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Portfolio (Quarterly) Guide ↗

OAK RIDGE INVESTMENTS LLC

· CIK 0001054554
13F Portfolio $1.5B AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 179 New
Page 4 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RBC RBC BEARINGS INC Industrials 8,617.0 $3.4M 0.22% NEW $390.29 +43.5%
62 TEAM ATLASSIAN CORPORATION Technology 20,577.0 $3.3M 0.21% NEW $159.70 -46.5%
63 CDRE CADRE HLDGS INC Industrials 89,240.0 $3.3M 0.21% NEW $36.51 -17.0%
64 INSM INSMED INC Healthcare 22,136.0 $3.2M 0.21% NEW $144.01 -26.2%
65 HALO HALOZYME THERAPEUTICS INC Healthcare 40,802.0 $3.0M 0.19% NEW $73.34 -6.8%
66 PSMT PRICESMART INC Consumer Defensive 24,185.0 $2.9M 0.19% NEW $121.19 +35.9%
67 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 36,635.0 $2.9M 0.19% NEW $78.49 +12.7%
68 ECG EVERUS CONSTR GROUP Industrials 33,245.0 $2.9M 0.18% NEW $85.75 +73.4%
69 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 133,243.0 $2.8M 0.18% NEW $21.14 +13.5%
70 GBCI GLACIER BANCORP INC NEW Financial Services 57,455.0 $2.8M 0.18% NEW $48.67 -2.1%
71 AVAV AEROVIRONMENT INC Industrials 8,828.0 $2.8M 0.18% NEW $314.89 -44.7%
72 IRMD IRADIMED CORP Healthcare 38,990.0 $2.8M 0.18% NEW $71.16 +29.4%
73 IDCC INTERDIGITAL INC Technology 7,981.0 $2.8M 0.18% NEW $345.23 -24.4%
74 MWA MUELLER WTR PRODS INC Industrials 104,071.0 $2.7M 0.17% NEW $25.52 -0.8%
75 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 27,634.0 $2.6M 0.17% NEW $93.85 +21.9%
76 RDNT RADNET INC Healthcare 33,819.0 $2.6M 0.17% NEW $76.21 -28.6%
77 MIDD MIDDLEBY CORP Industrials 19,263.0 $2.6M 0.17% NEW $132.93 +11.4%
78 ABCB AMERIS BANCORP Financial Services 32,315.0 $2.4M 0.15% NEW $73.31 +15.5%
79 DSGX DESCARTES SYS GROUP INC Technology 24,751.0 $2.3M 0.15% NEW $94.23 -24.3%
80 QTWO Q2 HLDGS INC Technology 32,169.0 $2.3M 0.15% NEW $72.39 -36.3%
Page 4 of 9  ·  179 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 52.1%
Communication Services 13.9%
Consumer Cyclical 9.7%
Healthcare 7.3%
Industrials 6.8%
Financial Services 5.3%
Consumer Defensive 2.8%
Basic Materials 1.3%
Energy 0.7%
Real Estate 0.1%