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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
FTNTFortinet Inc
Recent Activity
Decreased -0.76%
0.96%
$12.117M
128,253 shares@ $94.48 avg price
INTUIntuit
Recent Activity
Decreased -5.16%
0.73%
$9.268M
14,746 shares@ $628.5 avg price
QTWOQ2 Hldgs Inc
Recent Activity
Decreased -2.58%
0.54%
$6.869M
68,244 shares@ $100.66 avg price
ROADConstruction Partners Inc
Recent Activity
Decreased -2.72%
0.47%
$5.925M
66,977 shares@ $88.46 avg price
PLMRPalomar Hldgs Inc
Recent Activity
Decreased -2.57%
0.46%
$5.783M
54,765 shares@ $105.59 avg price
OLLIOllies Bargain Outlet Hldgs
Recent Activity
Decreased -2.09%
0.46%
$5.74M
52,306 shares@ $109.73 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -9.21%
0.4%
$5.089M
23,027 shares@ $221.0 avg price
NOMDNomad Foods Ltd
Recent Activity
Decreased -3.89%
0.38%
$4.777M
284,699 shares@ $16.78 avg price
KNSLKinsale Cap Group Inc
Recent Activity
Decreased -2.29%
0.37%
$4.682M
10,065 shares@ $465.13 avg price
INSPInspire Med Sys Inc
Recent Activity
Decreased -20.52%
0.37%
$4.617M
24,904 shares@ $185.39 avg price