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Portfolio (Quarterly) Guide ↗

OAK RIDGE INVESTMENTS LLC

· CIK 0001054554
13F Portfolio $1.6B AUM 178 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 63 Added 94 Reduced 22 Exited
Page 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WING WINGSTOP INC Consumer Cyclical 6,488.0 $1.5M 0.09% -187.0 -2.8% $238.49 -41.1%
42 AGI ALAMOS GOLD INC NEW Basic Materials 38,923.0 $1.5M 0.09% -27K -40.5% $38.58 -0.6%
43 MTDR MATADOR RES CO Energy 33,847.0 $1.4M 0.09% -17K -34.1% $42.44 +33.5%
44 ARGX ARGENX SE Healthcare 1,653.0 $1.4M 0.08% -62.0 -3.6% $840.95 -4.1%
45 GH GUARDANT HEALTH INC Healthcare 13,535.0 $1.4M 0.08% -350.0 -2.5% $102.14 +16.5%
46 LMAT LEMAITRE VASCULAR INC Healthcare 16,916.0 $1.4M 0.08% -3K -13.1% $81.10 +20.5%
47 MIRM MIRUM PHARMACEUTICALS INC Healthcare 17,289.0 $1.4M 0.08% -469.0 -2.6% $78.99 +24.9%
48 UFPT UFP TECHNOLOGIES INC Healthcare 6,024.0 $1.3M 0.08% -3K -35.0% $222.03 +3.1%
49 IONQ IONQ INC Technology 29,274.0 $1.3M 0.08% -622.0 -2.1% $44.87 +41.8%
50 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 14,528.0 $1.3M 0.08% -423.0 -2.8% $90.03 -3.8%
51 WAY WAYSTAR HLDG CORP Technology 37,220.0 $1.2M 0.07% -19K -34.0% $32.75 -40.2%
52 BMI BADGER METER INC Technology 6,405.0 $1.1M 0.07% -4K -36.2% $174.41 -27.8%
53 GKOS GLAUKOS CORP Healthcare 9,058.0 $1.0M 0.06% -1K -13.5% $112.91 +6.5%
54 CYTK CYTOKINETICS INC Healthcare 15,677.0 $996K 0.06% -389.0 -2.4% $63.54 +21.1%
55 EXACT SCIENCES CORP 9,648.0 $980K 0.06% -577.0 -5.6% $101.56
56 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,381.0 $971K 0.06% -238.0 -6.6% $287.25 +11.8%
57 IDXX IDEXX LABS INC Healthcare 1,434.0 $970K 0.06% -87.0 -5.7% $676.53 -17.3%
58 HIMS HIMS & HERS HEALTH INC Healthcare 29,664.0 $963K 0.06% -766.0 -2.5% $32.47 -26.9%
59 CORT CORCEPT THERAPEUTICS INC Healthcare 24,613.0 $857K 0.05% -887.0 -3.5% $34.80 +73.0%
60 CASY CASEYS GEN STORES INC Consumer Cyclical 1,513.0 $836K 0.05% -102.0 -6.3% $552.71 +49.3%
Page 3 of 5  ·  94 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 52.5%
Communication Services 13.6%
Consumer Cyclical 9.3%
Healthcare 9.1%
Industrials 6.2%
Financial Services 4.6%
Consumer Defensive 2.3%
Basic Materials 1.3%
Utilities 0.9%
Energy 0.3%