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Portfolio (Quarterly) Guide ↗

OAK RIDGE INVESTMENTS LLC

· CIK 0001054554
13F Portfolio $1.8B AUM 170 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 68 Added 60 Reduced 46 Exited
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DOCN DIGITALOCEAN HLDGS INC Technology 40,382.0 $6.3M 0.36% +4K +9.8% $157.03 -29.0%
22 ROAD CONSTRUCTION PARTNERS INC Industrials 50,242.0 $6.0M 0.34% +2K +3.2% $118.77 -8.7%
23 AIT APPLIED INDL TECHNOLOGIES IN Industrials 14,803.0 $5.0M 0.28% +404.0 +2.8% $338.15 +0.2%
24 PSMT PRICESMART INC Consumer Defensive 24,481.0 $4.8M 0.27% +925.0 +3.9% $195.34 -10.5%
25 FSS FEDERAL SIGNAL CORP Industrials 35,428.0 $4.6M 0.26% +1K +3.0% $128.49 -6.8%
26 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 36,907.0 $4.4M 0.25% +1K +2.9% $118.53 -24.3%
27 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 34,277.0 $4.2M 0.24% +1K +4.4% $123.29 +11.5%
28 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 147,203.0 $4.2M 0.23% +53K +56.1% $28.24 -6.1%
29 ABCB AMERIS BANCORP Financial Services 44,757.0 $4.0M 0.23% +13K +41.4% $90.26 -4.8%
30 GBCI GLACIER BANCORP INC NEW Financial Services 76,347.0 $3.9M 0.22% +41K +115.2% $51.58 -9.3%
31 OSIS OSI SYSTEMS INC Technology 17,600.0 $3.8M 0.22% +8K +80.3% $218.70 -6.7%
32 IDCC INTERDIGITAL INC Technology 13,326.0 $3.8M 0.21% +5K +63.9% $283.13 +20.5%
33 CRWV COREWEAVE INC Technology 36,623.0 $3.6M 0.21% +3K +7.5% $99.54 -13.4%
34 CWST CASELLA WASTE SYS INC Industrials 37,277.0 $3.6M 0.20% +1K +3.4% $96.97 -2.3%
35 AXSM AXSOME THERAPEUTICS INC. Healthcare 14,619.0 $3.6M 0.20% +3K +24.5% $244.77 -16.1%
36 HOOD ROBINHOOD MKTS INC Financial Services 34,346.0 $3.4M 0.20% +2K +5.2% $100.28 +3.3%
37 HALO HALOZYME THERAPEUTICS INC Healthcare 43,515.0 $3.4M 0.19% +4K +9.8% $78.27 +38.8%
38 URGN UROGEN PHARMA LTD Healthcare 88,591.0 $3.3M 0.18% +3K +3.9% $36.80 +25.4%
39 CORT CORCEPT THERAPEUTICS INC Healthcare 34,172.0 $3.0M 0.17% +10K +38.8% $86.95 +41.7%
40 BBIO BRIDGEBIO PHARMA INC Healthcare 38,190.0 $2.8M 0.16% +5K +13.7% $74.48 +8.8%
Page 2 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 56.5%
Healthcare 11.0%
Industrials 9.7%
Consumer Cyclical 7.7%
Communication Services 6.0%
Financial Services 4.7%
Consumer Defensive 2.1%
Utilities 1.5%
Energy 0.3%
Basic Materials 0.3%