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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HIMS HIMS & HERS HEALTH INC Healthcare 30,791.0 $1.1M 0.06% +1K +3.8% $34.67 -10.4%
62 AGIO AGIOS PHARMACEUTICALS INC Healthcare 25,649.0 $952K 0.05% +6K +28.2% $37.11 -12.0%
63 BIOHAVEN LTD 56,112.0 $835K 0.05% +40K +258.6% $14.88
64 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 16,725.0 $558K 0.03% +3K +24.9% $33.39 -23.0%
65 IWF ISHARES TR 4,399.0 $546K 0.03% +4K +481.1% $124.17 -2.5%
66 CAI CARIS LIFE SCIENCES INC Healthcare 27,064.0 $482K 0.03% +5K +24.0% $17.82 +46.6%
67 VKTX VIKING THERAPEUTICS INC Healthcare 12,291.0 $479K 0.03% +705.0 +6.1% $39.01 -14.8%
68 AAON AAON INC Industrials 3,687.0 $468K 0.03% +753.0 +25.7% $126.86 -40.0%
Page 4 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%