OAK RIDGE INVESTMENTS LLC
Chicago IL · SEC CIK 0001054554
$15.12亿2026Q1 申报市值
181持仓数
57.0%前十大占比 · 第一大 12.1%
19 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HWM 加仓+$986.92万
AZN 新建仓+$975.88万
CAT 新建仓+$966.27万
ADI 加仓+$880.20万
KLIC 新建仓+$562.90万
2026Q1 卖出最多 按季末市值估算
VRSK 清仓-$921.47万
NOW 清仓-$916.00万
AZN 清仓-$897.82万
IWO 清仓-$801.71万
CYBERARK SOFTWAR 清仓-$800.10万
2026Q1 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 | $1.83亿 | 12.10% | 1,048,987 | 5,670 | 0.5% | $98.88万 | 加仓 |
| AAPL | APPLE INC | $1.51亿 | 10.02% | 596,723 | 4,124 | 0.7% | $104.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.30亿 | 8.57% | 350,158 | -3,628 | -1.0% | -$134.30万 | 减仓 |
| GOOG | ALPHABET INC | $7,394.91万 | 4.89% | 257,788 | 1,071 | 0.4% | $30.72万 | 加仓 |
| AMZN | AMAZON COM INC | $7,278.04万 | 4.81% | 349,452 | -3,405 | -1.0% | -$70.92万 | 减仓 |
| AVGO | BROADCOM INC | $7,060.36万 | 4.67% | 228,114 | -2,319 | -1.0% | -$71.78万 | 减仓 |
| LLY | ELI LILLY & CO | $6,084.28万 | 4.02% | 66,150 | 368 | 0.6% | $33.85万 | 加仓 |
| META | META PLATFORMS INC | $5,811.52万 | 3.84% | 101,577 | -608 | -0.6% | -$34.79万 | 减仓 |
| TSLA | TESLA INC | $3,457.39万 | 2.29% | 93,003 | 4,190 | 4.7% | $155.76万 | 加仓 |
| KLAC | KLA CORP | $2,718.51万 | 1.80% | 18,463 | 1,115 | 6.4% | $164.17万 | 加仓 |
| V | VISA INC | $2,616.16万 | 1.73% | 86,559 | -1,685 | -1.9% | -$50.93万 | 减仓 |
| GOOGL | ALPHABET INC | $2,344.76万 | 1.55% | 81,540 | 2,444 | 3.1% | $70.28万 | 加仓 |
| NFLX | NETFLIX INC. | $2,332.23万 | 1.54% | 242,562 | 1,755 | 0.7% | $16.87万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,229.81万 | 1.47% | 22,378 | 261 | 1.2% | $26.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,117.06万 | 1.40% | 42,370 | 202 | 0.5% | $10.09万 | 加仓 |
| ORCL | ORACLE CORP | $1,712.46万 | 1.13% | 116,407 | -1,630 | -1.4% | -$23.98万 | 减仓 |
| GEV | GE VERNOVA INC | $1,674.92万 | 1.11% | 19,188 | 213 | 1.1% | $18.59万 | 加仓 |
| CLS | CELESTICA INC | $1,542.28万 | 1.02% | 54,753 | 1,695 | 3.2% | $47.74万 | 加仓 |
| ECL | ECOLAB INC | $1,502.35万 | 0.99% | 56,475 | 392 | 0.7% | $10.43万 | 加仓 |
| NET | CLOUDFLARE INC | $1,351.03万 | 0.89% | 65,476 | 326 | 0.5% | $6.73万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,317.12万 | 0.87% | 90,041 | 382 | 0.4% | $5.59万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,273.01万 | 0.84% | 23,187 | 152 | 0.7% | $8.35万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,209.58万 | 0.80% | 131,035 | -5,367 | -3.9% | -$49.54万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,168.65万 | 0.77% | 46,638 | 76 | 0.2% | $1.90万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,113.59万 | 0.74% | 33,890 | 347 | 1.0% | $11.40万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $1,107.94万 | 0.73% | 260,018 | 7,296 | 2.9% | $31.09万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1,082.70万 | 0.72% | 46,980 | 42,824 | 1,030.4% | $986.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,032.15万 | 0.68% | 143,494 | 6,519 | 4.8% | $46.89万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,011.24万 | 0.67% | 25,902 | 197 | 0.8% | $7.69万 | 加仓 |
| COHR | COHERENT CORP | $1,010.30万 | 0.67% | 42,412 | 2,137 | 5.3% | $50.91万 | 加仓 |
| AZN | ASTRAZENECA PLC | $975.88万 | 0.65% | 49,482 | 49,482 | — | $975.88万 | 新建仓 |
| CAT | CATERPILLAR INC | $966.27万 | 0.64% | 13,639 | 13,639 | — | $966.27万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $927.00万 | 0.61% | 20,109 | 153 | 0.8% | $7.05万 | 加仓 |
| ADI | ANALOG DEVICES INC | $909.12万 | 0.60% | 28,576 | 27,667 | 3,043.7% | $880.20万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $887.58万 | 0.59% | 266,702 | -30,350 | -10.2% | -$101.00万 | 减仓 |
| APP | APPLOVIN CORP | $801.33万 | 0.53% | 20,134 | 1,087 | 5.7% | $43.26万 | 加仓 |
| INTU | INTUIT | $740.62万 | 0.49% | 17,129 | 84 | 0.5% | $3.63万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $731.34万 | 0.48% | 240,178 | -493 | -0.2% | -$1.50万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $710.25万 | 0.47% | 35,962 | -217 | -0.6% | -$4.29万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $702.78万 | 0.46% | 16,548 | 160 | 1.0% | $6.80万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $698.03万 | 0.46% | 14,395 | 23 | 0.2% | $1.12万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $593.64万 | 0.39% | 29,461 | 268 | 0.9% | $5.40万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $562.90万 | 0.37% | 85,651 | 85,651 | — | $562.90万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $547.00万 | 0.36% | 49,226 | 545 | 1.1% | $6.06万 | 加仓 |
| SHOP | SHOPIFY INC | $525.87万 | 0.35% | 44,332 | 1,409 | 3.3% | $16.71万 | 加仓 |
| DDOG | DATADOG INC | $520.18万 | 0.34% | 44,064 | 2,177 | 5.2% | $25.70万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $510.81万 | 0.34% | 43,267 | 489 | 1.1% | $5.77万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $501.02万 | 0.33% | 4,323 | -5,452 | -55.8% | -$631.86万 | 减仓 |
| SNOW | SNOWFLAKE INC | $497.06万 | 0.33% | 32,957 | -168 | -0.5% | -$2.53万 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $465.13万 | 0.31% | 38,923 | -11,366 | -22.6% | -$135.82万 | 减仓 |
| RBC | RBC BEARINGS INC | $463.17万 | 0.31% | 8,528 | 121 | 1.4% | $6.57万 | 加仓 |
| COCO | VITA COCO CO INC | $462.09万 | 0.31% | 96,449 | 962 | 1.0% | $4.61万 | 加仓 |
| BE | BLOOM ENERGY CORP | $438.22万 | 0.29% | 32,343 | 32,343 | — | $438.22万 | 新建仓 |
| SITM | SITIME CORP | $420.95万 | 0.28% | 12,189 | 125 | 1.0% | $4.32万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $385.78万 | 0.26% | 14,540 | 141 | 1.0% | $3.74万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $375.92万 | 0.25% | 34,762 | 352 | 1.0% | $3.81万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $370.08万 | 0.24% | 37,988 | 346 | 0.9% | $3.37万 | 加仓 |
| SNEX | STONEX GROUP INC | $366.20万 | 0.24% | 45,406 | 45,406 | — | $366.20万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $363.75万 | 0.24% | 39,521 | 338 | 0.9% | $3.11万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $360.00万 | 0.24% | 13,559 | 3,800 | 38.9% | $100.89万 | 加仓 |
| PSMT | PRICESMART INC | $359.35万 | 0.24% | 23,877 | 321 | 1.4% | $4.83万 | 加仓 |
| MOD | MODINE MFG CO | $356.81万 | 0.24% | 16,465 | 16,465 | — | $356.81万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $338.99万 | 0.22% | 39,518 | 2,729 | 7.4% | $23.41万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $338.74万 | 0.22% | 36,237 | 381 | 1.1% | $3.56万 | 加仓 |
| ABCB | AMERIS BANCORP | $335.84万 | 0.22% | 43,062 | 11,418 | 36.1% | $89.05万 | 加仓 |
| SMTC | SEMTECH CORP | $333.51万 | 0.22% | 43,375 | 476 | 1.1% | $3.66万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $327.58万 | 0.22% | 73,334 | 37,852 | 106.7% | $169.08万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $321.44万 | 0.21% | 38,000 | -7,854 | -17.1% | -$66.44万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $301.63万 | 0.20% | 131,430 | 37,107 | 39.3% | $85.16万 | 加仓 |
| ZS | ZSCALER INC | $295.86万 | 0.20% | 21,089 | -3,589 | -14.5% | -$50.35万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $291.97万 | 0.19% | 106,209 | 24,166 | 29.5% | $66.43万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $290.01万 | 0.19% | 36,553 | 512 | 1.4% | $4.06万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $287.83万 | 0.19% | 33,298 | 469 | 1.4% | $4.05万 | 加仓 |
| RBLX | ROBLOX CORP | $285.68万 | 0.19% | 50,510 | 1,846 | 3.8% | $10.44万 | 加仓 |
| CRWV | COREWEAVE INC | $283.39万 | 0.19% | 36,580 | 2,497 | 7.3% | $19.34万 | 加仓 |
| IRMD | IRADIMED CORP | $283.28万 | 0.19% | 29,429 | -8,533 | -22.5% | -$82.14万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $281.39万 | 0.19% | 37,892 | 4,288 | 12.8% | $31.84万 | 加仓 |
| CDRE | CADRE HLDGS INC | $270.33万 | 0.18% | 88,114 | 665 | 0.8% | $2.04万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $268.83万 | 0.18% | 28,639 | -459 | -1.6% | -$4.31万 | 减仓 |
| INSM | INSMED INC | $262.35万 | 0.17% | 16,044 | 2,231 | 16.2% | $36.48万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $259.62万 | 0.17% | 40,170 | 532 | 1.3% | $3.44万 | 加仓 |
| MTDR | MATADOR RES CO | $251.73万 | 0.17% | 39,843 | 5,996 | 17.7% | $37.88万 | 加仓 |
| IDCC | INTERDIGITAL INC | $248.21万 | 0.16% | 8,219 | 89 | 1.1% | $2.69万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $243.37万 | 0.16% | 14,982 | -138 | -0.9% | -$2.24万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $241.34万 | 0.16% | 113,198 | 2,008 | 1.8% | $4.28万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $240.21万 | 0.16% | 14,212 | 2,471 | 21.0% | $41.76万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $238.59万 | 0.16% | 12,691 | 1,041 | 8.9% | $19.57万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $235.67万 | 0.16% | 34,007 | 1,370 | 4.2% | $9.49万 | 加仓 |
| SAIA | SAIA INC | $230.47万 | 0.15% | 6,561 | 93 | 1.4% | $3.27万 | 加仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $224.88万 | 0.15% | 95,087 | 29,158 | 44.2% | $68.96万 | 加仓 |
| IUSG | ISHARES TR | $213.91万 | 0.14% | 13,791 | -396 | -2.8% | -$6.14万 | 减仓 |
| AIR | AAR CORP | $211.41万 | 0.14% | 19,314 | 1,554 | 8.8% | $17.01万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $208.84万 | 0.14% | 19,130 | 2,214 | 13.1% | $24.17万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $200.02万 | 0.13% | 67,323 | 940 | 1.4% | $2.79万 | 加仓 |
| EPAM | EPAM SYS INC | $199.39万 | 0.13% | 14,726 | -1,204 | -7.6% | -$16.30万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $198.00万 | 0.13% | 15,531 | 1,463 | 10.4% | $18.65万 | 加仓 |
| APH | AMPHENOL CORP | $196.32万 | 0.13% | 15,538 | -201 | -1.3% | -$2.54万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $195.08万 | 0.13% | 31,114 | 427 | 1.4% | $2.68万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $194.45万 | 0.13% | 13,286 | 178 | 1.4% | $2.61万 | 加仓 |
| RDNT | RADNET INC | $193.93万 | 0.13% | 34,699 | 345 | 1.0% | $1.93万 | 加仓 |