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
RAREUltragenyx Pharmaceutical In
Recent Activity
Decreased -6.76%
0.06%
$730,419
17,362 shares@ $42.07 avg price
CYTKCytokinetics Inc
Recent Activity
Decreased -16.35%
0.06%
$699,203
14,864 shares@ $47.05 avg price
CASYCaseys Gen Stores Inc
Recent Activity
Decreased -1.3%
0.06%
$658,930
1,663 shares@ $396.23 avg price
URGNUrogen Pharma Ltd
Recent Activity
Decreased -20.35%
0.06%
$651,407
61,165 shares@ $10.65 avg price
MSCIMsci Inc
Recent Activity
Decreased -1.01%
0.06%
$641,411
1,069 shares@ $600.02 avg price
ARWRArrowhead Pharmaceuticals In
Recent Activity
Decreased -6.33%
0.05%
$618,727
32,911 shares@ $18.81 avg price
WATWaters Corp
Recent Activity
Decreased -0.6%
0.05%
$610,633
1,646 shares@ $370.98 avg price
STESteris Plc
Recent Activity
Decreased -89.52%
0.05%
$557,684
2,713 shares@ $205.56 avg price
IWFIshares Tr
Recent Activity
Decreased -28.03%
0.05%
$556,590
1,386 shares@ $401.59 avg price
VKTXViking Therapeutics Inc
Recent Activity
Decreased -16.63%
0.04%
$443,525
11,022 shares@ $40.24 avg price