Redwood Investments as of March 31, 2019
Portfolio Holdings for Redwood Investments
Redwood Investments holds 124 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Horizon Pharma | 2.4 | $33M | 1.3M | 26.43 | |
Microsoft Corporation (MSFT) | 2.0 | $28M | 233k | 117.94 | |
Merit Medical Systems (MMSI) | 1.8 | $25M | 398k | 61.83 | |
Planet Fitness Inc-cl A (PLNT) | 1.8 | $25M | 356k | 68.72 | |
Virtusa Corporation | 1.8 | $24M | 450k | 53.45 | |
Brink's Company (BCO) | 1.8 | $24M | 318k | 75.41 | |
Amazon (AMZN) | 1.7 | $24M | 13k | 1780.72 | |
Insperity (NSP) | 1.6 | $22M | 174k | 123.66 | |
Gw Pharmaceuticals Plc ads | 1.6 | $21M | 127k | 168.57 | |
Firstcash | 1.5 | $21M | 243k | 86.50 | |
Moog (MOG.A) | 1.5 | $21M | 240k | 86.95 | |
Novanta (NOVT) | 1.5 | $21M | 242k | 84.73 | |
Five Below (FIVE) | 1.5 | $20M | 163k | 124.25 | |
LivePerson (LPSN) | 1.5 | $20M | 695k | 29.02 | |
Grand Canyon Education (LOPE) | 1.4 | $20M | 174k | 114.51 | |
On Assignment (ASGN) | 1.4 | $20M | 312k | 63.49 | |
Ligand Pharmaceuticals In (LGND) | 1.4 | $19M | 153k | 125.71 | |
Boingo Wireless | 1.4 | $19M | 818k | 23.28 | |
Generac Holdings (GNRC) | 1.4 | $19M | 363k | 51.23 | |
Viavi Solutions Inc equities (VIAV) | 1.3 | $18M | 1.5M | 12.38 | |
Ingevity (NGVT) | 1.3 | $18M | 174k | 105.61 | |
Omnicell (OMCL) | 1.3 | $18M | 226k | 80.84 | |
Green Dot Corporation (GDOT) | 1.3 | $18M | 301k | 60.65 | |
Focus Finl Partners | 1.3 | $18M | 506k | 35.64 | |
RealPage | 1.3 | $18M | 294k | 60.69 | |
Hubspot (HUBS) | 1.3 | $18M | 106k | 166.21 | |
Everbridge, Inc. Cmn (EVBG) | 1.3 | $18M | 235k | 75.01 | |
Alphabet Inc Class A cs (GOOGL) | 1.3 | $17M | 15k | 1176.91 | |
Etsy (ETSY) | 1.2 | $17M | 255k | 67.22 | |
Penumbra (PEN) | 1.2 | $17M | 115k | 147.01 | |
Simply Good Foods (SMPL) | 1.2 | $17M | 809k | 20.59 | |
Evo Pmts Inc cl a | 1.2 | $17M | 569k | 29.05 | |
Trex Company (TREX) | 1.2 | $16M | 266k | 61.52 | |
Comcast Corporation (CMCSA) | 1.2 | $16M | 405k | 39.98 | |
LHC | 1.2 | $16M | 145k | 110.86 | |
UnitedHealth (UNH) | 1.1 | $16M | 64k | 247.26 | |
Monolithic Power Systems (MPWR) | 1.1 | $16M | 115k | 135.49 | |
Dave & Buster's Entertainmnt (PLAY) | 1.1 | $15M | 307k | 49.87 | |
Danaher Corporation (DHR) | 1.1 | $15M | 113k | 132.02 | |
Tree (TREE) | 1.1 | $15M | 43k | 351.55 | |
MasterCard Incorporated (MA) | 1.1 | $14M | 61k | 235.45 | |
Wingstop (WING) | 1.0 | $14M | 186k | 76.03 | |
Petiq (PETQ) | 1.0 | $14M | 451k | 31.41 | |
Chegg (CHGG) | 1.0 | $14M | 367k | 38.12 | |
Medidata Solutions | 1.0 | $14M | 189k | 73.24 | |
Five9 (FIVN) | 1.0 | $14M | 258k | 52.83 | |
Chart Industries (GTLS) | 1.0 | $14M | 150k | 90.52 | |
WD-40 Company (WDFC) | 1.0 | $14M | 80k | 169.44 | |
Keurig Dr Pepper (KDP) | 1.0 | $13M | 479k | 27.97 | |
Boeing Company (BA) | 0.9 | $13M | 34k | 381.43 | |
Waste Management (WM) | 0.9 | $13M | 122k | 103.91 | |
salesforce (CRM) | 0.9 | $13M | 80k | 158.36 | |
Inogen (INGN) | 0.9 | $13M | 134k | 95.37 | |
Accenture (ACN) | 0.9 | $13M | 72k | 176.03 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $12M | 121k | 101.23 | |
Vocera Communications | 0.9 | $12M | 383k | 31.63 | |
Workiva Inc equity us cm (WK) | 0.9 | $12M | 237k | 50.70 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.9 | $12M | 140k | 85.33 | |
Xilinx | 0.9 | $12M | 93k | 126.79 | |
McDonald's Corporation (MCD) | 0.8 | $12M | 61k | 189.89 | |
Merck & Co (MRK) | 0.8 | $12M | 140k | 83.17 | |
Paypal Holdings (PYPL) | 0.8 | $12M | 111k | 103.84 | |
Cisco Systems (CSCO) | 0.8 | $11M | 210k | 53.99 | |
Repligen Corporation (RGEN) | 0.8 | $11M | 190k | 59.08 | |
Caredx (CDNA) | 0.8 | $11M | 357k | 31.52 | |
Cdw (CDW) | 0.8 | $11M | 115k | 96.37 | |
Zoetis Inc Cl A (ZTS) | 0.8 | $11M | 108k | 100.67 | |
Mimecast | 0.8 | $11M | 230k | 47.35 | |
AMN Healthcare Services (AMN) | 0.8 | $11M | 227k | 47.09 | |
Red Rock Resorts Inc Cl A (RRR) | 0.8 | $11M | 412k | 25.85 | |
Costco Wholesale Corporation (COST) | 0.8 | $11M | 44k | 242.13 | |
Burlington Stores (BURL) | 0.7 | $10M | 65k | 156.69 | |
Deere & Company (DE) | 0.7 | $9.6M | 60k | 159.84 | |
Lattice Semiconductor (LSCC) | 0.7 | $9.4M | 789k | 11.93 | |
Medpace Hldgs (MEDP) | 0.7 | $9.5M | 161k | 58.97 | |
SVB Financial (SIVBQ) | 0.7 | $9.3M | 42k | 222.36 | |
Boston Scientific Corporation (BSX) | 0.6 | $8.8M | 229k | 38.38 | |
McGrath Rent (MGRC) | 0.6 | $8.8M | 155k | 56.57 | |
BB&T Corporation | 0.6 | $8.6M | 184k | 46.53 | |
Raytheon Company | 0.6 | $8.1M | 45k | 182.07 | |
Crown Castle Intl (CCI) | 0.6 | $8.1M | 63k | 128.00 | |
Celanese Corporation (CE) | 0.6 | $7.5M | 77k | 98.62 | |
General Motors Company (GM) | 0.5 | $7.1M | 190k | 37.10 | |
S&p Global (SPGI) | 0.5 | $6.9M | 33k | 210.56 | |
Delphi Automotive Inc international (APTV) | 0.5 | $6.8M | 86k | 79.49 | |
Occidental Petroleum Corporation (OXY) | 0.5 | $6.7M | 102k | 66.20 | |
Fortive (FTV) | 0.5 | $6.8M | 81k | 83.89 | |
Hca Holdings (HCA) | 0.5 | $6.5M | 50k | 130.38 | |
Parsley Energy Inc-class A | 0.4 | $5.5M | 283k | 19.30 | |
E TRADE Financial Corporation | 0.3 | $4.6M | 100k | 46.43 | |
HDFC Bank (HDB) | 0.3 | $3.9M | 34k | 115.92 | |
Alibaba Group Holding (BABA) | 0.3 | $3.9M | 21k | 182.46 | |
Credicorp (BAP) | 0.3 | $3.7M | 15k | 239.93 | |
Netflix (NFLX) | 0.2 | $3.4M | 9.6k | 356.51 | |
Palo Alto Networks (PANW) | 0.2 | $3.1M | 13k | 242.86 | |
Servicenow (NOW) | 0.2 | $3.0M | 12k | 246.50 | |
Msci (MSCI) | 0.2 | $2.9M | 14k | 198.82 | |
Arista Networks (ANET) | 0.2 | $2.9M | 9.3k | 314.43 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $2.7M | 67k | 40.95 | |
Intuitive Surgical (ISRG) | 0.2 | $2.7M | 4.7k | 570.51 | |
Lululemon Athletica (LULU) | 0.2 | $2.7M | 16k | 163.88 | |
Banco Santander-Chile (BSAC) | 0.2 | $2.5M | 85k | 29.75 | |
Transunion (TRU) | 0.2 | $2.4M | 36k | 66.83 | |
CoStar (CSGP) | 0.2 | $2.3M | 5.0k | 466.36 | |
Euronet Worldwide (EEFT) | 0.2 | $2.3M | 16k | 142.57 | |
Apple (AAPL) | 0.2 | $2.1M | 11k | 189.95 | |
Abiomed | 0.1 | $1.9M | 6.5k | 285.56 | |
Globant S A (GLOB) | 0.1 | $2.0M | 28k | 71.41 | |
Square Inc cl a (SQ) | 0.1 | $1.7M | 23k | 74.93 | |
ICICI Bank (IBN) | 0.1 | $1.4M | 122k | 11.46 | |
Zto Express Cayman (ZTO) | 0.1 | $1.4M | 77k | 18.29 | |
Momo | 0.1 | $1.0M | 27k | 38.23 | |
Pagseguro Digital Ltd-cl A (PAGS) | 0.1 | $979k | 33k | 29.84 | |
NVIDIA Corporation (NVDA) | 0.1 | $669k | 3.7k | 179.60 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $582k | 8.0k | 72.40 | |
NetEase (NTES) | 0.0 | $607k | 2.5k | 241.64 | |
Advanced Micro Devices (AMD) | 0.0 | $385k | 15k | 25.53 | |
BJ's Restaurants (BJRI) | 0.0 | $454k | 9.6k | 47.26 | |
Zebra Technologies (ZBRA) | 0.0 | $274k | 1.3k | 209.48 | |
Air Transport Services (ATSG) | 0.0 | $325k | 14k | 23.08 | |
A. O. Smith Corporation (AOS) | 0.0 | $271k | 5.1k | 53.30 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $213k | 2.5k | 86.73 | |
Ringcentral (RNG) | 0.0 | $323k | 3.0k | 107.85 | |
Veeva Sys Inc cl a (VEEV) | 0.0 | $273k | 2.2k | 126.86 |