Oak-Ridge-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXSM",
  "INSM",
  "AZEK",
  "VRNS",
  "MPWR",
  "ARGX",
  "INSP",
  "CDRE",
  "SMTC",
  "RDNT",
  "PLMR",
  "RRX",
  "AGI.TO",
  "QTWO",
  "OLLI",
  "RBC",
  "EXAS",
  "AVAV",
  "ABBV",
  "ARWR",
  "GOOGL",
  "BOOT",
  "PRCT",
  "TEAM",
  "GOLF",
  "AVGO",
  "APP",
  "CLS",
  "AIT",
  "HRI",
  "ECG",
  "EOG",
  "EXPE",
  "TVTX",
  "HLT",
  "HON",
  "AZN",
  "INTU",
  "QCOM",
  "ISRG",
  "GH",
  "HUBS",
  "ICE",
  "META",
  "KNSL",
  "KMI",
  "ENSG",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "BMI",
  "MSFT",
  "TMUS",
  "EQIX",
  "FSS",
  "FICO",
  "GTLB",
  "ODFL",
  "ORLY",
  "BX",
  "AMP",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "GEHC",
  "PLTR",
  "IOT",
  "RELY",
  "NOW",
  "ROST",
  "SYK",
  "TJX",
  "TDG",
  "TYL",
  "UFPT",
  "AGIO",
  "NOMD",
  "IWO",
  "GKOS",
  "MTD",
  "PR",
  "VRTX",
  "VRSK",
  "GDYN",
  "LOPE",
  "VRT",
  "SAIA",
  "MTDR",
  "AXON",
  "APH",
  "EPAM",
  "WSO",
  "DECK",
  "AJG",
  "FTNT",
  "WCN",
  "MIDD",
  "IDXX",
  "AMZN",
  "TTWO",
  "LMAT",
  "HIMS",
  "AAON",
  "URGN",
  "V",
  "VKTX",
  "COCO",
  "WAT",
  "WING",
  "IUSG",
  "NOG",
  "SITM",
  "BHVN",
  "EXLS",
  "KVYO",
  "MNDY",
  "TTD",
  "SXT",
  "RARE",
  "CRM",
  "RDDT",
  "SPOT",
  "HALO",
  "LNTH",
  "IRMD",
  "GWW",
  "STE",
  "BRBR",
  "BJ",
  "BPMC",
  "CWST",
  "CASY",
  "CMG",
  "CWAN",
  "NET",
  "COHR",
  "COIN",
  "CVLT",
  "ROAD",
  "CORT",
  "COST",
  "CRDO",
  "CRWD",
  "CYBR",
  "DHR",
  "CYTK",
  "DSGX",
  "FANG",
  "TTEK",
  "EPD",
  "GOOG",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 163
Total Value: 1202149485
Accession Number: 0001172661-25-001733
Form Type: 13F-HR
CIK: oak-ridge-investments
Manager Name: Oak-Ridge-Investments

Data Enrichment

100% identified

163 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

163 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

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Verisk Analytics, Inc.

VRSK|92345Y106

Shares:41.1K

Value:$12.2M

% of Portfolio:1.0% ($12.2M/$1.2B)

STRYKER CORP

SYK|863667101

Shares:30.9K

Value:$11.5M

% of Portfolio:1.0% ($11.5M/$1.2B)

Arista Networks, Inc.

ANET|040413205

Shares:141.8K

Value:$11.0M

% of Portfolio:0.9% ($11.0M/$1.2B)

KLA CORP

KLAC|482480100

Shares:15.8K

Value:$10.8M

% of Portfolio:0.9% ($10.8M/$1.2B)

BELLRING BRANDS, INC.

BRBR|07831C103

Shares:133.6K

Value:$9.9M

% of Portfolio:0.8% ($9.9M/$1.2B)

INTUIT INC.

INTU|461202103

Shares:15.7K

Value:$9.6M

% of Portfolio:0.8% ($9.6M/$1.2B)

ServiceNow, Inc.

NOW|81762P102

Shares:11.8K

Value:$9.4M

% of Portfolio:0.8% ($9.4M/$1.2B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:18.2K

Value:$9.0M

% of Portfolio:0.7% ($9.0M/$1.2B)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:16.1K

Value:$8.5M

% of Portfolio:0.7% ($8.5M/$1.2B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:46.0K

Value:$7.9M

% of Portfolio:0.7% ($7.9M/$1.2B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:32.5K

Value:$7.9M

% of Portfolio:0.7% ($7.9M/$1.2B)

SAIA INC

SAIA|78709Y105

Shares:21.4K

Value:$7.5M

% of Portfolio:0.6% ($7.5M/$1.2B)

Palomar Holdings, Inc.

PLMR|69753M105

Shares:54.6K

Value:$7.5M

% of Portfolio:0.6% ($7.5M/$1.2B)

COMMVAULT SYSTEMS INC

CVLT|204166102

Shares:45.5K

Value:$7.2M

% of Portfolio:0.6% ($7.2M/$1.2B)

Fortinet, Inc.

FTNT|34959E109

Shares:74.2K

Value:$7.1M

% of Portfolio:0.6% ($7.1M/$1.2B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:84.4K

Value:$7.1M

% of Portfolio:0.6% ($7.1M/$1.2B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:12.6K

Value:$6.9M

% of Portfolio:0.6% ($6.9M/$1.2B)

EQUINIX INC

EQIX|29444U700

Shares:8.2K

Value:$6.7M

% of Portfolio:0.6% ($6.7M/$1.2B)

ASTRAZENECA PLC

AZN|046353108

Shares:90.7K

Value:$6.7M

% of Portfolio:0.6% ($6.7M/$1.2B)

ORACLE CORP

ORCL|68389X105

Shares:46.4K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Verisk Analytics, Inc.(VRSKcusip92345Y106)	41.1K	QoQ -0.14% (-59) YoY +16.79% (+5.9K)	All Managers (Combined)	$12.2M	1.0% ($12.2M/$1.2B)	QoQ +7.90% (-$895.7K) YoY +47.46% (+$3.9M)
STRYKER CORP(SYKcusip863667101)	30.9K	QoQ +5.98% (+1.7K) YoY +27.46% (+6.7K)	All Managers (Combined)	$11.5M	1.0% ($11.5M/$1.2B)	QoQ +9.58% (+$1.0M) YoY +32.58% (+$2.8M)
Arista Networks, Inc.(ANETcusip040413205)	141.8K	QoQ +2.90% (-4.0K) YoY NEW(+141.8K)	All Managers (Combined)	$11.0M	0.9% ($11.0M/$1.2B)	QoQ -27.86% (-$4.2M) YoY NEW(+$11.0M)
KLA CORP(KLACcusip482480100)	15.8K	QoQ +6.74% (+1.0K) YoY -16.47% (-3.1K)	All Managers (Combined)	$10.8M	0.9% ($10.8M/$1.2B)	QoQ +15.16% (+$1.4M) YoY -18.71% (-$2.5M)
BELLRING BRANDS, INC.(BRBRcusip07831C103)	133.6K	QoQ +2.95% (+3.8K) YoY +5.32% (+6.8K)	All Managers (Combined)	$9.9M	0.8% ($9.9M/$1.2B)	QoQ +1.74% (+$171.1K) YoY +32.85% (+$2.5M)
INTUIT INC.(INTUcusip461202103)	15.7K	QoQ +6.18% (+912) YoY +12.42% (+1.7K)	All Managers (Combined)	$9.6M	0.8% ($9.6M/$1.2B)	QoQ +3.73% (+$346.0K) YoY +6.19% (+$560.7K)
ServiceNow, Inc.(NOWcusip81762P102)	11.8K	QoQ +4.88% (-549) YoY +23.96% (+2.3K)	All Managers (Combined)	$9.4M	0.8% ($9.4M/$1.2B)	QoQ -21.23% (-$2.5M) YoY +29.44% (+$2.1M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	18.2K	QoQ +6.90% (+1.2K) YoY NEW(+18.2K)	All Managers (Combined)	$9.0M	0.7% ($9.0M/$1.2B)	QoQ +1.44% (+$128.1K) YoY NEW(+$9.0M)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	16.1K	QoQ +6.36% (-964) YoY +37.61% (+4.4K)	All Managers (Combined)	$8.5M	0.7% ($8.5M/$1.2B)	QoQ -5.87% (-$529.0K) YoY +131.32% (+$4.8M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	46.0K	QoQ +5.79% (+2.5K) YoY +27.07% (+9.8K)	All Managers (Combined)	$7.9M	0.7% ($7.9M/$1.2B)	QoQ +22.47% (+$1.5M) YoY +59.49% (+$3.0M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	32.5K	QoQ +5.87% (+1.8K) YoY +27.34% (+7.0K)	All Managers (Combined)	$7.9M	0.7% ($7.9M/$1.2B)	QoQ +21.63% (+$1.4M) YoY +50.86% (+$2.7M)
SAIA INC(SAIAcusip78709Y105)	21.4K	QoQ +3.42% (-710) YoY +8.14% (-1.6K)	All Managers (Combined)	$7.5M	0.6% ($7.5M/$1.2B)	QoQ -20.69% (-$2.0M) YoY -35.40% (-$4.1M)
Palomar Holdings, Inc.(PLMRcusip69753M105)	54.6K	QoQ -0.37% (-205) YoY -15.83% (-10.3K)	All Managers (Combined)	$7.5M	0.6% ($7.5M/$1.2B)	QoQ +29.33% (-$1.7M) YoY +37.63% (-$2.0M)
COMMVAULT SYSTEMS INC(CVLTcusip204166102)	45.5K	QoQ +167.97% (+28.5K) YoY NEW(+45.5K)	All Managers (Combined)	$7.2M	0.6% ($7.2M/$1.2B)	QoQ +180.13% (+$4.6M) YoY NEW(+$7.2M)
Fortinet, Inc.(FTNTcusip34959E109)	74.2K	QoQ -42.14% (-54.1K) YoY -36.21% (-42.1K)	All Managers (Combined)	$7.1M	0.6% ($7.1M/$1.2B)	QoQ -41.05% (-$5.0M) YoY -10.11% (-$804.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	84.4K	QoQ +874.72% (+75.7K) YoY NEW(+84.4K)	All Managers (Combined)	$7.1M	0.6% ($7.1M/$1.2B)	QoQ +987.75% (+$6.5M) YoY NEW(+$7.1M)
Spotify Technology S.A.(SPOTcusipL8681T102)	12.6K	QoQ +7.11% (+835) YoY NEW(+12.6K)	All Managers (Combined)	$6.9M	0.6% ($6.9M/$1.2B)	QoQ +31.69% (+$1.7M) YoY NEW(+$6.9M)
EQUINIX INC(EQIXcusip29444U700)	8.2K	QoQ +8.78% (-662) YoY +32.43% (+2.0K)	All Managers (Combined)	$6.7M	0.6% ($6.7M/$1.2B)	QoQ -5.93% (-$421.5K) YoY +30.83% (+$1.6M)
ASTRAZENECA PLC(AZNcusip046353108)	90.7K	QoQ -36.97% (-53.2K) YoY -25.38% (-30.9K)	All Managers (Combined)	$6.7M	0.6% ($6.7M/$1.2B)	QoQ -29.30% (-$2.8M) YoY -19.05% (-$1.6M)
ORACLE CORP(ORCLcusip68389X105)	46.4K	QoQ +13.77% (-5.6K) YoY NEW(+46.4K)	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.2B)	QoQ -4.54% (-$308.8K) YoY NEW(+$6.5M)