Oak Ridge Investments LLC Portfolio Holdings

Oak Ridge Investments LLC

  • $1.61 Billion
  • Q4 2025

Oak Ridge Investments LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.61 Billion distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $195M, Microsoft Corp with a value of $180M, Apple Inc. with a value of $158M, Amazon Com Inc with a value of $82.8M, and Broadcom Inc. with a value of $79M.

Examining the 13F form we can see an increase of $114M in the current position value, from $1.5B to 1.61B.

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

Portfolio value $1.61 Billion
Technology: $881 Million
Communication Services: $210 Million
Consumer Cyclical: $149 Million
Healthcare: $141 Million
Industrials: $89.5 Million
Financial Services: $66.6 Million
Consumer Defensive: $38.8 Million
Basic Materials: $19.7 Million
Other: $17.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$195 Million 12.07% of portfolio
1,043,317
Q4 2025 Added 7.46%
$3.78T
$180 Million 11.13% of portfolio
353,786
Q4 2025 Added 7.15%
$4.3T
$158 Million 9.83% of portfolio
592,599
Q4 2025 Added 7.13%
$2.39T
$82.8 Million 5.13% of portfolio
352,857
Q4 2025 Added 8.5%
$139B
$79 Million 4.9% of portfolio
230,433
Q4 2025 Added 8.95%
$1.74T
$73.3 Million 4.55% of portfolio
256,717
Q4 2025 Added 6.5%
$971B
$67.2 Million 4.17% of portfolio
65,782
Q4 2025 Added 8.11%
$1.37T
$62.3 Million 3.86% of portfolio
102,185
Q4 2025 Added 7.61%
$169B
$50 Million 3.1% of portfolio
59,795
Q4 2025 Added 392.79%
$1.29T
$36.3 Million 2.25% of portfolio
88,813
Q4 2025 Added 6.52%
$533B
$28.7 Million 1.78% of portfolio
88,244
Q4 2025 Added 8.18%
$49.1B
$26.6 Million 1.65% of portfolio
240,807
Q4 2025 Added 984.72%
$593B
$26 Million 1.61% of portfolio
118,037
Q4 2025 Added 4.45%
$512B
$22.6 Million 1.4% of portfolio
42,168
Q4 2025 Added 7.74%
$1.65T
$21.9 Million 1.36% of portfolio
79,096
Q4 2025 Added 11.45%
$404B
$20.2 Million 1.25% of portfolio
22,117
Q4 2025 Added 7.25%
$342B
$15.6 Million 0.97% of portfolio
89,659
Q4 2025 Added 7.85%
$73.7B
$14.5 Million 0.9% of portfolio
56,083
Q4 2025 Added 4.94%
$115B
$13.8 Million 0.86% of portfolio
25,705
Q4 2025 Added 59.7%
$59.6B
$13.7 Million 0.85% of portfolio
65,150
Q4 2025 Added 8.96%
$6.2B
$13.5 Million 0.84% of portfolio
136,402
Q4 2025 Reduced 34.03%
$72.7B
$13.1 Million 0.81% of portfolio
9,775
Q4 2025 Added 4.83%
$181B
$12.5 Million 0.78% of portfolio
136,975
Q4 2025 Added 2,960.89%
$136B
$12.1 Million 0.75% of portfolio
33,543
Q4 2025 Added 4.7%
$182B
$11 Million 0.68% of portfolio
17,045
Q4 2025 Added 4.97%
$193B
$10.9 Million 0.68% of portfolio
19,956
Q4 2025 Added 5.03%
$163B
$10.6 Million 0.66% of portfolio
19,047
Q4 2025 Added 5.83%
$61.4B
$9.89 Million 0.61% of portfolio
23,035
Q4 2025 Added 3.32%
$1.31B
$9.56 Million 0.59% of portfolio
240,671
Q4 2025 Reduced 15.97%
$123B
$9.14 Million 0.57% of portfolio
14,372
Q4 2025 Added 4.74%
$39.4B
$9.09 Million 0.56% of portfolio
16,388
Q4 2025 Added 4.2%
$33.9B
$8.89 Million 0.55% of portfolio
41,194
Q4 2025 Reduced 2.8%
$277B
$8.73 Million 0.54% of portfolio
97,663
Q4 2025 Added 4.01%
$19.9B
$8.75 Million 0.54% of portfolio
17,937
Q4 2025 Reduced 0.53%
$39.1B
$8.5 Million 0.53% of portfolio
36,179
Q4 2025 Added 11.13%
$82.2B
$8.51 Million 0.53% of portfolio
33,125
Q4 2025 Added 4.68%
$0
$7.75 Million 0.48% of portfolio
24,820
Q4 2025 New
$53.8B
$7.75 Million 0.48% of portfolio
41,887
Q4 2025 Added 614.43%
$42.8B
$7.39 Million 0.46% of portfolio
24,678
Q4 2025 Added 10.4%
$55.9B
$6.98 Million 0.43% of portfolio
8,657
Q4 2025 Added 5.52%
$3.27B
$6.52 Million 0.4% of portfolio
50,289
Q4 2025 Reduced 2.4%
$174B
$6.27 Million 0.39% of portfolio
42,923
Q4 2025 New
$9.87B
$5.19 Million 0.32% of portfolio
29,193
Q4 2025 Reduced 2.62%
$4.4B
$5.2 Million 0.32% of portfolio
48,681
Q4 2025 Reduced 2.19%
$3.82B
$5.02 Million 0.31% of portfolio
297,052
Q4 2025 Reduced 2.21%
$55.8B
$4.98 Million 0.31% of portfolio
48,664
Q4 2025 Added 486.17%
$7.8B
$4.88 Million 0.3% of portfolio
39,183
Q4 2025 Reduced 2.85%
$2.44B
$4.19 Million 0.26% of portfolio
95,487
Q4 2025 Reduced 2.1%
$21.2B
$4.23 Million 0.26% of portfolio
29,098
Q4 2025 Reduced 32.19%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $1.61 Billion
  • Prior Value $1.5 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 21 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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