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John Brinckerhoff

@Oak Ridge Investments Llc

Latest period2024 - Q4ReportedManaged Assets$1.274BTotal holdings167
Assets growth rate11.1%Assets growth rate (2-Q avg)10.18%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Oak Ridge Investments Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 167 positions.

Assets under management

The assets under management (AUM) of Oak Ridge Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.274B in assets, with a quarterly growth rate of 11.1% and a 2-quarter average growth rate of 10.18%. The portfolio is managed by John Brinckerhoff, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 5.89%
10.04%
$127.918M
510,813 shares@ $250.42 avg price
NVDANvidia Corporation
Recent Activity
Increased 6.38%
9.28%
$118.184M
880,068 shares@ $134.3 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.05%
9.25%
$117.796M
279,468 shares@ $421.5 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 13.06%
5.94%
$75.625M
344,705 shares@ $219.4 avg price
METAMeta Platforms Inc
Recent Activity
Increased 6.23%
3.74%
$47.649M
81,381 shares@ $585.51 avg price
AVGOBroadcom Inc
Recent Activity
Increased 5.88%
3.54%
$45.005M
194,123 shares@ $231.84 avg price
LLYEli Lilly & Co
Recent Activity
Increased 6.16%
3.35%
$42.648M
55,243 shares@ $772.0 avg price
GOOGAlphabet Inc
Recent Activity
Increased 5.99%
3.35%
$42.589M
223,636 shares@ $190.45 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 5.96%
2.23%
$28.399M
150,022 shares@ $189.31 avg price
VVisa Inc
Recent Activity
Increased 5.9%
1.88%
$23.847M
75,456 shares@ $316.04 avg price