John Brinckerhoff

@Oak Ridge Investments Llc

Latest period2024 - Q4

Reported4d 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
MRVLMarvell Technology Inc Recent Activity New Position	0.04%	$419,489 3,798 shares@ $110.45 avg price	New Position
HUBSHubspot Inc Recent Activity New Position	0.04%	$409,004 587 shares@ $696.78 avg price	New Position
AMPAmeriprise Finl Inc Recent Activity New Position	0.04%	$392,933 738 shares@ $532.43 avg price	New Position
ALABAstera Labs Inc Recent Activity New Position	0.03%	$283,973 2,144 shares@ $132.46 avg price	New Position
EPDEnterprise Prods Partners L Recent Activity New Position	0.02%	$204,091 6,508 shares@ $31.37 avg price	New Position