OAK RIDGE INVESTMENTS LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ELI LILLY & CO | 60,848 | 65,782 | +4,934 | 46,427,024 | 70,694,600 | +24,267,576 |
| ALPHABET INC | 241,049 | 256,717 | +15,668 | 58,707,484 | 80,557,795 | +21,850,311 |
| APPLE INC | 553,158 | 592,599 | +39,441 | 140,850,622 | 161,103,964 | +20,253,342 |
| NVIDIA CORPORATION | 970,860 | 1,043,317 | +72,457 | 181,143,059 | 194,578,621 | +13,435,562 |
| GE VERNOVA INC | 0 | 18,975 | +18,975 | 0 | 12,401,491 | +12,401,491 |
| UBER TECHNOLOGIES INC | 4,475 | 136,975 | +132,500 | 438,416 | 11,192,227 | +10,753,811 |
| AMAZON COM INC | 325,213 | 352,857 | +27,644 | 71,407,018 | 81,446,453 | +10,039,435 |
| BROADCOM INC | 211,509 | 230,433 | +18,924 | 69,778,934 | 79,752,861 | +9,973,927 |
| BRIGHTSPRING HEALTH SVCS INC | 0 | 252,722 | +252,722 | 0 | 9,464,439 | +9,464,439 |
| ISHARES TR | 0 | 24,820 | +24,820 | 0 | 8,017,108 | +8,017,108 |
| ALPHABET INC | 70,971 | 79,096 | +8,125 | 17,253,050 | 24,757,048 | +7,503,998 |
| SHOPIFY INC | 0 | 42,923 | +42,923 | 0 | 6,909,315 | +6,909,315 |
| COHERENT CORP | 15,899 | 40,275 | +24,376 | 1,712,640 | 7,433,557 | +5,720,917 |
| DATADOG INC | 5,863 | 41,887 | +36,024 | 834,891 | 5,696,213 | +4,861,322 |
| CROWDSTRIKE HLDGS INC | 16,096 | 25,705 | +9,609 | 7,893,156 | 12,049,476 | +4,156,320 |
| ROBINHOOD MKTS INC | 0 | 32,637 | +32,637 | 0 | 3,691,245 | +3,691,245 |
| KLA CORP | 16,458 | 17,348 | +890 | 17,751,599 | 21,079,208 | +3,327,609 |
| VISA INC | 81,571 | 88,244 | +6,673 | 27,846,708 | 30,948,053 | +3,101,345 |
| TESLA INC | 83,380 | 88,813 | +5,433 | 37,080,754 | 39,940,982 | +2,860,228 |
| INTUITIVE SURGICAL INC | 19,000 | 19,956 | +956 | 8,497,370 | 11,302,280 | +2,804,910 |
| ROBLOX CORP | 8,302 | 48,664 | +40,362 | 1,149,993 | 3,943,244 | +2,793,251 |
| OSI SYSTEMS INC | 0 | 9,759 | +9,759 | 0 | 2,489,131 | +2,489,131 |
| COREWEAVE INC | 0 | 34,083 | +34,083 | 0 | 2,440,684 | +2,440,684 |
| HURON CONSULTING GROUP INC | 0 | 14,068 | +14,068 | 0 | 2,432,498 | +2,432,498 |
| FIRSTCASH HOLDINGS INC | 0 | 11,650 | +11,650 | 0 | 1,856,777 | +1,856,777 |
| MASTERCARD INCORPORATED | 39,139 | 42,168 | +3,029 | 22,262,655 | 24,072,868 | +1,810,213 |
| JFROG LTD | 0 | 28,521 | +28,521 | 0 | 1,781,422 | +1,781,422 |
| ASTRAZENECA PLC | 93,898 | 97,663 | +3,765 | 7,203,855 | 8,978,160 | +1,774,305 |
| DIGITALOCEAN HLDGS INC | 0 | 36,789 | +36,789 | 0 | 1,770,287 | +1,770,287 |
| ISHARES TR | 4,640 | 14,187 | +9,547 | 763,466 | 2,382,565 | +1,619,099 |
| APPLIED OPTOELECTRONICS INC | 0 | 45,854 | +45,854 | 0 | 1,598,470 | +1,598,470 |
| AAR CORP | 0 | 17,760 | +17,760 | 0 | 1,470,350 | +1,470,350 |
| VIAVI SOLUTIONS INC | 303,778 | 297,052 | -6,726 | 3,854,943 | 5,293,467 | +1,438,524 |
| VERTIV HOLDINGS CO | 42,290 | 46,562 | +4,272 | 6,379,869 | 7,543,510 | +1,163,641 |
| TAT TECHNOLOGIES LTD | 0 | 25,983 | +25,983 | 0 | 1,160,401 | +1,160,401 |
| BRIDGEBIO PHARMA INC | 27,935 | 33,604 | +5,669 | 1,450,944 | 2,570,370 | +1,119,426 |
| CONTANGO ORE INC | 0 | 37,340 | +37,340 | 0 | 986,149 | +986,149 |
| ARROWHEAD PHARMACEUTICALS IN | 31,536 | 30,687 | -849 | 1,087,677 | 2,037,310 | +949,633 |
| EPAM SYS INC | 15,394 | 15,930 | +536 | 2,321,261 | 3,263,738 | +942,477 |
| EXPEDIA GROUP INC | 3,821 | 6,198 | +2,377 | 816,739 | 1,755,955 | +939,216 |
| VITA COCO CO INC | 97,540 | 95,487 | -2,053 | 4,142,524 | 5,061,766 | +919,242 |
| IRADIMED CORP | 38,990 | 37,962 | -1,028 | 2,774,528 | 3,692,943 | +918,415 |
| TRAVERE THERAPEUTICS INC | 68,232 | 66,383 | -1,849 | 1,630,745 | 2,536,494 | +905,749 |
| TAKE-TWO INTERACTIVE SOFTWAR | 32,557 | 36,179 | +3,622 | 8,411,427 | 9,262,909 | +851,482 |
| AMPHENOL CORP NEW | 10,406 | 15,739 | +5,333 | 1,287,743 | 2,126,968 | +839,225 |
| SEMTECH CORP | 32,548 | 42,899 | +10,351 | 2,325,555 | 3,161,227 | +835,672 |
| EVERUS CONSTR GROUP | 33,245 | 42,778 | +9,533 | 2,850,759 | 3,660,086 | +809,327 |
| TTM TECHNOLOGIES INC | 31,463 | 37,642 | +6,179 | 1,812,269 | 2,597,298 | +785,029 |
| PALANTIR TECHNOLOGIES INC | 83,131 | 89,659 | +6,528 | 15,164,757 | 15,936,887 | +772,130 |
| PALOMAR HLDGS INC | 51,527 | 50,289 | -1,238 | 6,015,777 | 6,776,946 | +761,169 |
| TRANSDIGM GROUP INC | 9,325 | 9,775 | +450 | 12,290,537 | 12,999,284 | +708,747 |
| AXSOME THERAPEUTICS INC | 12,065 | 11,741 | -324 | 1,465,294 | 2,144,376 | +679,082 |
| VERTEX PHARMACEUTICALS INC | 1,814 | 2,940 | +1,126 | 710,435 | 1,332,878 | +622,443 |
| CARIS LIFE SCIENCES INC | 0 | 21,820 | +21,820 | 0 | 588,704 | +588,704 |
| SITIME CORP | 12,344 | 12,064 | -280 | 3,719,371 | 4,260,884 | +541,513 |
| GUARDANT HEALTH INC | 13,885 | 13,535 | -350 | 867,535 | 1,382,465 | +514,930 |
| SENSIENT TECHNOLOGIES CORP | 27,634 | 32,829 | +5,195 | 2,593,451 | 3,084,285 | +490,834 |
| PROLOGIS INC. | 5,198 | 8,478 | +3,280 | 595,275 | 1,082,301 | +487,026 |
| QUANTA SVCS INC | 22,294 | 23,035 | +741 | 9,239,079 | 9,722,152 | +483,073 |
| WASTE CONNECTIONS INC | 12,632 | 15,120 | +2,488 | 2,220,706 | 2,651,443 | +430,737 |
| EXACT SCIENCES CORP | 10,225 | 9,648 | -577 | 559,410 | 979,851 | +420,441 |
| HOWMET AEROSPACE INC | 2,250 | 4,156 | +1,906 | 441,518 | 852,063 | +410,545 |
| RBC BEARINGS INC | 8,617 | 8,407 | -210 | 3,363,129 | 3,769,951 | +406,822 |
| REDDIT INC | 29,146 | 30,807 | +1,661 | 6,703,289 | 7,081,605 | +378,316 |
| ISHARES TR | 0 | 757 | +757 | 0 | 358,288 | +358,288 |
| PURE STORAGE INC | 0 | 4,879 | +4,879 | 0 | 326,942 | +326,942 |
| CADRE HLDGS INC | 89,240 | 87,449 | -1,791 | 3,258,152 | 3,571,417 | +313,265 |
| VERIZON COMMUNICATIONS INC | 0 | 6,361 | +6,361 | 0 | 259,084 | +259,084 |
| UROGEN PHARMA LTD | 87,507 | 85,230 | -2,277 | 1,745,765 | 1,996,087 | +250,322 |
| ANALOG DEVICES INC | 0 | 909 | +909 | 0 | 246,521 | +246,521 |
| TRACTOR SUPPLY CO | 19,337 | 26,751 | +7,414 | 1,099,695 | 1,337,818 | +238,123 |
| AMERICAN ELEC PWR CO INC | 0 | 2,009 | +2,009 | 0 | 231,658 | +231,658 |
| INTUIT | 16,238 | 17,045 | +807 | 11,089,093 | 11,290,949 | +201,856 |
| GLAUKOS CORP | 10,473 | 9,058 | -1,415 | 854,073 | 1,022,739 | +168,666 |
| RAMBUS INC DEL | 2,023 | 3,828 | +1,805 | 210,797 | 351,755 | +140,958 |
| SNOWFLAKE INC | 31,644 | 33,125 | +1,481 | 7,137,304 | 7,266,300 | +128,996 |
| ARGENX SE | 1,715 | 1,653 | -62 | 1,264,915 | 1,390,090 | +125,175 |
| SAIA INC | 6,650 | 6,468 | -182 | 1,990,744 | 2,111,931 | +121,187 |
| CYTOKINETICS INC | 16,066 | 15,677 | -389 | 882,987 | 996,117 | +113,130 |
| GUIDEWIRE SOFTWARE INC | 3,928 | 4,998 | +1,070 | 902,890 | 1,004,648 | +101,758 |
| CELESTICA INC | 63,281 | 53,058 | -10,223 | 15,591,173 | 15,684,475 | +93,302 |
| ECOLAB INC | 53,441 | 56,083 | +2,642 | 14,635,352 | 14,722,909 | +87,557 |
| VIKING THERAPEUTICS INC | 12,211 | 11,586 | -625 | 320,905 | 407,595 | +86,690 |
| BOOT BARN HLDGS INC | 13,462 | 13,108 | -354 | 2,230,923 | 2,313,169 | +82,246 |
| ROSS STORES INC | 4,502 | 4,249 | -253 | 686,060 | 765,415 | +79,355 |
| MICROSOFT CORP | 330,184 | 353,786 | +23,602 | 171,018,803 | 171,097,985 | +79,182 |
| KINDER MORGAN INC DEL | 14,112 | 16,987 | +2,875 | 399,511 | 466,973 | +67,462 |
| MIRUM PHARMACEUTICALS INC | 17,758 | 17,289 | -469 | 1,301,839 | 1,365,658 | +63,819 |
| OLD DOMINION FREIGHT LINE IN | 4,661 | 4,412 | -249 | 656,176 | 691,802 | +35,626 |
| DUTCH BROS INC | 6,547 | 6,178 | -369 | 342,670 | 378,217 | +35,547 |
| CARVANA CO | 1,694 | 1,597 | -97 | 639,045 | 673,966 | +34,921 |
| HILTON WORLDWIDE HLDGS INC | 3,619 | 3,381 | -238 | 938,913 | 971,192 | +32,279 |
| CISCO SYS INC | 3,371 | 3,412 | +41 | 230,644 | 262,826 | +32,182 |
| GOLDMAN SACHS GROUP INC | 294 | 296 | +2 | 234,127 | 260,184 | +26,057 |
| CASELLA WASTE SYS INC | 36,989 | 36,041 | -948 | 3,509,516 | 3,529,856 | +20,340 |
| CLOUDFLARE INC | 59,790 | 65,150 | +5,360 | 12,830,336 | 12,844,322 | +13,986 |
| WW GRAINGER INC | 771 | 728 | -43 | 734,732 | 734,588 | -144 |
| IDEXX LABS INC | 1,521 | 1,434 | -87 | 971,752 | 970,144 | -1,608 |
| QXO INC | 14,451 | 13,620 | -831 | 275,436 | 262,730 | -12,706 |
| COCA COLA CO | 3,598 | 3,231 | -367 | 238,619 | 225,879 | -12,740 |