Oak Ridge Investments LLC holds a focused book of 170 stocks worth $1.8B as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 12% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1054554/holdings"
Use Arkolith to show OAK RIDGE INVESTMENTS LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Oak Ridge Investments LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $206.2M | 1.03M | 11.7% | ▼−1.7% Reduced · −18K sh | |
| 2 | Alphabet Inc CAP STK CL C | $145.0M | 410.3K | 8.2% | ▲+59% Added · +152K sh | |
| 3 | Apple Inc COM | $103.3M | 357.1K | 5.8% | ▼−40% Reduced · −240K sh | |
| 4 | Broadcom Inc COM | $84.2M | 222.9K | 4.8% | ▼−2.3% Reduced · −5K sh | |
| 5 | Eli Lilly & Co COM | $77.0M | 64.2K | 4.4% | ▼−3.0% Reduced · −2K sh | |
| 6 | Microsoft Corp COM | $57.2M | 153.3K | 3.2% | ▼−56% Reduced · −197K sh | |
| 7 | Meta Platforms Inc CL A | $56.1M | 99.6K | 3.2% | ▼−2.0% Reduced · −2K sh | |
| 8 | Advanced Micro Devices Inc COM | $55.7M | 95.9K | 3.2% | ▲New New position | |
| 9 | Micron Technology Inc COM | $53.8M | 46.6K | 3.0% | ▲New New position | |
| 10 | Tesla Inc COM | $51.1M | 121.4K | 2.9% | ▲+31% Added · +28K sh | |
| 11 | Kla Corp COM NEW | $35.9M | 119.0K | 2.0% | ▲+545% Added · +101K sh | |
| 12 | Lam Research Corp COM NEW | $32.5M | 75.1K | 1.8% | ▲New New position | |
| 13 | Alphabet Inc CAP STK CL A | $29.7M | 83.2K | 1.7% | ▲+2.0% Added · +2K sh | |
| 14 | Visa Inc COM CL A | $28.7M | 83.6K | 1.6% | ▼−3.4% Reduced · −3K sh | |
| 15 | Amazon Com Inc COM | $24.5M | 102.8K | 1.4% | ▼−71% Reduced · −247K sh | |
| 16 | Ge Vernova Inc COM | $23.1M | 19.7K | 1.3% | ▲+2.6% Added · +500 sh | |
| 17 | Caterpillar Inc COM | $22.1M | 20.8K | 1.3% | ▲+52% Added · +7K sh | |
| 18 | Sandisk Corp COM | $21.3M | 9.4K | 1.2% | ▲New New position | |
| 19 | Mastercard Incorporated CL A | $21.1M | 41.1K | 1.2% | ▼−2.9% Reduced · −1K sh | |
| 20 | Howmet Aerospace Inc COM | $21.1M | 78.4K | 1.2% | ▲+67% Added · +31K sh | |
| 21 | Costco Wholesale Corporation COM | $20.7M | 22.1K | 1.2% | ▼−1.2% Reduced · −264 sh | |
| 22 | Crowdstrike Hldgs Inc CL A | $19.6M | 102.5K | 1.1% | ▲+296% Added · +77K sh | |
| 23 | Marvell Technology Inc COM | $19.1M | 64.0K | 1.1% | ▲New New position | |
| 24 | Vertiv Holdings Co COM CL A | $18.6M | 55.5K | 1.1% | ▲+19% Added · +9K sh | |
| 25 | Brightspring Health Svcs Inc COM | $18.3M | 262.8K | 1.0% | ▲+1.1% Added · +3K sh | |
| 26 | Coherent Corp COM | $16.6M | 42.0K | 0.9% | ▼−1.0% Reduced · −434 sh | |
| 27 | Quanta Svcs Inc COM | $15.7M | 21.8K | 0.9% | ▼−6.1% Reduced · −1K sh | |
| 28 | Cloudflare Inc CL A COM | $15.2M | 62.0K | 0.9% | ▼−5.3% Reduced · −3K sh | |
| 29 | Viavi Solutions Inc COM | $13.7M | 287.1K | 0.8% | ▲+7.6% Added · +20K sh | |
| 30 | Kulicke & Soffa Inds Inc COM | $13.5M | 101.3K | 0.8% | ▲+18% Added · +16K sh | |
| 31 | Celestica Inc COM | $12.9M | 35.3K | 0.7% | ▼−35% Reduced · −19K sh | |
| 32 | Credo Technology Group Holdi ORDINARY SHARES | $11.9M | 43.7K | 0.7% | ▲+53% Added · +15K sh | |
| 33 | Datadog Inc CL A COM | $11.5M | 44.1K | 0.6% | ▲~0% Added · +14 sh | |
| 34 | Analog Devices Inc COM | $11.2M | 28.3K | 0.6% | ▼−0.9% Reduced · −264 sh | |
| 35 | Oreilly Automotive Inc COM | $10.8M | 117.7K | 0.6% | ▼−10% Reduced · −13K sh | |
| 36 | Marriott Intl Inc New CL A | $10.7M | 28.8K | 0.6% | ▲+768% Added · +25K sh | |
| 37 | Stryker Corporation COM | $10.6M | 33.6K | 0.6% | ▼−0.8% Reduced · −284 sh | |
| 38 | Applovin Corp COM CL A | $10.2M | 19.8K | 0.6% | ▼−1.8% Reduced · −367 sh | |
| 39 | Palantir Technologies Inc CL A | $10.1M | 86.7K | 0.6% | ▼−3.7% Reduced · −3K sh | |
| 40 | Bloom Energy Corp COM CL A | $9.8M | 32.2K | 0.6% | ▼−0.3% Reduced · −112 sh | |
| 41 | Snowflake Inc COM SHS | $9.3M | 36.5K | 0.5% | ▲+11% Added · +4K sh | |
| 42 | Axon Enterprise Inc COM | $9.2M | 16.4K | 0.5% | ▼−0.7% Reduced · −113 sh | |
| 43 | Take-Two Interactive Softwar COM | $8.9M | 35.4K | 0.5% | ▼−1.4% Reduced · −523 sh | |
| 44 | Applied Optoelectronics Inc COM | $8.3M | 55.7K | 0.5% | ▲+47% Added · +18K sh | |
| 45 | Intuitive Surgical Inc COM NEW | $8.0M | 20.1K | 0.5% | ▼−0.3% Reduced · −55 sh | |
| 46 | Cisco Sys Inc COM | $7.8M | 66.8K | 0.4% | ▲21× Added · +64K sh | |
| 47 | Semtech Corp COM | $7.5M | 46.1K | 0.4% | ▲+6.3% Added · +3K sh | |
| 48 | Everus Constr Group COM | $7.3M | 44.2K | 0.4% | ▲+2.1% Added · +912 sh | |
| 49 | Jfrog Ltd ORD SHS | $7.3M | 80.7K | 0.4% | ▲+168% Added · +51K sh | |
| 50 | Sitime Corp COM | $6.5M | 8.7K | 0.4% | ▼−29% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 170 | $1.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 181 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 178 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 179 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 171 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 163 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 167 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 152 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.