Number of Shares
216,422
Previous 139,788 54.82%
Holding current value
$5.7 Billion
Previous $3.64 Billion 56.61%
% of portfolio
3.15%
Previous 2.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Jun 06, 2025

BUY
N/A
76,634 Added 54.82%
216,422 $5.7 Billion
Q4 2024

Jun 06, 2025

BUY
N/A
139,788 New
139,788 $3.64 Billion
Track This Portfolio

Track Blue Oak Capital, LLC Portfolio

Follow Blue Oak Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Oak Capital, LLC with notifications on news.