Oak Ridge Investments LLC Top Holdings and 13F Report (2026)

About Oak Ridge Investments LLC

Investment Activity

Oak Ridge Investments LLC has $1.51 billion in total holdings as of March 31, 2026.
Oak Ridge Investments LLC owns shares of 181 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 5.83% of the portfolio was purchased this quarter.
About 5.78% of the portfolio was sold this quarter.
This quarter, Oak Ridge Investments LLC has purchased 178 new stocks and bought additional shares in 99 stocks.
Oak Ridge Investments LLC sold shares of 59 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

NVIDIA: $182,943,333
Apple: $151,442,330
Microsoft: $129,617,987
Alphabet: $73,949,066
Amazon.com: $72,780,368

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $9,758,840 Holding
149123101 - Caterpillar: $9,662,686 Holding
501242101 - Kulicke and Soffa Industries: $5,628,984 Holding
093712107 - Bloom Energy: $4,382,153 Holding
861896108 - StoneX Group: $3,661,994 Holding

Largest Purchases this Quarter

Howmet Aerospace: 42,824 shares (about $9.87M)
AstraZeneca: 49,482 shares (about $9.76M)
Caterpillar: 13,639 shares (about $9.66M)
Analog Devices: 27,667 shares (about $8.80M)
Kulicke and Soffa Industries: 85,651 shares (about $5.63M)

Largest Sales this Quarter

Transdigm Group: 5,452 shares (about $6.32M)
Palomar: 11,366 shares (about $1.36M)
Microsoft: 3,628 shares (about $1.34M)
Viavi Solutions: 30,350 shares (about $1.01M)
iRadimed: 8,533 shares (about $821.39K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$182,943,333	$988,848 ▲	0.5%	1,048,987	12.1%	Computer and Technology
AAPL Apple	$151,442,330	$1,046,630 ▲	0.7%	596,723	10.0%	Computer and Technology
MSFT Microsoft	$129,617,987	$1,342,977 ▼	-1.0%	350,158	8.6%	Computer and Technology
GOOG Alphabet	$73,949,066	$307,227 ▲	0.4%	257,788	4.9%	Computer and Technology
AMZN Amazon.com	$72,780,368	$709,159 ▼	-1.0%	349,452	4.8%	Retail/Wholesale
AVGO Broadcom	$70,603,564	$717,754 ▼	-1.0%	228,114	4.7%	Computer and Technology
LLY Eli Lilly and Company	$60,842,786	$338,475 ▲	0.6%	66,150	4.0%	Medical
META Meta Platforms	$58,115,249	$347,855 ▼	-0.6%	101,577	3.8%	Computer and Technology
TSLA Tesla	$34,573,865	$1,557,632 ▲	4.7%	93,003	2.3%	Auto/Tires/Trucks
KLAC KLA	$27,185,106	$1,641,737 ▲	6.4%	18,463	1.8%	Computer and Technology
V Visa	$26,161,592	$509,274 ▼	-1.9%	86,559	1.7%	Business Services
GOOGL Alphabet	$23,447,642	$702,797 ▲	3.1%	81,540	1.6%	Computer and Technology
NFLX Netflix	$23,322,336	$168,743 ▲	0.7%	242,562	1.5%	Consumer Discretionary
COST Costco Wholesale	$22,298,111	$260,068 ▲	1.2%	22,378	1.5%	Retail/Wholesale
MA Mastercard	$21,170,594	$100,931 ▲	0.5%	42,370	1.4%	Business Services
ORCL Oracle	$17,124,634	$239,789 ▼	-1.4%	116,407	1.1%	Computer and Technology
GE VERNOVA INC	$16,749,205	$185,928 ▲	1.1%	19,188	1.1%	COM
CELESTICA INC	$15,422,825	$477,448 ▲	3.2%	54,753	1.0%	COM
ECL Ecolab	$15,023,479	$104,280 ▲	0.7%	56,475	1.0%	Basic Materials
NET Cloudflare	$13,510,318	$67,267 ▲	0.5%	65,476	0.9%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$13,171,197	$55,879 ▲	0.4%	90,041	0.9%	CL A
PWR Quanta Services	$12,730,127	$83,451 ▲	0.7%	23,187	0.8%	Construction
ORLY O'Reilly Automotive	$12,095,841	$495,428 ▼	-3.9%	131,035	0.8%	Retail/Wholesale
VRT Vertiv	$11,686,550	$19,044 ▲	0.2%	46,638	0.8%	Computer and Technology
SYK Stryker	$11,135,915	$114,021 ▲	1.0%	33,890	0.7%	Medical
BRIGHTSPRING HEALTH SVCS INC	$11,079,367	$310,883 ▲	2.9%	260,018	0.7%	COM
HWM Howmet Aerospace	$10,827,011	$9,869,219 ▲	1,030.4%	46,980	0.7%	Aerospace
UBER Uber Technologies	$10,321,523	$468,912 ▲	4.8%	143,494	0.7%	Computer and Technology
CRWD CrowdStrike	$10,112,400	$76,911 ▲	0.8%	25,902	0.7%	Computer and Technology
COHR Coherent	$10,102,963	$509,055 ▲	5.3%	42,412	0.7%	Business Services
AZNCF AstraZeneca	$9,758,840	$9,758,840 ▲	New Holding	49,482	0.6%	Medical
CAT Caterpillar	$9,662,686	$9,662,686 ▲	New Holding	13,639	0.6%	Industrials
ISRG Intuitive Surgical	$9,270,048	$70,531 ▲	0.8%	20,109	0.6%	Medical
ADI Analog Devices	$9,091,169	$8,801,980 ▲	3,043.7%	28,576	0.6%	Computer and Technology
VIAV Viavi Solutions	$8,875,843	$1,010,048 ▼	-10.2%	266,702	0.6%	Computer and Technology
APPLOVIN CORP	$8,013,332	$432,626 ▲	5.7%	20,134	0.5%	COM CL A
INTU Intuit	$7,406,237	$36,320 ▲	0.5%	17,129	0.5%	Computer and Technology
EXLS ExlService	$7,313,420	$15,012 ▼	-0.2%	240,178	0.5%	Computer and Technology
TTWO Take-Two Interactive Software	$7,102,495	$42,858 ▼	-0.6%	35,962	0.5%	Consumer Discretionary
AXON Axon Enterprise	$7,027,770	$67,950 ▲	1.0%	16,548	0.5%	Aerospace
SPOT Spotify Technology	$6,980,279	$11,153 ▲	0.2%	14,395	0.5%	Computer and Technology
ENSG The Ensign Group	$5,936,402	$54,002 ▲	0.9%	29,461	0.4%	Medical
KLIC Kulicke and Soffa Industries	$5,628,984	$5,628,984 ▲	New Holding	85,651	0.4%	Computer and Technology
ROAD Construction Partners	$5,469,993	$60,560 ▲	1.1%	49,226	0.4%	Construction
SHOPIFY INC	$5,258,662	$167,136 ▲	3.3%	44,332	0.3%	CL A SUB VTG SHS
DDOG Datadog	$5,201,755	$256,995 ▲	5.2%	44,064	0.3%	Computer and Technology
EVERUS CONSTR GROUP	$5,108,102	$57,731 ▲	1.1%	43,267	0.3%	COM
TDG Transdigm Group	$5,010,184	$6,318,650 ▼	-55.8%	4,323	0.3%	Aerospace
SNOW Snowflake	$4,970,575	$25,338 ▼	-0.5%	32,957	0.3%	Computer and Technology
PLMR Palomar	$4,651,299	$1,358,237 ▼	-22.6%	38,923	0.3%	Finance
RBC RBC Bearings	$4,631,727	$65,718 ▲	1.4%	8,528	0.3%	Industrials
COCO Vita Coco	$4,620,872	$46,089 ▲	1.0%	96,449	0.3%	Consumer Staples
BE Bloom Energy	$4,382,153	$4,382,153 ▲	New Holding	32,343	0.3%	Energy
SITM SiTime	$4,209,471	$43,169 ▲	1.0%	12,189	0.3%	Computer and Technology
AIT Applied Industrial Technologies	$3,857,753	$37,410 ▲	1.0%	14,540	0.3%	Industrials
FSS Federal Signal	$3,759,163	$38,065 ▲	1.0%	34,762	0.2%	Multi-Sector Conglomerates
TTMI TTM Technologies	$3,700,791	$33,707 ▲	0.9%	37,988	0.2%	Computer and Technology
SNEX StoneX Group	$3,661,994	$3,661,994 ▲	New Holding	45,406	0.2%	Finance
OLLI Ollie's Bargain Outlet	$3,637,513	$31,110 ▲	0.9%	39,521	0.2%	Consumer Staples
OSIS OSI Systems	$3,600,050	$1,008,938 ▲	38.9%	13,559	0.2%	Computer and Technology
PSMT PriceSmart	$3,593,489	$48,311 ▲	1.4%	23,877	0.2%	Retail/Wholesale
MOD Modine Manufacturing	$3,568,130	$3,568,130 ▲	New Holding	16,465	0.2%	Auto/Tires/Trucks
DIGITALOCEAN HLDGS INC	$3,389,854	$234,094 ▲	7.4%	39,518	0.2%	COM
GOLF Acushnet	$3,387,435	$35,616 ▲	1.1%	36,237	0.2%	Consumer Discretionary
ABCB Ameris Bancorp	$3,358,405	$890,490 ▲	36.1%	43,062	0.2%	Finance
SMTC Semtech	$3,335,104	$36,600 ▲	1.1%	43,375	0.2%	Computer and Technology
GLACIER BANCORP INC NEW	$3,275,830	$1,690,849 ▲	106.7%	73,334	0.2%	COM
AAOI Applied Optoelectronics	$3,214,420	$664,370 ▼	-17.1%	38,000	0.2%	Computer and Technology
OSW OneSpaWorld	$3,016,319	$851,606 ▲	39.3%	131,430	0.2%	Consumer Discretionary
ZS Zscaler	$2,958,576	$503,501 ▼	-14.5%	21,089	0.2%	Computer and Technology
MWA Mueller Water Products	$2,919,685	$664,323 ▲	29.5%	106,209	0.2%	Industrials
CWST Casella Waste Systems	$2,900,115	$40,622 ▲	1.4%	36,553	0.2%	Business Services
SXT Sensient Technologies	$2,878,279	$40,540 ▲	1.4%	33,298	0.2%	Basic Materials
RBLX Roblox	$2,856,846	$104,410 ▲	3.8%	50,510	0.2%	Consumer Discretionary
COREWEAVE INC	$2,833,853	$193,443 ▲	7.3%	36,580	0.2%	COM CL A
IRMD iRadimed	$2,832,836	$821,387 ▼	-22.5%	29,429	0.2%	Medical
BBIO BridgeBio Pharma	$2,813,860	$318,427 ▲	12.8%	37,892	0.2%	Medical
CDRE Cadre	$2,703,338	$20,402 ▲	0.8%	88,114	0.2%	Industrials
CRDO Credo Technology Group	$2,688,343	$43,086 ▼	-1.6%	28,639	0.2%	Computer and Technology
INSM Insmed	$2,623,515	$364,813 ▲	16.2%	16,044	0.2%	Medical
HALO Halozyme Therapeutics	$2,596,187	$34,383 ▲	1.3%	40,170	0.2%	Medical
MTDR Matador Resources	$2,517,281	$378,827 ▲	17.7%	39,843	0.2%	Energy
IDCC InterDigital	$2,482,138	$26,878 ▲	1.1%	8,219	0.2%	Computer and Technology
WCN Waste Connections	$2,433,676	$22,417 ▼	-0.9%	14,982	0.2%	Business Services
PERMIAN RESOURCES CORP	$2,413,381	$42,811 ▲	1.8%	113,198	0.2%	CLASS A COM
AXSM Axsome Therapeutics	$2,402,112	$417,648 ▲	21.0%	14,212	0.2%	Medical
FCFS FirstCash	$2,385,908	$195,708 ▲	8.9%	12,691	0.2%	Business Services
HOOD Robinhood Markets	$2,356,685	$94,941 ▲	4.2%	34,007	0.2%	Finance
SAIA Saia	$2,304,748	$32,669 ▲	1.4%	6,561	0.2%	Transportation
CWAN Clearwater Analytics	$2,248,808	$689,587 ▲	44.2%	95,087	0.1%	Computer and Technology
IUSG iShares Core S&P U.S. Growth ETF	$2,139,122	$61,424 ▼	-2.8%	13,791	0.1%	Manufacturing
AIR AAR	$2,114,110	$170,101 ▲	8.8%	19,314	0.1%	Aerospace
LMAT LeMaitre Vascular	$2,088,422	$241,702 ▲	13.1%	19,130	0.1%	Medical
TVTX Travere Therapeutics	$2,000,166	$27,927 ▲	1.4%	67,323	0.1%	Medical
EPAM EPAM Systems	$1,993,900	$163,022 ▼	-7.6%	14,726	0.1%	Computer and Technology
HURN Huron Consulting Group	$1,980,047	$186,518 ▲	10.4%	15,531	0.1%	Business Services
APH Amphenol	$1,963,226	$25,396 ▼	-1.3%	15,538	0.1%	Computer and Technology
ARWR Arrowhead Pharmaceuticals	$1,950,848	$26,773 ▲	1.4%	31,114	0.1%	Medical
BOOT Boot Barn	$1,944,539	$26,052 ▲	1.4%	13,286	0.1%	Retail/Wholesale
RDNT RadNet	$1,939,327	$19,282 ▲	1.0%	34,699	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Oak Ridge Investments LLC Top Holdings and 13F Report (2026)

About Oak Ridge Investments LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Oak Ridge Investments LLC Top Holdings and 13F Report (2026)

About Oak Ridge Investments LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOak Ridge Investments LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools