Oak Ridge Investments LLC Top Holdings and 13F Report (2024) → Exposed: 10 CENT Crypto to Explode April 20th? (From True Market Insiders) (Ad) About Oak Ridge Investments LLCInvestment ActivityOak Ridge Investments LLC has $869.14 million in total holdings as of December 31, 2023.Oak Ridge Investments LLC owns shares of 148 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 5.43% of the portfolio was purchased this quarter.About 5.64% of the portfolio was sold this quarter.This quarter, Oak Ridge Investments LLC has purchased 142 new stocks and bought additional shares in 42 stocks.Oak Ridge Investments LLC sold shares of 92 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $84,609,575Apple $79,032,795Amazon.com $39,497,231NVIDIA $32,896,192Eli Lilly and Company $31,228,967 Largest New Holdings this Quarter iShares Russell 2000 Growth ETF $4,044,348 HoldingNapco Security Technologies $3,642,214 HoldingFederal Signal $2,070,522 HoldingCadre $1,929,689 HoldingVita Coco $1,921,595 Holding Largest Purchases this Quarter Netflix 15,233 shares (about $7.42M)Meta Platforms 14,715 shares (about $5.21M)iShares Russell 2000 Growth ETF 16,035 shares (about $4.04M)Napco Security Technologies 106,342 shares (about $3.64M)Synopsys 5,875 shares (about $3.03M) Largest Sales this Quarter Danaher 24,878 shares (about $5.76M)Intercontinental Exchange 37,020 shares (about $4.75M)LKQ 44,544 shares (about $2.13M)TreeHouse Foods 37,451 shares (about $1.55M)Paycom Software 3,943 shares (about $815.13K) 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$84,609,575$876,171 ▲1.0%225,0029.7%Computer and TechnologyAAPLApple$79,032,795$632,269 ▲0.8%410,4969.1%Computer and TechnologyAMZNAmazon.com$39,497,231$222,288 ▲0.6%259,9534.5%Retail/WholesaleNVDANVIDIA$32,896,192$212,946 ▲0.7%66,4273.8%Computer and TechnologyLLYEli Lilly and Company$31,228,967$452,349 ▲1.5%53,5733.6%MedicalGOOGAlphabet$25,230,458$230,421 ▲0.9%179,0282.9%Computer and TechnologyMETAMeta Platforms$23,185,442$5,208,521 ▲29.0%65,5032.7%Computer and TechnologyUNHUnitedHealth Group$17,863,201$230,595 ▲1.3%33,9302.1%MedicalGOOGLAlphabet$17,037,011$184,251 ▲1.1%121,9632.0%Communication ServicesVVisa$16,081,895$184,849 ▲1.2%61,7701.9%Business ServicesAVGOBroadcom$13,008,778$331,526 ▲2.6%11,6541.5%Computer and TechnologyMAMastercard$12,413,289$103,643 ▲0.8%29,1041.4%Business ServicesROSTRoss Stores$12,377,463$94,936 ▲0.8%89,4391.4%Retail/WholesaleORLYO'Reilly Automotive$10,892,667$33,253 ▼-0.3%11,4651.3%Retail/WholesaleTDGTransDigm Group$10,695,647$27,313 ▲0.3%10,5731.2%AerospaceKLACKLA$10,516,880$112,772 ▲1.1%18,0921.2%Computer and TechnologyCOSTCostco Wholesale$10,148,730$21,783 ▲0.2%15,3751.2%Retail/WholesaleSAIASaia$9,453,720$279,584 ▼-2.9%21,5731.1%TransportationINTUIntuit$8,335,400$43,127 ▲0.5%13,3361.0%Computer and TechnologyVRSKVerisk Analytics$8,222,278$12,421 ▲0.2%34,4230.9%Business ServicesTSLATesla$7,927,754$80,756 ▼-1.0%31,9050.9%Auto/Tires/TrucksTMUST-Mobile US$7,875,891$222,538 ▲2.9%49,1230.9%Computer and TechnologyAZNAstraZeneca$7,834,017$62,433 ▲0.8%116,3180.9%MedicalNFLXNetflix$7,795,436$7,416,643 ▲1,958.0%16,0110.9%Consumer DiscretionaryECLEcolab$7,664,641$70,811 ▲0.9%38,6420.9%Basic MaterialsROPRoper Technologies$7,453,383$42,522 ▼-0.6%13,6720.9%Computer and TechnologyDXCMDexCom$7,293,017$1,994,871 ▲37.7%58,7720.8%MedicalAMEAMETEK$6,975,836$52,930 ▼-0.8%42,3060.8%Computer and TechnologyAMDAdvanced Micro Devices$6,949,939$50,414 ▼-0.7%47,1470.8%Computer and TechnologySYKStryker$6,936,991$61,988 ▲0.9%23,1650.8%MedicalANETArista Networks$6,859,464$33,207 ▼-0.5%29,1260.8%Computer and TechnologySPSCSPS Commerce$6,857,284$462,115 ▼-6.3%35,3760.8%Business ServicesEXLSExlService$6,634,138$439,890 ▼-6.2%215,0450.8%Business ServicesFTNTFortinet$6,623,255$13,755 ▼-0.2%113,1600.8%Computer and TechnologyNOWServiceNow$6,451,179$30,380 ▲0.5%9,1310.7%Computer and TechnologyYETIYETI$6,438,532$218,408 ▼-3.3%124,3440.7%Consumer DiscretionaryFIVEFive Below$6,409,934$156,033 ▼-2.4%30,0710.7%Retail/WholesaleINSPInspire Medical Systems$6,367,156$169,254 ▼-2.6%31,2990.7%MedicalAXNXAxonics$6,143,532$2,940,492 ▲91.8%98,7230.7%MedicalSNPSSynopsys$5,681,517$3,025,096 ▲113.9%11,0340.7%Computer and TechnologyROADConstruction Partners$5,574,868$372,139 ▼-6.3%128,0990.6%ConstructionDVDoubleVerify$5,522,958$364,232 ▼-6.2%150,1620.6%Computer and TechnologySTZConstellation Brands$5,215,756$124,501 ▼-2.3%21,5750.6%Consumer StaplesMTDRMatador Resources$5,110,463$462,386 ▼-8.3%89,8780.6%Oils/EnergyCWSTCasella Waste Systems$5,083,503$342,866 ▼-6.3%59,4840.6%Industrial ProductsATKRAtkore$5,012,320$336,640 ▼-6.3%31,3270.6%Industrial ProductsMIDDMiddleby$4,994,803$349,823 ▼-6.5%33,9390.6%Industrial ProductsSTESTERIS$4,869,897$74,749 ▼-1.5%22,1510.6%MedicalDAVAEndava$4,861,733$433,858 ▼-8.2%62,4500.6%Computer and TechnologyOLLIOllie's Bargain Outlet$4,850,509$328,907 ▼-6.4%63,9150.6%Consumer DefensiveNOMDNomad Foods$4,791,799$648,117 ▼-11.9%282,7020.6%Consumer StaplesDHRDanaher$4,787,813$5,755,277 ▼-54.6%20,6960.6%Multi-Sector ConglomeratesEQIXEquinix$4,738,915$27,383 ▲0.6%5,8840.5%FinanceMMCMarsh & McLennan Companies$4,660,015$121,640 ▲2.7%24,5950.5%FinanceEOGEOG Resources$4,560,662$19,957 ▲0.4%37,7070.5%Oils/EnergyULUnilever$4,468,596$51,583 ▼-1.1%92,1740.5%Consumer StaplesICEIntercontinental Exchange$4,427,881$4,754,478 ▼-51.8%34,4770.5%FinanceABTAbbott Laboratories$4,308,360$37,534 ▲0.9%39,1420.5%MedicalKNSLKinsale Capital Group$4,078,199$20,430 ▼-0.5%12,1770.5%FinanceALRMAlarm.com$4,071,254$483,616 ▼-10.6%63,0030.5%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$4,044,348$4,044,348 ▲New Holding16,0350.5%ETFTHSTreeHouse Foods$3,983,096$1,552,344 ▼-28.0%96,0940.5%Consumer StaplesLNTHLantheus$3,840,714$305,350 ▼-7.4%61,9470.4%MedicalWEXWEX$3,757,150$246,495 ▼-6.2%19,3120.4%Business ServicesDSGXThe Descartes Systems Group$3,743,024$250,247 ▼-6.3%44,5280.4%Computer and TechnologyLSCCLattice Semiconductor$3,682,824$261,610 ▼-6.6%53,3820.4%Computer and TechnologyQTWOQ2$3,665,193$243,791 ▼-6.2%84,4320.4%Computer and TechnologyNSSCNapco Security Technologies$3,642,214$3,642,214 ▲New Holding106,3420.4%Industrial ProductsPLMRPalomar$3,601,562$829,170 ▲29.9%64,8930.4%FinanceCNMDCONMED$3,585,905$1,151,388 ▲47.3%32,7450.4%MedicalBJBJ's Wholesale Club$3,506,849$211,912 ▼-5.7%52,6080.4%Consumer DefensiveBRBRBellRing Brands$3,496,192$230,533 ▼-6.2%63,0740.4%MedicalAZEKAZEK$3,450,609$278,690 ▼-7.5%90,2120.4%ConstructionEPAMEPAM Systems$3,411,976$24,679 ▲0.7%11,4750.4%Computer and TechnologyRBCRBC Bearings$3,404,436$268,936 ▼-7.3%11,9500.4%Industrial ProductsWINGWingstop$3,377,619$262,225 ▼-7.2%13,1640.4%Consumer CyclicalHRIHerc$3,352,556$437,588 ▼-11.5%22,5170.4%TransportationURIUnited Rentals$3,335,011$11,468 ▲0.3%5,8160.4%ConstructionAITApplied Industrial Technologies$3,301,315$214,308 ▼-6.1%19,1170.4%Industrial ProductsOSWOneSpaWorld$3,081,738$197,738 ▼-6.0%218,5630.4%Consumer DiscretionaryNVEENV5 Global$2,866,340$649,496 ▼-18.5%25,7950.3%Business ServicesAXONAxon Enterprise$2,865,138$38,749 ▲1.4%11,0910.3%IndustrialsSITMSiTime$2,831,768$1,101,894 ▲63.7%23,1960.3%Computer and TechnologyHALOHalozyme Therapeutics$2,796,874$224,865 ▼-7.4%75,6730.3%MedicalINSMInsmed$2,706,915$253,343 ▼-8.6%87,3480.3%MedicalEEFTEuronet Worldwide$2,679,235$280,924 ▼-9.5%26,3990.3%FinanceNKENIKE$2,576,330$57,867 ▼-2.2%23,7300.3%Consumer DiscretionaryLKQLKQ$2,573,587$2,128,758 ▼-45.3%53,8520.3%Auto/Tires/TrucksPRPermian Resources$2,498,402$197,880 ▼-7.3%183,7060.3%Oils/EnergyRCMR1 RCM$2,487,079$376,081 ▼-13.1%235,2960.3%Business ServicesWCNWaste Connections$2,419,667$71,500 ▼-2.9%16,2100.3%Business ServicesXPOFXponential Fitness$2,277,637$333,838 ▼-12.8%176,6980.3%Consumer DiscretionaryFSSFederal Signal$2,070,522$2,070,522 ▲New Holding26,9810.2%Multi-Sector ConglomeratesARGXargenx$2,029,594$136,574 ▼-6.3%5,3350.2%MedicalGOGrocery Outlet$1,966,570$234,875 ▼-10.7%72,9440.2%Consumer StaplesCDRECadre$1,929,689$1,929,689 ▲New Holding58,6710.2%Industrial ProductsCOCOVita Coco$1,921,595$1,921,595 ▲New Holding74,9160.2%Consumer StaplesSWAVShockwave Medical$1,727,236$181,794 ▼-9.5%9,0640.2%MedicalPENPenumbra$1,656,391$132,562 ▼-7.4%6,5850.2%MedicalPAYCPaycom Software$1,625,291$815,126 ▼-33.4%7,8620.2%Computer and TechnologyShowing largest 100 holdings. 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