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CIK: 0001054554
Total reported value
$1.7B
$1.7B
170 檔
36.6%
According to the latest 13F quarterly dataset, Oak Ridge Investments LLC managed an equity portfolio of $1.7B at the end of Q2 2026, spanning 170 distinct U.S. exchange-listed positions.
Oak Ridge Investments LLC executed strategic sector rebalancing during Q2 2026, establishing 20 new positions while fully exiting 31 holdings and trimming 72 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.67% | +1.83% | -1.74% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.20% | -0.27% | +59.15% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.85% | +0.92% | -40.15% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.76% | -0.40% | -2.30% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.36% | -0.13% | -2.97% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | +1.23% | -56.23% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.17% | +0.94% | -1.98% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 3.15% | +0.17% | — | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 3.04% | -0.23% | — | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.89% | -0.45% | +30.57% | |
| 11 | KLAC | Kla CORP | Stock-Tech | 2.03% | -0.71% | +544.68% | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 1.84% | -0.45% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | -0.04% | +2.05% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.62% | +0.09% | -3.41% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | +0.07% | -70.59% | |
| 16 | GEV | GE Vernova Inc | Stock-Industrials | 1.31% | -0.25% | +2.61% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.25% | -0.30% | +52.17% | |
| 18 | SNDK | Sandisk CORP | Stock-Tech | 1.20% | -0.28% | — | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.20% | +0.09% | -2.92% | |
| 20 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.19% | -0.21% | +66.83% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.03% | -1.18% | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.11% | +0.43% | +295.63% | |
| 23 | MRVL | Marvell Technology Inc | Stock-Tech | 1.08% | -0.09% | — | |
| 24 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.05% | -0.31% | +19.00% | |
| 25 | BTSG | Brightspring Health Services | Stock-Other | 1.04% | -0.18% | +1.06% | |
| 26 | COHR | Coherent CORP | Stock-Tech | 0.94% | -0.26% | -1.02% | |
| 27 | PWR | Quanta Services Inc | Stock-Industrials | 0.89% | -0.13% | -6.14% | |
| 28 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.86% | +0.33% | -5.30% | |
| 29 | VIAV | Viavi Solutions Inc | Stock-Tech | 0.78% | -0.29% | +7.63% | |
| 30 | KLIC | Kulicke & Soffa Industries | Stock-Tech | 0.77% | -0.21% | +18.26% | |
| 31 | CLS | Celestica Inc | Stock-Tech | 0.73% | -0.02% | -35.49% | |
| 32 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.67% | -0.20% | +52.53% | |
| 33 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.65% | +0.01% | +0.03% | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 0.64% | — | -0.92% | |
| 35 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.61% | -0.06% | -10.15% | |
| 36 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.60% | -0.02% | +768.49% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.60% | -0.08% | -0.84% | |
| 38 | APP | Applovin Corp-class A | Stock-Tech | 0.58% | -0.26% | -1.82% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | +0.36% | -3.74% | |
| 40 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.55% | -0.04% | -0.35% | |
| 41 | SNOW | Snowflake Inc | Stock-Tech | 0.53% | +0.17% | +10.83% | |
| 42 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.52% | -0.13% | -0.68% | |
| 43 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.50% | -0.09% | -1.45% | |
| 44 | AAOI | Applied Optoelectronics Inc | Stock-Tech | 0.47% | -0.18% | +46.66% | |
| 45 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.45% | +0.01% | -0.27% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | -0.03% | +2012.20% | |
| 47 | SMTC | Semtech CORP | Stock-Tech | 0.42% | -0.05% | +6.27% | |
| 48 | ECG | Everus Construction Group | Stock-Industrials | 0.41% | -0.09% | +2.11% | |
| 49 | FROG | JFrog Ltd. | Stock-Tech | 0.41% | +0.16% | +167.75% | |
| 50 | SITM | Sitime CORP | Stock-Tech | 0.37% | -0.03% | -28.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +3.3% | +59.15% | Add |
| 2 | AMD | Advanced Micro Devices | +3.2% | NEW | New buy |
| 3 | MU | Micron Technology Inc | +3% | NEW | New buy |
| 4 | LRCX | Lam Research CORP | +1.8% | NEW | New buy |
| 5 | SNDK | Sandisk CORP | +1.2% | NEW | New buy |
| 6 | MRVL | Marvell Technology Inc | +1.1% | NEW | New buy |
| 7 | CAT | Caterpillar Inc | +0.6% | +52.17% | Add |
| 8 | TSLA | Tesla Inc | +0.6% | +30.57% | Add |
| 9 | MAR | Marriott International -cl A | +0.5% | +768.49% | Add |
| 10 | CRDO | Credo Technology Group Holding Ltd | +0.5% | +52.53% | Add |
| 11 | HWM | Howmet Aerospace Inc | +0.5% | +66.83% | Add |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +295.63% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.4% | +2012.20% | Add |
| 14 | KLIC | Kulicke & Soffa Industries | +0.4% | +18.26% | Add |
| 15 | LLY | Eli Lilly & Co | +0.3% | -2.97% | Trim |
| 16 | ✓ | +0.3% | NEW | New buy | |
| 17 | FROG | JFrog Ltd. | +0.3% | +167.75% | Add |
| 18 | BTSG | Brightspring Health Services | +0.3% | +1.06% | Add |
| 19 | DDOG | Datadog Inc - Class A | +0.3% | +0.03% | Add |
| 20 | DELL | Dell Technologies -c | +0.3% | NEW | New buy |
| 21 | VRT | Vertiv Holdings Co-a | +0.3% | +19.00% | Add |
| 22 | COHR | Coherent CORP | +0.3% | -1.02% | Trim |
| 23 | BE | Bloom Energy Corp- A | +0.3% | -0.35% | Trim |
| 24 | AAOI | Applied Optoelectronics Inc | +0.3% | +46.66% | Add |
| 25 | VICR | Vicor CORP | +0.3% | NEW | New buy |
| 26 | TSEM | Tower Semiconductor Ltd. | +0.2% | +403.36% | Add |
| 27 | KLAC | Kla CORP | +0.2% | +544.68% | Add |
| 28 | KTB | Kontoor Brands Inc | +0.2% | NEW | New buy |
| 29 | CON | Concentra Group Holdings Par | +0.2% | NEW | New buy |
| 30 | GEV | GE Vernova Inc | +0.2% | +2.61% | Add |
| 31 | SNOW | Snowflake Inc | +0.2% | +10.83% | Add |
| 32 | SMTC | Semtech CORP | +0.2% | +6.27% | Add |
| 33 | VIAV | Viavi Solutions Inc | +0.2% | +7.63% | Add |
| 34 | DOCN | Digitalocean Holdings Inc | +0.1% | +2.19% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.05% | Add |
| 36 | DAVE | Dave Inc | +0.1% | NEW | New buy |
| 37 | XENE | Xenon Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 38 | QBTS | D-wave Quantum Inc | +0.1% | NEW | New buy |
| 39 | CSV | Carriage Services Inc | +0.1% | NEW | New buy |
| 40 | CORT | Corcept Therapeutics Inc | +0.1% | +37.40% | Add |
| 41 | PVLA | Palvella Therapeutics Inc | +0.1% | NEW | New buy |
| 42 | AVGO | Broadcom Inc | +0.1% | -2.30% | Trim |
| 43 | SITM | Sitime CORP | +0.1% | -28.67% | Trim |
| 44 | CYTK | Cytokinetics Inc | +0.1% | +104.49% | Add |
| 45 | TTMI | Ttm Technologies | +0.1% | -19.57% | Trim |
| 46 | URGN | UroGen Pharma Ltd. | +0.1% | +2.53% | Add |
| 47 | CRNX | Crinetics Pharmaceuticals In | +0.1% | NEW | New buy |
| 48 | ECG | Everus Construction Group | +0.1% | +2.11% | Add |
| 49 | SNEX | Stonex Group Inc | +0.1% | +2.41% | Add |
| 50 | AXON | Axon Enterprise Inc | +0.1% | -0.68% | Trim |
According to official SEC Form 13F filings, Oak Ridge Investments LLC reported a total U.S. public equity portfolio value of $1.7B across 170 disclosed positions in Q2 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, GOOG, AAPL) accounted for 36.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $55.7M
Top Position Liquidated / Trimmed
ORCL
前期市值: $17.1M
During Q2 2026, Oak Ridge Investments LLC's top holdings by market value included NVDA (11.7%)、GOOG (8.2%)、AAPL (5.8%). The largest single position, NVDA, represented 11.7% of total portfolio value.
In Q2 2026, Oak Ridge Investments LLC made 199 total portfolio adjustments, initiating 20 new buys, adding to 76 positions, trimming 72 holdings, and fully liquidating 31 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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