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 | 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 | 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 (XYZ) | 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 |
