OAK RIDGE INVESTMENTS LLC

Long Only Manager

OAK RIDGE INVESTMENTS LLC is a Long Only Manager based in Chicago, IL led by David Michael Klaskin, managing $1.5B across 179 long positions as of Q3 2025 with 53% Technology concentration, 57% concentrated in top 10 holdings, and 53% technology allocation.

CEODavid Michael Klaskin

Portfolio Value: $1.5B
Positions: 179
Top Holding: NVDA at 11.71%
Last Reported: Q3 2025

Address10 South Lasalle Street, Suite 2130, Chicago, IL, 60603-1020, United States

Top Holdings

Largest long holdings in OAK RIDGE INVESTMENTS LLC's portfolio (56.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$181.1M	11.71%	+$3.8M Bought	0.00% 970.9K shares	Q4 2019 Held for 5y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$171.0M	11.05%	+$3.6M Bought	0.00% 330.2K shares	Q3 2014 Held for 11y 2m
3 Apple AAPL	Consumer Electronics Technology	$140.9M	9.10%	+$2.7M Bought	0.00% 553.2K shares	≤ Q2 2013 Held for 12y 5m+
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$71.4M	4.62%	+$1.4M Bought	0.00% 325.2K shares	Q2 2014 Held for 11y 5m
5 Broadcom Inc. AVGO	Semiconductors Technology	$69.8M	4.51%	+$1.5M Bought	0.00% 211.5K shares	Q3 2016 Held for 9y 2m
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$69.7M	4.51%	+$1.4M Bought	0.00% 95.0K shares	Q2 2015 Held for 10y 5m
7 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$58.7M	3.79%	+$1.0M Bought	0.00% 241.0K shares	Q2 2014 Held for 11y 5m
8 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$46.4M	3.00%	+$1.1M Bought	0.01% 60.8K shares	Q3 2015 Held for 10y 2m
9 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$37.1M	2.40%	+$1.7M Bought	0.00% 83.4K shares	Q4 2021 Held for 3y 11m
10 Oracle ORCL	Software - Infrastructure Technology	$31.8M	2.05%	+$777.1K Bought	0.00% 113.0K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in OAK RIDGE INVESTMENTS LLC's latest filing

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Market Value

$1.5B

Prior: $1.4B

Q/Q Change

+10.95%

+$152.7M

Net Flows % of MV

+0.883%

Turnover Ratio

3.81%

New Purchases

16 stocks

$28.3M

Added To

78 stocks

+$36.4M

Sold Out Of

18 stocks

$24.6M

Reduced Holdings

72 stocks

-$26.4M

Increased Positions

Position	Shares Δ	Change
1 Snowflake SNOW	New	0 → 31.6K +$7.1M
2 Viavi Solutions Inc. VIAV	New	0 → 303.8K +$3.9M
3 Pricesmart PSMT	New	0 → 24.2K +$2.9M
4 Glacier Bancorp GBCI	New	0 → 57.5K +$2.8M
5 Waystar Holding Corp. WAY	New	0 → 56.4K +$2.1M

Decreased Positions

Position	Shares Δ	Change
1 Fortinet FTNT	Sold	73.0K → 0 −$7.7M
2 Herc Holdings HRI	Sold	18.3K → 0 −$2.4M
3 Nomad Foods NOMD	Sold	133.4K → 0 −$2.3M
4 The AZEK Company AZEK	Sold	40.6K → 0 −$2.2M
5 Blueprint Medicines BPMC	Sold	13.8K → 0 −$1.8M