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OAK RIDGE INVESTMENTS LLC 13F holdings

Filed 2026-07-21 · OAK RIDGE INVESTMENTS LLC · 170 positions · $1.8B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION1.0M$206.2M11.7%
GOOGALPHABET INC410.3K$145.0M8.2%
AAPLAPPLE INC357.1K$103.3M5.8%
AVGOBROADCOM INC222.9K$84.2M4.8%
LLYELI LILLY & CO64.2K$77.0M4.4%
MSFTMICROSOFT CORP153.3K$57.2M3.2%
METAMETA PLATFORMS INC99.6K$56.1M3.2%
AMDADVANCED MICRO DEVICES INC95.9K$55.7M3.2%
MUMICRON TECHNOLOGY INC46.6K$53.8M3.0%
TSLATESLA INC121.4K$51.1M2.9%
KLACKLA CORP119.0K$35.9M2.0%
LRCXLAM RESEARCH CORP75.1K$32.5M1.8%
GOOGLALPHABET INC83.2K$29.7M1.7%
VVISA INC83.6K$28.7M1.6%
AMZNAMAZON COM INC102.8K$24.5M1.4%
GEVGE VERNOVA INC19.7K$23.1M1.3%
CATCATERPILLAR INC20.8K$22.1M1.3%
SNDKSANDISK CORP9.4K$21.3M1.2%
MAMASTERCARD INCORPORATED41.1K$21.1M1.2%
HWMHOWMET AEROSPACE INC78.4K$21.1M1.2%
COSTCOSTCO WHOLESALE CORPORATION22.1K$20.7M1.2%
CRWDCROWDSTRIKE HLDGS INC102.5K$19.6M1.1%
MRVLMARVELL TECHNOLOGY INC64.0K$19.1M1.1%
VRTVERTIV HOLDINGS CO55.5K$18.6M1.1%
BTSGBRIGHTSPRING HEALTH SVCS INC262.8K$18.3M1.0%
COHRCOHERENT CORP42.0K$16.6M0.9%
PWRQUANTA SVCS INC21.8K$15.7M0.9%
NETCLOUDFLARE INC62.0K$15.2M0.9%
VIAVVIAVI SOLUTIONS INC287.1K$13.7M0.8%
KLICKULICKE & SOFFA INDS INC101.3K$13.5M0.8%
CLSCELESTICA INC35.3K$12.9M0.7%
CRDOCREDO TECHNOLOGY GROUP HOLDI43.7K$11.9M0.7%
DDOGDATADOG INC44.1K$11.5M0.6%
ADIANALOG DEVICES INC28.3K$11.2M0.6%
ORLYOREILLY AUTOMOTIVE INC117.7K$10.8M0.6%
MARMARRIOTT INTL INC NEW28.8K$10.7M0.6%
SYKSTRYKER CORPORATION33.6K$10.6M0.6%
APPAPPLOVIN CORP19.8K$10.2M0.6%
PLTRPALANTIR TECHNOLOGIES INC86.7K$10.1M0.6%
BEBLOOM ENERGY CORP32.2K$9.8M0.6%
SNOWSNOWFLAKE INC36.5K$9.3M0.5%
AXONAXON ENTERPRISE INC16.4K$9.2M0.5%
TTWOTAKE-TWO INTERACTIVE SOFTWAR35.4K$8.9M0.5%
AAOIAPPLIED OPTOELECTRONICS INC55.7K$8.3M0.5%
ISRGINTUITIVE SURGICAL INC20.1K$8.0M0.5%
CSCOCISCO SYS INC66.8K$7.8M0.4%
SMTCSEMTECH CORP46.1K$7.5M0.4%
ECGEVERUS CONSTR GROUP44.2K$7.3M0.4%
FROGJFROG LTD80.7K$7.3M0.4%
SITMSITIME CORP8.7K$6.5M0.4%
DOCNDIGITALOCEAN HLDGS INC40.4K$6.3M0.4%
ROADCONSTRUCTION PARTNERS INC50.2K$6.0M0.3%
SPCXSPACE EXPLORATION TECHN CORP34.5K$5.9M0.3%
TTMITTM TECHNOLOGIES INC30.6K$5.7M0.3%
TDGTRANSDIGM GROUP INC4.2K$5.7M0.3%
SNEXSTONEX GROUP INC46.5K$5.5M0.3%
DELLDELL TECHNOLOGIES INC12.2K$5.3M0.3%
TSEMTOWER SEMICONDUCTOR LTD19.8K$5.2M0.3%
PLMRPALOMAR HLDGS INC39.8K$5.0M0.3%
AITAPPLIED INDL TECHNOLOGIES IN14.8K$5.0M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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