Filed: 10/29/2025ACC: 0001172661-25-004477
📋 What this filing means
OAK RIDGE INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 179 equity positions with a total reported market value of $1.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
179
Positions
$1.55B
Total AUM (reported)
8.09M
Total Shares
Allocation by class
COM$1.17B75.4%
CL A$133.70M8.6%
CAP STK CL C$58.71M3.8%
COM CL A$58.58M3.8%
COM NEW$28.83M1.9%
SHS$19.03M1.2%
CAP STK CL A$17.25M1.1%
Portfolio Concentration
Top 3$493.01M31.9%
4–10$384.92M24.9%
11–25$264.33M17.1%
Rest$404.90M26.2%
Top 3 weight
31.9%
Top 10 weight
56.7%
Voting Authority Distribution
Total shares with voting rights: 8.09M
Sole
Full voting authority
6.35M
shares
% of voting shares78.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.74M
shares
% of voting shares21.5%
Investment Discretion (by position count)
Sole179
Shared0
Other0
Dominant voting typeSole · 78.5% of voting shares
Institutional Holdings179
Rows:
NVIDIA CORPORATION
SOLEShares970.86K
TypeSH
Market value$181.14M
11.71%
Sole
632.24K
Shared
0.00
None
338.62K
MICROSOFT CORP
SOLEShares330.18K
TypeSH
Market value$171.02M
11.05%
Sole
215.20K
Shared
0.00
None
114.98K
APPLE INC
SOLEShares553.16K
TypeSH
Market value$140.85M
9.10%
Sole
362.55K
Shared
0.00
None
190.60K
AMAZON COM INC
SOLEShares325.21K
TypeSH
Market value$71.41M
4.62%
Sole
211.82K
Shared
0.00
None
113.39K
BROADCOM INC
SOLEShares211.51K
TypeSH
Market value$69.78M
4.51%
Sole
137.42K
Shared
0.00
None
74.09K
META PLATFORMS INC
SOLEShares94.96K
TypeSH
Market value$69.73M
4.51%
Sole
61.83K
Shared
0.00
None
33.12K
ALPHABET INC
SOLEShares241.05K
TypeSH
Market value$58.71M
3.79%
Sole
157.46K
Shared
0.00
None
83.58K
ELI LILLY & CO
SOLEShares60.85K
TypeSH
Market value$46.43M
3.00%
Sole
39.26K
Shared
0.00
None
21.59K
TESLA INC
SOLEShares83.38K
TypeSH
Market value$37.08M
2.40%
Sole
54.15K
Shared
0.00
None
29.23K
ORACLE CORP
SOLEShares113.01K
TypeSH
Market value$31.78M
2.05%
Sole
73.52K
Shared
0.00
None
39.49K
VISA INC
SOLEShares81.57K
TypeSH
Market value$27.85M
1.80%
Sole
53.27K
Shared
0.00
None
28.30K
NETFLIX INC
SOLEShares22.20K
TypeSH
Market value$26.62M
1.72%
Sole
14.32K
Shared
0.00
None
7.88K
OREILLY AUTOMOTIVE INC
SOLEShares206.77K
TypeSH
Market value$22.29M
1.44%
Sole
141.30K
Shared
0.00
None
65.47K
MASTERCARD INCORPORATED
SOLEShares39.14K
TypeSH
Market value$22.26M
1.44%
Sole
25.55K
Shared
0.00
None
13.59K
COSTCO WHSL CORP NEW
SOLEShares20.62K
TypeSH
Market value$19.09M
1.23%
Sole
13.42K
Shared
0.00
None
7.20K
KLA CORP
SOLEShares16.46K
TypeSH
Market value$17.75M
1.15%
Sole
10.65K
Shared
0.00
None
5.81K
ALPHABET INC
SOLEShares70.97K
TypeSH
Market value$17.25M
1.12%
Sole
46.10K
Shared
0.00
None
24.88K
CELESTICA INC
SOLEShares63.28K
TypeSH
Market value$15.59M
1.01%
Sole
49.58K
Shared
0.00
None
13.70K
T-MOBILE US INC
SOLEShares63.37K
TypeSH
Market value$15.17M
0.98%
Sole
41.47K
Shared
0.00
None
21.89K
PALANTIR TECHNOLOGIES INC
SOLEShares83.13K
TypeSH
Market value$15.16M
0.98%
Sole
54.23K
Shared
0.00
None
28.90K
ECOLAB INC
SOLEShares53.44K
TypeSH
Market value$14.64M
0.95%
Sole
34.68K
Shared
0.00
None
18.76K
APPLOVIN CORP
SOLEShares18K
TypeSH
Market value$12.93M
0.84%
Sole
12K
Shared
0.00
None
6K
CLOUDFLARE INC
SOLEShares59.79K
TypeSH
Market value$12.83M
0.83%
Sole
40.84K
Shared
0.00
None
18.95K
EXLSERVICE HOLDINGS INC
SOLEShares286.41K
TypeSH
Market value$12.61M
0.82%
Sole
206.27K
Shared
0.00
None
80.14K
TRANSDIGM GROUP INC
SOLEShares9.32K
TypeSH
Market value$12.29M
0.79%
Sole
6.16K
Shared
0.00
None
3.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 970.86K | SH | $181.14M 11.71% | 632.24K | 0.00 | 338.62K |
MICROSOFT CORPSOLE | COM | 330.18K | SH | $171.02M 11.05% | 215.20K | 0.00 | 114.98K |
APPLE INCSOLE | COM | 553.16K | SH | $140.85M 9.10% | 362.55K | 0.00 | 190.60K |
AMAZON COM INCSOLE | COM | 325.21K | SH | $71.41M 4.62% | 211.82K | 0.00 | 113.39K |
BROADCOM INCSOLE | COM | 211.51K | SH | $69.78M 4.51% | 137.42K | 0.00 | 74.09K |
META PLATFORMS INCSOLE | CL A | 94.96K | SH | $69.73M 4.51% | 61.83K | 0.00 | 33.12K |
ALPHABET INCSOLE | CAP STK CL C | 241.05K | SH | $58.71M 3.79% | 157.46K | 0.00 | 83.58K |
ELI LILLY & COSOLE | COM | 60.85K | SH | $46.43M 3.00% | 39.26K | 0.00 | 21.59K |
TESLA INCSOLE | COM | 83.38K | SH | $37.08M 2.40% | 54.15K | 0.00 | 29.23K |
ORACLE CORPSOLE | COM | 113.01K | SH | $31.78M 2.05% | 73.52K | 0.00 | 39.49K |
VISA INCSOLE | COM CL A | 81.57K | SH | $27.85M 1.80% | 53.27K | 0.00 | 28.30K |
NETFLIX INCSOLE | COM | 22.20K | SH | $26.62M 1.72% | 14.32K | 0.00 | 7.88K |
OREILLY AUTOMOTIVE INCSOLE | COM | 206.77K | SH | $22.29M 1.44% | 141.30K | 0.00 | 65.47K |
MASTERCARD INCORPORATEDSOLE | CL A | 39.14K | SH | $22.26M 1.44% | 25.55K | 0.00 | 13.59K |
COSTCO WHSL CORP NEWSOLE | COM | 20.62K | SH | $19.09M 1.23% | 13.42K | 0.00 | 7.20K |
KLA CORPSOLE | COM NEW | 16.46K | SH | $17.75M 1.15% | 10.65K | 0.00 | 5.81K |
ALPHABET INCSOLE | CAP STK CL A | 70.97K | SH | $17.25M 1.12% | 46.10K | 0.00 | 24.88K |
CELESTICA INCSOLE | COM | 63.28K | SH | $15.59M 1.01% | 49.58K | 0.00 | 13.70K |
T-MOBILE US INCSOLE | COM | 63.37K | SH | $15.17M 0.98% | 41.47K | 0.00 | 21.89K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 83.13K | SH | $15.16M 0.98% | 54.23K | 0.00 | 28.90K |
ECOLAB INCSOLE | COM | 53.44K | SH | $14.64M 0.95% | 34.68K | 0.00 | 18.76K |
APPLOVIN CORPSOLE | COM CL A | 18K | SH | $12.93M 0.84% | 12K | 0.00 | 6K |
CLOUDFLARE INCSOLE | CL A COM | 59.79K | SH | $12.83M 0.83% | 40.84K | 0.00 | 18.95K |
EXLSERVICE HOLDINGS INCSOLE | COM | 286.41K | SH | $12.61M 0.82% | 206.27K | 0.00 | 80.14K |
TRANSDIGM GROUP INCSOLE | COM | 9.32K | SH | $12.29M 0.79% | 6.16K | 0.00 | 3.16K |
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