StockDriftsStockDriftsTop 50 Oak Ridge Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 11.67% | 1.03M | $206.2M | -1.74%(-18.26K) | $53.95(+319.03%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 8.2% | 410.3K | $145.0M | +59.15%(+152.49K) | $169.61(+102.02%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.85% | 357.1K | $103.3M | -40.15%(-239.60K) | $107.82(+183.24%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.76% | 222.9K | $84.2M | -2.30%(-5.24K) | $115.25(+241.65%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.36% | 64.2K | $77.0M | -2.97%(-1.97K) | $320.03(+268.52%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.23% | 153.3K | $57.2M | -56.23%(-196.91K) | $218.99(+121.96%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.17% | 99.6K | $56.1M | -1.98%(-2.01K) | $358.24(+61.99%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.15% | 95.9K | $55.7M | new | $388.47(+31.86%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.04% | 46.6K | $53.8M | new | $738.05(+37.50%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.89% | 121.4K | $51.1M | +30.57%(+28.43K) | $331.80(+2.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.52% | +97.75% | +15.29% | +103.68% |
| Top 20 Holdings Unweighted | +25.41% | +97.22% | +15.70% | +107.30% |
Oak Ridge Investments LLC reports $1.77B in US-listed equity holdings across 170 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (11.7%), GOOG (8.2%) and AAPL (5.8%). The top 20 holdings account for 65.03% of reported assets. Its disclosed equity book has returned +97.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oak Ridge Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1054554). View Oak Ridge Investments LLC’s 13F filings on SEC