test

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
UNHUnitedhealth Group Inc
Recent Activity
Increased 5.61%
1.67%
$21.219M
41,946 shares@ $505.87 avg price
MAMastercard Incorporated
Recent Activity
Increased 6.02%
1.5%
$18.99M
36,063 shares@ $526.58 avg price
NFLXNetflix Inc
Recent Activity
Increased 6.58%
1.42%
$18.058M
20,260 shares@ $891.32 avg price
ROSTRoss Stores Inc
Recent Activity
Increased 10.56%
1.38%
$17.524M
115,849 shares@ $151.27 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 6.24%
1.37%
$17.397M
18,987 shares@ $916.27 avg price
TSLATesla Inc
Recent Activity
Increased 6.01%
1.3%
$16.483M
40,815 shares@ $403.85 avg price
ORLYOreilly Automotive Inc
Recent Activity
Increased 5.33%
1.24%
$15.707M
13,246 shares@ $1185.81 avg price
TDGTransdigm Group Inc
Recent Activity
Increased 5.65%
1.17%
$14.846M
11,715 shares@ $1267.28 avg price
EXLSExlservice Holdings Inc
Recent Activity
Increased 3.07%
1.16%
$14.697M
331,169 shares@ $44.38 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 5.68%
1.05%
$13.313M
60,315 shares@ $220.74 avg price