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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 4 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IRMD IRADIMED CORP Healthcare 37,962.0 $3.7M 0.22% -1K -2.6% $97.28 -5.3%
62 HOOD ROBINHOOD MKTS INC Financial Services 32,637.0 $3.7M 0.22% NEW $113.10 -34.9%
63 ECG EVERUS CONSTR GROUP Industrials 42,778.0 $3.7M 0.22% +10K +28.7% $85.56 +73.7%
64 CDRE CADRE HLDGS INC Industrials 87,449.0 $3.6M 0.22% -2K -2.0% $40.84 -25.8%
65 CWST CASELLA WASTE SYS INC Industrials 36,041.0 $3.5M 0.21% -948.0 -2.6% $97.94 -10.8%
66 EPAM EPAM SYS INC Technology 15,930.0 $3.3M 0.20% +536.0 +3.5% $204.88 -49.9%
67 SMTC SEMTECH CORP Technology 42,899.0 $3.2M 0.19% +10K +31.8% $73.69 +112.8%
68 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 32,829.0 $3.1M 0.19% +5K +18.8% $93.95 +21.8%
69 PSMT PRICESMART INC Consumer Defensive 23,556.0 $2.9M 0.17% -629.0 -2.6% $122.67 +34.2%
70 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 35,856.0 $2.9M 0.17% -779.0 -2.1% $79.82 +10.8%
71 LOPE GRAND CANYON ED INC Consumer Defensive 16,578.0 $2.8M 0.17% -349.0 -2.1% $166.31 -5.8%
72 HALO HALOZYME THERAPEUTICS INC Healthcare 39,638.0 $2.7M 0.16% -1K -2.9% $67.30 +1.5%
73 WCN WASTE CONNECTIONS INC Industrials 15,120.0 $2.7M 0.16% +2K +19.7% $175.36 -11.2%
74 TTMI TTM TECHNOLOGIES INC Technology 37,642.0 $2.6M 0.16% +6K +19.6% $69.00 +175.2%
75 IDCC INTERDIGITAL INC Technology 8,130.0 $2.6M 0.16% +149.0 +1.9% $318.38 -18.0%
76 BBIO BRIDGEBIO PHARMA INC Healthcare 33,604.0 $2.6M 0.16% +6K +20.3% $76.49 -9.6%
77 TVTX TRAVERE THERAPEUTICS INC Healthcare 66,383.0 $2.5M 0.15% -2K -2.7% $38.21 +16.3%
78 OSIS OSI SYSTEMS INC Technology 9,759.0 $2.5M 0.15% NEW $255.06 -12.9%
79 RDNT RADNET INC Healthcare 34,354.0 $2.5M 0.15% +535.0 +1.6% $71.35 -23.8%
80 CRWV COREWEAVE INC Technology 34,083.0 $2.4M 0.15% NEW $71.61 +47.3%
Page 4 of 9  ·  178 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%