13F HOLDINGS REPORT
OAK RIDGE INVESTMENTS LLC
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001172661-26-000295
Total Value
$1.65B
Positions
178
Other Managers
0
Confidential Omitted
No
Holdings (178)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,043,317 | $194.6M | 11.79% |
| 2 | MICROSOFT CORP | MSFT | 353,786 | $171.1M | 10.37% |
| 3 | APPLE INC | AAPL | 592,599 | $161.1M | 9.76% |
| 4 | AMAZON COM INC | AMZN | 352,857 | $81.4M | 4.94% |
| 5 | ALPHABET INC | GOOG | 256,717 | $80.6M | 4.88% |
| 6 | BROADCOM INC | AVGO | 230,433 | $79.8M | 4.83% |
| 7 | ELI LILLY & CO | LLY | 65,782 | $70.7M | 4.28% |
| 8 | META PLATFORMS INC | META | 102,185 | $67.5M | 4.09% |
| 9 | TESLA INC | TSLA | 88,813 | $39.9M | 2.42% |
| 10 | VISA INC | V | 88,244 | $30.9M | 1.88% |
| 11 | ALPHABET INC | GOOG | 79,096 | $24.8M | 1.50% |
| 12 | MASTERCARD INCORPORATED | MA | 42,168 | $24.1M | 1.46% |
| 13 | ORACLE CORP | ORCL-PD | 118,037 | $23.0M | 1.39% |
| 14 | NETFLIX INC | NFLX | 240,807 | $22.6M | 1.37% |
| 15 | KLA CORP | KLAC | 17,348 | $21.1M | 1.28% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 22,117 | $19.1M | 1.16% |
| 17 | PALANTIR TECHNOLOGIES INC | PLTR | 89,659 | $15.9M | 0.97% |
| 18 | CELESTICA INC | CLS | 53,058 | $15.7M | 0.95% |
| 19 | ECOLAB INC | ECL | 56,083 | $14.7M | 0.89% |
| 20 | TRANSDIGM GROUP INC | TDG | 9,775 | $13.0M | 0.79% |
| 21 | CLOUDFLARE INC | NET | 65,150 | $12.8M | 0.78% |
| 22 | APPLOVIN CORP | APP | 19,047 | $12.8M | 0.78% |
| 23 | OREILLY AUTOMOTIVE INC | 67103H107 | 136,402 | $12.4M | 0.75% |
| 24 | GE VERNOVA INC | GEV | 18,975 | $12.4M | 0.75% |
| 25 | CROWDSTRIKE HLDGS INC | CRWD | 25,705 | $12.0M | 0.73% |
| 26 | STRYKER CORPORATION | SYK | 33,543 | $11.8M | 0.71% |
| 27 | INTUITIVE SURGICAL INC | ISRG | 19,956 | $11.3M | 0.69% |
| 28 | INTUIT | INTU | 17,045 | $11.3M | 0.68% |
| 29 | UBER TECHNOLOGIES INC | UBER | 136,975 | $11.2M | 0.68% |
| 30 | EXLSERVICE HOLDINGS INC | EXLS | 240,671 | $10.2M | 0.62% |
| 31 | QUANTA SVCS INC | 74762E102 | 23,035 | $9.7M | 0.59% |
| 32 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 252,722 | $9.5M | 0.57% |
| 33 | AXON ENTERPRISE INC | AXON | 16,388 | $9.3M | 0.56% |
| 34 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 36,179 | $9.3M | 0.56% |
| 35 | VERISK ANALYTICS INC | VRSK | 41,194 | $9.2M | 0.56% |
| 36 | SERVICENOW INC | NOW | 59,795 | $9.2M | 0.56% |
| 37 | ASTRAZENECA PLC | AZN | 97,663 | $9.0M | 0.54% |
| 38 | SPOTIFY TECHNOLOGY S A | SPOT | 14,372 | $8.3M | 0.51% |
| 39 | ISHARES TR | 464287648 | 24,820 | $8.0M | 0.49% |
| 40 | CYBERARK SOFTWARE LTD | M2682V108 | 17,937 | $8.0M | 0.48% |
| 41 | VERTIV HOLDINGS CO | VRT | 46,562 | $7.5M | 0.46% |
| 42 | COHERENT CORP | COHR | 40,275 | $7.4M | 0.45% |
| 43 | SNOWFLAKE INC | SNOW | 33,125 | $7.3M | 0.44% |
| 44 | REDDIT INC | RDDT | 30,807 | $7.1M | 0.43% |
| 45 | UNITED RENTALS INC | URI | 8,657 | $7.0M | 0.42% |
| 46 | SHOPIFY INC | SHOP | 42,923 | $6.9M | 0.42% |
| 47 | PALOMAR HLDGS INC | PLMR | 50,289 | $6.8M | 0.41% |
| 48 | DATADOG INC | DDOG | 41,887 | $5.7M | 0.35% |
| 49 | ZSCALER INC | ZS | 24,678 | $5.6M | 0.34% |
| 50 | VIAVI SOLUTIONS INC | VIAV | 297,052 | $5.3M | 0.32% |
| 51 | CONSTRUCTION PARTNERS INC | ROAD | 48,681 | $5.3M | 0.32% |
| 52 | ENSIGN GROUP INC | ENSG | 29,193 | $5.1M | 0.31% |
| 53 | VITA COCO CO INC | COCO | 95,487 | $5.1M | 0.31% |
| 54 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 39,183 | $4.3M | 0.26% |
| 55 | SITIME CORP | SITM | 12,064 | $4.3M | 0.26% |
| 56 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 29,098 | $4.2M | 0.25% |
| 57 | ROBLOX CORP | RBLX | 48,664 | $3.9M | 0.24% |
| 58 | RBC BEARINGS INC | RBC | 8,407 | $3.8M | 0.23% |
| 59 | FEDERAL SIGNAL CORP | FSS | 34,410 | $3.7M | 0.23% |
| 60 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 14,399 | $3.7M | 0.22% |
| 61 | IRADIMED CORP | IRMD | 37,962 | $3.7M | 0.22% |
| 62 | ROBINHOOD MKTS INC | 770700102 | 32,637 | $3.7M | 0.22% |
| 63 | EVERUS CONSTR GROUP | EVEX-WT | 42,778 | $3.7M | 0.22% |
| 64 | CADRE HLDGS INC | CDRE | 87,449 | $3.6M | 0.22% |
| 65 | CASELLA WASTE SYS INC | CWST | 36,041 | $3.5M | 0.21% |
| 66 | EPAM SYS INC | EPAM | 15,930 | $3.3M | 0.20% |
| 67 | SEMTECH CORP | SMTC | 42,899 | $3.2M | 0.19% |
| 68 | SENSIENT TECHNOLOGIES CORP | SXT | 32,829 | $3.1M | 0.19% |
| 69 | PRICESMART INC | PSMT | 23,556 | $2.9M | 0.18% |
| 70 | ACUSHNET HLDGS CORP | GOLF | 35,856 | $2.9M | 0.17% |
| 71 | GRAND CANYON ED INC | LOPE | 16,578 | $2.8M | 0.17% |
| 72 | HALOZYME THERAPEUTICS INC | HALO | 39,638 | $2.7M | 0.16% |
| 73 | WASTE CONNECTIONS INC | WCN | 15,120 | $2.7M | 0.16% |
| 74 | TTM TECHNOLOGIES INC | TTMI | 37,642 | $2.6M | 0.16% |
| 75 | INTERDIGITAL INC | IDCC | 8,130 | $2.6M | 0.16% |
| 76 | BRIDGEBIO PHARMA INC | BBIO | 33,604 | $2.6M | 0.16% |
| 77 | TRAVERE THERAPEUTICS INC | TVTX | 66,383 | $2.5M | 0.15% |
| 78 | OSI SYSTEMS INC | OSIS | 9,759 | $2.5M | 0.15% |
| 79 | RADNET INC | RDNT | 34,354 | $2.5M | 0.15% |
| 80 | COREWEAVE INC | CRWV | 34,083 | $2.4M | 0.15% |
| 81 | HURON CONSULTING GROUP INC | HURN | 14,068 | $2.4M | 0.15% |
| 82 | INSMED INC | INSM | 13,813 | $2.4M | 0.15% |
| 83 | ISHARES TR | 464287671 | 14,187 | $2.4M | 0.14% |
| 84 | AMERIS BANCORP | ABCB | 31,644 | $2.4M | 0.14% |
| 85 | BOOT BARN HLDGS INC | BOOT | 13,108 | $2.3M | 0.14% |
| 86 | Q2 HLDGS INC | QTWO | 31,324 | $2.3M | 0.14% |
| 87 | AXSOME THERAPEUTICS INC | AXSM | 11,741 | $2.1M | 0.13% |
| 88 | AMPHENOL CORP NEW | 032095101 | 15,739 | $2.1M | 0.13% |
| 89 | DESCARTES SYS GROUP INC | 249906108 | 24,119 | $2.1M | 0.13% |
| 90 | SAIA INC | SAIA | 6,468 | $2.1M | 0.13% |
| 91 | AEROVIRONMENT INC | AVAV | 8,584 | $2.1M | 0.13% |
| 92 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 30,687 | $2.0M | 0.12% |
| 93 | UROGEN PHARMA LTD | URGN | 85,230 | $2.0M | 0.12% |
| 94 | ONESPAWORLD HOLDINGS LIMITED | OSW | 94,323 | $2.0M | 0.12% |
| 95 | MUELLER WTR PRODS INC | 624758108 | 82,043 | $2.0M | 0.12% |
| 96 | FIRSTCASH HOLDINGS INC | FCFS | 11,650 | $1.9M | 0.11% |
| 97 | JFROG LTD | FROG | 28,521 | $1.8M | 0.11% |
| 98 | DIGITALOCEAN HLDGS INC | DOCN | 36,789 | $1.8M | 0.11% |
| 99 | EXPEDIA GROUP INC | EXPE | 6,198 | $1.8M | 0.11% |
| 100 | COMMVAULT SYS INC | CVLT | 13,322 | $1.7M | 0.10% |
| 101 | VISTRA CORP | VST | 9,981 | $1.6M | 0.10% |
| 102 | APPLIED OPTOELECTRONICS INC | AAOI | 45,854 | $1.6M | 0.10% |
| 103 | CLEARWATER ANALYTICS HLDGS I | CWAN | 65,929 | $1.6M | 0.10% |
| 104 | GLACIER BANCORP INC NEW | GBCI | 35,482 | $1.6M | 0.09% |
| 105 | PERMIAN RESOURCES CORP | PR | 111,190 | $1.6M | 0.09% |
| 106 | WINGSTOP INC | WING | 6,488 | $1.5M | 0.09% |
| 107 | ALAMOS GOLD INC NEW | AGI | 38,923 | $1.5M | 0.09% |
| 108 | AAR CORP | AIR | 17,760 | $1.5M | 0.09% |
| 109 | MATADOR RES CO | MTDR | 33,847 | $1.4M | 0.09% |
| 110 | ARGENX SE | ARGX | 1,653 | $1.4M | 0.08% |
| 111 | GUARDANT HEALTH INC | GH | 13,535 | $1.4M | 0.08% |
| 112 | LEMAITRE VASCULAR INC | LMAT | 16,916 | $1.4M | 0.08% |
| 113 | MIRUM PHARMACEUTICALS INC | MIRM | 17,289 | $1.4M | 0.08% |
| 114 | TRACTOR SUPPLY CO | TSCO | 26,751 | $1.3M | 0.08% |
| 115 | UFP TECHNOLOGIES INC | UFPT | 6,024 | $1.3M | 0.08% |
| 116 | VERTEX PHARMACEUTICALS INC | VRTX | 2,940 | $1.3M | 0.08% |
| 117 | IONQ INC | IONQ-WT | 29,274 | $1.3M | 0.08% |
| 118 | BJS WHSL CLUB HLDGS INC | 05550J101 | 14,528 | $1.3M | 0.08% |
| 119 | WAYSTAR HLDG CORP | WAY | 37,220 | $1.2M | 0.07% |
| 120 | TAT TECHNOLOGIES LTD | TATT | 25,983 | $1.2M | 0.07% |
| 121 | BADGER METER INC | BMI | 6,405 | $1.1M | 0.07% |
| 122 | PROLOGIS INC. | PLDGP | 8,478 | $1.1M | 0.07% |
| 123 | GLAUKOS CORP | GKOS | 9,058 | $1.0M | 0.06% |
| 124 | GUIDEWIRE SOFTWARE INC | GWRE | 4,998 | $1.0M | 0.06% |
| 125 | CYTOKINETICS INC | CYTK | 15,677 | $996,117 | 0.06% |
| 126 | CONTANGO ORE INC | 21077F100 | 37,340 | $986,149 | 0.06% |
| 127 | EXACT SCIENCES CORP | 30063P105 | 9,648 | $979,851 | 0.06% |
| 128 | HILTON WORLDWIDE HLDGS INC | HLT | 3,381 | $971,192 | 0.06% |
| 129 | IDEXX LABS INC | 45168D104 | 1,434 | $970,144 | 0.06% |
| 130 | HIMS & HERS HEALTH INC | HIMS | 29,664 | $963,190 | 0.06% |
| 131 | CORCEPT THERAPEUTICS INC | CORT | 24,613 | $856,532 | 0.05% |
| 132 | HOWMET AEROSPACE INC | HWM | 4,156 | $852,063 | 0.05% |
| 133 | CASEYS GEN STORES INC | 147528103 | 1,513 | $836,250 | 0.05% |
| 134 | BELLRING BRANDS INC | BRBR | 31,074 | $830,608 | 0.05% |
| 135 | ROSS STORES INC | ROST | 4,249 | $765,415 | 0.05% |
| 136 | WW GRAINGER INC | 384802104 | 728 | $734,588 | 0.04% |
| 137 | REMITLY GLOBAL INC | RELY | 52,469 | $724,072 | 0.04% |
| 138 | ROYAL CARIBBEAN GROUP | V7780T103 | 2,543 | $709,294 | 0.04% |
| 139 | AMERIPRISE FINL INC | 03076C106 | 1,411 | $691,870 | 0.04% |
| 140 | OLD DOMINION FREIGHT LINE IN | ODFL | 4,412 | $691,802 | 0.04% |
| 141 | KINSALE CAP GROUP INC | 49714P108 | 1,762 | $689,153 | 0.04% |
| 142 | CARVANA CO | CVNA | 1,597 | $673,966 | 0.04% |
| 143 | STERIS PLC | STE | 2,515 | $637,603 | 0.04% |
| 144 | CARIS LIFE SCIENCES INC | CAI | 21,820 | $588,704 | 0.04% |
| 145 | MONOLITHIC PWR SYS INC | 609839105 | 626 | $567,381 | 0.03% |
| 146 | AGIOS PHARMACEUTICALS INC | AGIO | 20,004 | $544,509 | 0.03% |
| 147 | GALLAGHER ARTHUR J & CO | 363576109 | 2,073 | $536,472 | 0.03% |
| 148 | REGAL REXNORD CORPORATION | RRX | 3,563 | $499,960 | 0.03% |
| 149 | KINDER MORGAN INC DEL | EP-PC | 16,987 | $466,973 | 0.03% |
| 150 | COINBASE GLOBAL INC | COIN | 1,978 | $447,305 | 0.03% |
| 151 | JPMORGAN CHASE & CO. | VYLD | 1,379 | $444,341 | 0.03% |
| 152 | HEICO CORP NEW | HEI-A | 1,262 | $408,371 | 0.02% |
| 153 | VIKING THERAPEUTICS INC | VKTX | 11,586 | $407,595 | 0.02% |
| 154 | ROLLINS INC | ROL | 6,761 | $405,795 | 0.02% |
| 155 | DUTCH BROS INC | BROS | 6,178 | $378,217 | 0.02% |
| 156 | ISHARES TR | 464287614 | 757 | $358,288 | 0.02% |
| 157 | RAMBUS INC DEL | RMBS | 3,828 | $351,755 | 0.02% |
| 158 | DIAMONDBACK ENERGY INC | FANG | 2,301 | $345,909 | 0.02% |
| 159 | PURE STORAGE INC | 74624M102 | 4,879 | $326,942 | 0.02% |
| 160 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 13,394 | $308,062 | 0.02% |
| 161 | BLACKSTONE INC | BX | 1,886 | $290,708 | 0.02% |
| 162 | ABBVIE INC | ABBV | 1,272 | $290,639 | 0.02% |
| 163 | ENTERPRISE PRODS PARTNERS L | 293792107 | 8,664 | $277,768 | 0.02% |
| 164 | TJX COS INC NEW | 872540109 | 1,751 | $268,971 | 0.02% |
| 165 | CISCO SYS INC | CSCO | 3,412 | $262,826 | 0.02% |
| 166 | QXO INC | QXO-PB | 13,620 | $262,730 | 0.02% |
| 167 | GOLDMAN SACHS GROUP INC | GSCE | 296 | $260,184 | 0.02% |
| 168 | VERIZON COMMUNICATIONS INC | VZ | 6,361 | $259,084 | 0.02% |
| 169 | CME GROUP INC | CME | 947 | $258,607 | 0.02% |
| 170 | WALMART INC | WMT | 2,308 | $257,134 | 0.02% |
| 171 | ANALOG DEVICES INC | ADI | 909 | $246,521 | 0.01% |
| 172 | VEEVA SYS INC | VEEV | 1,088 | $242,874 | 0.01% |
| 173 | AMERICAN ELEC PWR CO INC | 025537101 | 2,009 | $231,658 | 0.01% |
| 174 | COCA COLA CO | KO | 3,231 | $225,879 | 0.01% |
| 175 | AAON INC | AAON | 2,934 | $223,718 | 0.01% |
| 176 | FASTENAL CO | FAST | 5,529 | $221,879 | 0.01% |
| 177 | KROGER CO | KR | 3,317 | $207,246 | 0.01% |
| 178 | BIOHAVEN LTD | BHVN | 15,646 | $176,643 | 0.01% |