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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.01B
$1.28 Million 0.09% of portfolio
12,306
Q2 2025 Reduced 4.77%
$60.9B
$1.26 Million 0.09% of portfolio
3,928
Q2 2025 Reduced 14.14%
$1.99B
$1.24 Million 0.09% of portfolio
37,252
Q2 2025 Reduced 4.69%
$7.63B
$1.23 Million 0.09% of portfolio
28,493
Q2 2025 New
$1.07B
$1.09 Million 0.08% of portfolio
19,375
Q2 2025 Reduced 34.06%
$3.84B
$1.1 Million 0.08% of portfolio
10,695
Q2 2025 Reduced 3.62%
$558M
$1.14 Million 0.08% of portfolio
98,424
Q2 2025 Reduced 3.62%
$420M
$966,000 0.07% of portfolio
70,570
Q2 2025 Reduced 4.25%
$73.4B
$963,000 0.07% of portfolio
3,619
Q2 2025 Added 47.35%
$2.73B
$921,000 0.07% of portfolio
18,115
Q2 2025 New
$41.9B
$944,000 0.07% of portfolio
1,713
Q2 2025 Reduced 0.12%
$53.6B
$813,000 0.06% of portfolio
1,517
Q2 2025 Reduced 13.12%
$1.48B
$761,000 0.06% of portfolio
51,477
Q2 2025 Reduced 4.8%
$84.1B
$843,000 0.06% of portfolio
2,693
Q2 2025 New
$16.2B
$754,000 0.06% of portfolio
4,650
Q2 2025 Added 0.35%
$51.2B
$799,000 0.06% of portfolio
769
Q2 2025 Added 0.39%
$70.9B
$851,000 0.06% of portfolio
8,624
Q2 2025 Reduced 42.56%
$101B
$808,000 0.06% of portfolio
1,816
Q2 2025 Reduced 0.93%
$8.46B
$827,000 0.06% of portfolio
2,632
Q2 2025 Added 0.34%
$52B
$794,000 0.06% of portfolio
1,489
Q2 2025 Added 106.81%
$12.8B
$842,000 0.06% of portfolio
1,908
Q2 2025 Added 0.26%
$24.8B
$637,000 0.05% of portfolio
2,654
Q2 2025 Added 0.38%
$181B
$739,000 0.05% of portfolio
4,642
Q2 2025 Reduced 0.75%
$2.03B
$614,000 0.05% of portfolio
16,895
Q2 2025 Reduced 4.85%
$46.4B
$733,000 0.05% of portfolio
2,093
Q2 2025 Added 0.34%
$0
$728,000 0.05% of portfolio
4,844
Q2 2025 Reduced 28.66%
$34.7B
$645,000 0.05% of portfolio
3,828
Q2 2025 Reduced 0.98%
$5.6B
$737,000 0.05% of portfolio
14,178
Q2 2025 Reduced 4.98%
$17.9B
$561,000 0.04% of portfolio
1,610
Q2 2025 Added 0.31%
$0
$567,000 0.04% of portfolio
1,337
Q2 2025 New
$243B
$534,000 0.04% of portfolio
1,960
Q2 2025 Reduced 0.1%
$39.9B
$484,000 0.04% of portfolio
662
Q2 2025 Added 0.3%
$3.03B
$504,000 0.04% of portfolio
31,926
Q2 2025 Reduced 5.36%
$105B
$547,000 0.04% of portfolio
5,212
Q2 2025 Reduced 1.04%
$3.15B
$520,000 0.04% of portfolio
5,054
Q2 2025 Added 0.36%
$9.38B
$548,000 0.04% of portfolio
3,785
Q2 2025 Added 0.72%
$4.65B
$536,000 0.04% of portfolio
16,251
Q2 2025 Reduced 4.94%
$4.24B
$490,000 0.04% of portfolio
10,571
Q2 2025 New
$9.45B
$542,000 0.04% of portfolio
10,201
Q2 2025 Added 0.35%
$40.9B
$407,000 0.03% of portfolio
1,297
Q2 2025 New
$137B
$356,000 0.03% of portfolio
1,806
Q2 2025 Reduced 0.93%
$61.5B
$370,000 0.03% of portfolio
12,596
Q2 2025 Reduced 0.35%
$2.46B
$446,000 0.03% of portfolio
6,533
Q2 2025 New
$23.9B
$438,000 0.03% of portfolio
3,192
Q2 2025 Reduced 39.37%
$906B
$395,000 0.03% of portfolio
1,365
Q4 2024 Reduced 2.22%
$39.3B
$369,000 0.03% of portfolio
202
Q1 2025 Reduced 2.88%
$78.6B
$417,000 0.03% of portfolio
2,245
Q2 2025 New
$74.9B
$461,000 0.03% of portfolio
4,383
Q2 2025 New
$4.37B
$407,000 0.03% of portfolio
10,236
Q2 2025 Added 0.33%

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
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