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ORI
Oak Ridge Investments Portfolio holdings
AUM
$1.51B
1-Year Est. Return
38.24%
This Fund
S&P 500
1 Year Est. Return
+38.24%
AUM
$1.51B
AUM Growth
-$138M
(-8.4%)
Holding
198
Top Buys
| 1 | +$9.98M | |
| 2 | +$9.45M | |
| 3 | +$8.8M | |
| 4 |
Kulicke & Soffa
KLIC
|
+$5.44M |
| 5 |
Bloom Energy
BE
|
+$4.75M |
Top Sells
| 1 | +$9.21M | |
| 2 | +$9.16M | |
| 3 | +$8.02M | |
| 4 |
CYBR
CyberArk
CYBR
|
+$8M |
| 5 |
AstraZeneca
AZN
|
+$7.81M |
Sector Composition
| 1 | Technology | 49.68% |
| 2 | Communication Services | 13.52% |
| 3 | Healthcare | 9.8% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 8.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
BrightSpring Health Services
BTSG
$11.6B
| $11.1M | 0.73% |
260,018
+7,296
|
|
||
27
Howmet Aerospace
HWM
$98.6B
| $10.8M | 0.72% |
46,980
+42,824
|
|
||
28
Uber
UBER
$143B
| $10.3M | 0.68% |
143,494
+6,519
|
|
||
29
CrowdStrike
CRWD
$168B
| $10.1M | 0.67% |
25,902
+197
|
|
||
30
Coherent
COHR
$78.6B
| $10.1M | 0.67% |
42,412
+2,137
|
|
||
|
31
AstraZeneca
AZN
$282B
| $9.76M | 0.65% |
49,482
-48,181
|
|
||
32
Caterpillar
CAT
$422B
| $9.66M | 0.64% |
+13,639
|
|
||
33
Intuitive Surgical
ISRG
$148B
| $9.27M | 0.61% |
20,109
+153
|
|
||
34
Analog Devices
ADI
$197B
| $9.09M | 0.6% |
28,576
+27,667
|
|
||
35
Viavi Solutions
VIAV
$12B
| $8.88M | 0.59% |
266,702
-30,350
|
|
||
36
Applovin
APP
$189B
| $8.01M | 0.53% |
20,134
+1,087
|
|
||
37
Intuit
INTU
$83.6B
| $7.41M | 0.49% |
17,129
+84
|
|
||
38
EXL Service
EXLS
$4.5B
| $7.31M | 0.48% |
240,178
-493
|
|
||
39
Take-Two Interactive
TTWO
$39.5B
| $7.1M | 0.47% |
35,962
-217
|
|
||
40
Axon Enterprise
AXON
$38B
| $7.03M | 0.46% |
16,548
+160
|
|
||
41
Spotify
SPOT
$103B
| $6.98M | 0.46% |
14,395
+23
|
|
||
42
The Ensign Group
ENSG
$9.14B
| $5.94M | 0.39% |
29,461
+268
|
|
||
|
43
Kulicke & Soffa
KLIC
$5.36B
| $5.63M | 0.37% |
+85,651
|
|
||
44
Construction Partners
ROAD
$6.01B
| $5.47M | 0.36% |
49,226
+545
|
|
||
45
Shopify
SHOP
$144B
| $5.26M | 0.35% |
44,332
+1,409
|
|
||
46
Datadog
DDOG
$82.5B
| $5.2M | 0.34% |
44,064
+2,177
|
|
||
|
ECG
47
Everus Construction Group
ECG
$7.8B
| $5.11M | 0.34% |
43,267
+489
|
|
||
48
TransDigm Group
TDG
$67.5B
| $5.01M | 0.33% |
4,323
-5,452
|
|
||
49
Snowflake
SNOW
$83.3B
| $4.97M | 0.33% |
32,957
-168
|
|
||
50
Palomar
PLMR
$2.83B
| $4.65M | 0.31% |
38,923
-11,366
|
|