ORI
Oak Ridge Investments Portfolio holdings
AUM
$1.55B
1-Year Est. Return
41.99%
1 Year Est. Return
+41.99%
AUM
$1.55B
AUM Growth
+$153M
(+11%)
Holding
197
Top Buys
| 1 | +$7.14M | |
| 2 | +$6.31M | |
| 3 | +$3.85M | |
| 4 |
NVIDIA
NVDA
|
+$3.84M |
| 5 |
Microsoft
MSFT
|
+$3.63M |
Top Sells
| 1 | +$7.72M | |
| 2 | +$6.29M | |
| 3 | +$3.31M | |
| 4 |
Celestica
CLS
|
+$2.76M |
| 5 |
Herc Holdings
HRI
|
+$2.42M |
Sector Composition
| 1 | Technology | 51.03% |
| 2 | Communication Services | 14.62% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Healthcare | 7.9% |
| 5 | Industrials | 6.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Cisco
CSCO
$314B
| $231K | 0.01% |
+3,371
|
|
||
177
Linde
LIN
$182B
| $229K | 0.01% |
+483
|
|
||
178
Equinix
EQIX
$72.7B
| $215K | 0.01% |
274
-8,033
|
|
||
179
Rambus
RMBS
$11.3B
| $211K | 0.01% |
+2,023
|
|
||
|
AZEK
180
DELISTED
The AZEK Co
AZEK
| – | – |
-40,620
|
|
||
|
BPMC
181
DELISTED
Blueprint Medicines
BPMC
| – | – |
-13,808
|
|
||
182
Salesforce
CRM
$245B
| – | – |
-1,960
|
|
||
183
Deckers Outdoor
DECK
$14.7B
| – | – |
-5,054
|
|
||
184
Danaher
DHR
$158B
| – | – |
-1,806
|
|
||
185
Fair Isaac
FICO
$41.5B
| – | – |
-202
|
|
||
186
Fortinet
FTNT
$62.1B
| – | – |
-73,042
|
|
||
187
Grid Dynamics Holdings
GDYN
$823M
| – | – |
-98,424
|
|
||
188
GE HealthCare
GEHC
$37.8B
| – | – |
-9,205
|
|
||
|
189
Herc Holdings
HRI
$4.75B
| – | – |
-18,346
|
|
||
190
iShares Russell 1000 Growth ETF
IWF
$125B
| – | – |
-1,337
|
|
||
191
Nomad Foods
NOMD
$1.78B
| – | – |
-133,425
|
|
||
192
Qualcomm
QCOM
$188B
| – | – |
-4,642
|
|
||
193
Trade Desk
TTD
$19.1B
| – | – |
-3,299
|
|
||
194
Tradeweb Markets
TW
$22.8B
| – | – |
-1,418
|
|
||
195
Tyler Technologies
TYL
$19.5B
| – | – |
-2,403
|
|
||
196
Waters Corp
WAT
$23B
| – | – |
-1,610
|
|
||
197
Watsco Inc
WSO
$13.7B
| – | – |
-1,908
|
|