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Oak Ridge Investments, LLC
David Klaskin · Investment Advisor · Growth
Oak Ridge Investments, LLC is a boutique investment management firm based in Chicago, Illinois. Founded in 1989 by David Klaskin, who currently serves as the firm's CEO and Chief Investment Officer, the institution has established a long-standing reputation for its focus on growth-oriented equity strategies. The firm is primarily employee-owned, fostering a culture of craftsmanship and personalized attention to its clients. Oak Ridge manages several diversified equity portfolios, including Small/Mid Cap, Mid Cap, Large Cap, All Cap, and Dividend Growth strategies. Its primary objective is to achieve long-term capital appreciation through a disciplined and transparent investment process. The firm caters to a diverse range of clients, including individuals and institutions, often through separately managed accounts and unified managed account programs offered by various financial intermediaries.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.5% |
| YTD return | +7.5% |
| Sharpe ratio | 1.62 |
| Win rate | 45% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://oakridgeinvest.com/ |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 17.2% | +20.2% |
| GOOGL | Alphabet Inc Class A | 14.8% | +22.2% |
| AAPL | Apple Inc | 9.2% | +26.4% |
| AVGO | Broadcom Inc | 7.3% | +5.0% |
| CRWD | Crowdstrike Holdings Inc | 6.6% | +24.2% |
| LLY | Eli Lilly and Company | 6.2% | +29.7% |
| MSFT | Microsoft Corporation | 6.0% | +2.2% |
| META | Meta Platforms Inc. | 4.6% | -12.9% |
| AMD | Advanced Micro Devices Inc | 4.0% | -13.2% |
| MU | Micron Technology Inc | 3.3% | +4.6% |
| TSLA | Tesla Inc | 3.2% | -7.7% |
| V | Visa Inc. Class A | 2.6% | +9.8% |
| AMZN | Amazon.com Inc | 2.4% | +15.4% |
| MA | Mastercard Inc | 2.0% | +4.8% |
| LRCX | Lam Research Corp | 1.9% | -4.5% |
| KLAC | KLA-Tencor Corporation | 1.9% | -33.1% |
| HWM | Howmet Aerospace Inc | 1.9% | -9.8% |
| COST | Costco Wholesale Corp | 1.8% | -0.7% |
| GEV | GE Vernova LLC | 1.7% | +21.0% |
| NET | Cloudflare Inc | 1.5% | +2.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | BUY | MSFT | 4.9% → 6.0% |
| Aug 3, 2026 | BUY | V | 2.5% → 2.6% |
| Aug 3, 2026 | BUY | MU | 3.7% → 3.3% |
| Aug 3, 2026 | BUY | HWM | 1.9% → 1.9% |
| Aug 3, 2026 | BUY | AAPL | 10.0% → 9.2% |
Investment Style Analysis
Oak Ridge Investments, LLC is widely recognized for employing a Growth strategy. As of Sep 3, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Oak Ridge Investments, LLC made a significant move by increasing exposure to MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Oak Ridge’s investment philosophy is built on the premise that consistent earnings growth, supported by strong fundamentals and reasonable valuations, is the key determinant of long-term stock price appreciation. The firm utilizes a rigorous, bottom-up fundamental research process to identify high-quality companies with proven competitive advantages and capable management teams. By focusing on firms with sustainable growth profiles, Oak Ridge aims to build portfolios that can outperform benchmarks over full market cycles while actively managing risk. The investment team prioritizes disciplined selection and a repeatable process, avoiding the bureaucratic constraints of larger institutions to maintain a focused and cohesive investment culture.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Oak Ridge Investments, LLC.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Oak Ridge Investments, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Oak Ridge Investments, LLC's largest holding?
As of the latest filing, Oak Ridge Investments, LLC's top position is NVIDIA Corporation (NVDA), representing 17.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Oak Ridge Investments, LLC's historical performance and risk profile?
Our simulation indicates a total return of +10.5% with a win rate of 45%. Notably, the portfolio maintains a Sharpe Ratio of 1.62, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Oak Ridge Investments, LLC primarily invest in?
Oak Ridge Investments, LLC has a strong preference for the Semiconductors sector, which makes up 31.8% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Oak Ridge Investments, LLC's portfolio concentrated or diversified?
Oak Ridge Investments, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Oak Ridge Investments, LLC performed in 2026?
Our AI-simulated model portfolio for Oak Ridge Investments, LLC tracks a Year-to-Date (YTD) return of +7.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David Klaskin manage Oak Ridge Investments, LLC directly?
Yes, David Klaskin serves as the key portfolio manager for Oak Ridge Investments, LLC, overseeing the investment strategy and final capital allocation decisions.