Oak Ridge Investments LLC Portfolio Holdings

Oak Ridge Investments LLC

  • $1.36 Billion
  • Q2 2025

Oak Ridge Investments LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.36 Billion distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $161M, Nvidia Corp with a value of $150M, Apple Inc. with a value of $111M, Amazon Com Inc with a value of $70M, and Meta Platforms, Inc. with a value of $68.7M.

Examining the 13F form we can see an increase of $181M in the current position value, from $1.18B to 1.36B.

Below you can find more details about Oak Ridge Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.36 Billion
Technology: $652 Million
Communication Services: $187 Million
Consumer Cyclical: $127 Million
Healthcare: $119 Million
Industrials: $103 Million
Financial Services: $81.4 Million
Consumer Defensive: $50.2 Million
Basic Materials: $18.6 Million
Other: $19.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$161 Million 11.83% of portfolio
323,172
Q2 2025 Added 9.96%
$456B
$150 Million 11.05% of portfolio
950,301
Q2 2025 Added 6.5%
$3.69T
$111 Million 8.19% of portfolio
542,495
Q2 2025 Added 1.07%
$2.26T
$70 Million 5.15% of portfolio
318,993
Q2 2025 Reduced 12.37%
$1.78T
$68.7 Million 5.06% of portfolio
93,083
Q2 2025 Reduced 6.74%
$127B
$57.1 Million 4.2% of portfolio
207,064
Q2 2025 Added 1.28%
$608B
$46.3 Million 3.41% of portfolio
59,415
Q2 2025 Added 1.37%
$1.24T
$42 Million 3.09% of portfolio
236,769
Q2 2025 Added 0.56%
$545B
$29 Million 2.14% of portfolio
21,691
Q2 2025 Added 1.36%
$551B
$28.4 Million 2.09% of portfolio
80,057
Q2 2025 Added 1.04%
$1.08T
$25.3 Million 1.86% of portfolio
79,584
Q2 2025 Added 1.23%
$684B
$24.1 Million 1.77% of portfolio
110,248
Q2 2025 Added 137.78%
$548B
$21.6 Million 1.59% of portfolio
38,371
Q2 2025 Added 1.11%
$439B
$20 Million 1.47% of portfolio
20,192
Q2 2025 Added 1.25%
$6.4B
$18.3 Million 1.35% of portfolio
203,266
Q2 2025 Added 1,373.48%
$314B
$14.8 Million 1.09% of portfolio
61,967
Q2 2025 Added 1.02%
$133B
$14.4 Million 1.06% of portfolio
16,099
Q2 2025 Added 1.74%
$78.8B
$14.1 Million 1.04% of portfolio
52,296
Q2 2025 Added 1.35%
$76.5B
$13.8 Million 1.02% of portfolio
9,100
Q2 2025 Added 1.49%
$54.9B
$13.5 Million 0.99% of portfolio
16,283
Q2 2025 Added 1.03%
$40.8B
$13 Million 0.95% of portfolio
41,578
Q2 2025 Added 1.17%
$201B
$12.5 Million 0.92% of portfolio
15,888
Q2 2025 Added 1.47%
$1.21T
$12.5 Million 0.92% of portfolio
70,686
Q2 2025 Reduced 55.09%
$142B
$12.4 Million 0.91% of portfolio
31,340
Q2 2025 Added 1.31%
$172B
$12.2 Million 0.9% of portfolio
11,911
Q2 2025 Added 1.03%
$57.3B
$11.5 Million 0.85% of portfolio
58,718
Q2 2025 Added 2.95%
$367B
$10.9 Million 0.81% of portfolio
80,256
Q2 2025 Reduced 4.9%
$133B
$10.1 Million 0.75% of portfolio
13,221
Q2 2025 Added 5.22%
$169B
$10.1 Million 0.74% of portfolio
18,508
Q2 2025 Added 1.71%
$102B
$8.55 Million 0.63% of portfolio
46,611
Q2 2025 Added 1.27%
$56B
$8.27 Million 0.61% of portfolio
21,882
Q2 2025 Added 1.62%
$93.6B
$8.05 Million 0.59% of portfolio
15,808
Q2 2025 Added 1.43%
$3.11B
$8.08 Million 0.59% of portfolio
52,375
Q2 2025 Reduced 4.0%
$8.63B
$8.03 Million 0.59% of portfolio
46,085
Q2 2025 Added 1.35%
$38.7B
$7.75 Million 0.57% of portfolio
31,907
Q2 2025 Added 703.1%
$5.25B
$7.68 Million 0.57% of portfolio
132,616
Q2 2025 Reduced 0.76%
$61.9B
$7.72 Million 0.57% of portfolio
73,042
Q2 2025 Reduced 1.56%
$17B
$7.67 Million 0.56% of portfolio
18,860
Q2 2025 Added 4.45%
$101B
$7.18 Million 0.53% of portfolio
32,857
Q2 2025 Added 1.25%
$71.7B
$6.61 Million 0.49% of portfolio
8,307
Q2 2025 Added 1.32%
$233B
$6.4 Million 0.47% of portfolio
91,644
Q2 2025 Added 1.01%
$136B
$6.17 Million 0.45% of portfolio
17,618
Q2 2025 Reduced 11.05%
$63.6B
$6.02 Million 0.44% of portfolio
7,996
Q2 2025 Added 1.47%
$8.32B
$5.39 Million 0.4% of portfolio
40,891
Q2 2025 Reduced 3.04%
$4.85B
$5.38 Million 0.4% of portfolio
50,658
Q2 2025 Reduced 4.13%
$69.2B
$5.28 Million 0.39% of portfolio
44,135
Q2 2025 Added 1.13%
$18.6B
$4.92 Million 0.36% of portfolio
53,157
Q2 2025 Reduced 3.71%
$9.07B
$4.68 Million 0.34% of portfolio
30,349
Q2 2025 Reduced 3.18%
$10B
$4.66 Million 0.34% of portfolio
9,637
Q2 2025 Reduced 3.13%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $1.36 Billion
  • Prior Value $1.18 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
Track This Portfolio

Track Oak Ridge Investments LLC Portfolio

Follow Oak Ridge Investments 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 Oak Ridge Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Ridge Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email