Oak Ridge Investments LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.05 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $109M, Apple Inc. with a value of $94.6M, Nvidia Corp with a value of $89.2M, Amazon Com Inc with a value of $54.8M, and Eli Lilly & CO with a value of $43.8M.

Examining the 13F form we can see an increase of $58.6M in the current position value, from $989M to 1.05B.

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

Portfolio value $1.05 Billion
Technology: $428 Million
Healthcare: $152 Million
Communication Services: $118 Million
Consumer Cyclical: $106 Million
Industrials: $104 Million
Financial Services: $53.5 Million
Consumer Defensive: $53.3 Million
Energy: $15.6 Million
Other: $17.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $1.05 Billion
  • Prior Value $989 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 14 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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