Filed: 5/13/2025ACC: 0001172661-25-001733
📋 What this filing means
OAK RIDGE INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 163 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
163
Positions
$1.20B
Total AUM (reported)
7.63M
Total Shares
Allocation by class
COM$898.01M74.7%
CL A$109.84M9.1%
COM CL A$44.76M3.7%
CAP STK CL C$36.78M3.1%
CAP STK CL A$24.34M2.0%
COM NEW$21.11M1.8%
SHS$13.65M1.1%
Portfolio Concentration
Top 3$326.26M27.1%
4–10$298.32M24.8%
11–25$236.28M19.7%
Rest$341.29M28.4%
Top 3 weight
27.1%
Top 10 weight
52.0%
Voting Authority Distribution
Total shares with voting rights: 7.63M
Sole
Full voting authority
6.30M
shares
% of voting shares82.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.34M
shares
% of voting shares17.5%
Investment Discretion (by position count)
Sole163
Shared0
Other0
Dominant voting typeSole · 82.5% of voting shares
Institutional Holdings163
Rows:
APPLE INC
SOLEShares536.74K
TypeSH
Market value$119.23M
9.92%
Sole
388.43K
Shared
0.00
None
148.31K
MICROSOFT CORP
SOLEShares293.89K
TypeSH
Market value$110.32M
9.18%
Sole
212.01K
Shared
0.00
None
81.88K
NVIDIA CORPORATION
SOLEShares892.34K
TypeSH
Market value$96.71M
8.04%
Sole
642.38K
Shared
0.00
None
249.96K
AMAZON COM INC
SOLEShares364.02K
TypeSH
Market value$69.26M
5.76%
Sole
262.10K
Shared
0.00
None
101.92K
META PLATFORMS INC
SOLEShares99.81K
TypeSH
Market value$57.53M
4.79%
Sole
71.84K
Shared
0.00
None
27.97K
ELI LILLY & CO
SOLEShares58.61K
TypeSH
Market value$48.41M
4.03%
Sole
41.94K
Shared
0.00
None
16.68K
ALPHABET INC
SOLEShares235.45K
TypeSH
Market value$36.78M
3.06%
Sole
169.97K
Shared
0.00
None
65.47K
BROADCOM INC
SOLEShares204.44K
TypeSH
Market value$34.23M
2.85%
Sole
146.93K
Shared
0.00
None
57.51K
VISA INC
SOLEShares79.24K
TypeSH
Market value$27.77M
2.31%
Sole
57.10K
Shared
0.00
None
22.14K
ALPHABET INC
SOLEShares157.40K
TypeSH
Market value$24.34M
2.02%
Sole
113.19K
Shared
0.00
None
44.20K
UNITEDHEALTH GROUP INC
SOLEShares44.07K
TypeSH
Market value$23.08M
1.92%
Sole
31.83K
Shared
0.00
None
12.24K
MASTERCARD INCORPORATED
SOLEShares37.95K
TypeSH
Market value$20.80M
1.73%
Sole
27.35K
Shared
0.00
None
10.60K
TESLA INC
SOLEShares78.62K
TypeSH
Market value$20.37M
1.69%
Sole
56.70K
Shared
0.00
None
21.91K
NETFLIX INC
SOLEShares21.40K
TypeSH
Market value$19.96M
1.66%
Sole
15.29K
Shared
0.00
None
6.11K
OREILLY AUTOMOTIVE INC
SOLEShares13.79K
TypeSH
Market value$19.76M
1.64%
Sole
10.38K
Shared
0.00
None
3.42K
COSTCO WHSL CORP NEW
SOLEShares19.94K
TypeSH
Market value$18.86M
1.57%
Sole
14.36K
Shared
0.00
None
5.58K
T-MOBILE US INC
SOLEShares61.34K
TypeSH
Market value$16.36M
1.36%
Sole
44.41K
Shared
0.00
None
16.93K
EXLSERVICE HOLDINGS INC
SOLEShares342.33K
TypeSH
Market value$16.16M
1.34%
Sole
279.80K
Shared
0.00
None
62.53K
ECOLAB INC
SOLEShares51.60K
TypeSH
Market value$13.08M
1.09%
Sole
37.17K
Shared
0.00
None
14.42K
TRANSDIGM GROUP INC
SOLEShares8.97K
TypeSH
Market value$12.40M
1.03%
Sole
6.54K
Shared
0.00
None
2.43K
VERISK ANALYTICS INC
SOLEShares41.10K
TypeSH
Market value$12.23M
1.02%
Sole
30.57K
Shared
0.00
None
10.53K
STRYKER CORPORATION
SOLEShares30.93K
TypeSH
Market value$11.52M
0.96%
Sole
22.41K
Shared
0.00
None
8.53K
ARISTA NETWORKS INC
SOLEShares141.76K
TypeSH
Market value$10.98M
0.91%
Sole
105.62K
Shared
0.00
None
36.14K
KLA CORP
SOLEShares15.82K
TypeSH
Market value$10.76M
0.89%
Sole
11.34K
Shared
0.00
None
4.48K
BELLRING BRANDS INC
SOLEShares133.63K
TypeSH
Market value$9.95M
0.83%
Sole
111.47K
Shared
0.00
None
22.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 536.74K | SH | $119.23M 9.92% | 388.43K | 0.00 | 148.31K |
MICROSOFT CORPSOLE | COM | 293.89K | SH | $110.32M 9.18% | 212.01K | 0.00 | 81.88K |
NVIDIA CORPORATIONSOLE | COM | 892.34K | SH | $96.71M 8.04% | 642.38K | 0.00 | 249.96K |
AMAZON COM INCSOLE | COM | 364.02K | SH | $69.26M 5.76% | 262.10K | 0.00 | 101.92K |
META PLATFORMS INCSOLE | CL A | 99.81K | SH | $57.53M 4.79% | 71.84K | 0.00 | 27.97K |
ELI LILLY & COSOLE | COM | 58.61K | SH | $48.41M 4.03% | 41.94K | 0.00 | 16.68K |
ALPHABET INCSOLE | CAP STK CL C | 235.45K | SH | $36.78M 3.06% | 169.97K | 0.00 | 65.47K |
BROADCOM INCSOLE | COM | 204.44K | SH | $34.23M 2.85% | 146.93K | 0.00 | 57.51K |
VISA INCSOLE | COM CL A | 79.24K | SH | $27.77M 2.31% | 57.10K | 0.00 | 22.14K |
ALPHABET INCSOLE | CAP STK CL A | 157.40K | SH | $24.34M 2.02% | 113.19K | 0.00 | 44.20K |
UNITEDHEALTH GROUP INCSOLE | COM | 44.07K | SH | $23.08M 1.92% | 31.83K | 0.00 | 12.24K |
MASTERCARD INCORPORATEDSOLE | CL A | 37.95K | SH | $20.80M 1.73% | 27.35K | 0.00 | 10.60K |
TESLA INCSOLE | COM | 78.62K | SH | $20.37M 1.69% | 56.70K | 0.00 | 21.91K |
NETFLIX INCSOLE | COM | 21.40K | SH | $19.96M 1.66% | 15.29K | 0.00 | 6.11K |
OREILLY AUTOMOTIVE INCSOLE | COM | 13.79K | SH | $19.76M 1.64% | 10.38K | 0.00 | 3.42K |
COSTCO WHSL CORP NEWSOLE | COM | 19.94K | SH | $18.86M 1.57% | 14.36K | 0.00 | 5.58K |
T-MOBILE US INCSOLE | COM | 61.34K | SH | $16.36M 1.36% | 44.41K | 0.00 | 16.93K |
EXLSERVICE HOLDINGS INCSOLE | COM | 342.33K | SH | $16.16M 1.34% | 279.80K | 0.00 | 62.53K |
ECOLAB INCSOLE | COM | 51.60K | SH | $13.08M 1.09% | 37.17K | 0.00 | 14.42K |
TRANSDIGM GROUP INCSOLE | COM | 8.97K | SH | $12.40M 1.03% | 6.54K | 0.00 | 2.43K |
VERISK ANALYTICS INCSOLE | COM | 41.10K | SH | $12.23M 1.02% | 30.57K | 0.00 | 10.53K |
STRYKER CORPORATIONSOLE | COM | 30.93K | SH | $11.52M 0.96% | 22.41K | 0.00 | 8.53K |
ARISTA NETWORKS INCSOLE | COM SHS | 141.76K | SH | $10.98M 0.91% | 105.62K | 0.00 | 36.14K |
KLA CORPSOLE | COM NEW | 15.82K | SH | $10.76M 0.89% | 11.34K | 0.00 | 4.48K |
BELLRING BRANDS INCSOLE | COMMON STOCK | 133.63K | SH | $9.95M 0.83% | 111.47K | 0.00 | 22.16K |
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