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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
INTUIntuit
Recent Activity
Decreased -5.16%
0.73%
$9.268M
14,746 shares@ $628.5 avg price
AXONAxon Enterprise Inc
Recent Activity
Increased 5.45%
0.71%
$9.006M
15,153 shares@ $594.33 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 69.2%
0.7%
$8.884M
17,021 shares@ $521.96 avg price
EQIXEquinix Inc
Recent Activity
Increased 6.67%
0.56%
$7.107M
7,537 shares@ $942.9 avg price
QTWOQ2 Hldgs Inc
Recent Activity
Decreased -2.58%
0.54%
$6.869M
68,244 shares@ $100.66 avg price
ORCLOracle Corp
Recent Activity
Increased 2255.73%
0.54%
$6.791M
40,754 shares@ $166.65 avg price
ULUnilever Plc
Recent Activity
Increased 5.55%
0.52%
$6.574M
115,946 shares@ $56.7 avg price
PWRQuanta Svcs Inc
Recent Activity
Increased 5.22%
0.52%
$6.534M
20,675 shares@ $316.06 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 5.88%
0.52%
$6.51M
30,649 shares@ $212.41 avg price
ICEIntercontinental Exchange In
Recent Activity
Increased 6.1%
0.51%
$6.482M
43,502 shares@ $149.01 avg price