Oak Ridge Investments LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.25 Billion distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $128M, Nvidia Corp with a value of $118M, Microsoft Corp with a value of $118M, Amazon Com Inc with a value of $75.6M, and Meta Platforms, Inc. with a value of $48M.

Examining the 13F form we can see an increase of $95.5M in the current position value, from $1.15B to 1.25B.

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

Portfolio value $1.25 Billion
Technology: $546 Million
Communication Services: $156 Million
Healthcare: $139 Million
Consumer Cyclical: $135 Million
Industrials: $103 Million
Financial Services: $69.3 Million
Consumer Defensive: $62 Million
Energy: $13.4 Million
Other: $23 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 167
  • Current Value $1.25 Billion
  • Prior Value $1.15 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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