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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 5 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HURN HURON CONSULTING GROUP INC Industrials 14,068.0 $2.4M 0.15% NEW $172.91 -39.0%
82 INSM INSMED INC Healthcare 13,813.0 $2.4M 0.15% -8K -37.6% $174.04 -39.0%
83 IUSG ISHARES TR 14,187.0 $2.4M 0.14% +10K +205.8% $167.94 +11.1%
84 ABCB AMERIS BANCORP Financial Services 31,644.0 $2.4M 0.14% -671.0 -2.1% $74.27 +14.0%
85 BOOT BOOT BARN HLDGS INC Consumer Cyclical 13,108.0 $2.3M 0.14% -354.0 -2.6% $176.47 -12.4%
86 QTWO Q2 HLDGS INC Technology 31,324.0 $2.3M 0.14% -845.0 -2.6% $72.16 -36.1%
87 AXSM AXSOME THERAPEUTICS INC Healthcare 11,741.0 $2.1M 0.13% -324.0 -2.7% $182.64 +29.2%
88 APH AMPHENOL CORP NEW Technology 15,739.0 $2.1M 0.13% +5K +51.2% $135.14 -2.3%
89 DSGX DESCARTES SYS GROUP INC Technology 24,119.0 $2.1M 0.13% -632.0 -2.5% $87.66 -18.7%
90 SAIA SAIA INC Industrials 6,468.0 $2.1M 0.13% -182.0 -2.7% $326.52 +39.7%
91 AVAV AEROVIRONMENT INC Industrials 8,584.0 $2.1M 0.13% -244.0 -2.8% $241.89 -28.0%
92 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 30,687.0 $2.0M 0.12% -849.0 -2.7% $66.39 +12.9%
93 URGN UROGEN PHARMA LTD Healthcare 85,230.0 $2.0M 0.12% -2K -2.6% $23.42 +23.4%
94 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 94,323.0 $2.0M 0.12% -39K -29.2% $20.74 +15.7%
95 MWA MUELLER WTR PRODS INC Industrials 82,043.0 $2.0M 0.12% -22K -21.2% $23.82 +6.3%
96 FCFS FIRSTCASH HOLDINGS INC Financial Services 11,650.0 $1.9M 0.11% NEW $159.38 +42.8%
97 FROG JFROG LTD Technology 28,521.0 $1.8M 0.11% NEW $62.46 +18.5%
98 DOCN DIGITALOCEAN HLDGS INC Technology 36,789.0 $1.8M 0.11% NEW $48.12 +229.3%
99 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,198.0 $1.8M 0.11% +2K +62.2% $283.31 -24.2%
100 CVLT COMMVAULT SYS INC Technology 13,322.0 $1.7M 0.10% -33K -71.2% $125.36 -14.4%
Page 5 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%