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Equibles

OAK RIDGE INVESTMENTS LLC

Location
Chicago, IL
Portfolio Value
Mid $1,621,748,150
Diversification
Diversified
Filing Date
Global Rank
#1,502 / 8,700 ▲ 222
Top Industry
Semiconductors 28.5%
Period ended 3 months ago
Filed Jul 21, 2026 · 56d
26 quarters · since Mar 2020

Portfolio Concentration

167 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
12.7%
+0.6 pts
Top 5
32.6%
−9.3 pts
Top 10
48.1%
−10.3 pts
HHI
357
Sep 2023 → Jun 2026 · range 313 – 509
Diversified−114

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 55.7% $902,819,066
Industrials 11.4% $185,625,576
Healthcare 11.0% $178,762,667
Consumer Cyclical 7.6% $123,913,466
Communication Services 6.6% $107,054,904
Financial Services 4.7% $76,680,094
Consumer Defensive 2.1% $33,933,391
Energy 0.3% $5,432,880
Basic Materials 0.3% $5,318,541
Utilities 0.1% $1,600,660
Real Estate 0.0% $606,905

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
KLAC +100,564 119,027 $35,911,636
CRWD +76,574 102,476 $19,550,883
CSCO +63,666 66,830 $7,849,851
FROG +50,532 80,656 $7,330,017
BHVN +37,302 56,112 $834,946
HWM +31,395 78,375 $21,071,902
TSLA +28,435 121,438 $51,076,822
MAR +25,483 28,799 $10,672,621
VIAV +20,359 287,061 $13,707,162
TATT +18,255 48,295 $2,329,267
AAOI +17,730 55,730 $8,256,956
CYTK +16,616 32,518 $2,770,208
TSEM +15,836 19,762 $5,150,767
OSW +15,773 147,203 $4,157,012
KLIC +15,638 101,289 $13,548,416
CRDO +15,044 43,683 $11,879,591
CORT +9,302 34,172 $2,971,255
VRT +8,862 55,500 $18,582,510
LMAT +8,840 27,970 $2,684,001
CAT +7,116 20,755 $22,101,999
IDCC +5,107 13,326 $3,772,990
MIRM +4,895 22,408 $2,623,304
OSIS +4,041 17,600 $3,849,120
SNOW +3,570 36,527 $9,296,121
HALO +3,345 43,515 $3,405,919

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
GOOGL −256,119 83,209 $29,736,400
AMZN −246,679 102,773 $24,494,916
AAPL −239,603 357,120 $103,336,243
NFLX −231,254 11,308 $807,391
MSFT −196,906 153,252 $57,166,061
CDRE −70,222 17,892 $510,100
AZN −44,106 5,376 $1,019,397
RBLX −40,553 9,957 $541,461
COCO −26,340 70,109 $4,637,009
CLS −19,432 35,321 $12,885,100
NVDA −18,256 1,030,731 $206,238,965
TVTX −15,089 52,234 $2,967,413
SPOT −13,718 677 $310,831
ORLY −13,296 117,739 $10,842,584
TTMI −7,433 30,555 $5,714,396
OLLI −5,635 33,886 $2,605,155
AVGO −5,240 222,874 $84,190,653
WCN −4,210 10,772 $1,795,584
PLD −3,762 4,480 $606,905
SITM −3,494 8,695 $6,482,644
NET −3,472 62,004 $15,208,341
PLTR −3,367 86,674 $10,112,255
KMI −2,984 13,175 $421,204
V −2,953 83,606 $28,684,382
APH −2,889 12,649 $2,230,271

New Positions

Positions the filer opened this quarter
20 positions
Ticker Shares Value Open
AMD 95,932 $55,727,858
MU 46,595 $53,784,142
LRCX 75,060 $32,525,749
SNDK 9,362 $21,286,660
MRVL 64,001 $19,065,257
SPCX 34,518 $5,897,745
DELL 12,184 $5,256,908
VICR 11,887 $4,514,444
KTB 48,812 $4,067,992
CON 136,055 $4,047,636
DAVE 6,389 $2,380,477
XENE 38,559 $2,327,421
QBTS 88,856 $2,131,655
CSV 50,381 $1,931,607
PVLA 12,038 $1,839,647
— 37,548 $1,405,046
USAR 50,627 $1,092,530
ALAB 1,466 $708,107
RKLB 4,204 $427,336
ONTO 1,126 $426,134

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
ORCL 116,407 $17,124,633
ECL 56,475 $15,023,479
UBER 143,494 $10,321,523
INTU 17,129 $7,406,237
EXLS 240,178 $7,313,420
SHOP 44,332 $5,258,661
ZS 21,089 $2,958,575
AAXJ 14,296 $2,192,955
EPAM 14,726 $1,993,900
AVAV 8,687 $1,590,155
WAY 58,466 $1,409,615
AGI 29,199 $1,297,311
GH 13,722 $1,267,501
TSCO 26,382 $1,195,104
IONQ 31,786 $916,390
VRTX 2,009 $897,098
PSIX 13,307 $810,130
BRBR 47,472 $763,824
CTGO 39,646 $743,362
KNSL 1,761 $601,663
CVNA 1,596 $501,750
AJG 1,309 $283,503
WMT 2,135 $265,337
CME 880 $259,908
TJX 1,606 $256,478

Portfolio Positions

Export CSV View 13F filing
167 tracked positions · $1,621,748,150 total · as of Jun 30, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 167 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History
NVDA
Nvidia Corp
Technology 		1,030,731 $206,238,965 12.72%
AAPL
Apple Inc.
Technology 		357,120 $103,336,243 6.37%
AVGO
Broadcom Inc.
Technology 		222,874 $84,190,653 5.19%
LLY
ELI LILLY & Co
Healthcare 		64,184 $76,984,221 4.75%
MSFT
Microsoft Corp
Technology 		153,252 $57,166,061 3.52%
META
Meta Platforms, Inc.
Communication Services 		99,566 $56,084,532 3.46%
AMD
Advanced Micro Devices Inc
Technology 		95,932 $55,727,858 3.44%
MU
Micron Technology Inc
Technology 		46,595 $53,784,142 3.32%
TSLA
Tesla, Inc.
Consumer Cyclical 		121,438 $51,076,822 3.15%
KLAC
Kla Corp
Technology 		119,027 $35,911,636 2.21%
LRCX
Lam Research Corp
Technology 		75,060 $32,525,749 2.01%
GOOGL
Alphabet Inc.
Communication Services 		83,209 $29,736,400 1.83%
V
Visa Inc.
Financial Services 		83,606 $28,684,382 1.77%
AMZN
Amazon Com Inc
Consumer Cyclical 		102,773 $24,494,916 1.51%
GEV
GE Vernova Inc.
Industrials 		19,688 $23,130,643 1.43%
CAT
Caterpillar Inc
Industrials 		20,755 $22,101,999 1.36%
SNDK
Sandisk Corp
Technology 		9,362 $21,286,660 1.31%
MA
Mastercard Inc
Financial Services 		41,131 $21,124,881 1.30%
HWM
Howmet Aerospace Inc.
Industrials 		78,375 $21,071,902 1.30%
COST
Costco Wholesale Corp /New
Consumer Defensive 		22,114 $20,686,983 1.28%
CRWD
CrowdStrike Holdings, Inc.
Technology 		102,476 $19,550,883 1.21%
MRVL
Marvell Technology, Inc.
Technology 		64,001 $19,065,257 1.18%
VRT
Vertiv Holdings Co
Industrials 		55,500 $18,582,510 1.15%
BTSG
BrightSpring Health Services, Inc.
Healthcare 		262,773 $18,325,789 1.13%
COHR
Coherent Corp.
Technology 		41,978 $16,559,061 1.02%
PWR
Quanta Services, Inc.
Industrials 		21,763 $15,670,230 0.97%
NET
Cloudflare, Inc.
Technology 		62,004 $15,208,341 0.94%
VIAV
Viavi Solutions Inc.
Technology 		287,061 $13,707,162 0.85%
KLIC
Kulicke & Soffa Industries Inc
Technology 		101,289 $13,548,416 0.84%
CLS
Celestica Inc
Technology 		35,321 $12,885,100 0.79%
CRDO
Credo Technology Group Holding Ltd
Technology 		43,683 $11,879,591 0.73%
DDOG
Datadog, Inc.
Technology 		44,078 $11,476,148 0.71%
ADI
Analog Devices Inc
Technology 		28,312 $11,244,677 0.69%
ORLY
O Reilly Automotive Inc
Consumer Cyclical 		117,739 $10,842,584 0.67%
MAR
Marriott International Inc /Md/
Consumer Cyclical 		28,799 $10,672,621 0.66%
SYK
Stryker Corp
Healthcare 		33,606 $10,580,513 0.65%
APP
AppLovin Corp
Communication Services 		19,767 $10,184,551 0.63%
PLTR
Palantir Technologies Inc.
Technology 		86,674 $10,112,255 0.62%
BE
Bloom Energy Corp
Industrials 		32,231 $9,756,323 0.60%
SNOW
Snowflake Inc.
Technology 		36,527 $9,296,121 0.57%
AXON
Axon Enterprise, Inc.
Industrials 		16,435 $9,213,625 0.57%
TTWO
Take Two Interactive Software Inc
Communication Services 		35,439 $8,859,041 0.55%
AAOI
Applied Optoelectronics, Inc.
Technology 		55,730 $8,256,956 0.51%
ISRG
Intuitive Surgical Inc
Healthcare 		20,054 $7,975,074 0.49%
CSCO
Cisco Systems, Inc.
Technology 		66,830 $7,849,851 0.48%
SMTC
Semtech Corp
Technology 		46,095 $7,460,475 0.46%
ECG
Everus Construction Group, Inc.
Industrials 		44,179 $7,331,505 0.45%
FROG
JFrog Ltd
Technology 		80,656 $7,330,017 0.45%
SITM
SITIME Corp
Technology 		8,695 $6,482,644 0.40%
DOCN
DigitalOcean Holdings, Inc.
Technology 		40,382 $6,341,185 0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.