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:

Search and click to pin securities to the top

Page 3 of 9

Sort by:

Cloudflare, Inc.

NET|18915M107

Shares:57.0K

Value:$6.4M

% of Portfolio:0.5% ($6.4M/$1.2B)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:18.1K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.2B)

EOG RESOURCES INC

EOG|26875P101

Shares:43.6K

Value:$5.6M

% of Portfolio:0.5% ($5.6M/$1.2B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:15.6K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.2B)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:21.5K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.2B)

AppLovin Corp

APP|03831W108

Shares:19.8K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.2B)

UNITED RENTALS, INC.

URI|911363109

Shares:7.9K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

Ollie's Bargain Outlet Holdings, Inc.

OLLI|681116109

Shares:42.2K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:9.9K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.2B)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:38.6K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

CASELLA WASTE SYSTEMS INC

CWST|147448104

Shares:39.2K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

Atlassian Corp

TEAM|049468101

Shares:19.8K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.2B)

Inspire Medical Systems, Inc.

INSP|457730109

Shares:26.1K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.2B)

ENSIGN GROUP, INC

ENSG|29358P101

Shares:31.3K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

Construction Partners, Inc.

ROAD|21044C107

Shares:52.8K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.2B)

HALOZYME THERAPEUTICS, INC.

HALO|40637H109

Shares:58.0K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.2B)

DESCARTES SYSTEMS GROUP INC

DSGX|249906108

Shares:36.0K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.2B)

APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT|03820C105

Shares:15.5K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.2B)

INSMED Inc

INSM|457669307

Shares:41.9K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

Vita Coco Company, Inc.

COCO|92846Q107

Shares:103.1K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Cloudflare, Inc.(NETcusip18915M107)	57.0K	QoQ +25.00% (+11.4K) YoY NEW(+57.0K)	All Managers (Combined)	$6.4M	0.5% ($6.4M/$1.2B)	QoQ +30.82% (+$1.5M) YoY NEW(+$6.4M)
CyberArk Software Ltd.(CYBRcusipM2682V108)	18.1K	QoQ +14.60% (+2.3K) YoY NEW(+18.1K)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.2B)	QoQ +16.27% (+$854.2K) YoY NEW(+$6.1M)
EOG RESOURCES INC(EOGcusip26875P101)	43.6K	QoQ +5.73% (+2.4K) YoY +11.11% (+4.4K)	All Managers (Combined)	$5.6M	0.5% ($5.6M/$1.2B)	QoQ +10.62% (+$537.4K) YoY +11.46% (+$575.5K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	15.6K	QoQ +6.05% (+890) YoY +533.27% (+13.1K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.2B)	QoQ +9.28% (+$466.9K) YoY +596.47% (+$4.7M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	21.5K	QoQ +4.15% (-859) YoY +660.38% (+18.7K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.2B)	QoQ -16.23% (-$1.1M) YoY +643.93% (+$4.7M)
AppLovin Corp(APPcusip03831W108)	19.8K	QoQ +11.11% (-2.0K) YoY NEW(+19.8K)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.2B)	QoQ -9.07% (-$524.0K) YoY NEW(+$5.2M)
UNITED RENTALS, INC.(URIcusip911363109)	7.9K	QoQ +6.15% (-457) YoY +29.13% (+1.8K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ -5.55% (-$290.7K) YoY +12.23% (+$538.2K)
Ollie's Bargain Outlet Holdings, Inc.(OLLIcusip681116109)	42.2K	QoQ -19.37% (-10.1K) YoY -30.34% (-18.4K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ -14.50% (-$832.3K) YoY +1.85% (-$89.6K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	9.9K	QoQ -1.16% (-117) YoY -14.01% (-1.6K)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ +3.42% (-$160.3K) YoY -20.25% (-$1.2M)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	38.6K	QoQ -1.00% (-393) YoY -22.45% (-11.2K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ +26.41% (-$920.8K) YoY +16.95% (-$638.9K)
CASELLA WASTE SYSTEMS INC(CWSTcusip147448104)	39.2K	QoQ -0.63% (-249) YoY -31.21% (-17.8K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ +4.72% (-$197.1K) YoY -22.41% (-$1.3M)
Atlassian Corp(TEAMcusip049468101)	19.8K	QoQ NEW(+19.8K) YoY NEW(+19.8K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.2B)	QoQ NEW(+$4.2M) YoY NEW(+$4.2M)
Inspire Medical Systems, Inc.(INSPcusip457730109)	26.1K	QoQ +4.76% (-1.2K) YoY -16.80% (-5.3K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.2B)	QoQ -9.98% (-$461.1K) YoY -38.30% (-$2.6M)
ENSIGN GROUP, INC(ENSGcusip29358P101)	31.3K	QoQ -0.61% (-194) YoY +2.87% (+877)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ -3.20% (-$134.2K) YoY +6.99% (+$265.2K)
Construction Partners, Inc.(ROADcusip21044C107)	52.8K	QoQ -21.10% (-14.1K) YoY -56.96% (-70.0K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.2B)	QoQ -35.90% (-$2.1M) YoY -44.92% (-$3.1M)
HALOZYME THERAPEUTICS, INC.(HALOcusip40637H109)	58.0K	QoQ -0.37% (-219) YoY -19.35% (-13.9K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.2B)	QoQ +32.96% (-$917.5K) YoY +26.49% (-$775.2K)
DESCARTES SYSTEMS GROUP INC(DSGXcusip249906108)	36.0K	QoQ -0.13% (-48) YoY -15.63% (-6.7K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.2B)	QoQ -11.35% (-$465.6K) YoY -7.06% (-$276.1K)
APPLIED INDUSTRIAL TECHNOLOGIES INC(AITcusip03820C105)	15.5K	QoQ -0.60% (-94) YoY -15.42% (-2.8K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.2B)	QoQ -6.46% (-$241.9K) YoY -3.53% (-$128.0K)
INSMED Inc(INSMcusip457669307)	41.9K	QoQ -25.93% (-14.7K) YoY -50.17% (-42.2K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ -18.16% (-$710.2K) YoY +40.11% (-$916.2K)
Vita Coco Company, Inc.(COCOcusip92846Q107)	103.1K	QoQ -0.56% (-583) YoY +43.34% (+31.2K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ -17.42% (-$667.2K) YoY +79.84% (+$1.4M)