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ORI

Oak Ridge Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 63.16%
This Fund
S&P 500
This Quarter Est. Return
+3.84%
1 Year Est. Return
+63.16%
3 Year Est. Return
+207.98%
5 Year Est. Return
+285.85%
10 Year Est. Return
+1,406.09%
AUM
$1.65B
AUM Growth
+$103M
Cap. Flow
+$85.4M
Cap. Flow %
5.18%
Top 10 Hldgs %
59.25%
Holding
200
New
21
Increased
62
Reduced
95
Closed
22

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$13.5M
2
UBER icon
Uber
UBER
+$11.9M
3
MSFT icon
Microsoft
MSFT
+$11.8M
4
GEV icon
GE Vernova
GEV
+$11.6M
5
AAPL icon
Apple
AAPL
+$10.6M

Top Sells

Rank Stock Value
1
TMUS icon
T-Mobile US
TMUS
+$15.2M
2
ANET icon
Arista Networks
ANET
+$10M
3
ICE icon
Intercontinental Exchange
ICE
+$8.02M
4
ORLY icon
O'Reilly Automotive
ORLY
+$6.88M
5
MRSH
Marsh
MRSH
+$6.62M

Sector Composition

Rank Sector Weight
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
SYK icon
26
Stryker
SYK
$130B
$11.8M 0.71%
33,543
+1,505
+5% +$548K
ISRG icon
27
Intuitive Surgical
ISRG
$134B
$11.3M 0.69%
19,956
+956
+5% +$509K
INTU icon
28
Intuit
INTU
$89B
$11.3M 0.68%
17,045
+807
+5% +$533K
UBER icon
29
Uber
UBER
$153B
$11.2M 0.68%
136,975
+132,500
+2,961% +$11.9M
EXLS icon
30
EXL Service
EXLS
$5.29B
$10.2M 0.62%
240,671
-45,735
-16% -$1.87M
PWR icon
31
Quanta Services
PWR
$101B
$9.72M 0.59%
23,035
+741
+3% +$326K
BTSG icon
32
BrightSpring Health Services
BTSG
$12.4B
$9.46M 0.57%
+252,722
New +$8.48M
AXON
33
Axon Enterprise
AXON
$46.4B
$9.31M 0.56%
16,388
+660
+4% +$410K
TTWO icon
34
Take-Two Interactive
TTWO
$46.1B
$9.26M 0.56%
36,179
+3,622
+11% +$903K
VRSK icon
35
Verisk Analytics
VRSK
$25B
$9.21M 0.56%
41,194
-1,185
-3% -$267K
NOW icon
36
ServiceNow
NOW
$129B
$9.16M 0.56%
59,795
-875
-1% -$150K
AZN icon
37
AstraZeneca
AZN
$250B
$8.98M 0.54%
48,832
+1,883
+4% +$330K
SPOT icon
38
Spotify
SPOT
$100B
$8.35M 0.51%
14,372
+651
+5% +$407K
IWO icon
39
iShares Russell 2000 Growth ETF
IWO
$15.1B
$8.02M 0.49%
+24,820
New +$8.07M
CYBR
40
DELISTED
CyberArk
CYBR
$8M 0.48%
17,937
-96
-0.5% -$46.2K
VRT icon
41
Vertiv
VRT
$105B
$7.54M 0.46%
46,562
+4,272
+10% +$742K
COHR icon
42
Coherent
COHR
$74.2B
$7.43M 0.45%
40,275
+24,376
+153% +$3.65M
SNOW icon
43
Snowflake
SNOW
$115B
$7.27M 0.44%
33,125
+1,481
+5% +$361K
RDDT icon
44
Reddit
RDDT
$31.1B
$7.08M 0.43%
30,807
+1,661
+6% +$349K
URI icon
45
United Rentals
URI
$72.4B
$7.01M 0.42%
8,657
+453
+6% +$393K
SHOP icon
46
Shopify
SHOP
$195B
$6.91M 0.42%
+42,923
New +$6.89M
PLMR icon
47
Palomar
PLMR
$3.45B
$6.78M 0.41%
50,289
-1,238
-2% -$151K
DDOG icon
48
Datadog
DDOG
$84B
$5.7M 0.35%
41,887
+36,024
+614% +$5.69M
ZS icon
49
Zscaler
ZS
$27.3B
$5.55M 0.34%
24,678
+2,325
+10% +$656K
VIAV icon
50
Viavi Solutions
VIAV
$9.66B
$5.29M 0.32%
297,052
-6,726
-2% -$109K
1
2
3 4 5

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Oak Ridge Investments's Q4 2025 Portfolio in Review

As of Q4 2025, Oak Ridge Investments held 200 positions worth $1.65B, up 6.6% from $1.55B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Oak Ridge Investments deployed $85.4M of net new capital in Q4 2025, opening 21 new positions and adding to 62 existing holdings. Its largest new stake was GE Vernova: 18,975 shares worth $12.4M.

By sector, the portfolio is most concentrated in Technology at 51% of assets, down from 51% a quarter earlier, followed by Communication Services and Healthcare.

On the sell side, the largest reduction was O'Reilly Automotive, an estimated $6.88M trimmed.

  • Oak Ridge Investments's largest Q4 2025 buy was GE Vernova: 18,975 shares worth $12.4M.
  • Oak Ridge Investments added most to NVIDIA in Q4 2025, an estimated $13.5M increase.
  • Oak Ridge Investments's biggest Q4 2025 reduction was O'Reilly Automotive, cutting an estimated $6.88M.
  • Oak Ridge Investments fully exited T-Mobile US in Q4 2025, selling an estimated $15.2M.
  • Oak Ridge Investments's ten largest holdings make up 59% of its $1.65B portfolio in Q4 2025.
  • Oak Ridge Investments opened 21 new positions and closed 22 in Q4 2025.
  • Oak Ridge Investments's portfolio value rose 6.6% quarter-over-quarter to $1.65B.

Based on Oak Ridge Investments's 13F filing for Q4 2025, filed 23 Jan 2026.