OAK RIDGE INVESTMENTS LLC
SEC Form 13F institutional filer · CIK 0001054554
13F-HR · 84 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.24B
Top-10 concentration
69.3%
OAK RIDGE INVESTMENTS LLC — $1.24B AUM allocation strategy
OAK RIDGE INVESTMENTS LLC files SEC Form 13F and reports $1.24B of long US equity value across 84 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 47.6%, followed by Communication Services 14.4% and Consumer Discretionary 8.6%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
OAK RIDGE INVESTMENTS LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.24B
total across 84 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HWM +42.8K sh · +$9.97M+$ADI +27.7K sh · +$8.84M+$KKR +7.3K sh · +$1.61M
Biggest trims (shares)
−$IWM −25.1K sh · −$8.16M−$TDG −5.45K sh · −$7.99M−$ORLY −5.37K sh · −$345K
Exited to nil (held last quarter, gone now)
$VRSK ($9.21M last qtr)$NOW ($9.16M last qtr)$CRM ($7.08M last qtr)$URI ($7.01M last qtr)$EXPE ($1.76M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors20.4%—
- Interactive Media & Services12.5%—
- Technology Hardware, Storage & Peripherals12.2%—
- Systems Software10.4%—
- Broadline Retail5.8%—
- Pharmaceuticals4.9%—
- Transaction & Payment Processing Services3.8%—
- Automobile Manufacturers2.8%—
- Other holdings27.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 1.05M | $183M | +5.67K | 14.7% |
| $AAPL | Apple Inc | 597K | $151M | +4.12K | 12.2% |
| $MSFT | Microsoft Corporation | 350K | $130M | -3.63K | 10.4% |
| $GOOGL | Alphabet Inc | 258K | $73.9M | +1.07K | 5.9% |
| $AMZN | Amazon.com Inc | 349K | $72.8M | -3.4K | 5.9% |
| $AVGO | Broadcom Inc | 228K | $70.6M | -2.32K | 5.7% |
| $LLY | Eli Lilly and Company | 66.2K | $60.8M | +368 | 4.9% |
| $META | Meta Platforms Inc | 102K | $58.1M | -608 | 4.7% |
| $TSLA | Tesla Inc | 93K | $34.6M | +4.19K | 2.8% |
| $KLAC | KLA Corporation | 18.5K | $27.2M | +1.11K | 2.2% |
…and 74 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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