OAK RIDGE INVESTMENTS LLC
Chicago IL · SEC CIK 0001054554
$17.68亿2026Q2 申报市值
170持仓数
50.3%前十大占比 · 第一大 11.7%
20 / 31新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMD 新建仓+$5,572.79万
GOOG 加仓+$5,387.82万
MU 新建仓+$5,378.41万
LRCX 新建仓+$3,252.57万
SNDK 新建仓+$2,128.67万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$7,344.99万
AAPL 减仓-$6,933.15万
AMZN 减仓-$5,879.35万
KLAC 减仓-$1,979.31万
ORCL 清仓-$1,712.46万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.06亿 | 11.67% | 1,030,731 | -18,256 | -1.7% | -$365.28万 | 减仓 |
| GOOG | ALPHABET INC | $1.45亿 | 8.20% | 410,275 | 152,487 | 59.2% | $5,387.82万 | 加仓 |
| AAPL | APPLE INC | $1.03亿 | 5.85% | 357,120 | -239,603 | -40.2% | -$6,933.15万 | 减仓 |
| AVGO | BROADCOM INC | $8,419.07万 | 4.76% | 222,874 | -5,240 | -2.3% | -$197.94万 | 减仓 |
| LLY | ELI LILLY & CO | $7,698.42万 | 4.36% | 64,184 | -1,966 | -3.0% | -$235.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,716.61万 | 3.23% | 153,252 | -196,906 | -56.2% | -$7,344.99万 | 减仓 |
| META | META PLATFORMS INC | $5,608.45万 | 3.17% | 99,566 | -2,011 | -2.0% | -$113.28万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,572.79万 | 3.15% | 95,932 | 95,932 | — | $5,572.79万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $5,378.41万 | 3.04% | 46,595 | 46,595 | — | $5,378.41万 | 新建仓 |
| TSLA | TESLA INC | $5,107.68万 | 2.89% | 121,438 | 28,435 | 30.6% | $1,195.98万 | 加仓 |
| KLAC | KLA CORP | $3,591.16万 | 2.03% | 119,027 | -65,603 | -35.5% | -$1,979.31万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3,252.57万 | 1.84% | 75,060 | 75,060 | — | $3,252.57万 | 新建仓 |
| GOOGL | ALPHABET INC | $2,973.64万 | 1.68% | 83,209 | 1,669 | 2.0% | $59.65万 | 加仓 |
| V | VISA INC | $2,868.44万 | 1.62% | 83,606 | -2,953 | -3.4% | -$101.31万 | 减仓 |
| AMZN | AMAZON COM INC | $2,449.49万 | 1.39% | 102,773 | -246,679 | -70.6% | -$5,879.35万 | 减仓 |
| GEV | GE VERNOVA INC | $2,313.06万 | 1.31% | 19,688 | 500 | 2.6% | $58.74万 | 加仓 |
| CAT | CATERPILLAR INC | $2,210.20万 | 1.25% | 20,755 | 7,116 | 52.2% | $757.78万 | 加仓 |
| SNDK | SANDISK CORP | $2,128.67万 | 1.20% | 9,362 | 9,362 | — | $2,128.67万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $2,112.49万 | 1.20% | 41,131 | -1,239 | -2.9% | -$63.64万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $2,107.19万 | 1.19% | 78,375 | 31,395 | 66.8% | $844.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,068.70万 | 1.17% | 22,114 | -264 | -1.2% | -$24.70万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,955.09万 | 1.11% | 102,476 | 76,574 | 295.6% | $1,460.92万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,906.53万 | 1.08% | 64,001 | 64,001 | — | $1,906.53万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $1,858.25万 | 1.05% | 55,500 | 8,862 | 19.0% | $296.72万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $1,832.58万 | 1.04% | 262,773 | 2,755 | 1.1% | $19.21万 | 加仓 |
| COHR | COHERENT CORP | $1,655.91万 | 0.94% | 41,978 | -434 | -1.0% | -$17.12万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,567.02万 | 0.89% | 21,763 | -1,424 | -6.1% | -$102.53万 | 减仓 |
| NET | CLOUDFLARE INC | $1,520.83万 | 0.86% | 62,004 | -3,472 | -5.3% | -$85.16万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $1,370.72万 | 0.78% | 287,061 | 20,359 | 7.6% | $97.21万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $1,354.84万 | 0.77% | 101,289 | 15,638 | 18.3% | $209.17万 | 加仓 |
| CLS | CELESTICA INC | $1,288.51万 | 0.73% | 35,321 | -19,432 | -35.5% | -$708.88万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,187.96万 | 0.67% | 43,683 | 15,044 | 52.5% | $409.12万 | 加仓 |
| DDOG | DATADOG INC | $1,147.61万 | 0.65% | 44,078 | 14 | 0.0% | $3,645 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,124.47万 | 0.64% | 28,312 | -264 | -0.9% | -$10.49万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,084.26万 | 0.61% | 117,739 | -13,296 | -10.1% | -$122.44万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $1,067.26万 | 0.60% | 28,799 | 25,483 | 768.5% | $944.37万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,058.05万 | 0.60% | 33,606 | -284 | -0.8% | -$8.94万 | 减仓 |
| APP | APPLOVIN CORP | $1,018.46万 | 0.58% | 19,767 | -367 | -1.8% | -$18.91万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,011.23万 | 0.57% | 86,674 | -3,367 | -3.7% | -$39.28万 | 减仓 |
| BE | BLOOM ENERGY CORP | $975.63万 | 0.55% | 32,231 | -112 | -0.3% | -$3.39万 | 减仓 |
| SNOW | SNOWFLAKE INC | $929.61万 | 0.53% | 36,527 | 3,570 | 10.8% | $90.86万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $921.36万 | 0.52% | 16,435 | -113 | -0.7% | -$6.33万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $885.90万 | 0.50% | 35,439 | -523 | -1.5% | -$13.07万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $825.70万 | 0.47% | 55,730 | 17,730 | 46.7% | $262.69万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $797.51万 | 0.45% | 20,054 | -55 | -0.3% | -$2.19万 | 减仓 |
| CSCO | CISCO SYS INC | $784.99万 | 0.44% | 66,830 | 63,666 | 2,012.2% | $747.82万 | 加仓 |
| SMTC | SEMTECH CORP | $746.05万 | 0.42% | 46,095 | 2,720 | 6.3% | $44.02万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $733.15万 | 0.41% | 44,179 | 912 | 2.1% | $15.13万 | 加仓 |
| FROG | JFROG LTD | $733.00万 | 0.41% | 80,656 | 50,532 | 167.7% | $459.23万 | 加仓 |
| SITM | SITIME CORP | $648.26万 | 0.37% | 8,695 | -3,494 | -28.7% | -$260.50万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $634.12万 | 0.36% | 40,382 | 864 | 2.2% | $13.57万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $596.72万 | 0.34% | 50,242 | 1,016 | 2.1% | $12.07万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $589.77万 | 0.33% | 34,518 | 34,518 | — | $589.77万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $571.44万 | 0.32% | 30,555 | -7,433 | -19.6% | -$139.01万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $566.12万 | 0.32% | 4,250 | -73 | -1.7% | -$9.72万 | 减仓 |
| SNEX | STONEX GROUP INC | $551.02万 | 0.31% | 46,500 | 1,094 | 2.4% | $12.96万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $525.69万 | 0.30% | 12,184 | 12,184 | — | $525.69万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $515.08万 | 0.29% | 19,762 | 15,836 | 403.4% | $412.75万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $502.44万 | 0.28% | 39,753 | 830 | 2.1% | $10.49万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $500.56万 | 0.28% | 14,803 | 263 | 1.8% | $8.89万 | 加仓 |
| RBC | RBC BEARINGS INC | $481.18万 | 0.27% | 7,471 | -1,057 | -12.4% | -$68.08万 | 减仓 |
| PSMT | PRICESMART INC | $478.21万 | 0.27% | 24,481 | 604 | 2.5% | $11.80万 | 加仓 |
| COCO | VITA COCO CO INC | $463.70万 | 0.26% | 70,109 | -26,340 | -27.3% | -$174.21万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $455.21万 | 0.26% | 35,428 | 666 | 1.9% | $8.56万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $452.14万 | 0.26% | 28,206 | -1,255 | -4.3% | -$20.12万 | 减仓 |
| VICR | VICOR CORP | $451.44万 | 0.26% | 11,887 | 11,887 | — | $451.44万 | 新建仓 |
| MOD | MODINE MFG CO | $449.02万 | 0.25% | 16,816 | 351 | 2.1% | $9.37万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $437.46万 | 0.25% | 36,907 | 670 | 1.8% | $7.94万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $422.60万 | 0.24% | 34,277 | 979 | 2.9% | $12.07万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $415.70万 | 0.24% | 147,203 | 15,773 | 12.0% | $44.54万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $406.80万 | 0.23% | 48,812 | 48,812 | — | $406.80万 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $404.76万 | 0.23% | 136,055 | 136,055 | — | $404.76万 | 新建仓 |
| ABCB | AMERIS BANCORP | $403.98万 | 0.23% | 44,757 | 1,695 | 3.9% | $15.30万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $393.80万 | 0.22% | 76,347 | 3,013 | 4.1% | $15.54万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $384.91万 | 0.22% | 17,600 | 4,041 | 29.8% | $88.38万 | 加仓 |
| IDCC | INTERDIGITAL INC | $377.30万 | 0.21% | 13,326 | 5,107 | 62.1% | $144.59万 | 加仓 |
| CRWV | COREWEAVE INC | $364.55万 | 0.21% | 36,623 | 43 | 0.1% | $4,280 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $361.48万 | 0.20% | 37,277 | 724 | 2.0% | $7.02万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $357.83万 | 0.20% | 14,619 | 407 | 2.9% | $9.96万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $344.42万 | 0.19% | 34,346 | 339 | 1.0% | $3.40万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $340.59万 | 0.19% | 43,515 | 3,345 | 8.3% | $26.18万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $326.01万 | 0.18% | 88,591 | 2,188 | 2.5% | $8.05万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $297.13万 | 0.17% | 34,172 | 9,302 | 37.4% | $80.88万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $296.74万 | 0.17% | 52,234 | -15,089 | -22.4% | -$85.72万 | 减仓 |
| IRMD | IRADIMED CORP | $288.32万 | 0.16% | 30,172 | 743 | 2.5% | $7.10万 | 加仓 |
| POWL | POWELL INDS INC | $287.65万 | 0.16% | 10,045 | -18,494 | -64.8% | -$529.59万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $284.44万 | 0.16% | 38,190 | 298 | 0.8% | $2.22万 | 加仓 |
| AIR | AAR CORP | $283.14万 | 0.16% | 19,810 | 496 | 2.6% | $7.09万 | 加仓 |
| SAIA | SAIA INC | $281.92万 | 0.16% | 6,694 | 133 | 2.0% | $5.60万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $281.69万 | 0.16% | 13,022 | 331 | 2.6% | $7.16万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $279.75万 | 0.16% | 108,306 | 2,097 | 2.0% | $5.42万 | 加仓 |
| CYTK | CYTOKINETICS INC | $277.02万 | 0.16% | 32,518 | 16,616 | 104.5% | $141.55万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $268.40万 | 0.15% | 27,970 | 8,840 | 46.2% | $84.83万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $262.33万 | 0.15% | 22,408 | 4,895 | 28.0% | $57.31万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $260.52万 | 0.15% | 33,886 | -5,635 | -14.3% | -$43.32万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $260.10万 | 0.15% | 31,910 | 796 | 2.6% | $6.49万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $247.50万 | 0.14% | 9,335 | 214 | 2.3% | $5.67万 | 加仓 |
| DAVE | DAVE INC | $238.05万 | 0.13% | 6,389 | 6,389 | — | $238.05万 | 新建仓 |
| TATT | TAT TECHNOLOGIES LTD | $232.93万 | 0.13% | 48,295 | 18,255 | 60.8% | $88.04万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $232.74万 | 0.13% | 38,559 | 38,559 | — | $232.74万 | 新建仓 |