13F HOLDINGS REPORT
OAK RIDGE INVESTMENTS LLC
Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0001172661-25-002726
Total Value
$1.39B
Positions
171
Other Managers
0
Confidential Omitted
No
Holdings (171)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 323,172 | $160.7M | 11.53% |
| 2 | NVIDIA CORPORATION | NVDA | 950,301 | $150.1M | 10.77% |
| 3 | APPLE INC | AAPL | 542,495 | $111.3M | 7.98% |
| 4 | AMAZON COM INC | AMZN | 318,993 | $70.0M | 5.02% |
| 5 | META PLATFORMS INC | META | 93,083 | $68.7M | 4.93% |
| 6 | BROADCOM INC | AVGO | 207,064 | $57.1M | 4.09% |
| 7 | ELI LILLY & CO | LLY | 59,415 | $46.3M | 3.32% |
| 8 | ALPHABET INC | GOOG | 236,769 | $42.0M | 3.01% |
| 9 | NETFLIX INC | NFLX | 21,691 | $29.0M | 2.08% |
| 10 | VISA INC | V | 80,057 | $28.4M | 2.04% |
| 11 | TESLA INC | TSLA | 79,584 | $25.3M | 1.81% |
| 12 | ORACLE CORP | ORCL-PD | 110,248 | $24.1M | 1.73% |
| 13 | MASTERCARD INCORPORATED | MA | 38,371 | $21.6M | 1.55% |
| 14 | COSTCO WHSL CORP NEW | 22160K105 | 20,192 | $20.0M | 1.43% |
| 15 | OREILLY AUTOMOTIVE INC | 67103H107 | 203,266 | $18.3M | 1.31% |
| 16 | T-MOBILE US INC | TMUSZ | 61,967 | $14.8M | 1.06% |
| 17 | EXLSERVICE HOLDINGS INC | EXLS | 331,723 | $14.5M | 1.04% |
| 18 | KLA CORP | KLAC | 16,099 | $14.4M | 1.03% |
| 19 | ECOLAB INC | ECL | 52,296 | $14.1M | 1.01% |
| 20 | TRANSDIGM GROUP INC | TDG | 9,100 | $13.8M | 0.99% |
| 21 | AXON ENTERPRISE INC | AXON | 16,283 | $13.5M | 0.97% |
| 22 | VERISK ANALYTICS INC | VRSK | 41,578 | $13.0M | 0.93% |
| 23 | INTUIT | INTU | 15,888 | $12.5M | 0.90% |
| 24 | ALPHABET INC | GOOG | 70,686 | $12.5M | 0.89% |
| 25 | STRYKER CORPORATION | SYK | 31,340 | $12.4M | 0.89% |
| 26 | SERVICENOW INC | NOW | 11,911 | $12.2M | 0.88% |
| 27 | CELESTICA INC | CLS | 74,492 | $11.6M | 0.83% |
| 28 | CLOUDFLARE INC | NET | 58,718 | $11.5M | 0.82% |
| 29 | PALANTIR TECHNOLOGIES INC | PLTR | 80,256 | $10.9M | 0.78% |
| 30 | SPOTIFY TECHNOLOGY S A | SPOT | 13,221 | $10.1M | 0.73% |
| 31 | INTUITIVE SURGICAL INC | ISRG | 18,508 | $10.1M | 0.72% |
| 32 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 46,611 | $8.6M | 0.61% |
| 33 | QUANTA SVCS INC | 74762E102 | 21,882 | $8.3M | 0.59% |
| 34 | PALOMAR HLDGS INC | PLMR | 52,375 | $8.1M | 0.58% |
| 35 | CROWDSTRIKE HLDGS INC | CRWD | 15,808 | $8.1M | 0.58% |
| 36 | COMMVAULT SYS INC | CVLT | 46,085 | $8.0M | 0.58% |
| 37 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 31,907 | $7.7M | 0.56% |
| 38 | FORTINET INC | FTNT | 73,042 | $7.7M | 0.55% |
| 39 | BELLRING BRANDS INC | BRBR | 132,616 | $7.7M | 0.55% |
| 40 | CYBERARK SOFTWARE LTD | M2682V108 | 18,860 | $7.7M | 0.55% |
| 41 | MARSH & MCLENNAN COS INC | 571748102 | 32,857 | $7.2M | 0.52% |
| 42 | ARISTA NETWORKS INC | ANET | 67,380 | $6.9M | 0.49% |
| 43 | EQUINIX INC | EQIX | 8,307 | $6.6M | 0.47% |
| 44 | ASTRAZENECA PLC | AZN | 91,644 | $6.4M | 0.46% |
| 45 | APPLOVIN CORP | APP | 17,618 | $6.2M | 0.44% |
| 46 | UNITED RENTALS INC | URI | 7,996 | $6.0M | 0.43% |
| 47 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 40,891 | $5.4M | 0.39% |
| 48 | CONSTRUCTION PARTNERS INC | ROAD | 50,658 | $5.4M | 0.39% |
| 49 | VERTIV HOLDINGS CO | VRT | 41,668 | $5.4M | 0.38% |
| 50 | EOG RES INC | EOG | 44,135 | $5.3M | 0.38% |
| 51 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 53,157 | $4.9M | 0.35% |
| 52 | ENSIGN GROUP INC | ENSG | 30,349 | $4.7M | 0.34% |
| 53 | KINSALE CAP GROUP INC | 49714P108 | 9,637 | $4.7M | 0.33% |
| 54 | CASELLA WASTE SYS INC | CWST | 37,651 | $4.3M | 0.31% |
| 55 | REDDIT INC | RDDT | 28,540 | $4.3M | 0.31% |
| 56 | ATLASSIAN CORPORATION | TEAM | 20,164 | $4.1M | 0.29% |
| 57 | BJS WHSL CLUB HLDGS INC | 05550J101 | 37,479 | $4.0M | 0.29% |
| 58 | FEDERAL SIGNAL CORP | FSS | 35,756 | $3.8M | 0.27% |
| 59 | VITA COCO CO INC | COCO | 99,114 | $3.6M | 0.26% |
| 60 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 14,934 | $3.5M | 0.25% |
| 61 | INSMED INC | INSM | 34,188 | $3.4M | 0.25% |
| 62 | INSPIRE MED SYS INC | 457730109 | 26,353 | $3.4M | 0.25% |
| 63 | RBC BEARINGS INC | RBC | 8,783 | $3.4M | 0.24% |
| 64 | GRAND CANYON ED INC | LOPE | 17,205 | $3.3M | 0.23% |
| 65 | HIMS & HERS HEALTH INC | HIMS | 62,047 | $3.1M | 0.22% |
| 66 | Q2 HLDGS INC | QTWO | 32,706 | $3.1M | 0.22% |
| 67 | CADRE HLDGS INC | CDRE | 90,691 | $2.9M | 0.21% |
| 68 | MIDDLEBY CORP | MIDD | 19,555 | $2.8M | 0.20% |
| 69 | WASTE CONNECTIONS INC | WCN | 14,853 | $2.8M | 0.20% |
| 70 | SENSIENT TECHNOLOGIES CORP | SXT | 28,094 | $2.8M | 0.20% |
| 71 | ACUSHNET HLDGS CORP | GOLF | 37,249 | $2.7M | 0.19% |
| 72 | SITIME CORP | SITM | 12,549 | $2.7M | 0.19% |
| 73 | EPAM SYS INC | EPAM | 15,116 | $2.7M | 0.19% |
| 74 | AEROVIRONMENT INC | AVAV | 9,018 | $2.6M | 0.18% |
| 75 | DESCARTES SYS GROUP INC | 249906108 | 25,151 | $2.6M | 0.18% |
| 76 | MUELLER WTR PRODS INC | 624758108 | 105,433 | $2.5M | 0.18% |
| 77 | BADGER METER INC | BMI | 10,209 | $2.5M | 0.18% |
| 78 | MATADOR RES CO | MTDR | 51,956 | $2.5M | 0.18% |
| 79 | HERC HLDGS INC | HRI | 18,346 | $2.4M | 0.17% |
| 80 | IRADIMED CORP | IRMD | 39,795 | $2.4M | 0.17% |
| 81 | PERMIAN RESOURCES CORP | PR | 170,903 | $2.3M | 0.17% |
| 82 | UFP TECHNOLOGIES INC | UFPT | 9,406 | $2.3M | 0.16% |
| 83 | WINGSTOP INC | WING | 6,800 | $2.3M | 0.16% |
| 84 | NOMAD FOODS LTD | NOMD | 133,425 | $2.3M | 0.16% |
| 85 | AZEK CO INC | 05478C105 | 40,620 | $2.2M | 0.16% |
| 86 | EVERUS CONSTR GROUP | EVEX-WT | 33,792 | $2.1M | 0.15% |
| 87 | CLEARWATER ANALYTICS HLDGS I | CWAN | 96,864 | $2.1M | 0.15% |
| 88 | BOOT BARN HLDGS INC | BOOT | 13,724 | $2.1M | 0.15% |
| 89 | HALOZYME THERAPEUTICS INC | HALO | 38,866 | $2.0M | 0.14% |
| 90 | RADNET INC | RDNT | 34,076 | $1.9M | 0.14% |
| 91 | SAIA INC | SAIA | 6,759 | $1.9M | 0.13% |
| 92 | INTERDIGITAL INC | IDCC | 8,103 | $1.8M | 0.13% |
| 93 | VARONIS SYS INC | VRNS | 35,140 | $1.8M | 0.13% |
| 94 | ALAMOS GOLD INC NEW | AGI | 66,703 | $1.8M | 0.13% |
| 95 | BLUEPRINT MEDICINES CORP | 09627Y109 | 13,808 | $1.8M | 0.13% |
| 96 | CORCEPT THERAPEUTICS INC | CORT | 23,323 | $1.7M | 0.12% |
| 97 | KLAVIYO INC | KVYO | 48,903 | $1.6M | 0.12% |
| 98 | PROCEPT BIOROBOTICS CORP | PRCT | 28,419 | $1.6M | 0.12% |
| 99 | LEMAITRE VASCULAR INC | LMAT | 19,636 | $1.6M | 0.12% |
| 100 | LANTHEUS HLDGS INC | LNTH | 19,575 | $1.6M | 0.11% |
| 101 | REMITLY GLOBAL INC | RELY | 83,882 | $1.6M | 0.11% |
| 102 | AAON INC | AAON | 21,043 | $1.6M | 0.11% |
| 103 | SEMTECH CORP | SMTC | 33,177 | $1.5M | 0.11% |
| 104 | COHERENT CORP | COHR | 16,020 | $1.4M | 0.10% |
| 105 | TYLER TECHNOLOGIES INC | TYL | 2,403 | $1.4M | 0.10% |
| 106 | GITLAB INC | GTLB | 31,494 | $1.4M | 0.10% |
| 107 | AXSOME THERAPEUTICS INC | AXSM | 12,306 | $1.3M | 0.09% |
| 108 | GALLAGHER ARTHUR J & CO | 363576109 | 3,928 | $1.3M | 0.09% |
| 109 | AGIOS PHARMACEUTICALS INC | AGIO | 37,252 | $1.2M | 0.09% |
| 110 | BRIDGEBIO PHARMA INC | BBIO | 28,493 | $1.2M | 0.09% |
| 111 | ROSS STORES INC | ROST | 9,422 | $1.2M | 0.09% |
| 112 | GRID DYNAMICS HLDGS INC | GDYN | 98,424 | $1.1M | 0.08% |
| 113 | GLAUKOS CORP | GKOS | 10,695 | $1.1M | 0.08% |
| 114 | CHIPOTLE MEXICAN GRILL INC | CMG | 19,375 | $1.1M | 0.08% |
| 115 | UROGEN PHARMA LTD | URGN | 70,570 | $966,809 | 0.07% |
| 116 | HILTON WORLDWIDE HLDGS INC | HLT | 3,619 | $963,884 | 0.07% |
| 117 | ARGENX SE | ARGX | 1,713 | $944,317 | 0.07% |
| 118 | MIRUM PHARMACEUTICALS INC | MIRM | 18,115 | $921,872 | 0.07% |
| 119 | AMPHENOL CORP NEW | 032095101 | 8,624 | $851,620 | 0.06% |
| 120 | ROYAL CARIBBEAN GROUP | V7780T103 | 2,693 | $843,180 | 0.06% |
| 121 | WATSCO INC | WSO-B | 1,908 | $842,611 | 0.06% |
| 122 | MONDAY COM LTD | MNDY | 2,632 | $827,711 | 0.06% |
| 123 | CASEYS GEN STORES INC | 147528103 | 1,615 | $824,086 | 0.06% |
| 124 | IDEXX LABS INC | 45168D104 | 1,517 | $813,628 | 0.06% |
| 125 | VERTEX PHARMACEUTICALS INC | VRTX | 1,816 | $808,483 | 0.06% |
| 126 | GRAINGER W W INC | 384802104 | 769 | $799,945 | 0.06% |
| 127 | AMERIPRISE FINL INC | 03076C106 | 1,489 | $794,468 | 0.06% |
| 128 | TRAVERE THERAPEUTICS INC | TVTX | 51,477 | $761,860 | 0.05% |
| 129 | OLD DOMINION FREIGHT LINE IN | ODFL | 4,650 | $754,695 | 0.05% |
| 130 | QUALCOMM INC | QCOM | 4,642 | $739,352 | 0.05% |
| 131 | GUARDANT HEALTH INC | GH | 14,178 | $737,823 | 0.05% |
| 132 | COINBASE GLOBAL INC | COIN | 2,093 | $733,576 | 0.05% |
| 133 | ISHARES TR | 464287671 | 4,844 | $728,538 | 0.05% |
| 134 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 9,205 | $681,814 | 0.05% |
| 135 | EXPEDIA GROUP INC | EXPE | 3,828 | $645,707 | 0.05% |
| 136 | STERIS PLC | STE | 2,654 | $637,544 | 0.05% |
| 137 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 16,895 | $614,302 | 0.04% |
| 138 | ISHARES TR | 464287614 | 1,337 | $567,663 | 0.04% |
| 139 | WATERS CORP | 941848103 | 1,610 | $561,954 | 0.04% |
| 140 | REGAL REXNORD CORPORATION | RRX | 3,785 | $548,674 | 0.04% |
| 141 | PROLOGIS INC. | PLDGP | 5,212 | $547,885 | 0.04% |
| 142 | EXACT SCIENCES CORP | 30063P105 | 10,201 | $542,081 | 0.04% |
| 143 | CYTOKINETICS INC | CYTK | 16,251 | $536,933 | 0.04% |
| 144 | SALESFORCE INC | CRM | 1,960 | $534,472 | 0.04% |
| 145 | DECKERS OUTDOOR CORP | DECK | 5,054 | $520,916 | 0.04% |
| 146 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 31,926 | $504,431 | 0.04% |
| 147 | CELSIUS HLDGS INC | CELH | 10,571 | $490,389 | 0.04% |
| 148 | MONOLITHIC PWR SYS INC | 609839105 | 662 | $484,174 | 0.03% |
| 149 | ROBLOX CORP | RBLX | 4,383 | $461,092 | 0.03% |
| 150 | DUTCH BROS INC | BROS | 6,533 | $446,661 | 0.03% |
| 151 | DIAMONDBACK ENERGY INC | FANG | 3,192 | $438,581 | 0.03% |
| 152 | HOWMET AEROSPACE INC | HWM | 2,245 | $417,862 | 0.03% |
| 153 | SAMSARA INC | IOT | 10,236 | $407,188 | 0.03% |
| 154 | ZSCALER INC | ZS | 1,297 | $407,180 | 0.03% |
| 155 | JPMORGAN CHASE & CO. | VYLD | 1,365 | $395,727 | 0.03% |
| 156 | KINDER MORGAN INC DEL | EP-PC | 12,596 | $370,322 | 0.03% |
| 157 | FAIR ISAAC CORP | FICO | 202 | $369,248 | 0.03% |
| 158 | DANAHER CORPORATION | 235851102 | 1,806 | $356,773 | 0.03% |
| 159 | VIKING THERAPEUTICS INC | VKTX | 12,364 | $327,646 | 0.02% |
| 160 | TETRA TECH INC NEW | TTEK | 8,215 | $295,411 | 0.02% |
| 161 | BLACKSTONE INC | BX | 1,881 | $281,366 | 0.02% |
| 162 | BIOHAVEN LTD | BHVN | 19,246 | $271,561 | 0.02% |
| 163 | THE TRADE DESK INC | 88339J105 | 3,299 | $237,495 | 0.02% |
| 164 | KROGER CO | KR | 3,305 | $237,068 | 0.02% |
| 165 | ABBVIE INC | ABBV | 1,265 | $234,772 | 0.02% |
| 166 | HONEYWELL INTL INC | 438516106 | 987 | $229,829 | 0.02% |
| 167 | WALMART INC | WMT | 2,258 | $220,787 | 0.02% |
| 168 | TJX COS INC NEW | 872540109 | 1,725 | $213,035 | 0.02% |
| 169 | TRADEWEB MKTS INC | 892672106 | 1,418 | $207,595 | 0.01% |
| 170 | GUIDEWIRE SOFTWARE INC | GWRE | 878 | $206,725 | 0.01% |
| 171 | ENTERPRISE PRODS PARTNERS L | 293792107 | 6,508 | $201,813 | 0.01% |