Oak Ridge Investments LLC holds a focused book of 170 reported positions worth $1.8B as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Advanced Micro Devices and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 12% of the reported non-option book. Cloning the disclosed picks since 2024 would be +18% (+9.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Oak Ridge Investments LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with 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
+6 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Oak Ridge Investments LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Graticule Asia Macro Advisors LLC | 10 / 80 | $1.3B |
| Prospect Hill Management, LLC | 10 / 80 | $245.7M |
| Draper Asset Management, LLC | 11 / 80 | $181.6M |
| Uhlmann Price Securities, LLC | 24 / 80 | $2.4B |
| Integrated Financial Solutions, Inc. | 19 / 80 | $157.3M |
| Carroll Investors, Inc | 18 / 80 | $195.2M |
| Newlands Management Operations LLC | 8 / 80 | $13.7B |
| Hoey Investments, Inc | 36 / 80 | $629.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Oak Ridge Investments LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 170 | $1.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 30d | 181 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 178 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 29d | 179 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 25d | 171 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 163 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 167 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 28d | 152 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.