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CIK: 0001054554
Total reported value
$1.8B
$1.8B
179 檔
35.9%
The Q3 2025 SEC filing reveals that Oak Ridge Investments LLC held a total portfolio value of $1.8B, covering 179 public equity positions.
In Q3 2025, Oak Ridge Investments LLC displayed an active expansion posture, initiating 10 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.71% | -0.43% | +2.16% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.05% | -5.34% | +2.17% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.10% | -4.17% | +1.97% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.62% | -3.42% | +1.95% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.51% | +0.09% | +2.15% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.51% | -0.67% | +2.01% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.79% | +3.31% | +1.81% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.00% | +0.34% | +2.41% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.40% | +0.60% | +4.77% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.05% | -1.13% | EXIT | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.80% | -0.11% | +1.89% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.72% | -1.49% | +2.35% | |
| 13 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.44% | -0.19% | +1.72% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.44% | -0.20% | +2.00% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.23% | -0.30% | +2.12% | |
| 16 | KLAC | Kla CORP | Stock-Tech | 1.15% | +0.23% | +2.23% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.13% | +0.40% | |
| 18 | CLS | Celestica Inc | Stock-Tech | 1.01% | -0.29% | -15.05% | |
| 19 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.98% | — | +2.26% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.98% | -0.30% | +3.58% | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 0.95% | -0.99% | EXIT | |
| 22 | APP | Applovin Corp-class A | Stock-Tech | 0.84% | +0.05% | +2.16% | |
| 23 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.83% | -0.03% | +1.83% | |
| 24 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.82% | -0.48% | EXIT | |
| 25 | TDG | Transdigm Group Inc | Stock-Industrials | 0.79% | -0.01% | +2.47% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.77% | -0.14% | +2.23% | |
| 27 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.73% | +0.06% | -3.41% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.72% | — | +1.87% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 0.72% | -0.49% | EXIT | |
| 30 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.69% | — | +1.93% | |
| 31 | ANET | Arista Networks Inc | Stock-Tech | 0.65% | — | +2.17% | |
| 32 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.62% | -0.44% | +3.78% | |
| 33 | PWR | Quanta Services Inc | Stock-Industrials | 0.60% | +0.05% | +1.88% | |
| 34 | CVLT | Commvault Systems Inc | Stock-Tech | 0.56% | — | +0.39% | |
| 35 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.56% | — | -4.38% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.55% | -0.16% | +2.66% | |
| 37 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.54% | +0.03% | +2.04% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.52% | — | +2.16% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.51% | +0.44% | +1.82% | |
| 40 | URI | United Rentals Inc | Stock-Industrials | 0.51% | — | +2.60% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.47% | — | +2.46% | |
| 42 | SNOW | Snowflake Inc | Stock-Tech | 0.46% | +0.20% | — | |
| 43 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.43% | — | +2.12% | |
| 44 | ZS | Zscaler Inc | Stock-Tech | 0.43% | -0.20% | EXIT | |
| 45 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.43% | — | -0.05% | |
| 46 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.41% | +0.28% | +1.49% | |
| 47 | ROAD | Construction Partners Inc-a | Stock-Industrials | 0.41% | -0.02% | -1.75% | |
| 48 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.40% | +0.49% | -19.28% | |
| 49 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.39% | -0.03% | -1.62% | |
| 50 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.33% | -0.13% | -1.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.7% | +2.16% | Add |
| 2 | MSFT | Microsoft CORP | +1.9% | +2.17% | Add |
| 3 | AVGO | Broadcom Inc | +1.7% | +2.15% | Add |
| 4 | ORCL | Oracle CORP | +1.5% | +2.51% | Add |
| 5 | CLS | Celestica Inc | +0.9% | -15.05% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.7% | +1.81% | Add |
| 7 | TSLA | Tesla Inc | +0.7% | +4.77% | Add |
| 8 | TTWO | Take-two Interactive Softwre | +0.5% | +2.04% | Add |
| 9 | APP | Applovin Corp-class A | +0.4% | +2.16% | Trim |
| 10 | PLTR | Palantir Technologies Inc-a | +0.4% | +3.58% | Trim |
| 11 | NET | Cloudflare Inc - Class A | +0.3% | +1.83% | Add |
| 12 | KLAC | Kla CORP | +0.3% | +2.23% | Add |
| 13 | CRDO | Credo Technology Group Holding Ltd | +0.2% | -19.28% | Trim |
| 14 | RDDT | Reddit Inc-cl A | +0.2% | +2.12% | Add |
| 15 | VRT | Vertiv Holdings Co-a | +0.2% | +1.49% | Add |
| 16 | PWR | Quanta Services Inc | +0.1% | +1.88% | Add |
| 17 | URI | United Rentals Inc | +0.1% | +2.60% | Add |
| 18 | ROAD | Construction Partners Inc-a | +0.1% | -1.75% | Trim |
| 19 | NFLX | Netflix Inc | +0.1% | +2.35% | Add |
| 20 | SPOT | Spotify Technology S.A. | +0.1% | +3.78% | Add |
| 21 | ✓ | Cyberark Software LTD. Cmn | +0.1% | -4.38% | Trim |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.82% | Add |
| 23 | AXON | Axon Enterprise Inc | 0% | -3.41% | Trim |
| 24 | ORLY | O'reilly Automotive Inc | -0.2% | +1.72% | Add |
| 25 | INSP | Inspire Medical Systems Inc | -0.2% | -7.94% | Trim |
| 26 | META | Meta Platforms Inc-class A | -0.3% | +2.01% | Trim |
| 27 | BJ | Bj's Wholesale Club Holdings | -0.3% | -60.11% | Trim |
| 28 | KNSL | Kinsale Capital Group Inc | -0.4% | -80.66% | Trim |
| 29 | SAIA | Saia Inc | -0.5% | -1.61% | Trim |
| 30 | BRBR | Bellring Brands Inc | -0.5% | +0.50% | Trim |
| 31 | EXLS | Exlservice Holdings Inc | -0.5% | -13.66% | Trim |
| 32 | EQIX | Equinix Inc | -0.6% | -96.70% | Trim |
| 33 | AAPL | Apple Inc | -0.8% | +1.97% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | -0.9% | +0.40% | Trim |
| 35 | AMZN | Amazon.com Inc | -1.1% | +1.95% | Trim |
| 36 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 37 | FTNT | Fortinet Inc | — | EXIT | Sold out |
| 38 | SNOW | Snowflake Inc | — | NEW | New buy |
| 39 | ZS | Zscaler Inc | — | NEW | New buy |
| 40 | VIAV | Viavi Solutions Inc | — | NEW | New buy |
| 41 | PSMT | Pricesmart Inc | — | NEW | New buy |
| 42 | ✓ | — | NEW | New buy | |
| 43 | GBCI | Glacier Bancorp Inc | — | NEW | New buy |
| 44 | NOMD | Nomad Foods Limited | — | EXIT | Sold out |
| 45 | IDCC | Interdigital Inc | — | NEW | New buy |
| 46 | MWA | Mueller Water Products Inc-a | — | NEW | New buy |
| 47 | HRI | Herc Holdings Inc | — | EXIT | Sold out |
| 48 | ABCB | Ameris Bancorp | — | NEW | New buy |
| 49 | MRVL | Marvell Technology Inc | — | EXIT | Sold out |
| 50 | WAY | Waystar Holding CORP | — | 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 179 disclosed positions in Q3 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 NVDA, MSFT, AAPL) accounted for 35.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
SNOW
市值: $7.1M
Top Position Liquidated / Trimmed
UNH
前期市值: $23.1M
During Q3 2025, Oak Ridge Investments LLC's top holdings by market value included NVDA (11.7%)、MSFT (11.1%)、AAPL (9.1%). The largest single position, NVDA, represented 11.7% of total portfolio value.
In Q3 2025, Oak Ridge Investments LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 16 holdings, and fully liquidating 5 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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