▲6.0%30,9341.0%MedicalARISTA NETWORKS INC$10,983,410$309,765 ▲2.9%141,7580.9%COM SHSKLACKLA$10,756,475$679,800 ▲6.7%15,8230.9%Computer and TechnologyBRBRBellRing Brands$9,949,866$285,331 ▲3.0%133,6270.8%MedicalINTUIntuit$9,613,855$559,959 ▲6.2%15,6580.8%Computer and TechnologyNOWServiceNow$9,386,491$437,081 ▲4.9%11,7900.8%Computer and TechnologyISRGIntuitive Surgical$9,012,428$582,438 ▲6.9%18,1970.7%MedicalAXONAxon Enterprise$8,476,736$507,016 ▲6.4%16,1170.7%AerospaceICEIntercontinental Exchange$7,939,313$435,218 ▲5.8%46,0250.7%FinanceMMCMarsh & McLennan Companies$7,918,774$439,498 ▲5.9%32,4500.7%FinanceSAIASaia$7,492,129$248,095 ▲3.4%21,4410.6%TransportationPLMRPalomar$7,479,085$28,101 ▼-0.4%54,5600.6%FinanceCVLTCommvault Systems$7,173,663$4,496,633 ▲168.0%45,4720.6%Computer and TechnologyFTNTFortinet$7,142,299$5,203,334 ▼-42.1%74,1980.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$7,122,685$6,391,950 ▲874.7%84,3920.6%CL ASPOTSpotify Technology$6,911,127$459,275 ▲7.1%12,5650.6%Business ServicesEQIXEquinix$6,685,055$539,762 ▲8.8%8,1990.6%FinanceAZNAstraZeneca$6,668,802$3,913,214 ▼-37.0%90,7320.6%MedicalORCLOracle$6,482,430$784,614 ▲13.8%46,3660.5%Computer and TechnologyNETCloudflare$6,427,500$1,285,793 ▲25.0%57,0370.5%Computer and TechnologyCYBRCyberArk Software$6,103,266$777,738 ▲14.6%18,0570.5%Computer and TechnologyEOGEOG Resources$5,596,818$303,803 ▲5.7%43,6430.5%EnergyCRWDCrowdStrike$5,494,959$313,796 ▲6.1%15,5850.5%Computer and TechnologyPWRQuanta Services$5,473,512$218,341 ▲4.2%21,5340.5%ConstructionAPPLOVIN CORP$5,248,261$525,171 ▲11.1%19,8070.4%COM CL AURIUnited Rentals$4,938,396$286,402 ▲6.2%7,8800.4%ConstructionOLLIOllie's Bargain Outlet$4,907,250$1,179,076 ▼-19.4%42,1730.4%Consumer StaplesKNSLKinsale Capital Group$4,841,791$56,945 ▼-1.2%9,9480.4%FinanceBJBJ's Wholesale Club$4,406,884$44,841 ▼-1.0%38,6230.4%Consumer DiscretionaryCWSTCasella Waste Systems$4,371,304$27,766 ▼-0.6%39,2010.4%Business ServicesTEAMAtlassian$4,198,150$4,198,150 ▲New Holding19,7830.3%Computer and TechnologyINSPInspire Medical Systems$4,155,615$188,906 ▲4.8%26,0900.3%MedicalENSGThe Ensign Group$4,056,302$25,104 ▼-0.6%31,3470.3%MedicalROADConstruction Partners$3,797,755$1,015,883 ▼-21.1%52,8420.3%ConstructionHALOHalozyme Therapeutics$3,701,044$13,974 ▼-0.4%58,0010.3%MedicalDSGXThe Descartes Systems Group$3,633,107$4,840 ▼-0.1%36,0320.3%Computer and TechnologyAITApplied Industrial Technologies$3,498,404$21,182 ▼-0.6%15,5250.3%IndustrialsINSMInsmed$3,199,984$1,120,776 ▼-25.9%41,9450.3%MedicalCOCOVita Coco$3,161,241$17,869 ▼-0.6%103,1400.3%Consumer StaplesLOPEGrand Canyon Education$3,102,422$12,630 ▼-0.4%17,9310.3%Consumer DiscretionaryMIDDMiddleby$3,088,994$47,570 ▲1.6%20,3250.3%IndustrialsRBCRBC Bearings$2,969,294$16,410 ▼-0.5%9,2280.2%IndustrialsVRTVertiv$2,968,286$2,065,786 ▲228.9%41,1120.2%Computer and TechnologyREDDIT INC$2,943,074$320,260 ▲12.2%28,0560.2%CL AWCNWaste Connections$2,904,622$66,755 ▼-2.2%14,8810.2%Business ServicesCDRECadre$2,793,822$60,079 ▲2.2%94,3540.2%IndustrialsMTDRMatador Resources$2,783,639$35,150 ▼-1.2%54,4850.2%EnergyNOMDNomad Foods$2,757,543$2,836,791 ▼-50.7%140,3330.2%Consumer StaplesCWANClearwater Analytics$2,731,295$2,731,295 ▲New Holding101,9140.2%Computer and TechnologyQTWOQ2$2,727,461$2,732,742 ▼-50.0%34,0890.2%Computer and TechnologyFSSFederal Signal$2,724,366$31,553 ▼-1.1%37,0410.2%Multi-Sector ConglomeratesGOLFAcushnet$2,639,428$2,639,428 ▲New Holding38,4420.2%Consumer DiscretionaryHRIHerc$2,577,581$32,628 ▼-1.3%19,1970.2%TransportationEPAMEPAM Systems$2,523,820$140,981 ▲5.9%14,9480.2%Computer and TechnologyPERMIAN RESOURCES CORP$2,490,992$33,240 ▼-1.3%179,8550.2%CLASS A COMAAONAAON$2,423,671$78,833 ▲3.4%31,0210.2%ConstructionCORTCorcept Therapeutics$2,345,965$965,388 ▼-29.2%20,5390.2%MedicalMRVLMarvell Technology$2,252,908$2,019,065 ▲863.4%36,5910.2%Computer and TechnologyCRDOCredo Technology Group$2,217,033$186,222 ▲9.2%55,2050.2%Computer and TechnologySXTSensient Technologies$2,206,105$2,206,105 ▲New Holding29,6400.2%Basic MaterialsIRMDIradimed$2,195,606$16,216 ▼-0.7%41,8370.2%MedicalAZEKAZEK$2,069,416$14,374 ▼-0.7%42,3280.2%ConstructionBMIBadger Meter$2,017,982$13,698 ▼-0.7%10,6070.2%Computer and TechnologyLNTHLantheus$2,010,950$1,796,425 ▼-47.2%20,6040.2%MedicalSITMSiTime$1,992,049$736,069 ▼-27.0%13,0310.2%Computer and TechnologyUFPTUFP Technologies$1,952,755$222,890 ▲12.9%9,6810.2%IndustrialsCELESTICA INC$1,947,947$8,275 ▼-0.4%24,7170.2%COMHIMSHims & Hers Health$1,913,894$637,512 ▼-25.0%64,7680.2%MedicalAGIAlamos Gold$1,874,929$262,052 ▲16.2%70,1170.2%Basic MaterialsREMITLY GLOBAL INC$1,825,075$1,394 ▼-0.1%87,7440.2%COMRDNTRadNet$1,763,270$1,763,270 ▲New Holding35,4640.1%MedicalLMATLeMaitre Vascular$1,742,351$25,757 ▼-1.5%20,7670.1%MedicalPRCTPROCEPT BioRobotics$1,731,720$19,517 ▼-1.1%29,7240.1%MedicalTYLTyler Technologies$1,699,984$50,581 ▼-2.9%2,9240.1%Computer and TechnologyWINGWingstop$1,609,288$226 ▼0.0%7,1340.1%Retail/WholesaleGDYNGrid Dynamics$1,598,209$1,598,209 ▲New Holding102,1220.1%Computer and TechnologyAJGArthur J. Gallagher & Co.$1,579,473$39,012 ▼-2.4%4,5750.1%FinanceBOOTBoot Barn$1,550,752$8,272 ▼-0.5%14,4350.1%Retail/WholesaleKLAVIYO INC$1,547,708$339,759 ▲28.1%51,1470.1%COM SER AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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