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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
COCOVita Coco Co Inc
Recent Activity
Decreased -2.49%
0.31%
$3.828M
103,723 shares@ $36.92 avg price
AITApplied Indl Technologies In
Recent Activity
Decreased -2.41%
0.3%
$3.74M
15,619 shares@ $239.48 avg price
HRIHerc Hldgs Inc
Recent Activity
Decreased -2.52%
0.29%
$3.681M
19,440 shares@ $189.33 avg price
AGYSAgilysys Inc
Recent Activity
Decreased -2.53%
0.29%
$3.666M
27,832 shares@ $131.72 avg price
AAONAaon Inc
Recent Activity
Decreased -2.58%
0.28%
$3.532M
30,012 shares@ $117.68 avg price
LNTHLantheus Hldgs Inc
Recent Activity
Decreased -3%
0.28%
$3.49M
39,010 shares@ $89.47 avg price
BJBjs Whsl Club Hldgs Inc
Recent Activity
Decreased -13.14%
0.28%
$3.486M
39,016 shares@ $89.36 avg price
FSSFederal Signal Corp
Recent Activity
Decreased -2.54%
0.28%
$3.462M
37,470 shares@ $92.39 avg price
MPWRMonolithic Pwr Sys Inc
Recent Activity
Decreased -13.14%
0.27%
$3.412M
5,767 shares@ $591.71 avg price
CRDOCredo Technology Group Holdi
Recent Activity
New Position
0.27%
$3.399M
50,568 shares@ $67.21 avg price