OAK RIDGE INVESTMENTS LLC

Q2 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2025
Date filed
7/25/2025
Form type
13F-HR
Num holdings
171
Total value ($000)
$1,394,421
Net value change ($000)
—
New positions
171
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2014 Next filing: 10/29/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 160,749 —
NVDA 150,138 —
AAPL 111,304 —
AMZN 69,984 —
META 68,703 —
AVGO 57,077 —
LLY 46,316 —
GOOGL 42,000 —
NFLX 29,047 —
V 28,424 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type