Filed: 7/25/2025ACC: 0001172661-25-002726
📋 What this filing means
OAK RIDGE INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 171 equity positions with a total reported market value of $1.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
171
Positions
$1.39B
Total AUM (reported)
7.74M
Total Shares
Allocation by class
COM$1.06B75.9%
CL A$129.43M9.3%
COM CL A$51.57M3.7%
CAP STK CL C$42.00M3.0%
COM NEW$26.15M1.9%
SHS$18.65M1.3%
CAP STK CL A$12.46M0.9%
Portfolio Concentration
Top 3$422.19M30.3%
4–10$341.55M24.5%
11–25$244.70M17.5%
Rest$385.98M27.7%
Top 3 weight
30.3%
Top 10 weight
54.8%
Voting Authority Distribution
Total shares with voting rights: 7.74M
Sole
Full voting authority
6.21M
shares
% of voting shares80.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.53M
shares
% of voting shares19.8%
Investment Discretion (by position count)
Sole171
Shared0
Other0
Dominant voting typeSole · 80.2% of voting shares
Institutional Holdings171
Rows:
MICROSOFT CORP
SOLEShares323.17K
TypeSH
Market value$160.75M
11.53%
Sole
222.44K
Shared
0.00
None
100.73K
NVIDIA CORPORATION
SOLEShares950.30K
TypeSH
Market value$150.14M
10.77%
Sole
653.35K
Shared
0.00
None
296.95K
APPLE INC
SOLEShares542.50K
TypeSH
Market value$111.30M
7.98%
Sole
374.88K
Shared
0.00
None
167.62K
AMAZON COM INC
SOLEShares318.99K
TypeSH
Market value$69.98M
5.02%
Sole
219.07K
Shared
0.00
None
99.93K
META PLATFORMS INC
SOLEShares93.08K
TypeSH
Market value$68.70M
4.93%
Sole
63.99K
Shared
0.00
None
29.09K
BROADCOM INC
SOLEShares207.06K
TypeSH
Market value$57.08M
4.09%
Sole
142.21K
Shared
0.00
None
64.85K
ELI LILLY & CO
SOLEShares59.41K
TypeSH
Market value$46.32M
3.32%
Sole
40.52K
Shared
0.00
None
18.89K
ALPHABET INC
SOLEShares236.77K
TypeSH
Market value$42.00M
3.01%
Sole
162.81K
Shared
0.00
None
73.96K
NETFLIX INC
SOLEShares21.69K
TypeSH
Market value$29.05M
2.08%
Sole
14.80K
Shared
0.00
None
6.89K
VISA INC
SOLEShares80.06K
TypeSH
Market value$28.42M
2.04%
Sole
55.10K
Shared
0.00
None
24.96K
TESLA INC
SOLEShares79.58K
TypeSH
Market value$25.28M
1.81%
Sole
54.68K
Shared
0.00
None
24.91K
ORACLE CORP
SOLEShares110.25K
TypeSH
Market value$24.10M
1.73%
Sole
76.02K
Shared
0.00
None
34.23K
MASTERCARD INCORPORATED
SOLEShares38.37K
TypeSH
Market value$21.56M
1.55%
Sole
26.41K
Shared
0.00
None
11.96K
COSTCO WHSL CORP NEW
SOLEShares20.19K
TypeSH
Market value$19.99M
1.43%
Sole
13.88K
Shared
0.00
None
6.32K
OREILLY AUTOMOTIVE INC
SOLEShares203.27K
TypeSH
Market value$18.32M
1.31%
Sole
145.78K
Shared
0.00
None
57.48K
T-MOBILE US INC
SOLEShares61.97K
TypeSH
Market value$14.76M
1.06%
Sole
42.86K
Shared
0.00
None
19.11K
EXLSERVICE HOLDINGS INC
SOLEShares331.72K
TypeSH
Market value$14.53M
1.04%
Sole
260.64K
Shared
0.00
None
71.08K
KLA CORP
SOLEShares16.10K
TypeSH
Market value$14.42M
1.03%
Sole
10.98K
Shared
0.00
None
5.11K
ECOLAB INC
SOLEShares52.30K
TypeSH
Market value$14.09M
1.01%
Sole
35.85K
Shared
0.00
None
16.45K
TRANSDIGM GROUP INC
SOLEShares9.10K
TypeSH
Market value$13.84M
0.99%
Sole
6.35K
Shared
0.00
None
2.75K
AXON ENTERPRISE INC
SOLEShares16.28K
TypeSH
Market value$13.48M
0.97%
Sole
11.61K
Shared
0.00
None
4.67K
VERISK ANALYTICS INC
SOLEShares41.58K
TypeSH
Market value$12.95M
0.93%
Sole
29.60K
Shared
0.00
None
11.98K
INTUIT
SOLEShares15.89K
TypeSH
Market value$12.51M
0.90%
Sole
10.92K
Shared
0.00
None
4.97K
ALPHABET INC
SOLEShares70.69K
TypeSH
Market value$12.46M
0.89%
Sole
47.69K
Shared
0.00
None
23K
STRYKER CORPORATION
SOLEShares31.34K
TypeSH
Market value$12.40M
0.89%
Sole
21.64K
Shared
0.00
None
9.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 323.17K | SH | $160.75M 11.53% | 222.44K | 0.00 | 100.73K |
NVIDIA CORPORATIONSOLE | COM | 950.30K | SH | $150.14M 10.77% | 653.35K | 0.00 | 296.95K |
APPLE INCSOLE | COM | 542.50K | SH | $111.30M 7.98% | 374.88K | 0.00 | 167.62K |
AMAZON COM INCSOLE | COM | 318.99K | SH | $69.98M 5.02% | 219.07K | 0.00 | 99.93K |
META PLATFORMS INCSOLE | CL A | 93.08K | SH | $68.70M 4.93% | 63.99K | 0.00 | 29.09K |
BROADCOM INCSOLE | COM | 207.06K | SH | $57.08M 4.09% | 142.21K | 0.00 | 64.85K |
ELI LILLY & COSOLE | COM | 59.41K | SH | $46.32M 3.32% | 40.52K | 0.00 | 18.89K |
ALPHABET INCSOLE | CAP STK CL C | 236.77K | SH | $42.00M 3.01% | 162.81K | 0.00 | 73.96K |
NETFLIX INCSOLE | COM | 21.69K | SH | $29.05M 2.08% | 14.80K | 0.00 | 6.89K |
VISA INCSOLE | COM CL A | 80.06K | SH | $28.42M 2.04% | 55.10K | 0.00 | 24.96K |
TESLA INCSOLE | COM | 79.58K | SH | $25.28M 1.81% | 54.68K | 0.00 | 24.91K |
ORACLE CORPSOLE | COM | 110.25K | SH | $24.10M 1.73% | 76.02K | 0.00 | 34.23K |
MASTERCARD INCORPORATEDSOLE | CL A | 38.37K | SH | $21.56M 1.55% | 26.41K | 0.00 | 11.96K |
COSTCO WHSL CORP NEWSOLE | COM | 20.19K | SH | $19.99M 1.43% | 13.88K | 0.00 | 6.32K |
OREILLY AUTOMOTIVE INCSOLE | COM | 203.27K | SH | $18.32M 1.31% | 145.78K | 0.00 | 57.48K |
T-MOBILE US INCSOLE | COM | 61.97K | SH | $14.76M 1.06% | 42.86K | 0.00 | 19.11K |
EXLSERVICE HOLDINGS INCSOLE | COM | 331.72K | SH | $14.53M 1.04% | 260.64K | 0.00 | 71.08K |
KLA CORPSOLE | COM NEW | 16.10K | SH | $14.42M 1.03% | 10.98K | 0.00 | 5.11K |
ECOLAB INCSOLE | COM | 52.30K | SH | $14.09M 1.01% | 35.85K | 0.00 | 16.45K |
TRANSDIGM GROUP INCSOLE | COM | 9.10K | SH | $13.84M 0.99% | 6.35K | 0.00 | 2.75K |
AXON ENTERPRISE INCSOLE | COM | 16.28K | SH | $13.48M 0.97% | 11.61K | 0.00 | 4.67K |
VERISK ANALYTICS INCSOLE | COM | 41.58K | SH | $12.95M 0.93% | 29.60K | 0.00 | 11.98K |
INTUITSOLE | COM | 15.89K | SH | $12.51M 0.90% | 10.92K | 0.00 | 4.97K |
ALPHABET INCSOLE | CAP STK CL A | 70.69K | SH | $12.46M 0.89% | 47.69K | 0.00 | 23K |
STRYKER CORPORATIONSOLE | COM | 31.34K | SH | $12.40M 0.89% | 21.64K | 0.00 | 9.70K |
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