Holders — by stockHoldings — by fund
OAK RIDGE INVESTMENTS LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1054554
$1.77B
disclosed book value
170
positions
11.7%
largest position share
Positions, as of 2026-06-30
top 100 of 170 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1.0M | $206.2M | 11.7% |
| 2 | GOOGALPHABET INC | 410,275 | $145.0M | 8.2% |
| 3 | AAPLAPPLE INC | 357,120 | $103.3M | 5.8% |
| 4 | AVGOBROADCOM INC | 222,874 | $84.2M | 4.8% |
| 5 | LLYELI LILLY & CO | 64,184 | $77.0M | 4.4% |
| 6 | MSFTMICROSOFT CORP | 153,252 | $57.2M | 3.2% |
| 7 | METAMETA PLATFORMS INC | 99,566 | $56.1M | 3.2% |
| 8 | AMDADVANCED MICRO DEVICES INC | 95,932 | $55.7M | 3.2% |
| 9 | MUMICRON TECHNOLOGY INC | 46,595 | $53.8M | 3% |
| 10 | TSLATESLA INC | 121,438 | $51.1M | 2.9% |
| 11 | KLACKLA CORP | 119,027 | $35.9M | 2% |
| 12 | LRCXLAM RESEARCH CORP | 75,060 | $32.5M | 1.8% |
| 13 | GOOGLALPHABET INC | 83,209 | $29.7M | 1.7% |
| 14 | VVISA INC | 83,606 | $28.7M | 1.6% |
| 15 | AMZNAMAZON COM INC | 102,773 | $24.5M | 1.4% |
| 16 | GEVGE VERNOVA INC | 19,688 | $23.1M | 1.3% |
| 17 | CATCATERPILLAR INC | 20,755 | $22.1M | 1.3% |
| 18 | SNDKSANDISK CORP | 9,362 | $21.3M | 1.2% |
| 19 | MAMASTERCARD INCORPORATED | 41,131 | $21.1M | 1.2% |
| 20 | HWMHOWMET AEROSPACE INC | 78,375 | $21.1M | 1.2% |
| 21 | COSTCOSTCO WHOLESALE CORPORATION | 22,114 | $20.7M | 1.2% |
| 22 | CRWDCROWDSTRIKE HLDGS INC | 102,476 | $19.6M | 1.1% |
| 23 | MRVLMARVELL TECHNOLOGY INC | 64,001 | $19.1M | 1.1% |
| 24 | VRTVERTIV HOLDINGS CO | 55,500 | $18.6M | 1.1% |
| 25 | BTSGBRIGHTSPRING HEALTH SVCS INC | 262,773 | $18.3M | 1% |
| 26 | COHRCOHERENT CORP | 41,978 | $16.6M | 0.9% |
| 27 | PWRQUANTA SVCS INC | 21,763 | $15.7M | 0.9% |
| 28 | NETCLOUDFLARE INC | 62,004 | $15.2M | 0.9% |
| 29 | VIAVVIAVI SOLUTIONS INC | 287,061 | $13.7M | 0.8% |
| 30 | KLICKULICKE & SOFFA INDS INC | 101,289 | $13.5M | 0.8% |
| 31 | CLSCELESTICA INC | 35,321 | $12.9M | 0.7% |
| 32 | CREDO TECHNOLOGY GROUP HOLDI | 43,683 | $11.9M | 0.7% |
| 33 | DDOGDATADOG INC | 44,078 | $11.5M | 0.6% |
| 34 | ADIANALOG DEVICES INC | 28,312 | $11.2M | 0.6% |
| 35 | ORLYOREILLY AUTOMOTIVE INC | 117,739 | $10.8M | 0.6% |
| 36 | MARMARRIOTT INTL INC NEW | 28,799 | $10.7M | 0.6% |
| 37 | SYKSTRYKER CORPORATION | 33,606 | $10.6M | 0.6% |
| 38 | APPAPPLOVIN CORP | 19,767 | $10.2M | 0.6% |
| 39 | PLTRPALANTIR TECHNOLOGIES INC | 86,674 | $10.1M | 0.6% |
| 40 | BEBLOOM ENERGY CORP | 32,231 | $9.8M | 0.6% |
| 41 | SNOWSNOWFLAKE INC | 36,527 | $9.3M | 0.5% |
| 42 | AXONAXON ENTERPRISE INC | 16,435 | $9.2M | 0.5% |
| 43 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 35,439 | $8.9M | 0.5% |
| 44 | AAOIAPPLIED OPTOELECTRONICS INC | 55,730 | $8.3M | 0.5% |
| 45 | ISRGINTUITIVE SURGICAL INC | 20,054 | $8.0M | 0.5% |
| 46 | CSCOCISCO SYS INC | 66,830 | $7.8M | 0.4% |
| 47 | SMTCSEMTECH CORP | 46,095 | $7.5M | 0.4% |
| 48 | ECGEVERUS CONSTR GROUP | 44,179 | $7.3M | 0.4% |
| 49 | JFROG LTD | 80,656 | $7.3M | 0.4% |
| 50 | SITMSITIME CORP | 8,695 | $6.5M | 0.4% |
| 51 | DOCNDIGITALOCEAN HLDGS INC | 40,382 | $6.3M | 0.4% |
| 52 | ROADCONSTRUCTION PARTNERS INC | 50,242 | $6.0M | 0.3% |
| 53 | SPCXSPACE EXPLORATION TECHN CORP | 34,518 | $5.9M | 0.3% |
| 54 | TTMITTM TECHNOLOGIES INC | 30,555 | $5.7M | 0.3% |
| 55 | TDGTRANSDIGM GROUP INC | 4,250 | $5.7M | 0.3% |
| 56 | SNEXSTONEX GROUP INC | 46,500 | $5.5M | 0.3% |
| 57 | DELLDELL TECHNOLOGIES INC | 12,184 | $5.3M | 0.3% |
| 58 | TOWER SEMICONDUCTOR LTD | 19,762 | $5.2M | 0.3% |
| 59 | PLMRPALOMAR HLDGS INC | 39,753 | $5.0M | 0.3% |
| 60 | AITAPPLIED INDL TECHNOLOGIES IN | 14,803 | $5.0M | 0.3% |
| 61 | RBCRBC BEARINGS INC | 7,471 | $4.8M | 0.3% |
| 62 | PSMTPRICESMART INC | 24,481 | $4.8M | 0.3% |
| 63 | COCOVITA COCO CO INC | 70,109 | $4.6M | 0.3% |
| 64 | FSSFEDERAL SIGNAL CORP | 35,428 | $4.6M | 0.3% |
| 65 | ENSGENSIGN GROUP INC | 28,206 | $4.5M | 0.3% |
| 66 | VICRVICOR CORP | 11,887 | $4.5M | 0.3% |
| 67 | MODMODINE MFG CO | 16,816 | $4.5M | 0.3% |
| 68 | GOLFACUSHNET HLDGS CORP | 36,907 | $4.4M | 0.2% |
| 69 | SXTSENSIENT TECHNOLOGIES CORP | 34,277 | $4.2M | 0.2% |
| 70 | ONESPAWORLD HOLDINGS LIMITED | 147,203 | $4.2M | 0.2% |
| 71 | KTBKONTOOR BRANDS INC | 48,812 | $4.1M | 0.2% |
| 72 | CONCONCENTRA GROUP HOLDINGS PAR | 136,055 | $4.0M | 0.2% |
| 73 | ABCBAMERIS BANCORP | 44,757 | $4.0M | 0.2% |
| 74 | GBCIGLACIER BANCORP INC NEW | 76,347 | $3.9M | 0.2% |
| 75 | OSISOSI SYSTEMS INC | 17,600 | $3.8M | 0.2% |
| 76 | IDCCINTERDIGITAL INC | 13,326 | $3.8M | 0.2% |
| 77 | CRWVCOREWEAVE INC | 36,623 | $3.6M | 0.2% |
| 78 | CWSTCASELLA WASTE SYS INC | 37,277 | $3.6M | 0.2% |
| 79 | AXSMAXSOME THERAPEUTICS INC. | 14,619 | $3.6M | 0.2% |
| 80 | HOODROBINHOOD MKTS INC | 34,346 | $3.4M | 0.2% |
| 81 | HALOHALOZYME THERAPEUTICS INC | 43,515 | $3.4M | 0.2% |
| 82 | UROGEN PHARMA LTD | 88,591 | $3.3M | 0.2% |
| 83 | CORTCORCEPT THERAPEUTICS INC | 34,172 | $3.0M | 0.2% |
| 84 | TVTXTRAVERE THERAPEUTICS INC | 52,234 | $3.0M | 0.2% |
| 85 | IRMDIRADIMED CORP | 30,172 | $2.9M | 0.2% |
| 86 | POWLPOWELL INDS INC | 10,045 | $2.9M | 0.2% |
| 87 | BBIOBRIDGEBIO PHARMA INC | 38,190 | $2.8M | 0.2% |
| 88 | AIRAAR CORP | 19,810 | $2.8M | 0.2% |
| 89 | SAIASAIA INC | 6,694 | $2.8M | 0.2% |
| 90 | FCFSFIRSTCASH HOLDINGS INC | 13,022 | $2.8M | 0.2% |
| 91 | MWAMUELLER WTR PRODS INC | 108,306 | $2.8M | 0.2% |
| 92 | CYTKCYTOKINETICS INC | 32,518 | $2.8M | 0.2% |
| 93 | LMATLEMAITRE VASCULAR INC | 27,970 | $2.7M | 0.2% |
| 94 | MIRMMIRUM PHARMACEUTICALS INC | 22,408 | $2.6M | 0.1% |
| 95 | OLLIOLLIES BARGAIN OUTLET HLDGS | 33,886 | $2.6M | 0.1% |
| 96 | ARWRARROWHEAD PHARMACEUTICALS IN | 31,910 | $2.6M | 0.1% |
| 97 | UFPTUFP TECHNOLOGIES INC | 9,335 | $2.5M | 0.1% |
| 98 | DAVEDAVE INC | 6,389 | $2.4M | 0.1% |
| 99 | TAT TECHNOLOGIES LTD | 48,295 | $2.3M | 0.1% |
| 100 | XENEXENON PHARMACEUTICALS INC | 38,559 | $2.3M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.