OAK RIDGE INVESTMENTS LLC

Q2 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
170
Total value ($000)
$1,767,560
Net value change ($000)
+255,715 (16.9%)
New positions
20
Sold out positions
31
Turnover %
17.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOOGL 71,013 96.0%
AMD 55,728 NEW
MU 53,784 NEW
LRCX 32,526 NEW
NVDA 23,296 12.7%
SNDK 21,287 NEW
MRVL 19,065 NEW
TSLA 16,503 47.7%
LLY 16,141 26.5%
AVGO 13,587 19.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -72,452 -55.9%
AMZN -48,285 -66.3%
AAPL -48,106 -31.8%
NFLX -22,515 -96.5%
ORCL -17,125 -100.0%
ECL -15,023 -100.0%
UBER -10,322 -100.0%
AZN -8,740 -89.6%
INTU -7,406 -100.0%
EXLS -7,313 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type