OAK RIDGE INVESTMENTS LLC has recently filed its 13F-HR report, detailing its investment holdings as of September 30, 2026. The report indicates that the company holds a total of $1.68 billion in various securities, showcasing its strategic investment approach in a competitive financial landscape.
This filing is significant as it provides insights into OAK RIDGE's investment strategy and highlights its positions in key sectors, including technology and healthcare. The report includes notable investments in well-known companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., among others.
Background
OAK RIDGE INVESTMENTS LLC is a registered investment advisor based in Chicago, Illinois. The company primarily engages in managing investment portfolios for clients and is classified under the SEC as an investment management entity. The firm has consistently submitted its holdings reports, with its latest filing dated October 30, 2026, following previous submissions throughout the year.
What the Filing Says
The 13F-HR filing reveals that OAK RIDGE holds 173 different securities, with a total reported value of $1,680,446,539. This diverse portfolio indicates the company's active management style and its focus on investing in high-potential stocks across various sectors.
Impact
This filing may affect various stakeholders, including clients, competitors, and analysts within the financial services industry. The detailed report allows clients to assess the firm's performance and investment strategies, while competitors may analyze OAK RIDGE's holdings to gauge market trends and investment opportunities.
What's Next
The filing does not specify any immediate next steps or upcoming events related to these holdings. However, OAK RIDGE is expected to continue monitoring its investments and may file additional reports as required by the SEC.
For further details, the filing can be accessed through the SEC's EDGAR database under accession number 0001172661-26-004768.
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