13F Insight
DOSSIER · 13F-HR · Q2 2026

OAK RIDGE INVESTMENTS LLC

$1.8B in tracked AUM across 170 positions as of Q2 2026.

OR
CIK 0001054554 · last filed Jun 30, 2026
Total AUM
$1.8B
as of Q2 2026
Holdings
170
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of OAK RIDGE INVESTMENTS LLC (SEC 13F)
Portfolio Overview

Oak Ridge Investments LLC has reported a substantial expansion in its portfolio, with the total asset value growing by 92.7% from approximately $856.37 million to $1.65 billion for the quarter ending December 31, 2025. This near-doubling of assets under management suggests either significant capital inflows from investors or strong performance from existing positions, compounded by active capital ...

The portfolio currently consists of 178 holdings, indicating a diversified approach. However, the management strategy is characterized by high conviction in top-tier names, as evidenced by the heavy concentration in the top ten positions. The filing reveals a highly active management style with a substantial turnover in composition: the firm initiated 24 new positions and completely exited 24 positions, while increasing stakes in 21 names and reducing only 5. This churn rate signifies a tactical shift in strategy rather than a passive "buy-and-hold" approach.

Key Holdings

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$206M1.0M11.7%02
GOOG
ALPHABET INC
$145M410K8.2%03
AAPL
APPLE INC
$103M357K5.8%04
AVGO
BROADCOM INC
$84M223K4.8%05
LLY
ELI LILLY & CO
$77M64K4.4%06
MSFT
MICROSOFT CORP
$57M153K3.2%07
META
META PLATFORMS INC
$56M100K3.2%08
AMD
ADVANCED MICRO DEVICES INC
$56M96K3.2%09
MU
MICRON TECHNOLOGY INC
$54M47K3.0%10
TSLA
TESLA INC
$51M121K2.9%

Filing history

2026Q2Jun 30
$1.8B▲ 16.9%
170 positionsView →2026Q1Mar 31
$1.5B▼ 8.4%
181 positionsView →2025Q4Dec 31
$1.6B▲ 6.6%
178 positionsView →2025Q3Sep 30
$1.5B▲ 11.0%
179 positionsView →2025Q2Jun 30
$1.4B▲ 16.0%
171 positionsLocked2025Q1Mar 31
$1.2B▼ 5.7%
163 positionsLocked2024Q4Dec 31
$1.3B▲ 11.1%
167 positionsLocked2024Q3Sep 30
$1.1B▲ 9.3%
152 positionsLocked2024Q2Jun 30
$1.0B▲ 5.9%
146 positionsLocked2024Q1Mar 31
$991M▲ 14.0%
143 positionsLocked2023Q4Dec 31
$869M▲ 10.9%
148 positionsLocked2023Q3Sep 30
$784M▼ 3.4%
142 positionsLocked
Showing 12 of 71