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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 6 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BOOT BOOT BARN HLDGS INC Consumer Cyclical 13,615.0 $2.2M 0.13% +507.0 +3.9% $164.27 -3.6%
102 APH AMPHENOL CORP Technology 12,649.0 $2.2M 0.13% -3K -19.6% $176.32 -9.7%
103 RDNT RADNET INC Healthcare 35,308.0 $2.2M 0.12% +954.0 +2.8% $61.67 +21.3%
104 PR PERMIAN RESOURCES CORP Energy 116,125.0 $2.1M 0.12% +5K +4.4% $18.41 +26.3%
105 QBTS D-WAVE QUANTUM INC Technology 88,856.0 $2.1M 0.12% NEW $23.99 -21.4%
106 MTDR MATADOR RES CO Energy 40,744.0 $2.0M 0.12% +7K +20.4% $49.78 +13.0%
107 CSV CARRIAGE SVCS INC Consumer Cyclical 50,381.0 $1.9M 0.11% NEW $38.34 -11.3%
108 RELY REMITLY GLOBAL INC Technology 84,307.0 $1.9M 0.11% +32K +60.7% $22.41 +17.1%
109 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 12,038.0 $1.8M 0.10% NEW $152.82 -3.2%
110 WCN WASTE CONNECTIONS INC Industrials 10,772.0 $1.8M 0.10% -4K -28.8% $166.69 +0.9%
111 DSGX DESCARTES SYS GROUP INC Technology 24,988.0 $1.7M 0.10% +869.0 +3.6% $69.24 +13.4%
112 ELMD ELECTROMED INC Healthcare 39,264.0 $1.7M 0.09% NEW $42.30 -5.0%
113 INSM INSMED INC Healthcare 15,068.0 $1.6M 0.09% +1K +9.1% $106.62 +18.2%
114 GKOS GLAUKOS CORP Healthcare 10,586.0 $1.5M 0.08% +2K +16.9% $139.76 +32.2%
115 HURN HURON CONSULTING GROUP INC Industrials 16,017.0 $1.4M 0.08% +2K +13.8% $90.16 +79.5%
116 ARGX ARGENX SE Healthcare 1,535.0 $1.4M 0.08% -118.0 -7.1% $927.77 +10.7%
117 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 37,548.0 $1.4M 0.08% NEW $37.42 +126.6%
118 VST VISTRA CORP Utilities 8,796.0 $1.4M 0.08% -1K -11.9% $158.63 -12.8%
119 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 14,012.0 $1.2M 0.07% -516.0 -3.5% $87.22 +10.8%
120 WING WINGSTOP INC Consumer Cyclical 6,786.0 $1.2M 0.07% +298.0 +4.6% $173.41 -33.1%
Page 6 of 9  ·  170 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%