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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ANETArista Networks Inc
| 1.2% | $15.227M 137,760 shares@ $110.54 avg price | New Position |
APPApplovin Corp
| 0.46% | $5.772M 17,825 shares@ $323.84 avg price | New Position |
CYBRCyberark Software Ltd
| 0.42% | $5.249M 15,756 shares@ $333.15 avg price | New Position |
SPOTSpotify Technology S A
| 0.42% | $5.248M 11,730 shares@ $447.38 avg price | New Position |
CRWDCrowdstrike Hldgs Inc
| 0.4% | $5.028M 14,695 shares@ $342.16 avg price | New Position |
NETCloudflare Inc
| 0.39% | $4.913M 45,627 shares@ $107.68 avg price | New Position |
RDDTReddit Inc
| 0.33% | $4.086M 25,003 shares@ $163.44 avg price | New Position |
CRDOCredo Technology Group Holdi
| 0.27% | $3.399M 50,568 shares@ $67.21 avg price | New Position |
CVLTCommvault Sys Inc
| 0.21% | $2.561M 16,969 shares@ $150.92 avg price | New Position |
CLSCelestica Inc
| 0.18% | $2.291M 24,822 shares@ $92.31 avg price | New Position |