OAK Ridge Investments
Chicago, ILfiles as OAK RIDGE INVESTMENTS LLC
$1.8bn in 170 US stocks at the end of 30 June 2026. The top 10 are 50.3% of the money. It changed about 25.4% of the portfolio this quarter.
Value
$1.8bn
Stocks
170
Top 10 share
50.3%
Turnover
25.4%
What changed this quarter
New
Bought for the first time this quarter.
- Advanced Micro DevicesAMD3.2% of the fund
- Micron TechnologyMU3.0% of the fund
- Lam ResearchLRCX1.8% of the fund
- SandiskSNDK1.2% of the fund
- Marvell TechnologyMRVL1.1% of the fund
- Space Exploration TechnologiesSPCX0.3% of the fund
- Dell TechnologiesDELL0.3% of the fund
- VicorVICR0.3% of the fund
- Kontoor BrandsKTB0.2% of the fund
- Concentra Group Holdings ParentCON0.2% of the fund
- DaveDAVE0.1% of the fund
- Xenon PharmaceuticalsXENE0.1% of the fund
- D-Wave QuantumQBTS0.1% of the fund
- Carriage ServicesCSV0.1% of the fund
- Palvella TherapeuticsPVLA0.1% of the fund
- Crinetics PharmaceuticalsCRNX<0.1% of the fund
- USA Rare EarthUSAR<0.1% of the fund
- Astera LabsALAB<0.1% of the fund
- Rocket LabRKLB<0.1% of the fund
- Onto InnovationONTO<0.1% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOG8.2% of the fund+59%
- TeslaTSLA2.9% of the fund+31%
- AlphabetGOOGL1.7% of the fund+2%
- GE VernovaGEV1.3% of the fund+3%
- CaterpillarCAT1.3% of the fund+52%
- Howmet AerospaceHWM1.2% of the fund+67%
- CrowdStrike HoldingsCRWD1.1% of the fund+296%
- Vertiv HoldingsVRT1.1% of the fund+19%
- Viavi SolutionsVIAV0.8% of the fund+8%
- Kulicke & Soffa IndustriesKLIC0.8% of the fund+18%
- Credo Technology Group HoldingCRDO0.7% of the fund+53%
- Marriott InternationalMAR0.6% of the fund+768%
- SnowflakeSNOW0.5% of the fund+11%
- Applied OptoelectronicsAAOI0.5% of the fund+47%
- Cisco SystemsCSCO0.4% of the fund+2012%
- SemtechSMTC0.4% of the fund+6%
- Everus Construction GroupECG0.4% of the fund+2%
- JFrogFROG0.4% of the fund+168%
- DigitalOcean HoldingsDOCN0.4% of the fund+2%
- Construction PartnersROAD0.3% of the fund+2%
- StoneX GroupSNEX0.3% of the fund+2%
- Tower SemiconductorTSEM0.3% of the fund+403%
- Palomar HoldingsPLMR0.3% of the fund+2%
- PricesmartPSMT0.3% of the fund+3%
- Modine ManufacturingMOD0.3% of the fund+2%
Cut
Sold some of their stake.
- AppleAAPL5.8% of the fund-40%
- BroadcomAVGO4.8% of the fund-2%
- Eli LillyLLY4.4% of the fund-3%
- MicrosoftMSFT3.2% of the fund-56%
- KLAKLAC2.0% of the fund-36%
- VisaV1.6% of the fund-3%
- Amazon.comAMZN1.4% of the fund-71%
- MastercardMA1.2% of the fund-3%
- Quanta ServicesPWR0.9% of the fund-6%
- CloudflareNET0.9% of the fund-5%
- CelesticaCLS0.7% of the fund-35%
- O'Reilly AutomotiveORLY0.6% of the fund-10%
- Palantir TechnologiesPLTR0.6% of the fund-4%
- SitimeSITM0.4% of the fund-29%
- TTM TechnologiesTTMI0.3% of the fund-20%
- RBC BearingsRBC0.3% of the fund-12%
- Vita Coco CompanyCOCO0.3% of the fund-27%
- Ensign GroupENSG0.3% of the fund-4%
- Travere TherapeuticsTVTX0.2% of the fund-22%
- Ollie's Bargain Outlet HoldingsOLLI0.1% of the fund-14%
- AmphenolAPH0.1% of the fund-19%
- Waste ConnectionsWCN0.1% of the fund-28%
- InsmedINSM<0.1% of the fund-6%
- Argenx SEARGX<0.1% of the fund-6%
- VistraVST<0.1% of the fund-11%
Sold out
Sold their entire stake.
- OracleORCL-100%
- EcolabECL-100%
- Uber TechnologiesUBER-100%
- IntuitINTU-100%
- ExlService HoldingsEXLS-100%
- ShopifySHOP-100%
- ZscalerZS-100%
- Clearwater Analytics Hldgs I-100%
- EPAM SystemsEPAM-100%
- AeroVironmentAVAV-100%
- Waystar HoldingWAY-100%
- Alamos GoldAGI-100%
- Guardant HealthGH-100%
- Tractor SupplyTSCO-100%
- IonQIONQ-100%
- Vertex PharmaceuticalsVRTX-100%
- Power Solutions InternationalPSIX-100%
- Bellring BrandsBRBR-100%
- Contango Silver & GoldCTGO-100%
- Kinsale Capital GroupKNSL-100%
- CarvanaCVNA-100%
- Arthur J. GallagherAJG-100%
- WalmartWMT-100%
- CME GroupCME-100%
- TJX CompaniesTJX-100%
Holdings
- Space Exploration TechnologiesSPCX
- Share
- 0.3%
- Value
- $6m
- Shares
- 34,518
New
Showing the largest 100 of 170.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 26.8% since 30 June 2025.
Where the money is
Technology51.2%
Media & telecom14.2%
Health care10.1%
Industrials9.3%
Retail & consumer8.0%
Financial services4.5%
Everyday goods1.6%
Utilities0.4%
Materials0.3%
Energy0.3%
Real estate0.0%
Other0.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.