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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METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:380

Value:$448.7K

% of Portfolio:0.0% ($448.7K/$1.2B)

EXACT SCIENCES CORP

EXAS|30063P105

Shares:10.2K

Value:$440.0K

% of Portfolio:0.0% ($440.0K/$1.2B)

Trade Desk, Inc.

TTD|88339J105

Shares:8.0K

Value:$435.1K

% of Portfolio:0.0% ($435.1K/$1.2B)

ARROWHEAD PHARMACEUTICALS, INC.

ARWR|04280A100

Shares:33.7K

Value:$429.8K

% of Portfolio:0.0% ($429.8K/$1.2B)

REGAL REXNORD CORP

RRX|758750103

Shares:3.8K

Value:$427.8K

% of Portfolio:0.0% ($427.8K/$1.2B)

HUBSPOT INC

HUBS|443573100

Shares:732

Value:$418.2K

% of Portfolio:0.0% ($418.2K/$1.2B)

Samsara Inc.

IOT|79589L106

Shares:10.2K

Value:$391.0K

% of Portfolio:0.0% ($391.0K/$1.2B)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:660

Value:$382.8K

% of Portfolio:0.0% ($382.8K/$1.2B)

DANAHER CORP /DE/

DHR|235851102

Shares:1.8K

Value:$373.7K

% of Portfolio:0.0% ($373.7K/$1.2B)

FAIR ISAAC CORP

FICO|303250104

Shares:202

Value:$372.5K

% of Portfolio:0.0% ($372.5K/$1.2B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:12.6K

Value:$360.6K

% of Portfolio:0.0% ($360.6K/$1.2B)

Coinbase Global, Inc.

COIN|19260Q107

Shares:2.1K

Value:$359.3K

% of Portfolio:0.0% ($359.3K/$1.2B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:720

Value:$348.6K

% of Portfolio:0.0% ($348.6K/$1.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.4K

Value:$334.8K

% of Portfolio:0.0% ($334.8K/$1.2B)

Viking Therapeutics, Inc.

VKTX|92686J106

Shares:12.9K

Value:$312.7K

% of Portfolio:0.0% ($312.7K/$1.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:1.3K

Value:$264.8K

% of Portfolio:0.0% ($264.8K/$1.2B)

Blackstone Inc.

BX|09260D107

Shares:1.9K

Value:$262.9K

% of Portfolio:0.0% ($262.9K/$1.2B)

464287648

IWO|464287648

Shares:974

Value:$248.9K

% of Portfolio:0.0% ($248.9K/$1.2B)

TETRA TECH INC

TTEK|88162G103

Shares:8.2K

Value:$240.3K

% of Portfolio:0.0% ($240.3K/$1.2B)

KROGER CO

KR|501044101

Shares:3.3K

Value:$223.7K

% of Portfolio:0.0% ($223.7K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	380	QoQ -2.56% (-10) YoY -4.52% (-18)	All Managers (Combined)	$448.7K	0.0% ($448.7K/$1.2B)	QoQ -5.96% (-$28.5K) YoY -15.30% (-$81.1K)
EXACT SCIENCES CORP(EXAScusip30063P105)	10.2K	QoQ -2.35% (-245) YoY +18.93% (-1.6K)	All Managers (Combined)	$440.0K	0.0% ($440.0K/$1.2B)	QoQ -24.77% (-$144.9K) YoY -25.44% (-$150.2K)
Trade Desk, Inc.(TTDcusip88339J105)	8.0K	QoQ +114.60% (-4.2K) YoY NEW(+8.0K)	All Managers (Combined)	$435.1K	0.0% ($435.1K/$1.2B)	QoQ -0.08% (-$370) YoY NEW(+$435.1K)
ARROWHEAD PHARMACEUTICALS, INC.(ARWRcusip04280A100)	33.7K	QoQ +2.50% (-823) YoY -19.55% (-8.2K)	All Managers (Combined)	$429.8K	0.0% ($429.8K/$1.2B)	QoQ -30.53% (-$189.0K) YoY -64.16% (-$769.5K)
REGAL REXNORD CORP(RRXcusip758750103)	3.8K	QoQ -43.12% (-2.9K) YoY -44.02% (-3.0K)	All Managers (Combined)	$427.8K	0.0% ($427.8K/$1.2B)	QoQ -58.26% (-$597.3K) YoY -64.61% (-$781.3K)
HUBSPOT INC(HUBScusip443573100)	732	QoQ +24.70% (+145) YoY NEW(+732)	All Managers (Combined)	$418.2K	0.0% ($418.2K/$1.2B)	QoQ +2.24% (+$9.2K) YoY NEW(+$418.2K)
Samsara Inc.(IOTcusip79589L106)	10.2K	QoQ -2.39% (-250) YoY NEW(+10.2K)	All Managers (Combined)	$391.0K	0.0% ($391.0K/$1.2B)	QoQ -14.36% (-$65.6K) YoY NEW(+$391.0K)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	660	QoQ -88.55% (-5.1K) YoY -68.17% (-1.4K)	All Managers (Combined)	$382.8K	0.0% ($382.8K/$1.2B)	QoQ -88.78% (-$3.0M) YoY -72.75% (-$1.0M)
DANAHER CORP /DE/(DHRcusip235851102)	1.8K	QoQ -4.25% (-81) YoY -91.58% (-19.9K)	All Managers (Combined)	$373.7K	0.0% ($373.7K/$1.2B)	QoQ -14.49% (-$63.3K) YoY -93.09% (-$5.0M)
FAIR ISAAC CORP(FICOcusip303250104)	202	QoQ -2.88% (-6) YoY NEW(+202)	All Managers (Combined)	$372.5K	0.0% ($372.5K/$1.2B)	QoQ -10.04% (-$41.6K) YoY NEW(+$372.5K)
KINDER MORGAN, INC.(KMIcusip49456B101)	12.6K	QoQ -1.37% (-176) YoY +13.88% (+1.5K)	All Managers (Combined)	$360.6K	0.0% ($360.6K/$1.2B)	QoQ +2.69% (-$9.5K) YoY +77.15% (+$157.1K)
Coinbase Global, Inc.(COINcusip19260Q107)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$359.3K	0.0% ($359.3K/$1.2B)	QoQ NEW(+$359.3K) YoY NEW(+$359.3K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	720	QoQ -2.43% (-18) YoY NEW(+720)	All Managers (Combined)	$348.6K	0.0% ($348.6K/$1.2B)	QoQ -11.29% (-$44.4K) YoY NEW(+$348.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.4K	QoQ 0.00% (+0) YoY +25.57% (+278)	All Managers (Combined)	$334.8K	0.0% ($334.8K/$1.2B)	QoQ +2.33% (+$7.6K) YoY +53.78% (+$117.1K)
Viking Therapeutics, Inc.(VKTXcusip92686J106)	12.9K	QoQ +17.49% (-1.9K) YoY NEW(+12.9K)	All Managers (Combined)	$312.7K	0.0% ($312.7K/$1.2B)	QoQ -29.48% (-$130.8K) YoY NEW(+$312.7K)
AbbVie Inc.(ABBVcusip00287Y109)	1.3K	QoQ 0.00% (+0) YoY NEW(+1.3K)	All Managers (Combined)	$264.8K	0.0% ($264.8K/$1.2B)	QoQ +17.90% (+$40.2K) YoY NEW(+$264.8K)
Blackstone Inc.(BXcusip09260D107)	1.9K	QoQ 0.00% (-0) YoY NEW(+1.9K)	All Managers (Combined)	$262.9K	0.0% ($262.9K/$1.2B)	QoQ -18.93% (-$61.4K) YoY NEW(+$262.9K)
(IWOcusip464287648)	974	QoQ -76.64% (-3.2K) YoY NEW(+974)	All Managers (Combined)	$248.9K	0.0% ($248.9K/$1.2B)	QoQ -79.26% (-$951.3K) YoY NEW(+$248.9K)
TETRA TECH INC(TTEKcusip88162G103)	8.2K	QoQ -3.03% (-257) YoY NEW(+8.2K)	All Managers (Combined)	$240.3K	0.0% ($240.3K/$1.2B)	QoQ -28.80% (-$97.2K) YoY NEW(+$240.3K)
KROGER CO(KRcusip501044101)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$223.7K	0.0% ($223.7K/$1.2B)	QoQ NEW(+$223.7K) YoY NEW(+$223.7K)