ORI
Oak Ridge Investments Portfolio holdings
AUM
$1.65B
1-Year Est. Return
35.21%
This Fund
S&P 500
1 Year Est. Return
+35.21%
AUM
$1.65B
AUM Growth
+$103M
(+6.6%)
Holding
200
Top Buys
| 1 | +$13.5M | |
| 2 | +$11.9M | |
| 3 | +$11.8M | |
| 4 |
GE Vernova
GEV
|
+$11.6M |
| 5 |
Apple
AAPL
|
+$10.6M |
Top Sells
| 1 | +$15.2M | |
| 2 | +$10M | |
| 3 | +$8.02M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$6.88M |
| 5 |
MRSH
Marsh
MRSH
|
+$6.62M |
Sector Composition
| 1 | Technology | 50.97% |
| 2 | Communication Services | 14.37% |
| 3 | Healthcare | 9.59% |
| 4 | Consumer Discretionary | 9.13% |
| 5 | Industrials | 6.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Stryker
SYK
$138B
| $11.8M | 0.71% |
33,543
+1,505
|
|
||
27
Intuitive Surgical
ISRG
$173B
| $11.3M | 0.69% |
19,956
+956
|
|
||
28
Intuit
INTU
$126B
| $11.3M | 0.68% |
17,045
+807
|
|
||
29
Uber
UBER
$149B
| $11.2M | 0.68% |
136,975
+132,500
|
|
||
30
EXL Service
EXLS
$4.78B
| $10.2M | 0.62% |
240,671
-45,735
|
|
||
31
Quanta Services
PWR
$84.6B
| $9.72M | 0.59% |
23,035
+741
|
|
||
32
BrightSpring Health Services
BTSG
$7.99B
| $9.46M | 0.57% |
+252,722
|
|
||
33
Axon Enterprise
AXON
$42.7B
| $9.31M | 0.56% |
16,388
+660
|
|
||
34
Take-Two Interactive
TTWO
$39.1B
| $9.26M | 0.56% |
36,179
+3,622
|
|
||
35
Verisk Analytics
VRSK
$28.1B
| $9.21M | 0.56% |
41,194
-1,185
|
|
||
36
ServiceNow
NOW
$122B
| $9.16M | 0.56% |
59,795
-875
|
|
||
37
AstraZeneca
AZN
$303B
| $8.98M | 0.54% |
97,663
+3,765
|
|
||
38
Spotify
SPOT
$110B
| $8.35M | 0.51% |
14,372
+651
|
|
||
39
iShares Russell 2000 Growth ETF
IWO
$12.7B
| $8.02M | 0.49% |
+24,820
|
|
||
|
CYBR
40
DELISTED
CyberArk
CYBR
| $8M | 0.48% |
17,937
-96
|
|
||
41
Vertiv
VRT
$104B
| $7.54M | 0.46% |
46,562
+4,272
|
|
||
42
Coherent
COHR
$50B
| $7.43M | 0.45% |
40,275
+24,376
|
|
||
43
Snowflake
SNOW
$59.9B
| $7.27M | 0.44% |
33,125
+1,481
|
|
||
44
Reddit
RDDT
$25.9B
| $7.08M | 0.43% |
30,807
+1,661
|
|
||
45
United Rentals
URI
$48.9B
| $7.01M | 0.42% |
8,657
+453
|
|
||
46
Shopify
SHOP
$168B
| $6.91M | 0.42% |
+42,923
|
|
||
47
Palomar
PLMR
$3.28B
| $6.78M | 0.41% |
50,289
-1,238
|
|
||
48
Datadog
DDOG
$43.1B
| $5.7M | 0.35% |
41,887
+36,024
|
|
||
49
Zscaler
ZS
$25.1B
| $5.55M | 0.34% |
24,678
+2,325
|
|
||
50
Viavi Solutions
VIAV
$7.07B
| $5.29M | 0.32% |
297,052
-6,726
|
|