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CIK: 0001054554
Total reported value
$1.8B
$1.8B
181 檔
34.6%
At the close of Q1 2026, Oak Ridge Investments LLC disclosed equity holdings valued at approximately $1.8B, spread across 181 reported holdings.
In Q1 2026, Oak Ridge Investments LLC displayed an active expansion posture, initiating 21 new positions and adding to 99 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.10% | -0.43% | +0.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.02% | -4.17% | +0.70% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.57% | -5.34% | -1.03% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.89% | +3.31% | +0.42% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.81% | -3.42% | -0.96% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.67% | +0.09% | -1.01% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.02% | +0.34% | +0.56% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.84% | -0.67% | -0.59% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.29% | +0.60% | +4.72% | |
| 10 | KLAC | Kla CORP | Stock-Tech | 1.80% | +0.23% | +6.43% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.73% | -0.11% | -1.91% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.13% | +3.09% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 1.54% | -1.49% | +0.73% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.47% | -0.30% | +1.18% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.40% | -0.20% | +0.48% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.13% | -1.13% | EXIT | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 1.11% | +0.20% | +1.12% | |
| 18 | CLS | Celestica Inc | Stock-Tech | 1.02% | -0.29% | +3.19% | |
| 19 | ECL | Ecolab Inc | Stock-Materials | 0.99% | -0.99% | EXIT | |
| 20 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.89% | -0.03% | +0.50% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.87% | -0.30% | +0.43% | |
| 22 | PWR | Quanta Services Inc | Stock-Industrials | 0.84% | +0.05% | +0.66% | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.80% | -0.19% | -3.93% | |
| 24 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.77% | +0.28% | +0.16% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 0.74% | -0.14% | +1.03% | |
| 26 | BTSG | Brightspring Health Services | Stock-Other | 0.73% | +0.31% | +2.89% | |
| 27 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.72% | +0.47% | +1030.41% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 0.68% | -0.68% | EXIT | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.67% | +0.44% | +0.77% | |
| 30 | COHR | Coherent CORP | Stock-Tech | 0.67% | +0.27% | +5.31% | |
| 31 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.65% | -0.59% | — | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.61% | — | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.61% | -0.16% | +0.77% | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 0.60% | +0.04% | +3043.67% | |
| 35 | VIAV | Viavi Solutions Inc | Stock-Tech | 0.59% | +0.19% | -10.22% | |
| 36 | APP | Applovin Corp-class A | Stock-Tech | 0.53% | +0.05% | +5.71% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.49% | -0.49% | EXIT | |
| 38 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.48% | -0.48% | EXIT | |
| 39 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.47% | +0.03% | -0.60% | |
| 40 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.46% | +0.06% | +0.98% | |
| 41 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.46% | -0.44% | +0.16% | |
| 42 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.39% | -0.13% | +0.92% | |
| 43 | KLIC | Kulicke & Soffa Industries | Stock-Tech | 0.37% | +0.40% | — | |
| 44 | ROAD | Construction Partners Inc-a | Stock-Industrials | 0.36% | -0.02% | +1.12% | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.35% | -0.35% | EXIT | |
| 46 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.34% | +0.31% | +5.20% | |
| 47 | ECG | Everus Construction Group | Stock-Industrials | 0.34% | +0.07% | +1.14% | |
| 48 | TDG | Transdigm Group Inc | Stock-Industrials | 0.33% | -0.01% | -55.77% | |
| 49 | SNOW | Snowflake Inc | Stock-Tech | 0.33% | +0.20% | -0.51% | |
| 50 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.31% | -0.03% | -22.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HWM | Howmet Aerospace Inc | +0.7% | +1030.41% | Add |
| 2 | ADI | Analog Devices Inc | +0.6% | +3043.67% | Add |
| 3 | KLAC | Kla CORP | +0.5% | +6.43% | Add |
| 4 | GEV | GE Vernova Inc | +0.4% | +1.12% | Add |
| 5 | NVDA | Nvidia CORP | +0.3% | +0.54% | Add |
| 6 | VRT | Vertiv Holdings Co-a | +0.3% | +0.16% | Add |
| 7 | COST | Costco Wholesale CORP | +0.3% | +1.18% | Add |
| 8 | VIAV | Viavi Solutions Inc | +0.3% | -10.22% | Trim |
| 9 | AAPL | Apple Inc | +0.3% | +0.70% | Add |
| 10 | PWR | Quanta Services Inc | +0.3% | +0.66% | Add |
| 11 | COHR | Coherent CORP | +0.2% | +5.31% | Add |
| 12 | NFLX | Netflix Inc | +0.2% | +0.73% | Add |
| 13 | BTSG | Brightspring Health Services | +0.2% | +2.89% | Add |
| 14 | GBCI | Glacier Bancorp Inc | +0.1% | +106.68% | Add |
| 15 | ECG | Everus Construction Group | +0.1% | +1.14% | Add |
| 16 | DOCN | Digitalocean Holdings Inc | +0.1% | +7.42% | Add |
| 17 | AAOI | Applied Optoelectronics Inc | +0.1% | -17.13% | Trim |
| 18 | NET | Cloudflare Inc - Class A | +0.1% | +0.50% | Add |
| 19 | ECL | Ecolab Inc | +0.1% | +0.70% | Add |
| 20 | OSIS | Osi Systems Inc | +0.1% | +38.94% | Add |
| 21 | TTMI | Ttm Technologies | +0.1% | +0.92% | Add |
| 22 | MTDR | Matador Resources Co | +0.1% | +17.71% | Add |
| 23 | ✓ | +0.1% | +39.34% | Add | |
| 24 | ABCB | Ameris Bancorp | +0.1% | +36.08% | Add |
| 25 | RBC | RBC Bearings Inc | +0.1% | +1.44% | Add |
| 26 | ENSG | Ensign Group Inc/the | +0.1% | +0.92% | Add |
| 27 | MWA | Mueller Water Products Inc-a | +0.1% | +29.46% | Add |
| 28 | PR | Permian Resources Corp-cl A | +0.1% | +1.81% | Add |
| 29 | CLS | Celestica Inc | +0.1% | +3.19% | Add |
| 30 | LMAT | Lemaitre Vascular Inc | +0.1% | +13.09% | Add |
| 31 | PSMT | Pricesmart Inc | +0.1% | +1.36% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.09% | Add |
| 33 | CWAN | Clearwater Analytics Holdings, Inc. | +0.1% | +44.23% | Add |
| 34 | AIR | Aar CORP | +0.1% | +8.75% | Add |
| 35 | RELY | Remitly Global Inc | +0.1% | +57.38% | Add |
| 36 | FCFS | Firstcash Holdings Inc | +0.1% | +8.94% | Add |
| 37 | GOLF | Acushnet Holdings CORP | +0.1% | +1.06% | Add |
| 38 | ORLY | O'reilly Automotive Inc | +0.1% | -3.93% | Trim |
| 39 | UFPT | Ufp Technologies Inc | 0% | +51.41% | Add |
| 40 | CRWV | Coreweave Inc-cl A | 0% | +7.33% | Add |
| 41 | ROAD | Construction Partners Inc-a | 0% | +1.12% | Add |
| 42 | AIT | Applied Industrial Tech Inc | 0% | +0.98% | Add |
| 43 | SYK | Stryker CORP | 0% | +1.03% | Add |
| 44 | AGIO | Agios Pharmaceuticals Inc | 0% | +24.30% | Add |
| 45 | AXSM | Axsome Therapeutics Inc | 0% | +21.05% | Add |
| 46 | MIRM | Mirum Pharmaceuticals Inc | 0% | +1.30% | Add |
| 47 | BBIO | Bridgebio Pharma Inc | 0% | +12.76% | Add |
| 48 | SMTC | Semtech CORP | 0% | +1.11% | Add |
| 49 | CASY | Casey's General Stores Inc | 0% | — | Unchanged |
| 50 | INSM | Insmed Inc | 0% | +16.15% | Add |
According to official SEC Form 13F filings, Oak Ridge Investments LLC reported a total U.S. public equity portfolio value of $1.8B across 181 disclosed positions in Q1 2026.
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, AAPL, MSFT) accounted for 34.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $9.8M
Top Position Liquidated / Trimmed
VRSK
前期市值: $9.2M
During Q1 2026, Oak Ridge Investments LLC's top holdings by market value included NVDA (12.1%)、AAPL (10.0%)、MSFT (8.6%). The largest single position, NVDA, represented 12.1% of total portfolio value.
In Q1 2026, Oak Ridge Investments LLC made 197 total portfolio adjustments, initiating 21 new buys, adding to 99 positions, trimming 59 holdings, and fully liquidating 18 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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