You're signed outSign in or to get full access.
Oak Ridge Investments LLC
Oak Ridge Investments LLC is an investment adviser headquartered in Chicago, Illinois, founded in 1989. The firm focuses on high-quality, actively managed equity strategies and employs 13 investment professionals. They serve a broad client base across individuals, small businesses, and institutions, offering portfolio management and financial advisory services.
Investment Strategy
Oak Ridge Investments utilizes a bottom-up, stock selection investment approach with a focus on 'intelligent growth.' Their strategy targets high quality companies capable of consistent earnings growth, trading at reasonable valuations. Investment decisions are based on rigorous fundamental analysis covering company strategy, financial health, management quality, competitive position, and business outlook. Portfolio managers participate in peer review and debate before making purchases, and holdings are actively managed to balance fundamentals, valuation, and risk management across sector allocations.
Latest 13F Filing Activity
Oak Ridge Investments LLC filed their most recent 13F report on Jun 30, 2025 disclosing 171 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Oak Ridge Investments LLC reduced exposure to Unitedhealth Group Inc., Alphabet Inc., Apple Inc. among others.
Top Holdings
Equity Positions (171)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 11.53% | $160.7M | 323,172 | $198.12 | $497.41 | +$50.4M |
N NVDA | NVIDIA CORPORATION | 10.77% | $150.1M | 950,301 | $43.84 | $157.99 | +$53.4M |
A AAPL | APPLE INC | 7.98% | $111.3M | 542,495 | $73.07 | $205.17 | -$7.9M |
A AMZN | AMAZON COM INC | 5.02% | $70.0M | 318,993 | $91.95 | $219.39 | +$726.1K |
M META | META PLATFORMS INC | 4.93% | $68.7M | 93,083 | $335.63 | $738.09 | +$11.2M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
A Andrea Wirth | Research Associate | Chicago, IL , United States | |
A Anne Finley | Trader | Chicago, IL , United States | |
 | Vice President, Investment Analyst | Chicago, IL , United States | |
D David Klaskin | CIO | United States | |
 | Head of Trading, Senior Vice President | Chicago, IL , United States | |
 | Senior Portfolio Manager and Executive Vice Presidient | Northbrook, IL , United States | |
G Geroge Allen | partner | Dallas, TX , United States | |
 | SVP Equity Research - TMT | Chicago, IL , United States | |
 | Associate | Chicago, IL , United States | |
M Milt Hohol | Principal | United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more