Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 225,002 | +2,330 | $84,610 |
MSFT | 225,002 | +2,330 | $84,610 |
APPLE INC | 410,496 | +3,284 | $79,033 |
AAPL | 410,496 | +3,284 | $79,033 |
AMAZON COM INC | 259,953 | +1,463 | $39,497 |
AMZN | 259,953 | +1,463 | $39,497 |
NVIDIA CORPORATION | 66,427 | +430 | $32,896 |
NVDA | 66,427 | +430 | $32,896 |
ELI LILLY & CO | 53,573 | +776 | $31,229 |
LLY | 53,573 | +776 | $31,229 |
ALPHABET INC | 179,028 | +1,635 | $25,230 |
GOOG | 179,028 | +1,635 | $25,230 |
META PLATFORMS INC | 65,503 | +14,715 | $23,185 |
META | 65,503 | +14,715 | $23,185 |
UNITEDHEALTH GROUP INC | 33,930 | +438 | $17,863 |
UNH | 33,930 | +438 | $17,863 |
ALPHABET INC | 121,963 | +1,319 | $17,037 |
GOOGL | 121,963 | +1,319 | $17,037 |
VISA INC | 61,770 | +710 | $16,082 |
V | 61,770 | +710 | $16,082 |
BROADCOM INC | 11,654 | +297 | $13,009 |
AVGO | 11,654 | +297 | $13,009 |
MASTERCARD INCORPORATED | 29,104 | +243 | $12,413 |
MA | 29,104 | +243 | $12,413 |
ROSS STORES INC | 89,439 | +686 | $12,377 |
ROST | 89,439 | +686 | $12,377 |
OREILLY AUTOMOTIVE INC | 11,465 | -35 | $10,893 |
ORLY | 11,465 | -35 | $10,893 |
TRANSDIGM GROUP INC | 10,573 | +27 | $10,696 |
TDG | 10,573 | +27 | $10,696 |
KLA CORP | 18,092 | +194 | $10,517 |
KLAC | 18,092 | +194 | $10,517 |
COSTCO WHSL CORP NEW | 15,375 | +33 | $10,149 |
COST | 15,375 | +33 | $10,149 |
SAIA INC | 21,573 | -638 | $9,454 |
SAIA | 21,573 | -638 | $9,454 |
INTUIT | 13,336 | +69 | $8,335 |
INTU | 13,336 | +69 | $8,335 |
VERISK ANALYTICS INC | 34,423 | +52 | $8,222 |
VRSK | 34,423 | +52 | $8,222 |
TESLA INC | 31,905 | -325 | $7,928 |
TSLA | 31,905 | -325 | $7,928 |
T MOBILE US INC | 49,123 | +1,388 | $7,876 |
TMUS | 49,123 | +1,388 | $7,876 |
ASTRAZENECA PLC | 116,318 | +927 | $7,834 |
AZN | 116,318 | +927 | $7,834 |
NETFLIX INC | 16,011 | +15,233 | $7,795 |
NFLX | 16,011 | +15,233 | $7,795 |
ECOLAB INC | 38,642 | +357 | $7,665 |
ECL | 38,642 | +357 | $7,665 |
ROPER TECHNOLOGIES INC | 13,672 | -78 | $7,453 |
ROP | 13,672 | -78 | $7,453 |
DEXCOM INC | 58,772 | +16,076 | $7,293 |
DXCM | 58,772 | +16,076 | $7,293 |
AMETEK INC | 42,306 | -321 | $6,976 |
AME | 42,306 | -321 | $6,976 |
ADVANCED MICRO DEVICES INC | 47,147 | -342 | $6,950 |
AMD | 47,147 | -342 | $6,950 |
STRYKER CORPORATION | 23,165 | +207 | $6,937 |
SYK | 23,165 | +207 | $6,937 |
ARISTA NETWORKS INC | 29,126 | -141 | $6,859 |
ANET | 29,126 | -141 | $6,859 |
SPS COMM INC | 35,376 | -2,384 | $6,857 |
SPSC | 35,376 | -2,384 | $6,857 |
EXLSERVICE HOLDINGS INC | 215,045 | -14,259 | $6,634 |
EXLS | 215,045 | -14,259 | $6,634 |
FORTINET INC | 113,160 | -235 | $6,623 |
FTNT | 113,160 | -235 | $6,623 |
SERVICENOW INC | 9,131 | +43 | $6,451 |
NOW | 9,131 | +43 | $6,451 |
YETI HLDGS INC | 124,344 | -4,218 | $6,439 |
YETI | 124,344 | -4,218 | $6,439 |
FIVE BELOW INC | 30,071 | -732 | $6,410 |
FIVE | 30,071 | -732 | $6,410 |
INSPIRE MED SYS INC | 31,299 | -832 | $6,367 |
INSP | 31,299 | -832 | $6,367 |
AXONICS INC | 98,723 | +47,252 | $6,144 |
AXNX | 98,723 | +47,252 | $6,144 |
SYNOPSYS INC | 11,034 | +5,875 | $5,682 |
SNPS | 11,034 | +5,875 | $5,682 |
CONSTRUCTION PARTNERS INC | 128,099 | -8,551 | $5,575 |
ROAD | 128,099 | -8,551 | $5,575 |
DOUBLEVERIFY HLDGS INC | 150,162 | -9,903 | $5,523 |
DV | 150,162 | -9,903 | $5,523 |
CONSTELLATION BRANDS INC | 21,575 | -515 | $5,216 |
STZ | 21,575 | -515 | $5,216 |
MATADOR RES CO | 89,878 | -8,132 | $5,110 |
MTDR | 89,878 | -8,132 | $5,110 |
CASELLA WASTE SYS INC | 59,484 | -4,012 | $5,084 |
CWST | 59,484 | -4,012 | $5,084 |
ATKORE INC | 31,327 | -2,104 | $5,012 |
ATKR | 31,327 | -2,104 | $5,012 |
MIDDLEBY CORP | 33,939 | -2,377 | $4,995 |
MIDD | 33,939 | -2,377 | $4,995 |
STERIS PLC | 22,151 | -340 | $4,870 |
STE | 22,151 | -340 | $4,870 |
ENDAVA PLC | 62,450 | -5,573 | $4,862 |
DAVA | 62,450 | -5,573 | $4,862 |
OLLIES BARGAIN OUTLET HLDGS | 63,915 | -4,334 | $4,851 |
OLLI | 63,915 | -4,334 | $4,851 |
See Full List: All Stocks Held By Oak Ridge Investments LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Oak Ridge Investments LLC
Size ($ in 1000's)
At 12/31/2023: $869,138 At 09/30/2023: $783,617 Oak Ridge Investments LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oak Ridge Investments LLC 13F filings. Link to 13F filings: SEC filings |