Oak Ridge Investments LLC

Oak Ridge Investments LLC reported 170 holdings worth US$1.77B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Oak Ridge Investments LLC reported 170 holdings worth US$1.77B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Jul 21, 2026 (Form 13F).

Holdings
170
Value as reported
US$1.77B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation1.03MUS$206M11.7%
Alphabet Inc (google) Class C489KUS$175M9.9%
Apple Inc357KUS$103M5.8%
Broadcom Inc.223KUS$84.2M4.8%
Eli Lilly And Company64,184US$77M4.4%
Microsoft Corp.153KUS$57.2M3.2%
Meta Platforms, Inc.99,566US$56.1M3.2%
Advanced Micro Devices Inc95,932US$55.7M3.2%
Micron Technology, Inc.46,595US$53.8M3.0%
Tesla, Inc.121KUS$51.1M2.9%
Kla Corporation119KUS$35.9M2.0%
Lam Research Corporation75,060US$32.5M1.8%
Visa Inc.83,606US$28.7M1.6%
Amazon.com, Inc.103KUS$24.5M1.4%
Ge Vernova Inc.19,688US$23.1M1.3%
Caterpillar, Inc.20,755US$22.1M1.3%
Sandisk Corporation9,362US$21.3M1.2%
Mastercard Incorporated41,131US$21.1M1.2%
Howmet Aerospace Inc.78,375US$21.1M1.2%
Costco Wholesale Corporation22,114US$20.7M1.2%
Crowdstrike Holdings, Inc.102KUS$19.6M1.1%
Marvell Technology, Inc.64,001US$19.1M1.1%
Vertiv Holdings, Llc55,500US$18.6M1.1%
Brightspring Health Services, Inc.263KUS$18.3M1.0%
Coherent Corp.41,978US$16.6M0.94%
Quanta Services, Inc.21,763US$15.7M0.89%
Cloudflare, Inc.62,004US$15.2M0.86%
Viavi Solutions Inc.287KUS$13.7M0.78%
Kulicke And Soffa Industries, Inc.101KUS$13.5M0.77%
Celestica Inc.35,321US$12.9M0.73%
Credo Technology Group Holding Ltd43,683US$11.9M0.67%
Datadog, Inc.44,078US$11.5M0.65%
Analog Devices, Inc.28,312US$11.2M0.64%
O'reilly Automotive, Inc.118KUS$10.8M0.61%
Marriott International28,799US$10.7M0.60%
Stryker Corporation33,606US$10.6M0.60%
Applovin Corporation19,767US$10.2M0.58%
Palantir Technologies Inc.86,674US$10.1M0.57%
Bloom Energy Corporation32,231US$9.76M0.55%
Snowflake Inc.36,527US$9.3M0.53%
Axon Enterprise, Inc.16,435US$9.21M0.52%
Take-two Interactive Software, Inc.35,439US$8.86M0.50%
Applied Optoelectronics, Inc.55,730US$8.26M0.47%
Intuitive Surgical, Inc.20,054US$7.98M0.45%
Cisco Systems, Inc.66,830US$7.85M0.44%
Semtech Corporation46,095US$7.46M0.42%
Everus Construction Group, Inc.44,179US$7.33M0.41%
Sitime Corporation8,695US$6.48M0.37%
Digitalocean Holdings, Inc.40,382US$6.34M0.36%
Construction Partners, Inc.50,242US$5.97M0.34%
Space Exploration Technologies Corp34,518US$5.9M0.33%
Ttm Technologies, Inc.30,555US$5.71M0.32%
Transdigm Group Inc.4,250US$5.66M0.32%
Stonex Group Inc.46,500US$5.51M0.31%
Dell Technologies Inc.12,184US$5.26M0.30%
Palomar Holdings, Inc.39,753US$5.02M0.28%
Applied Industrial Technologies, Inc.14,803US$5.01M0.28%
Rbc Bearings Incorporated7,471US$4.81M0.27%
Pricesmart, Inc.24,481US$4.78M0.27%
The Vita Coco Company, Inc.70,109US$4.64M0.26%
Federal Signal Corporation35,428US$4.55M0.26%
The Ensign Group, Inc.28,206US$4.52M0.26%
Vicor Corporation11,887US$4.51M0.26%
Modine Manufacturing Company16,816US$4.49M0.25%
Acushnet Holdings Corp.36,907US$4.37M0.25%
Sensient Technologies Corporation34,277US$4.23M0.24%
Onespaworld Holdings Limited147KUS$4.16M0.24%
Kontoor Brands, Inc.48,812US$4.07M0.23%
Concentra Group Holdings Parent, Inc.136KUS$4.05M0.23%
Ameris Bancorp44,757US$4.04M0.23%
Glacier Bancorp, Inc.76,347US$3.94M0.22%
Osi Systems, Inc.17,600US$3.85M0.22%
Interdigital, Inc.13,326US$3.77M0.21%
Coreweave, Inc.36,623US$3.65M0.21%
Casella Waste Systems, Inc.37,277US$3.61M0.20%
Axsome Therapeutics, Inc.14,619US$3.58M0.20%
Robinhood Markets, Inc.34,346US$3.44M0.19%
Halozyme Therapeutics, Inc.43,515US$3.41M0.19%
Corcept Therapeutics Incorporated34,172US$2.97M0.17%
Travere Therapeutics, Inc.52,234US$2.97M0.17%
Iradimed Corporation30,172US$2.88M0.16%
Powell Industries, Inc.10,045US$2.88M0.16%
Bridgebio Pharma, Inc.38,190US$2.84M0.16%
Aar Corp.19,810US$2.83M0.16%
Saia, Inc.6,694US$2.82M0.16%
Firstcash Holdings, Inc.13,022US$2.82M0.16%
Mueller Water Products108KUS$2.8M0.16%
Cytokinetics, Incorporated32,518US$2.77M0.16%
Lemaitre Vascular, Inc.27,970US$2.68M0.15%
Mirum Pharmaceuticals, Inc.22,408US$2.62M0.15%
Ollie's Bargain Outlet Holdings, Inc.33,886US$2.61M0.15%
Arrowhead Pharmaceuticals, Inc.31,910US$2.6M0.15%
Ufp Technologies, Inc.9,335US$2.47M0.14%
Dave Inc.6,389US$2.38M0.13%
Xenon Pharmaceuticals Inc.38,559US$2.33M0.13%
Boot Barn Holdings, Inc.13,615US$2.24M0.13%
Amphenol Corporation12,649US$2.23M0.13%
Radnet, Inc.35,308US$2.18M0.12%
Permian Resources Corporation116KUS$2.14M0.12%
D-wave Quantum Inc.88,856US$2.13M0.12%

Every holding of Oak Ridge Investments LLC

Source

View original at SEC

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