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.
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 |