Redwood Investments as of March 31, 2020
Portfolio Holdings for Redwood Investments
Redwood Investments holds 113 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Five9 (FIVN) | 3.0 | $25M | 332k | 76.46 | |
Qts Realty Trust | 2.9 | $25M | 422k | 58.01 | |
Exponent (EXPO) | 2.6 | $22M | 302k | 71.91 | |
eHealth (EHTH) | 2.4 | $21M | 146k | 140.82 | |
Repligen Corporation (RGEN) | 2.4 | $20M | 209k | 96.54 | |
Inphi Corporation | 2.3 | $20M | 249k | 79.17 | |
WD-40 Company (WDFC) | 2.2 | $19M | 93k | 200.85 | |
Horizon Therapeutics | 2.2 | $19M | 630k | 29.62 | |
Generac Holdings (GNRC) | 2.2 | $19M | 200k | 93.17 | |
Everbridge, Inc. Cmn (EVBG) | 2.1 | $18M | 164k | 106.36 | |
Freshpet (FRPT) | 2.0 | $17M | 264k | 63.87 | |
Omnicell (OMCL) | 1.8 | $16M | 237k | 65.58 | |
Caredx (CDNA) | 1.8 | $15M | 705k | 21.83 | |
AMN Healthcare Services (AMN) | 1.8 | $15M | 265k | 57.81 | |
Wingstop (WING) | 1.8 | $15M | 192k | 79.70 | |
Viavi Solutions Inc equities (VIAV) | 1.8 | $15M | 1.3M | 11.21 | |
LHC | 1.7 | $15M | 104k | 140.20 | |
First Financial Bankshares (FFIN) | 1.7 | $14M | 531k | 26.84 | |
Mercury Computer Systems (MRCY) | 1.6 | $14M | 194k | 71.34 | |
NeoGenomics (NEO) | 1.6 | $14M | 497k | 27.61 | |
Monolithic Power Systems (MPWR) | 1.6 | $14M | 82k | 167.46 | |
Brady Corporation (BRC) | 1.5 | $13M | 291k | 45.13 | |
Novocure Ltd ord (NVCR) | 1.5 | $13M | 190k | 67.34 | |
Tetra Tech (TTEK) | 1.5 | $13M | 180k | 70.62 | |
Microsoft Corporation (MSFT) | 1.5 | $13M | 80k | 157.71 | |
Deckers Outdoor Corporation (DECK) | 1.5 | $13M | 94k | 134.00 | |
Brink's Company (BCO) | 1.5 | $12M | 237k | 52.05 | |
Penumbra (PEN) | 1.4 | $12M | 76k | 161.33 | |
Avalara | 1.4 | $12M | 162k | 74.60 | |
Tandem Diabetes Care (TNDM) | 1.4 | $12M | 184k | 64.35 | |
Power Integrations (POWI) | 1.4 | $12M | 132k | 88.33 | |
Helen Of Troy (HELE) | 1.3 | $11M | 79k | 144.03 | |
Amazon (AMZN) | 1.3 | $11M | 5.8k | 1949.74 | |
Advanced Energy Industries (AEIS) | 1.3 | $11M | 234k | 48.49 | |
Cogent Communications (CCOI) | 1.3 | $11M | 138k | 81.97 | |
Medpace Hldgs (MEDP) | 1.3 | $11M | 154k | 73.38 | |
Gw Pharmaceuticals Plc ads | 1.3 | $11M | 129k | 87.57 | |
Trex Company (TREX) | 1.3 | $11M | 138k | 80.14 | |
Palomar Hldgs (PLMR) | 1.3 | $11M | 184k | 58.16 | |
Addus Homecare Corp (ADUS) | 1.2 | $11M | 155k | 67.60 | |
AeroVironment (AVAV) | 1.2 | $11M | 172k | 60.96 | |
Workiva Inc equity us cm (WK) | 1.2 | $10M | 317k | 32.33 | |
McGrath Rent (MGRC) | 1.2 | $10M | 194k | 52.38 | |
Insight Enterprises (NSIT) | 1.2 | $10M | 238k | 42.13 | |
Nxp Semiconductors N V (NXPI) | 1.2 | $9.8M | 118k | 82.93 | |
Lattice Semiconductor (LSCC) | 1.1 | $9.1M | 508k | 17.82 | |
Ptc Therapeutics I (PTCT) | 1.0 | $8.6M | 193k | 44.61 | |
Simply Good Foods (SMPL) | 1.0 | $8.5M | 441k | 19.26 | |
Moog (MOG.A) | 0.9 | $7.9M | 156k | 50.53 | |
Lithia Motors (LAD) | 0.9 | $7.8M | 96k | 81.79 | |
Deluxe Corporation (DLX) | 0.8 | $7.2M | 277k | 25.93 | |
LivePerson (LPSN) | 0.8 | $7.1M | 312k | 22.75 | |
Planet Fitness Inc-cl A (PLNT) | 0.8 | $6.8M | 140k | 48.70 | |
Chart Industries (GTLS) | 0.8 | $6.8M | 235k | 28.98 | |
MasterCard Incorporated (MA) | 0.8 | $6.5M | 27k | 241.55 | |
Alibaba Group Holding (BABA) | 0.8 | $6.5M | 33k | 194.49 | |
Taiwan Semiconductor Mfg (TSM) | 0.7 | $6.1M | 127k | 47.79 | |
Merck & Co (MRK) | 0.7 | $5.6M | 73k | 76.94 | |
Floor & Decor Hldgs Inc cl a (FND) | 0.6 | $4.9M | 154k | 32.09 | |
Crown Castle Intl (CCI) | 0.5 | $4.4M | 31k | 144.40 | |
Costco Wholesale Corporation (COST) | 0.5 | $4.3M | 15k | 285.16 | |
Accenture (ACN) | 0.5 | $3.9M | 24k | 163.24 | |
Danaher Corporation (DHR) | 0.4 | $3.7M | 27k | 138.40 | |
Global Payments (GPN) | 0.4 | $3.7M | 25k | 144.23 | |
Comcast Corporation (CMCSA) | 0.4 | $3.6M | 105k | 34.38 | |
Encore Capital (ECPG) | 0.4 | $3.5M | 152k | 23.38 | |
Zoetis Inc Cl A (ZTS) | 0.4 | $3.5M | 30k | 117.68 | |
Burlington Stores (BURL) | 0.4 | $3.5M | 22k | 158.47 | |
Qualcomm (QCOM) | 0.4 | $3.4M | 50k | 67.64 | |
Stryker Corporation (SYK) | 0.4 | $3.3M | 20k | 166.47 | |
Waste Management (WM) | 0.4 | $3.2M | 35k | 92.55 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $3.1M | 2.6k | 1161.98 | |
Msci (MSCI) | 0.4 | $3.1M | 11k | 288.95 | |
Motorola Solutions (MSI) | 0.3 | $2.9M | 22k | 132.93 | |
Servicenow (NOW) | 0.3 | $2.8M | 9.9k | 286.57 | |
Cdw (CDW) | 0.3 | $2.8M | 30k | 93.27 | |
Estee Lauder Companies (EL) | 0.3 | $2.6M | 16k | 159.36 | |
Procter & Gamble Company (PG) | 0.3 | $2.6M | 23k | 109.98 | |
Apple (AAPL) | 0.3 | $2.5M | 9.9k | 254.30 | |
ICICI Bank (IBN) | 0.3 | $2.5M | 295k | 8.50 | |
CoStar (CSGP) | 0.3 | $2.4M | 4.1k | 587.25 | |
Walt Disney Company (DIS) | 0.3 | $2.4M | 24k | 96.62 | |
Norfolk Southern (NSC) | 0.3 | $2.2M | 15k | 145.98 | |
Cintas Corporation (CTAS) | 0.2 | $1.8M | 11k | 173.20 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $1.8M | 20k | 90.05 | |
Euronet Worldwide (EEFT) | 0.2 | $1.8M | 21k | 85.71 | |
stock | 0.2 | $1.7M | 13k | 126.20 | |
UnitedHealth (UNH) | 0.2 | $1.6M | 6.5k | 249.42 | |
Ringcentral (RNG) | 0.2 | $1.5M | 7.3k | 211.85 | |
Globant S A (GLOB) | 0.2 | $1.3M | 15k | 87.90 | |
salesforce (CRM) | 0.1 | $1.2M | 8.6k | 144.00 | |
S&p Global (SPGI) | 0.1 | $1.2M | 5.0k | 245.11 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | 3.7k | 318.28 | |
NetEase (NTES) | 0.1 | $1.1M | 3.5k | 320.83 | |
Fortive (FTV) | 0.1 | $1.1M | 21k | 55.21 | |
MarketAxess Holdings (MKTX) | 0.1 | $1.1M | 3.3k | 332.43 | |
Shopify Inc cl a (SHOP) | 0.1 | $969k | 2.3k | 417.13 | |
HDFC Bank (HDB) | 0.1 | $955k | 25k | 38.46 | |
Hca Holdings (HCA) | 0.1 | $829k | 9.2k | 89.89 | |
Raytheon Company | 0.1 | $797k | 6.1k | 131.11 | |
Credicorp (BAP) | 0.1 | $769k | 5.4k | 142.99 | |
Truist Financial Corp equities (TFC) | 0.1 | $691k | 22k | 30.86 | |
Delphi Automotive Inc international (APTV) | 0.1 | $690k | 14k | 49.26 | |
General Motors Company (GM) | 0.1 | $683k | 33k | 20.77 | |
NVIDIA Corporation (NVDA) | 0.1 | $652k | 2.5k | 263.43 | |
Arco Platform Cl A Ord | 0.1 | $480k | 11k | 42.23 | |
Ally Financial (ALLY) | 0.0 | $378k | 26k | 14.43 | |
Terraform Power Inc - A | 0.0 | $300k | 19k | 15.77 | |
Parsley Energy Inc-class A | 0.0 | $281k | 49k | 5.72 | |
Intuitive Surgical (ISRG) | 0.0 | $274k | 554.00 | 494.58 | |
Transunion (TRU) | 0.0 | $254k | 3.8k | 66.28 | |
Hubspot (HUBS) | 0.0 | $249k | 1.9k | 133.16 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $1.0k | 1.00 | 1000.00 |