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CIK: 0001054554
Total reported value
$1.8B
$1.8B
152 檔
24.3%
In Q3 2024, Oak Ridge Investments LLC's U.S. equity holdings reached a combined market value of $1.8B, distributed across 152 disclosed stock positions.
In Q3 2024, Oak Ridge Investments LLC displayed an active expansion posture, initiating 10 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.89% | -5.34% | +7.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.80% | -4.17% | +7.39% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 8.76% | -0.43% | +14.62% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.95% | -3.42% | +7.57% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.02% | +0.34% | +7.53% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.82% | -0.67% | +7.35% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.08% | +3.31% | +7.46% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.76% | +0.09% | +1378.45% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.05% | +0.13% | +7.07% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.02% | — | +7.20% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.71% | -0.11% | +6.30% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.46% | -0.20% | +7.37% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.30% | +7.32% | |
| 14 | TDG | Transdigm Group Inc | Stock-Industrials | 1.38% | -0.01% | +1.01% | |
| 15 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.38% | -0.01% | +7.29% | |
| 16 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.26% | -0.19% | +4.25% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.18% | -1.49% | +7.64% | |
| 18 | ANETEUR | Arista Networks Inc | Stock-Other | 1.09% | — | +4.80% | |
| 19 | EXLS | Exlservice Holdings Inc | Stock-Tech | 1.07% | -0.48% | EXIT | |
| 20 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.03% | — | +7.01% | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 1.02% | -0.99% | EXIT | |
| 22 | KLAC | Kla CORP | Stock-Tech | 0.94% | +0.23% | -29.94% | |
| 23 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.93% | — | +7.17% | |
| 24 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.91% | — | +6.40% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | +0.60% | +7.70% | |
| 26 | FTNT | Fortinet Inc | Stock-Tech | 0.87% | — | +6.29% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 0.86% | -0.14% | +7.76% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.84% | -0.49% | EXIT | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.83% | — | +6.93% | |
| 30 | SAIA | Saia Inc | Stock-Industrials | 0.77% | +0.01% | +3.41% | |
| 31 | ROP | Roper Technologies Inc | Stock-Tech | 0.73% | — | +5.45% | |
| 32 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.67% | -0.05% | EXIT | |
| 33 | UL | Unilever PLC | Stock-Consumer Staples | 0.62% | — | +7.01% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.59% | — | +7.19% | |
| 35 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 0.58% | — | +3.36% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.57% | — | +7.80% | |
| 37 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.57% | — | +6.34% | |
| 38 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.56% | — | +7.55% | |
| 39 | STE | STERIS plc | Stock-Healthcare | 0.55% | -0.01% | +6.78% | |
| 40 | EQIX | Equinix Inc | Stock-Real Estate | 0.55% | -0.01% | EXIT | |
| 41 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.54% | -0.01% | +219.38% | |
| 42 | SNPS | Synopsys Inc | Stock-Tech | 0.53% | — | +4.74% | |
| 43 | PWR | Quanta Services Inc | Stock-Industrials | 0.51% | +0.05% | +5.87% | |
| 44 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.50% | +0.06% | +16.08% | |
| 45 | NOMD | Nomad Foods Limited | Stock-Other | 0.49% | — | +1.88% | |
| 46 | URI | United Rentals Inc | Stock-Industrials | 0.49% | — | +8.13% | |
| 47 | AXNX* | Axonics Inc | Stock-Other | 0.49% | — | -16.20% | |
| 48 | QTWO | Q2 Holdings Inc | Stock-Tech | 0.49% | — | -3.12% | |
| 49 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.46% | -0.03% | -3.13% | |
| 50 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 0.45% | -0.09% | -2.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | +1378.45% | Add |
| 2 | AAPL | Apple Inc | +0.8% | +7.39% | Add |
| 3 | EXLS | Exlservice Holdings Inc | +0.5% | +54.31% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +7.35% | Add |
| 5 | MPWR | Monolithic Power Systems Inc | +0.4% | +219.38% | Add |
| 6 | AAON | Aaon Inc | +0.3% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +0.3% | +14.62% | Add |
| 8 | AGYS | Agilysys Inc | +0.3% | NEW | New buy |
| 9 | FN | Fabrinet | +0.2% | NEW | New buy |
| 10 | LOPE | Grand Canyon Education Inc | +0.2% | NEW | New buy |
| 11 | UNH | Unitedhealth Group Inc | +0.2% | +7.20% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +7.70% | Add |
| 13 | BMI | Badger Meter Inc | +0.2% | NEW | New buy |
| 14 | INSP | Inspire Medical Systems Inc | +0.2% | +3.36% | Add |
| 15 | IRMD | Iradimed CORP | +0.2% | NEW | New buy |
| 16 | LMAT | Lemaitre Vascular Inc | +0.2% | NEW | New buy |
| 17 | FTNT | Fortinet Inc | +0.2% | +6.29% | Add |
| 18 | PRCT | Procept Biorobotics CORP | +0.2% | NEW | New buy |
| 19 | UFPT | Ufp Technologies Inc | +0.2% | NEW | New buy |
| 20 | AXON | Axon Enterprise Inc | +0.2% | +16.08% | Add |
| 21 | MA | Mastercard Inc - A | +0.1% | +7.37% | Add |
| 22 | TMUS | T-mobile US Inc | +0.1% | +7.01% | Add |
| 23 | AGI | Alamos Gold Inc-class A | +0.1% | NEW | New buy |
| 24 | NOW | Servicenow Inc | +0.1% | +6.93% | Add |
| 25 | URI | United Rentals Inc | +0.1% | +8.13% | Add |
| 26 | UL | Unilever PLC | +0.1% | +7.01% | Add |
| 27 | ECL | Ecolab Inc | +0.1% | +7.79% | Add |
| 28 | ORLY | O'reilly Automotive Inc | +0.1% | +4.25% | Add |
| 29 | ANETEUR | Arista Networks Inc | +0.1% | +4.80% | Add |
| 30 | TDG | Transdigm Group Inc | 0% | +1.01% | Add |
| 31 | NFLX | Netflix Inc | 0% | +7.64% | Add |
| 32 | V | Visa Inc-class A Shares | 0% | +6.30% | Add |
| 33 | COST | Costco Wholesale CORP | 0% | +7.32% | Add |
| 34 | ROST | Ross Stores Inc | 0% | +7.29% | Add |
| 35 | LLY | Eli Lilly & Co | -0.2% | +7.53% | Add |
| 36 | PR | Permian Resources Corp-cl A | -0.2% | -24.57% | Trim |
| 37 | PGNY | Progyny Inc | -0.2% | EXIT | Sold out |
| 38 | MTDR | Matador Resources Co | -0.2% | -23.57% | Trim |
| 39 | EEFT | Euronet Worldwide Inc | -0.2% | EXIT | Sold out |
| 40 | DV | Doubleverify Holdings Inc | -0.2% | EXIT | Sold out |
| 41 | LSCC | Lattice Semiconductor CORP | -0.3% | EXIT | Sold out |
| 42 | AMZN | Amazon.com Inc | -0.3% | +7.57% | Add |
| 43 | ✓ | -0.3% | EXIT | Sold out | |
| 44 | FIVE | Five Below | -0.3% | EXIT | Sold out |
| 45 | ALRM | Alarm.com Holdings Inc | -0.3% | EXIT | Sold out |
| 46 | ATKR | Atkore Inc | -0.4% | EXIT | Sold out |
| 47 | MSFT | Microsoft CORP | -0.5% | +7.57% | Add |
| 48 | KLAC | Kla CORP | -0.6% | -29.94% | Trim |
| 49 | DXCM | Dexcom Inc | -0.7% | -93.28% | Trim |
| 50 | AMD | Advanced Micro Devices | -0.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Oak Ridge Investments LLC reported a total U.S. public equity portfolio value of $1.8B across 152 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 24.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
AAON
市值: $3.3M
Top Position Liquidated / Trimmed
AMD
前期市值: $8.5M
During Q3 2024, Oak Ridge Investments LLC's top holdings by market value included MSFT (9.9%)、AAPL (9.8%)、NVDA (8.8%). The largest single position, MSFT, represented 9.9% of total portfolio value.
In Q3 2024, Oak Ridge Investments LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 27 positions, trimming 4 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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