OAK RIDGE INVESTMENTS LLC RARE — ULTRAGENYX PHARMACEUTICAL IN

Ownership history in OAK RIDGE INVESTMENTS LLC  ·  9 quarters on record

AI Ownership Summary

OAK RIDGE INVESTMENTS LLC reported ULTRAGENYX PHARMACEUTICAL IN (RARE) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2024 Q3. The latest visible filing shows RARE at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RARE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAK RIDGE INVESTMENTS LLC's position in ULTRAGENYX PHARMACEUTICAL IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RARE was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RARE stock page OAK RIDGE INVESTMENTS LLC fund profile OAK RIDGE INVESTMENTS LLC full holdings
How OAK RIDGE INVESTMENTS LLC held RARE — position size vs. price
% of Fund (quarterly)    RARE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 16,725 +497 +3.1% 0.03% $558K 2026-07-21 $28.62
2026 Q1 ADDED — — — 16,228 +2,834 +21.2% 0.02% $340K 2026-04-30 $24.69
2025 Q4 REDUCED 19.4% -8.9% ✅ 13,394 -3,232 -19.4% 0.02% $308K 2026-01-23 $24.21
2025 Q3 REDUCED — — — 16,626 -269 -1.6% 0.03% $500K 2025-10-29 $34.59
2025 Q2 REDUCED — — — 16,895 -862 -4.9% 0.04% $614K 2025-07-25 $27.34
2025 Q1 ADDED — — — 17,757 +395 +2.3% 0.05% $643K 2025-05-13 $35.40
2024 Q4 REDUCED 6.8% -13.9% ✅ 17,362 -1,260 -6.8% 0.06% $730K 2025-01-15 $40.98
2024 Q3 REDUCED — — — 18,622 -728 -3.8% 0.09% $1.0M 2024-10-28 $53.07
2024 Q2 INITIATED — — — 19,350 — — 0.08% $795K 2024-07-16 $45.27

🏢 Other funds also holding RARE

As of 2026 Q2 — sorted by position size

PSP Research LLC 0.3% Yorktown Management & Research Co Inc 3Y 7Y 0.22% FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.1% Sivia Capital Partners, LLC 0.05% Y-Intercept (Hong Kong) Ltd 3Y 0.05% Apollon Wealth Management, LLC 3Y 7Y 0.05% Harbour Capital Advisors, LLC 3Y 7Y 0.05% China Universal Asset Management Co., Ltd. 3Y 0.03% WOODSTOCK CORP 3Y 7Y 0.03% Hennion & Walsh Asset Management, Inc. 3Y 0.02%

FAQ About OAK RIDGE INVESTMENTS LLC and RARE

These are the practical questions this page is built to answer before you even open the full history table.

How long has OAK RIDGE INVESTMENTS LLC reported owning RARE?

OAK RIDGE INVESTMENTS LLC reported RARE across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported RARE position in OAK RIDGE INVESTMENTS LLC's portfolio?

The largest reported portfolio weight for RARE was 0.09% in 2024 Q3.

What is the latest reported RARE position on this page?

The most recent filing on this page is 2026 Q2, when OAK RIDGE INVESTMENTS LLC reported 16,725 shares, equal to 0.03% of portfolio, with an estimated market value of $558K.

What does the chart on this RARE ownership page compare?

The chart compares OAK RIDGE INVESTMENTS LLC's quarterly RARE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OAK RIDGE INVESTMENTS LLC time their RARE position?

Based on 13F filing dates vs. subsequent RARE price moves, OAK RIDGE INVESTMENTS LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on RARE relative to SPY over the holding period was -31.6%.

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