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OAK GROVE CAPITAL LLC
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OAK Grove Capital is based out of North Hampton. OAK Grove Capital is a large advisory firm with 107 clients and discretionary assets under management (AUM) of $616,226,706 (Form ADV from 2025-05-23). Their last reported 13F filing for Q3 2025 included $706,086,801 in managed 13F securities
and a top 10 holdings concentration of 63.49%. OAK Grove Capital's largest holding is NVIDIA Corp with shares held of 1,281,800. Whalewisdom has at least 32 13F filings
Business Description
Oak Grove currently offers discretionary investment advisory services to various types of clients, including individuals, high net worth individuals, and business entities. Oak Grove may employ different strategies in providing investment advice depending primarily on the type of client, the client’s risk tolerance, and the client’s investment objectives. Oak Grove will tailor each portfolio to individual client needs and construct an individual investment plan within the client’s parameters.
The Firm will generally construct client portfolios consisting of individual stocks, derivates, bonds, and to a lesser extent, exchange traded funds (“ETFs”), mutual funds, and other public and private securities or investments.
Investment Strategy
Oak Grove strives to produce investment returns that meet or exceed major investment indices by investing client assets tailored to the client’s investment risk tolerance, stated investment goals, and objectives. Their portfolio management process considers each client’s risk tolerance and investment time horizon. To facilitate investment decisions, the Firm may obtain information from various sources, including financial publications, corporate inspections, research materials, corporate rating services, annual reports, prospectuses, public regulatory filings, and company press releases.
Oak Grove offers discretionary investment advisory services to various clients, including individuals, high-net-worth individuals, and business entities. They may employ different strategies depending on the client type, risk tolerance, and investment objectives, tailoring each portfolio to individual client needs and constructing an individual investment plan within the client’s parameters. The Firm will generally construct client portfolios consisting of individual stocks, derivatives, bonds, and, to a lesser extent, exchange-traded funds (ETFs), mutual funds, and other public and private securities or investments. They also utilize technical analysis, analyzing past market movements to recognize recurring patterns, and consider company and market sentiment indicators in their investment analysis process, applying a contrarian and independent thinking perspective.
Owners
- VISNIC, MARK, GEORGE - MANAGING MEMBER, CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| MU Micron Technology, I (CALL) | 5.33% |
| NBIS Nebius Group NV | 1.78% |
| NBIS Nebius Group NV (CALL) | 1.22% |
| MU Micron Technology, I | 1% |
| AMD Advanced Micro Devic (CALL) | 0.78% |
2025-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| LLY Lilly(Eli) & Co | 2.19% |
| NVDA NVIDIA Corp (CALL) | 1.71% |
| NVDA NVIDIA Corp | 1.05% |
| COST Costco Co | 1% |
| CRWD Crowdstrike Holdings | 0.78% |
2025-09-30
13F Holdings Summary
| Name | % of Portfolio |
|---|---|
| NVDA NVIDIA Corp(CALL) | 18.41% |
| NVDA NVIDIA Corp | 11.82% |
| MU Micron Technology, I(CALL) | 10.64% |
| MU Micron Technology, I | 5.54% |
| NFLX Netflix Inc | 3.2% |
2025-09-30
13F Activity
| Market Value | $0.71b, Prior: $0.61b |
| Inflows (Outflows) as % of Total MV | (-3.6234)% |
| New Purchases | 13 stocks |
| Added To | 15 stocks |
| Sold out of | 11 stocks |
| Reduced holdings in | 44 stocks |
| Top 10 Holdings % | 63.49% |
| Turnover %[1] | 28.24% |
| Turnover Alt %[2] | 10.16% |
| Time Held Top 20 | 10.3 quarters |
| Time Held Top 10 | 3.5 quarters |
| Time Held All | 9.11 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-09-30
13F Sector Allocation Over Time
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2025-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-09-30