John Brinckerhoff

@Oak Ridge Investments Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$1.274B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SMTCSemtech Corp Recent Activity New Position	0.17%	$2.146M 34,697 shares@ $61.85 avg price	New Position
GKOSGlaukos Corp Recent Activity New Position	0.14%	$1.672M 11,150 shares@ $149.94 avg price	New Position
KVYOKlaviyo Inc Recent Activity New Position	0.13%	$1.646M 39,919 shares@ $41.25 avg price	New Position
COHRCoherent Corp Recent Activity New Position	0.12%	$1.486M 15,684 shares@ $94.73 avg price	New Position
VRNSVaronis Sys Inc Recent Activity New Position	0.11%	$1.398M 31,460 shares@ $44.44 avg price	New Position
IWOIshares Tr Recent Activity New Position	0.1%	$1.2M 4,170 shares@ $287.82 avg price	New Position
CRMSalesforce Inc Recent Activity New Position	0.06%	$683,371 2,044 shares@ $334.34 avg price	New Position
MNDYMonday Com Ltd Recent Activity New Position	0.05%	$632,627 2,687 shares@ $235.44 avg price	New Position
HLTHilton Worldwide Hldgs Inc Recent Activity New Position	0.05%	$625,068 2,529 shares@ $247.17 avg price	New Position
IOTSamsara Inc Recent Activity New Position	0.04%	$456,648 10,452 shares@ $43.7 avg price	New Position