Oak Ridge Investments LLC Portfolio Holdings

Oak Ridge Investments LLC

  • $1.5 Billion
  • Q3 2025

Oak Ridge Investments LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $181M, Microsoft Corp with a value of $171M, Apple Inc. with a value of $141M, Amazon Com Inc with a value of $71.4M, and Meta Platforms, Inc. with a value of $69.7M.

Examining the 13F form we can see an increase of $141M in the current position value, from $1.36B to 1.5B.

Below you can find more details about Oak Ridge Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.5 Billion
Technology: $769 Million
Communication Services: $209 Million
Consumer Cyclical: $148 Million
Healthcare: $118 Million
Industrials: $97.1 Million
Financial Services: $80.1 Million
Consumer Defensive: $44.4 Million
Basic Materials: $19.5 Million
Other: $13.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$181 Million 12.08% of portfolio
970,860
Q3 2025 Added 2.16%
$3.78T
$171 Million 11.41% of portfolio
330,184
Q3 2025 Added 2.17%
$4.3T
$141 Million 9.4% of portfolio
553,158
Q3 2025 Added 1.97%
$2.39T
$71.4 Million 4.76% of portfolio
325,213
Q3 2025 Added 1.95%
$1.37T
$69.7 Million 4.65% of portfolio
94,956
Q3 2025 Added 2.01%
$139B
$69.8 Million 4.65% of portfolio
211,509
Q3 2025 Added 2.15%
$1.74T
$58.7 Million 3.92% of portfolio
241,049
Q3 2025 Added 1.81%
$971B
$46.4 Million 3.1% of portfolio
60,848
Q3 2025 Added 2.41%
$1.29T
$37.1 Million 2.47% of portfolio
83,380
Q3 2025 Added 4.77%
$593B
$31.8 Million 2.12% of portfolio
113,011
Q3 2025 Added 2.51%
$533B
$27.8 Million 1.86% of portfolio
81,571
Q3 2025 Added 1.89%
$49.1B
$26.6 Million 1.78% of portfolio
22,200
Q3 2025 Added 2.35%
$6.2B
$22.3 Million 1.49% of portfolio
206,771
Q3 2025 Added 1.72%
$512B
$22.3 Million 1.48% of portfolio
39,139
Q3 2025 Added 2.0%
$404B
$19.1 Million 1.27% of portfolio
20,621
Q3 2025 Added 2.12%
$161B
$17.8 Million 1.18% of portfolio
16,458
Q3 2025 Added 2.23%
$342B
$15.2 Million 1.01% of portfolio
83,131
Q3 2025 Added 3.58%
$269B
$15.2 Million 1.01% of portfolio
63,366
Q3 2025 Added 2.26%
$73.7B
$14.6 Million 0.98% of portfolio
53,441
Q3 2025 Added 2.19%
$163B
$12.9 Million 0.86% of portfolio
17,998
Q3 2025 Added 2.16%
$59.6B
$12.8 Million 0.86% of portfolio
59,790
Q3 2025 Added 1.83%
$1.31B
$12.6 Million 0.84% of portfolio
286,406
Q3 2025 Reduced 13.66%
$72.7B
$12.3 Million 0.82% of portfolio
9,325
Q3 2025 Added 2.47%
$136B
$11.8 Million 0.79% of portfolio
32,038
Q3 2025 Added 2.23%
$39.4B
$11.3 Million 0.75% of portfolio
15,728
Q3 2025 Reduced 3.41%
$182B
$11.1 Million 0.74% of portfolio
16,238
Q3 2025 Added 2.2%
$169B
$11.2 Million 0.74% of portfolio
12,134
Q3 2025 Added 1.87%
$33.9B
$10.7 Million 0.71% of portfolio
42,379
Q3 2025 Added 1.93%
$123B
$9.58 Million 0.64% of portfolio
13,721
Q3 2025 Added 3.78%
$61.4B
$9.24 Million 0.62% of portfolio
22,294
Q3 2025 Added 1.88%
$5.71B
$8.73 Million 0.58% of portfolio
46,267
Q3 2025 Added 0.39%
$19.9B
$8.71 Million 0.58% of portfolio
18,033
Q3 2025 Reduced 4.38%
$193B
$8.5 Million 0.57% of portfolio
19,000
Q3 2025 Added 2.66%
$39.1B
$8.41 Million 0.56% of portfolio
32,557
Q3 2025 Added 2.04%
$84.9B
$8.02 Million 0.54% of portfolio
47,620
Q3 2025 Added 2.16%
$115B
$7.89 Million 0.53% of portfolio
16,096
Q3 2025 Added 1.82%
$55.9B
$7.83 Million 0.52% of portfolio
8,204
Q3 2025 Added 2.6%
$277B
$7.2 Million 0.48% of portfolio
93,898
Q3 2025 Added 2.46%
$82.2B
$7.14 Million 0.48% of portfolio
31,644
Q3 2025 New
$42.8B
$6.7 Million 0.45% of portfolio
22,353
Q3 2025 Added 1,623.44%
$89.7B
$6.62 Million 0.44% of portfolio
32,841
Q3 2025 Reduced 0.05%
$21.2B
$6.25 Million 0.42% of portfolio
42,910
Q3 2025 Reduced 19.28%
$4.4B
$6.32 Million 0.42% of portfolio
49,770
Q3 2025 Reduced 1.75%
$3.27B
$6.02 Million 0.4% of portfolio
51,527
Q3 2025 Reduced 1.62%
$7.8B
$5.18 Million 0.35% of portfolio
40,332
Q3 2025 Reduced 1.37%
$9.87B
$5.18 Million 0.35% of portfolio
29,978
Q3 2025 Reduced 1.22%
$64.7B
$5.05 Million 0.34% of portfolio
45,034
Q3 2025 Added 2.04%
$3.65B
$4.84 Million 0.32% of portfolio
133,281
Q3 2025 Added 0.5%
$2.44B
$4.14 Million 0.28% of portfolio
97,540
Q3 2025 Reduced 1.59%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $1.5 Billion
  • Prior Value $1.36 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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