Oak Grove Capital LLC
RIA/Wealth
Oak Grove Capital LLC is a RIA/Wealth led by Mark George Visnic, reporting $616.2M in AUM as of Q3 2025 with 50% Technology concentration, 59% concentrated in top 10 holdings, 18% allocation to NVDA, and 50% technology allocation.
Managing PartnerMark George Visnic
- Portfolio Value
- $462.0M
- Positions
- 66
- Top Holding
- NVDA at 18.06%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Oak Grove Capital LLC's portfolio (58.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $83.4M | 18.06% | -$9.3M Sold | 0.00% 447.2K shares | |
Semiconductors Technology | $39.1M | 8.47% | +$1.5M Bought | 0.02% 233.7K shares | |
Entertainment Communication Services | $22.6M | 4.89% | +$3.8M Bought | 0.00% 18.8K shares | |
Internet Content & Information Communication Services | $20.5M | 4.44% | -$2.7M Sold | 0.00% 84.4K shares | |
Drug Manufacturers - General Healthcare | $19.1M | 4.13% | -$10.1M Sold | 0.00% 25.0K shares | |
Asset Management Financial Services | $18.4M | 3.98% | +$2.1M Bought | 0.02% 268.3K shares | |
Discount Stores Consumer Defensive | $17.8M | 3.85% | -$2.3M Sold | 0.00% 19.2K shares | |
Hardware, Equipment & Parts Technology | $17.0M | 3.69% | -$5.7M Sold | — 158.2K shares | |
Semiconductors Technology | $17.0M | 3.68% | -$1.3M Sold | 0.05% 86.9K shares | |
Semiconductors Technology | $16.4M | 3.54% | -$279.3K Sold | — 58.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Oak Grove Capital LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Oak Grove Capital LLC
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