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CIK: 0001054554
Total reported value
$1.8B
$1.8B
163 檔
25.6%
During the Q1 2025 filing period, Oak Ridge Investments LLC (CIK: 0001054554) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 163 reported positions.
In Q1 2025, Oak Ridge Investments LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.92% | -4.17% | +5.08% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.18% | -5.34% | +5.16% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 8.04% | -0.43% | +1.39% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.76% | -3.42% | +5.60% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.79% | -0.67% | +22.65% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.03% | +0.34% | +6.10% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.06% | +3.31% | +5.28% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.85% | +0.09% | +5.31% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.31% | -0.11% | +5.01% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.13% | +4.91% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.92% | — | +5.07% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.73% | -0.20% | +5.24% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.69% | +0.60% | +92.62% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.66% | -1.49% | +5.63% | |
| 15 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.64% | -0.19% | +4.14% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.57% | -0.30% | +5.04% | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.36% | — | +1.70% | |
| 18 | EXLS | Exlservice Holdings Inc | Stock-Tech | 1.34% | -0.48% | EXIT | |
| 19 | ECL | Ecolab Inc | Stock-Materials | 1.09% | -0.99% | EXIT | |
| 20 | TDG | Transdigm Group Inc | Stock-Industrials | 1.03% | -0.01% | -23.47% | |
| 21 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.02% | — | -0.14% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 0.96% | -0.14% | +5.99% | |
| 23 | ANET | Arista Networks Inc | Stock-Tech | 0.91% | — | +2.90% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 0.89% | +0.23% | +6.75% | |
| 25 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.83% | -0.05% | EXIT | |
| 26 | INTU | Intuit Inc | Stock-Tech | 0.80% | -0.49% | EXIT | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 0.78% | — | +4.88% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.75% | -0.16% | +6.91% | |
| 29 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.71% | +0.06% | +6.36% | |
| 30 | ICE | Intercontinental Exchange In | Stock-Financials | 0.66% | — | +5.80% | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.66% | — | +5.88% | |
| 32 | SAIA | Saia Inc | Stock-Industrials | 0.62% | +0.01% | +3.42% | |
| 33 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.62% | -0.03% | -0.37% | |
| 34 | CVLT | Commvault Systems Inc | Stock-Tech | 0.60% | — | +167.97% | |
| 35 | FTNT | Fortinet Inc | Stock-Tech | 0.59% | — | -42.15% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.59% | -0.30% | +874.73% | |
| 37 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.57% | -0.44% | +7.12% | |
| 38 | EQIX | Equinix Inc | Stock-Real Estate | 0.56% | -0.01% | EXIT | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.55% | — | -36.98% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -1.13% | EXIT | |
| 41 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.53% | -0.03% | +25.01% | |
| 42 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.51% | — | +14.60% | |
| 43 | EOG | Eog Resources Inc | Stock-Energy | 0.47% | — | +5.74% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.46% | +0.44% | +6.06% | |
| 45 | PWR | Quanta Services Inc | Stock-Industrials | 0.46% | +0.05% | +4.15% | |
| 46 | APP | Applovin Corp-class A | Stock-Tech | 0.44% | +0.05% | +11.12% | |
| 47 | URI | United Rentals Inc | Stock-Industrials | 0.41% | — | +6.16% | |
| 48 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 0.41% | -0.09% | -19.37% | |
| 49 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.40% | -0.04% | EXIT | |
| 50 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 0.37% | -0.02% | -1.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 7 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 8 | AVGO | Broadcom Inc | — | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 12 | MA | Mastercard Inc - A | — | NEW | New buy |
| 13 | TSLA | Tesla Inc | — | NEW | New buy |
| 14 | NFLX | Netflix Inc | — | NEW | New buy |
| 15 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 16 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 17 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 18 | EXLS | Exlservice Holdings Inc | — | NEW | New buy |
| 19 | ECL | Ecolab Inc | — | NEW | New buy |
| 20 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 21 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 22 | SYK | Stryker CORP | — | NEW | New buy |
| 23 | ANET | Arista Networks Inc | — | NEW | New buy |
| 24 | KLAC | Kla CORP | — | NEW | New buy |
| 25 | BRBR | Bellring Brands Inc | — | NEW | New buy |
| 26 | INTU | Intuit Inc | — | NEW | New buy |
| 27 | NOW | Servicenow Inc | — | NEW | New buy |
| 28 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 29 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 30 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 31 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 32 | SAIA | Saia Inc | — | NEW | New buy |
| 33 | PLMR | Palomar Holdings Inc | — | NEW | New buy |
| 34 | CVLT | Commvault Systems Inc | — | NEW | New buy |
| 35 | FTNT | Fortinet Inc | — | NEW | New buy |
| 36 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 37 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 38 | EQIX | Equinix Inc | — | NEW | New buy |
| 39 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 40 | ORCL | Oracle CORP | — | NEW | New buy |
| 41 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 42 | ✓ | Cyberark Software LTD. Cmn | — | NEW | New buy |
| 43 | EOG | Eog Resources Inc | — | NEW | New buy |
| 44 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 45 | PWR | Quanta Services Inc | — | NEW | New buy |
| 46 | APP | Applovin Corp-class A | — | NEW | New buy |
| 47 | URI | United Rentals Inc | — | NEW | New buy |
| 48 | OLLI | Ollie's Bargain Outlet Holdi | — | NEW | New buy |
| 49 | KNSL | Kinsale Capital Group Inc | — | NEW | New buy |
| 50 | BJ | Bj's Wholesale Club Holdings | — | NEW | New buy |
According to official SEC Form 13F filings, Oak Ridge Investments LLC reported a total U.S. public equity portfolio value of $1.8B across 163 disclosed positions in Q1 2025.
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, MSFT, NVDA) accounted for 25.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $119.2M
During Q1 2025, Oak Ridge Investments LLC's top holdings by market value included AAPL (9.9%)、MSFT (9.2%)、NVDA (8.0%). The largest single position, AAPL, represented 9.9% of total portfolio value.
In Q1 2025, Oak Ridge Investments LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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