Oak Ridge Investments Llc Q3 2026 Portfolio Activity Analysis

Oak Ridge Investments Llc, a significant investor with a portfolio value of $1.68 billion as of September 30, 2026, showed notable shifts in its holdings during Q3 2026. The investment firm focused on adding new positions while reducing exposure in certain areas, indicating a strategic rebalancing of its portfolio. This analysis examines the key changes observed in the Oak Ridge Investments Llc portfolio for the quarter ending September 30, 2026.

Major Purchases

• LAUR (Consumer Defensive): Oak Ridge Investments Llc added a new position in LAUR with a 100% increase in shares.
• TENB (Technology): A 100% increase in shares indicates a new position in this sector.
• HASI (Real Estate): Completely new position added with a 100% increase in shares.
• RELY (Technology): Significant increase of 58.24% in holdings, suggesting a strategic buy.
• SUPN (Healthcare): Added with a 100% increase in shares.
• TXG (Healthcare): Added with a 100% increase in shares.
• PTCT (Healthcare): Added with a 100% increase in shares.
• SNEX (Financial Services): A 53.95% increase in shares marks a significant addition to the portfolio.
• ENS (Industrials): Added with a 100% increase in shares.
• RARE (Healthcare): A 185.05% increase in shares highlights a substantial purchase.

Significant Sales

• VIAV (Technology): A -32.13% change indicates a significant reduction in holdings, possibly an exit strategy.
• IWO (misc): A -85.81% decrease suggests a large-scale divestment.

Minor Changes

• NVDA (Technology): Shares decreased by 3.64%, a minor adjustment in a major position.
• GOOG (Communication Services): A -4.68% change reflects a slight reduction in exposure.
• AMD (Technology): A -4.86% decrease, indicating a minor reduction.
• MSFT (Technology): A -4.55% change, showing a small reduction.
• MU (Technology): A -4.87% decrease, part of the minor adjustments.
• AAPL (Technology): A -4.39% change, showing a slight reduction.
• LLY (Consumer Cyclical): A -4.32% decrease, indicating a minor adjustment.
• META (Healthcare): A -4.36% change, showing a small reduction.
• TSLA (Communication Services): A -4.72% decrease, reflecting a minor adjustment.
• AMD (Technology): A -4.86% change, part of the minor adjustments.