Filed: 4/30/2026ACC: 0001172661-26-001576
📋 What this filing means
OAK RIDGE INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 181 equity positions with a total reported market value of $1.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
181
Positions
$1.51B
Total AUM (reported)
8.70M
Total Shares
Allocation by class
COM$1.13B74.9%
CL A$114.44M7.6%
CAP STK CL C$73.95M4.9%
COM CL A$63.03M4.2%
COM NEW$39.60M2.6%
CAP STK CL A$23.45M1.6%
CL A COM$18.71M1.2%
Portfolio Concentration
Top 3$464.00M30.7%
4–10$398.05M26.3%
11–25$255.05M16.9%
Rest$394.74M26.1%
Top 3 weight
30.7%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 8.70M
Sole
Full voting authority
6.31M
shares
% of voting shares72.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.39M
shares
% of voting shares27.5%
Investment Discretion (by position count)
Sole181
Shared0
Other0
Dominant voting typeSole · 72.5% of voting shares
Institutional Holdings181
Rows:
NVIDIA CORPORATION
SOLEShares1.05M
TypeSH
Market value$182.94M
12.10%
Sole
621.56K
Shared
0.00
None
427.42K
APPLE INC
SOLEShares596.72K
TypeSH
Market value$151.44M
10.02%
Sole
357.33K
Shared
0.00
None
239.39K
MICROSOFT CORP
SOLEShares350.16K
TypeSH
Market value$129.62M
8.57%
Sole
207.37K
Shared
0.00
None
142.79K
ALPHABET INC
SOLEShares257.79K
TypeSH
Market value$73.95M
4.89%
Sole
152.33K
Shared
0.00
None
105.46K
AMAZON COM INC
SOLEShares349.45K
TypeSH
Market value$72.78M
4.81%
Sole
208.13K
Shared
0.00
None
141.32K
BROADCOM INC
SOLEShares228.11K
TypeSH
Market value$70.60M
4.67%
Sole
136.21K
Shared
0.00
None
91.90K
ELI LILLY & CO
SOLEShares66.15K
TypeSH
Market value$60.84M
4.02%
Sole
38.90K
Shared
0.00
None
27.25K
META PLATFORMS INC
SOLEShares101.58K
TypeSH
Market value$58.12M
3.84%
Sole
60.28K
Shared
0.00
None
41.30K
TESLA INC
SOLEShares93K
TypeSH
Market value$34.57M
2.29%
Sole
55.31K
Shared
0.00
None
37.69K
KLA CORP
SOLEShares18.46K
TypeSH
Market value$27.19M
1.80%
Sole
10.85K
Shared
0.00
None
7.61K
VISA INC
SOLEShares86.56K
TypeSH
Market value$26.16M
1.73%
Sole
51.70K
Shared
0.00
None
34.86K
ALPHABET INC
SOLEShares81.54K
TypeSH
Market value$23.45M
1.55%
Sole
50.23K
Shared
0.00
None
31.31K
NETFLIX INC.
SOLEShares242.56K
TypeSH
Market value$23.32M
1.54%
Sole
143.25K
Shared
0.00
None
99.32K
COSTCO WHOLESALE CORPORATION
SOLEShares22.38K
TypeSH
Market value$22.30M
1.47%
Sole
13.31K
Shared
0.00
None
9.07K
MASTERCARD INCORPORATED
SOLEShares42.37K
TypeSH
Market value$21.17M
1.40%
Sole
25.26K
Shared
0.00
None
17.11K
ORACLE CORP
SOLEShares116.41K
TypeSH
Market value$17.12M
1.13%
Sole
67.89K
Shared
0.00
None
48.52K
GE VERNOVA INC
SOLEShares19.19K
TypeSH
Market value$16.75M
1.11%
Sole
11.08K
Shared
0.00
None
8.11K
CELESTICA INC
SOLEShares54.75K
TypeSH
Market value$15.42M
1.02%
Sole
36.50K
Shared
0.00
None
18.25K
ECOLAB INC
SOLEShares56.48K
TypeSH
Market value$15.02M
0.99%
Sole
32.65K
Shared
0.00
None
23.83K
CLOUDFLARE INC
SOLEShares65.48K
TypeSH
Market value$13.51M
0.89%
Sole
41.75K
Shared
0.00
None
23.73K
PALANTIR TECHNOLOGIES INC
SOLEShares90.04K
TypeSH
Market value$13.17M
0.87%
Sole
53.77K
Shared
0.00
None
36.28K
QUANTA SVCS INC
SOLEShares23.19K
TypeSH
Market value$12.73M
0.84%
Sole
14.89K
Shared
0.00
None
8.29K
OREILLY AUTOMOTIVE INC
SOLEShares131.03K
TypeSH
Market value$12.10M
0.80%
Sole
85.09K
Shared
0.00
None
45.94K
VERTIV HOLDINGS CO
SOLEShares46.64K
TypeSH
Market value$11.69M
0.77%
Sole
31.62K
Shared
0.00
None
15.02K
STRYKER CORPORATION
SOLEShares33.89K
TypeSH
Market value$11.14M
0.74%
Sole
19.74K
Shared
0.00
None
14.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.05M | SH | $182.94M 12.10% | 621.56K | 0.00 | 427.42K |
APPLE INCSOLE | COM | 596.72K | SH | $151.44M 10.02% | 357.33K | 0.00 | 239.39K |
MICROSOFT CORPSOLE | COM | 350.16K | SH | $129.62M 8.57% | 207.37K | 0.00 | 142.79K |
ALPHABET INCSOLE | CAP STK CL C | 257.79K | SH | $73.95M 4.89% | 152.33K | 0.00 | 105.46K |
AMAZON COM INCSOLE | COM | 349.45K | SH | $72.78M 4.81% | 208.13K | 0.00 | 141.32K |
BROADCOM INCSOLE | COM | 228.11K | SH | $70.60M 4.67% | 136.21K | 0.00 | 91.90K |
ELI LILLY & COSOLE | COM | 66.15K | SH | $60.84M 4.02% | 38.90K | 0.00 | 27.25K |
META PLATFORMS INCSOLE | CL A | 101.58K | SH | $58.12M 3.84% | 60.28K | 0.00 | 41.30K |
TESLA INCSOLE | COM | 93K | SH | $34.57M 2.29% | 55.31K | 0.00 | 37.69K |
KLA CORPSOLE | COM NEW | 18.46K | SH | $27.19M 1.80% | 10.85K | 0.00 | 7.61K |
VISA INCSOLE | COM CL A | 86.56K | SH | $26.16M 1.73% | 51.70K | 0.00 | 34.86K |
ALPHABET INCSOLE | CAP STK CL A | 81.54K | SH | $23.45M 1.55% | 50.23K | 0.00 | 31.31K |
NETFLIX INC.SOLE | COM | 242.56K | SH | $23.32M 1.54% | 143.25K | 0.00 | 99.32K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 22.38K | SH | $22.30M 1.47% | 13.31K | 0.00 | 9.07K |
MASTERCARD INCORPORATEDSOLE | CL A | 42.37K | SH | $21.17M 1.40% | 25.26K | 0.00 | 17.11K |
ORACLE CORPSOLE | COM | 116.41K | SH | $17.12M 1.13% | 67.89K | 0.00 | 48.52K |
GE VERNOVA INCSOLE | COM | 19.19K | SH | $16.75M 1.11% | 11.08K | 0.00 | 8.11K |
CELESTICA INCSOLE | COM | 54.75K | SH | $15.42M 1.02% | 36.50K | 0.00 | 18.25K |
ECOLAB INCSOLE | COM | 56.48K | SH | $15.02M 0.99% | 32.65K | 0.00 | 23.83K |
CLOUDFLARE INCSOLE | CL A COM | 65.48K | SH | $13.51M 0.89% | 41.75K | 0.00 | 23.73K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 90.04K | SH | $13.17M 0.87% | 53.77K | 0.00 | 36.28K |
QUANTA SVCS INCSOLE | COM | 23.19K | SH | $12.73M 0.84% | 14.89K | 0.00 | 8.29K |
OREILLY AUTOMOTIVE INCSOLE | COM | 131.03K | SH | $12.10M 0.80% | 85.09K | 0.00 | 45.94K |
VERTIV HOLDINGS COSOLE | COM CL A | 46.64K | SH | $11.69M 0.77% | 31.62K | 0.00 | 15.02K |
STRYKER CORPORATIONSOLE | COM | 33.89K | SH | $11.14M 0.74% | 19.74K | 0.00 | 14.15K |
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