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

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Grand Canyon Education, Inc.

LOPE|38526M106

Shares:17.9K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$1.2B)

MIDDLEBY Corp

MIDD|596278101

Shares:20.3K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$1.2B)

RBC Bearings INC

RBC|75524B104

Shares:9.2K

Value:$3.0M

% of Portfolio:0.2% ($3.0M/$1.2B)

Vertiv Holdings Co

VRT|92537N108

Shares:41.1K

Value:$3.0M

% of Portfolio:0.2% ($3.0M/$1.2B)

Reddit, Inc.

RDDT|75734B100

Shares:28.1K

Value:$2.9M

% of Portfolio:0.2% ($2.9M/$1.2B)

Waste Connections, Inc.

WCN|94106B101

Shares:14.9K

Value:$2.9M

% of Portfolio:0.2% ($2.9M/$1.2B)

Cadre Holdings, Inc.

CDRE|12763L105

Shares:94.4K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.2B)

Matador Resources Co

MTDR|576485205

Shares:54.5K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.2B)

Nomad Foods Ltd

NOMD|G6564A105

Shares:140.3K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.2B)

Clearwater Analytics Holdings, Inc.

CWAN|185123106

Shares:101.9K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.2B)

Q2 Holdings, Inc.

QTWO|74736L109

Shares:34.1K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.2B)

FEDERAL SIGNAL CORP /DE/

FSS|313855108

Shares:37.0K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.2B)

Acushnet Holdings Corp.

GOLF|005098108

Shares:38.4K

Value:$2.6M

% of Portfolio:0.2% ($2.6M/$1.2B)

HERC HOLDINGS INC

HRI|42704L104

Shares:19.2K

Value:$2.6M

% of Portfolio:0.2% ($2.6M/$1.2B)

EPAM Systems, Inc.

EPAM|29414B104

Shares:14.9K

Value:$2.5M

% of Portfolio:0.2% ($2.5M/$1.2B)

Permian Resources Corp

PR|71424F105

Shares:179.9K

Value:$2.5M

% of Portfolio:0.2% ($2.5M/$1.2B)

AAON, INC.

AAON|000360206

Shares:31.0K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$1.2B)

CORCEPT THERAPEUTICS INC

CORT|218352102

Shares:20.5K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$1.2B)

Marvell Technology, Inc.

MRVL|573874104

Shares:36.6K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$1.2B)

Credo Technology Group Holding Ltd

CRDO|G25457105

Shares:55.2K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Grand Canyon Education, Inc.(LOPEcusip38526M106)	17.9K	QoQ -0.40% (-73) YoY NEW(+17.9K)	All Managers (Combined)	$3.1M	0.3% ($3.1M/$1.2B)	QoQ +5.20% (-$153.4K) YoY NEW(+$3.1M)
MIDDLEBY Corp(MIDDcusip596278101)	20.3K	QoQ +1.56% (+313) YoY -37.80% (-12.4K)	All Managers (Combined)	$3.1M	0.3% ($3.1M/$1.2B)	QoQ +13.95% (+$378.4K) YoY -41.21% (-$2.2M)
RBC Bearings INC(RBCcusip75524B104)	9.2K	QoQ -0.54% (-51) YoY -18.82% (-2.1K)	All Managers (Combined)	$3.0M	0.2% ($3.0M/$1.2B)	QoQ +6.97% (-$193.6K) YoY -3.38% (-$104.0K)
Vertiv Holdings Co(VRTcusip92537N108)	41.1K	QoQ +228.89% (+28.6K) YoY NEW(+41.1K)	All Managers (Combined)	$3.0M	0.2% ($3.0M/$1.2B)	QoQ +109.01% (+$1.5M) YoY NEW(+$3.0M)
Reddit, Inc.(RDDTcusip75734B100)	28.1K	QoQ +12.21% (-3.1K) YoY NEW(+28.1K)	All Managers (Combined)	$2.9M	0.2% ($2.9M/$1.2B)	QoQ -27.98% (-$1.1M) YoY NEW(+$2.9M)
Waste Connections, Inc.(WCNcusip94106B101)	14.9K	QoQ -2.24% (-342) YoY -3.09% (-475)	All Managers (Combined)	$2.9M	0.2% ($2.9M/$1.2B)	QoQ +11.20% (-$292.7K) YoY +9.96% (-$263.2K)
Cadre Holdings, Inc.(CDREcusip12763L105)	94.4K	QoQ +2.19% (-2.0K) YoY +68.53% (+38.4K)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.2B)	QoQ -6.31% (-$188.3K) YoY +37.85% (+$767.1K)
Matador Resources Co(MTDRcusip576485205)	54.5K	QoQ -1.24% (-688) YoY -35.89% (-30.5K)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.2B)	QoQ -10.32% (-$320.4K) YoY -50.94% (-$2.9M)
Nomad Foods Ltd(NOMDcusipG6564A105)	140.3K	QoQ -50.70% (-144.4K) YoY -54.05% (-165.1K)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.2B)	QoQ -42.27% (-$2.0M) YoY -53.84% (-$3.2M)
Clearwater Analytics Holdings, Inc.(CWANcusip185123106)	101.9K	QoQ NEW(+101.9K) YoY NEW(+101.9K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.2B)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
Q2 Holdings, Inc.(QTWOcusip74736L109)	34.1K	QoQ -50.04% (-34.2K) YoY -57.89% (-46.9K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.2B)	QoQ -60.29% (-$4.1M) YoY -35.90% (-$1.5M)
FEDERAL SIGNAL CORP /DE/(FSScusip313855108)	37.0K	QoQ -1.14% (-429) YoY +43.22% (+11.2K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.2B)	QoQ -21.30% (-$737.5K) YoY +24.11% (+$529.4K)
Acushnet Holdings Corp.(GOLFcusip005098108)	38.4K	QoQ NEW(+38.4K) YoY NEW(+38.4K)	All Managers (Combined)	$2.6M	0.2% ($2.6M/$1.2B)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
HERC HOLDINGS INC(HRIcusip42704L104)	19.2K	QoQ -1.25% (-243) YoY -16.46% (-3.8K)	All Managers (Combined)	$2.6M	0.2% ($2.6M/$1.2B)	QoQ -29.96% (-$1.1M) YoY -33.35% (-$1.3M)
EPAM Systems, Inc.(EPAMcusip29414B104)	14.9K	QoQ +5.91% (-835) YoY +23.90% (-2.9K)	All Managers (Combined)	$2.5M	0.2% ($2.5M/$1.2B)	QoQ -23.51% (-$776.1K) YoY -24.24% (-$807.8K)
Permian Resources Corp(PRcusip71424F105)	179.9K	QoQ -1.31% (-2.4K) YoY -36.75% (-104.5K)	All Managers (Combined)	$2.5M	0.2% ($2.5M/$1.2B)	QoQ -4.95% (-$129.8K) YoY -50.39% (-$2.5M)
AAON, INC.(AAONcusip000360206)	31.0K	QoQ +3.36% (-1.0K) YoY NEW(+31.0K)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$1.2B)	QoQ -31.37% (-$1.1M) YoY NEW(+$2.4M)
CORCEPT THERAPEUTICS INC(CORTcusip218352102)	20.5K	QoQ -29.15% (-8.5K) YoY NEW(+20.5K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$1.2B)	QoQ +60.58% (-$885.1K) YoY NEW(+$2.3M)
Marvell Technology, Inc.(MRVLcusip573874104)	36.6K	QoQ +863.42% (+32.8K) YoY NEW(+36.6K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$1.2B)	QoQ +437.06% (+$1.8M) YoY NEW(+$2.3M)
Credo Technology Group Holding Ltd(CRDOcusipG25457105)	55.2K	QoQ +9.16% (-4.6K) YoY NEW(+55.2K)	All Managers (Combined)	$2.2M	0.2% ($2.2M/$1.2B)	QoQ -34.76% (-$1.2M) YoY NEW(+$2.2M)