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OAK RIDGE INVESTMENTS LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAK RIDGE INVESTMENTS LLC on AVGO, newest first. How the timeline and the estimate are built.

OAK RIDGE INVESTMENTS LLC held 222,874 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,874 shares
    Change vs previous 13F -5,240 shares

    4.76% of the 13F portfolio, value $84,190,668.

    13F-HR 0001172661-26-002720 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 228,114 shares
    Change vs previous 13F -2,319 shares

    4.67% of the 13F portfolio, value $70,603,564.

    13F-HR 0001172661-26-001576 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 230,433 shares
    Change vs previous 13F +18,924 shares

    4.83% of the 13F portfolio, value $79,752,861.

    13F-HR 0001172661-26-000295 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 211,509 shares
    Change vs previous 13F +4,445 shares

    4.51% of the 13F portfolio, value $69,778,934.

    13F-HR 0001172661-25-004477 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 207,064 shares
    Change vs previous 13F +2,624 shares

    4.09% of the 13F portfolio, value $57,077,192.

    13F-HR 0001172661-25-002726 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 204,440 shares
    Change vs previous 13F +10,317 shares

    2.85% of the 13F portfolio, value $34,229,389.

    13F-HR 0001172661-25-001733 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 194,123 shares
    Change vs previous 13F +10,766 shares

    3.53% of the 13F portfolio, value $45,005,476.

    13F-HR 0001172661-25-000200 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 183,357 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $31,629,083.

    13F-HR 0001172661-24-004384 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).