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CIK: 0001054554
Total reported value
$1.8B
$1.8B
178 檔
39.0%
During the Q4 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 178 reported positions.
In Q4 2025, Oak Ridge Investments LLC displayed an active expansion posture, initiating 11 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.79% | -0.43% | +7.46% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.37% | -5.34% | +7.15% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.76% | -4.17% | +7.13% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.94% | -3.42% | +8.50% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.88% | +3.31% | +6.50% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.83% | +0.09% | +8.95% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.28% | +0.34% | +8.11% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.09% | -0.67% | +7.61% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.42% | +0.60% | +6.52% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.88% | -0.11% | +8.18% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.13% | +11.45% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.46% | -0.20% | +7.74% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.39% | -1.13% | EXIT | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.37% | -1.49% | +984.72% | |
| 15 | KLAC | Kla CORP | Stock-Tech | 1.28% | +0.23% | +5.41% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.16% | -0.30% | +7.25% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.97% | -0.30% | +7.85% | |
| 18 | CLS | Celestica Inc | Stock-Tech | 0.95% | -0.29% | -16.15% | |
| 19 | ECL | Ecolab Inc | Stock-Materials | 0.89% | -0.99% | EXIT | |
| 20 | TDG | Transdigm Group Inc | Stock-Industrials | 0.79% | -0.01% | +4.83% | |
| 21 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.78% | -0.03% | +8.96% | |
| 22 | APP | Applovin Corp-class A | Stock-Tech | 0.78% | +0.05% | +5.83% | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.75% | -0.19% | -34.03% | |
| 24 | GEV | GE Vernova Inc | Stock-Industrials | 0.75% | +0.20% | — | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.73% | +0.44% | +59.70% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.71% | -0.14% | +4.70% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.69% | -0.16% | +5.03% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.68% | -0.49% | EXIT | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 0.68% | -0.68% | EXIT | |
| 30 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.62% | -0.48% | EXIT | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 0.59% | +0.05% | +3.32% | |
| 32 | BTSG | Brightspring Health Services | Stock-Other | 0.57% | +0.31% | — | |
| 33 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.56% | +0.06% | +4.20% | |
| 34 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.56% | +0.03% | +11.13% | |
| 35 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.56% | — | -2.80% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.56% | — | +392.79% | |
| 37 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.54% | — | +4.01% | |
| 38 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.51% | -0.44% | +4.74% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.49% | — | — | |
| 40 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.48% | — | -0.53% | |
| 41 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.46% | +0.28% | +10.10% | |
| 42 | COHR | Coherent CORP | Stock-Tech | 0.45% | +0.27% | +153.32% | |
| 43 | SNOW | Snowflake Inc | Stock-Tech | 0.44% | +0.20% | +4.68% | |
| 44 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.43% | — | +5.70% | |
| 45 | URI | United Rentals Inc | Stock-Industrials | 0.42% | — | +5.52% | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.42% | -0.35% | EXIT | |
| 47 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.41% | -0.03% | -2.40% | |
| 48 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.35% | +0.31% | +614.43% | |
| 49 | ZS | Zscaler Inc | Stock-Tech | 0.34% | -0.20% | EXIT | |
| 50 | VIAV | Viavi Solutions Inc | Stock-Tech | 0.32% | +0.19% | -2.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.3% | +8.11% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +1.1% | +6.50% | Add |
| 3 | AAPL | Apple Inc | +0.7% | +7.13% | Add |
| 4 | UBER | Uber Technologies Inc | +0.7% | +2960.89% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +11.45% | Add |
| 6 | COHR | Coherent CORP | +0.3% | +153.32% | Add |
| 7 | AMZN | Amazon.com Inc | +0.3% | +8.50% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | +8.95% | Add |
| 9 | DDOG | Datadog Inc - Class A | +0.3% | +614.43% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +59.70% | Add |
| 11 | RBLX | Roblox CORP -class A | +0.2% | +486.17% | Add |
| 12 | KLAC | Kla CORP | +0.1% | +5.41% | Add |
| 13 | ISRG | Intuitive Surgical Inc | +0.1% | +5.03% | Add |
| 14 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +205.75% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | +7.46% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | +8.18% | Add |
| 17 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +4.01% | Add |
| 18 | TSLA | Tesla Inc | 0% | +6.52% | Add |
| 19 | MA | Mastercard Inc - A | 0% | +7.74% | Add |
| 20 | AAON | Aaon Inc | -0.1% | -85.96% | Trim |
| 21 | CRDO | Credo Technology Group Holding Ltd | -0.2% | -32.19% | Trim |
| 22 | NOW | Servicenow Inc | -0.2% | +392.79% | Add |
| 23 | AXON | Axon Enterprise Inc | -0.2% | +4.20% | Add |
| 24 | EXLS | Exlservice Holdings Inc | -0.2% | -15.97% | Trim |
| 25 | BRBR | Bellring Brands Inc | -0.3% | -76.69% | Trim |
| 26 | NFLX | Netflix Inc | -0.4% | +984.72% | Add |
| 27 | META | Meta Platforms Inc-class A | -0.4% | +7.61% | Add |
| 28 | CVLT | Commvault Systems Inc | -0.5% | -71.21% | Trim |
| 29 | ORCL | Oracle CORP | -0.7% | +4.45% | Add |
| 30 | ORLY | O'reilly Automotive Inc | -0.7% | -34.03% | Trim |
| 31 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 32 | GEV | GE Vernova Inc | — | NEW | New buy |
| 33 | ANET | Arista Networks Inc | — | EXIT | Sold out |
| 34 | BTSG | Brightspring Health Services | — | NEW | New buy |
| 35 | ICE | Intercontinental Exchange In | — | EXIT | Sold out |
| 36 | IWO | Ishares Russell 2000 Growth | — | NEW | New buy |
| 37 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 38 | MRSH | Marsh & Mclennan Cos | — | EXIT | Sold out |
| 39 | EOG | Eog Resources Inc | — | EXIT | Sold out |
| 40 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 41 | TEAM | Atlassian Corp-cl A | — | EXIT | Sold out |
| 42 | MIDD | Middleby CORP | — | EXIT | Sold out |
| 43 | OSIS | Osi Systems Inc | — | NEW | New buy |
| 44 | CRWV | Coreweave Inc-cl A | — | NEW | New buy |
| 45 | HURN | Huron Consulting Group Inc | — | NEW | New buy |
| 46 | VRNS | Varonis Systems Inc | — | EXIT | Sold out |
| 47 | FCFS | Firstcash Holdings Inc | — | NEW | New buy |
| 48 | INSP | Inspire Medical Systems Inc | — | EXIT | Sold out |
| 49 | FROG | JFrog Ltd. | — | NEW | New buy |
| 50 | DOCN | Digitalocean Holdings Inc | — | 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 178 disclosed positions in Q4 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 39.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
GEV
市值: $12.4M
Top Position Liquidated / Trimmed
TMUS
前期市值: $15.2M
During Q4 2025, Oak Ridge Investments LLC's top holdings by market value included NVDA (11.8%)、MSFT (10.4%)、AAPL (9.8%). The largest single position, NVDA, represented 11.8% of total portfolio value.
In Q4 2025, Oak Ridge Investments LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 24 positions, trimming 6 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.
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