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CIK: 0001054554
Total reported value
$1.8B
$1.8B
167 檔
27.6%
At the close of Q4 2024, Oak Ridge Investments LLC disclosed equity holdings valued at approximately $1.8B, spread across 167 reported holdings.
In Q4 2024, Oak Ridge Investments LLC displayed an active expansion posture, initiating 14 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.04% | -4.17% | +5.89% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.27% | -0.43% | +6.38% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 9.24% | -5.34% | +6.05% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.93% | -3.42% | +13.05% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.74% | -0.67% | +6.22% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.53% | +0.09% | +5.87% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.35% | +0.34% | +6.15% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.34% | +3.31% | +5.98% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.23% | +0.13% | +5.96% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.87% | -0.11% | +5.89% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.67% | — | +5.61% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.49% | -0.20% | +6.01% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 1.42% | -1.49% | +6.58% | |
| 14 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.38% | -0.01% | +10.55% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.37% | -0.30% | +6.23% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.29% | +0.60% | +6.00% | |
| 17 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.23% | -0.19% | +5.33% | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 1.19% | — | — | |
| 19 | TDG | Transdigm Group Inc | Stock-Industrials | 1.17% | -0.01% | +5.65% | |
| 20 | EXLS | Exlservice Holdings Inc | Stock-Tech | 1.15% | -0.48% | EXIT | |
| 21 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.04% | — | +5.68% | |
| 22 | FTNT | Fortinet Inc | Stock-Tech | 0.95% | — | -0.77% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 0.94% | — | +6.03% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 0.89% | -0.99% | EXIT | |
| 25 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.89% | — | +5.35% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.82% | -0.14% | +6.30% | |
| 27 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.77% | -0.05% | EXIT | |
| 28 | SAIA | Saia Inc | Stock-Industrials | 0.74% | +0.01% | +2.72% | |
| 29 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.74% | — | +5.37% | |
| 30 | KLAC | Kla CORP | Stock-Tech | 0.73% | +0.23% | +6.15% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 0.73% | -0.49% | EXIT | |
| 32 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.71% | +0.06% | +5.44% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.70% | -0.16% | +69.19% | |
| 34 | EQIX | Equinix Inc | Stock-Real Estate | 0.56% | -0.01% | EXIT | |
| 35 | QTWO | Q2 Holdings Inc | Stock-Tech | 0.54% | — | -2.58% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.53% | -1.13% | EXIT | |
| 37 | UL | Unilever PLC | Stock-Consumer Staples | 0.52% | — | +5.55% | |
| 38 | PWR | Quanta Services Inc | Stock-Industrials | 0.51% | +0.05% | +5.22% | |
| 39 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.51% | — | +5.88% | |
| 40 | ICE | Intercontinental Exchange In | Stock-Financials | 0.51% | — | +6.10% | |
| 41 | ROAD | Construction Partners Inc-a | Stock-Industrials | 0.46% | -0.02% | -2.73% | |
| 42 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.45% | -0.03% | -2.57% | |
| 43 | APP | Applovin Corp-class A | Stock-Tech | 0.45% | +0.05% | — | |
| 44 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 0.45% | -0.09% | -2.09% | |
| 45 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.41% | — | — | |
| 46 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.41% | -0.44% | — | |
| 47 | URI | United Rentals Inc | Stock-Industrials | 0.41% | — | +6.70% | |
| 48 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.40% | — | -9.21% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.40% | — | +5.93% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.39% | +0.44% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.2% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +1% | +13.05% | Add |
| 3 | AVGO | Broadcom Inc | +0.8% | +5.87% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | +6.38% | Add |
| 5 | ORCL | Oracle CORP | +0.5% | +2255.72% | Add |
| 6 | APP | Applovin Corp-class A | +0.5% | NEW | New buy |
| 7 | TSLA | Tesla Inc | +0.4% | +6.00% | Add |
| 8 | ✓ | Cyberark Software LTD. Cmn | +0.4% | NEW | New buy |
| 9 | SPOT | Spotify Technology S.A. | +0.4% | NEW | New buy |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | NEW | New buy |
| 11 | NET | Cloudflare Inc - Class A | +0.4% | NEW | New buy |
| 12 | RDDT | Reddit Inc-cl A | +0.3% | NEW | New buy |
| 13 | ISRG | Intuitive Surgical Inc | +0.3% | +69.19% | Add |
| 14 | CRDO | Credo Technology Group Holding Ltd | +0.3% | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | +0.3% | +5.98% | Add |
| 16 | AAPL | Apple Inc | +0.2% | +5.89% | Add |
| 17 | NFLX | Netflix Inc | +0.2% | +6.58% | Add |
| 18 | AXON | Axon Enterprise Inc | +0.2% | +5.44% | Add |
| 19 | CVLT | Commvault Systems Inc | +0.2% | NEW | New buy |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.96% | Add |
| 21 | CLS | Celestica Inc | +0.2% | NEW | New buy |
| 22 | SMTC | Semtech CORP | +0.2% | NEW | New buy |
| 23 | V | Visa Inc-class A Shares | +0.2% | +5.89% | Add |
| 24 | GKOS | Glaukos CORP | +0.1% | NEW | New buy |
| 25 | KVYO | Klaviyo Inc-a | +0.1% | NEW | New buy |
| 26 | COHR | Coherent CORP | +0.1% | NEW | New buy |
| 27 | NOW | Servicenow Inc | +0.1% | +6.03% | Add |
| 28 | BRBR | Bellring Brands Inc | +0.1% | +2.33% | Add |
| 29 | EXLS | Exlservice Holdings Inc | +0.1% | +3.07% | Add |
| 30 | FTNT | Fortinet Inc | +0.1% | -0.77% | Trim |
| 31 | MA | Mastercard Inc - A | 0% | +6.01% | Add |
| 32 | TMUS | T-mobile US Inc | 0% | +5.68% | Add |
| 33 | ROST | Ross Stores Inc | — | +10.55% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | +6.23% | Add |
| 35 | META | Meta Platforms Inc-class A | -0.1% | +6.22% | Add |
| 36 | SPSC | Sps Commerce Inc | -0.2% | -44.49% | Trim |
| 37 | INSP | Inspire Medical Systems Inc | -0.2% | -20.52% | Trim |
| 38 | FN | Fabrinet | -0.2% | EXIT | Sold out |
| 39 | TMDX | Transmedics Group Inc | -0.2% | EXIT | Sold out |
| 40 | MPWR | Monolithic Power Systems Inc | -0.3% | -13.15% | Trim |
| 41 | NSSC | Napco Security Technologies | -0.3% | EXIT | Sold out |
| 42 | UNH | Unitedhealth Group Inc | -0.4% | +5.61% | Add |
| 43 | AXNX* | Axonics Inc | -0.5% | EXIT | Sold out |
| 44 | STE | STERIS plc | -0.5% | -89.52% | Trim |
| 45 | SNPS | Synopsys Inc | -0.5% | EXIT | Sold out |
| 46 | DHR | Danaher CORP | -0.6% | -92.14% | Trim |
| 47 | MSFT | Microsoft CORP | -0.7% | +6.05% | Add |
| 48 | ROP | Roper Technologies Inc | -0.7% | -90.12% | Trim |
| 49 | LLY | Eli Lilly & Co | -0.7% | +6.15% | Add |
| 50 | ANETEUR | Arista Networks Inc | -1.1% | 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 167 disclosed positions in Q4 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 AAPL, NVDA, MSFT) accounted for 27.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $15.2M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $12.5M
During Q4 2024, Oak Ridge Investments LLC's top holdings by market value included AAPL (10.0%)、NVDA (9.3%)、MSFT (9.2%). The largest single position, AAPL, represented 10.0% of total portfolio value.
In Q4 2024, Oak Ridge Investments LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 23 positions, trimming 7 holdings, and fully liquidating 6 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.
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