Redwood Investments

Redwood Investments as of Dec. 31, 2020

Portfolio Holdings for Redwood Investments

Redwood Investments holds 124 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Workiva Com Cl A (WK) 3.3 $39M 420k 91.62
Synaptics, Incorporated (SYNA) 3.1 $36M 373k 96.40
Advanced Energy Industries (AEIS) 2.6 $30M 310k 96.97
Deckers Outdoor Corporation (DECK) 2.5 $29M 102k 286.78
Halozyme Therapeutics (HALO) 2.3 $27M 632k 42.71
Medpace Hldgs (MEDP) 2.2 $26M 185k 139.20
Everbridge, Inc. Cmn (EVBG) 2.1 $24M 162k 149.07
Texas Roadhouse (TXRH) 2.1 $24M 308k 78.16
Rapid7 (RPD) 2.0 $24M 266k 90.16
Air Transport Services (ATSG) 2.0 $24M 759k 31.34
Helen Of Troy (HELE) 2.0 $24M 106k 222.19
Performance Food (PFGC) 2.0 $23M 491k 47.61
Lithia Mtrs Cl A (LAD) 2.0 $23M 79k 292.67
Insight Enterprises (NSIT) 2.0 $23M 302k 76.09
Neogenomics Com New (NEO) 1.9 $23M 423k 53.84
Ptc Therapeutics I (PTCT) 1.9 $22M 365k 61.03
Lattice Semiconductor (LSCC) 1.9 $22M 480k 45.82
LivePerson (LPSN) 1.8 $21M 341k 62.23
Castle Biosciences (CSTL) 1.8 $21M 313k 67.15
AMN Healthcare Services (AMN) 1.8 $21M 304k 68.25
FTI Consulting (FCN) 1.6 $19M 172k 111.72
AeroVironment (AVAV) 1.6 $19M 214k 86.90
Omnicell (OMCL) 1.6 $18M 153k 120.02
Tetra Tech (TTEK) 1.5 $18M 154k 115.78
Boyd Gaming Corporation (BYD) 1.5 $18M 416k 42.92
Qts Rlty Tr Com Cl A 1.5 $18M 283k 61.88
Calix (CALX) 1.5 $17M 586k 29.76
Inovalon Hldgs Com Cl A 1.5 $17M 950k 18.17
Caredx (CDNA) 1.4 $17M 235k 72.45
First Financial Bankshares (FFIN) 1.4 $16M 454k 36.17
Simpson Manufacturing (SSD) 1.3 $16M 167k 93.45
Addus Homecare Corp (ADUS) 1.3 $15M 132k 117.09
Coherus Biosciences (CHRS) 1.3 $15M 885k 17.38
Bj's Wholesale Club Holdings (BJ) 1.3 $15M 395k 37.28
Brady Corp Cl A (BRC) 1.2 $15M 278k 52.82
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $15M 134k 109.04
Brink's Company (BCO) 1.2 $15M 203k 72.00
Astec Industries (ASTE) 1.2 $14M 247k 57.88
KAR Auction Services (KAR) 1.2 $14M 754k 18.61
Floor & Decor Hldgs Cl A (FND) 1.2 $14M 151k 92.85
LHC 1.2 $14M 66k 213.33
Pjt Partners Com Cl A (PJT) 1.2 $14M 180k 75.25
Kornit Digital SHS (KRNT) 1.1 $14M 151k 89.13
Exponent (EXPO) 1.1 $13M 148k 90.03
Freshpet (FRPT) 1.1 $13M 94k 141.99
Gw Pharmaceuticals Ads 1.1 $13M 109k 115.41
Amazon (AMZN) 1.0 $11M 3.5k 3256.95
Tandem Diabetes Care Com New (TNDM) 1.0 $11M 118k 95.68
McGrath Rent (MGRC) 1.0 $11M 166k 67.10
Repligen Corporation (RGEN) 0.9 $11M 56k 191.63
Moog Cl A (MOG.A) 0.9 $11M 133k 79.30
Grocery Outlet Hldg Corp (GO) 0.9 $10M 265k 39.25
Inmode SHS (INMD) 0.9 $10M 216k 47.48
Cogent Communications Hldgs Com New (CCOI) 0.8 $9.3M 155k 59.87
Ligand Pharmaceuticals Com New (LGND) 0.8 $9.1M 92k 99.45
Cryoport Com Par $0.001 (CYRX) 0.8 $8.9M 204k 43.88
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $7.7M 33k 232.74
Walt Disney Company (DIS) 0.7 $7.7M 42k 181.17
Mastercard Incorporated Cl A (MA) 0.6 $7.6M 21k 356.96
Biontech Se Sponsored Ads (BNTX) 0.6 $6.7M 82k 81.52
Microsoft Corporation (MSFT) 0.6 $6.6M 30k 222.44
Qualcomm (QCOM) 0.5 $5.9M 38k 152.35
Apple (AAPL) 0.4 $5.2M 39k 132.69
Aptiv SHS 0.4 $5.1M 39k 130.28
Icici Bank Adr (IBN) 0.4 $5.1M 342k 14.86
Norfolk Southern (NSC) 0.4 $5.1M 21k 237.60
Costco Wholesale Corporation (COST) 0.4 $5.0M 13k 376.81
Danaher Corporation (DHR) 0.4 $5.0M 23k 222.15
Cintas Corporation (CTAS) 0.4 $4.8M 14k 353.43
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.8M 2.2k 1752.53
Equinix (EQIX) 0.3 $3.7M 5.2k 714.15
Intuitive Surgical Com New (ISRG) 0.3 $3.1M 3.8k 818.21
Msci (MSCI) 0.3 $3.0M 6.8k 446.58
Stryker Corporation (SYK) 0.3 $3.0M 12k 245.04
JPMorgan Chase & Co. (JPM) 0.3 $2.9M 23k 127.08
Charles River Laboratories (CRL) 0.3 $2.9M 12k 249.83
Servicenow (NOW) 0.2 $2.9M 5.3k 550.47
Accenture Plc Ireland Shs Class A (ACN) 0.2 $2.9M 11k 261.21
Global Payments (GPN) 0.2 $2.8M 13k 215.45
Advanced Micro Devices (AMD) 0.2 $2.7M 30k 91.71
Zoetis Cl A (ZTS) 0.2 $2.7M 16k 165.50
CoStar (CSGP) 0.2 $2.5M 2.7k 924.40
Hdfc Bank Sponsored Ads (HDB) 0.2 $2.4M 33k 72.26
Comcast Corp Cl A (CMCSA) 0.2 $2.3M 44k 52.40
Merck & Co (MRK) 0.2 $2.2M 28k 81.79
Fortive (FTV) 0.2 $2.1M 30k 70.82
Arco Platform Com Cl A 0.2 $2.1M 58k 35.50
Crown Castle Intl (CCI) 0.2 $2.1M 13k 159.15
D.R. Horton (DHI) 0.2 $1.9M 28k 68.92
Lauder Estee Cos Cl A (EL) 0.2 $1.8M 6.9k 266.26
Ally Financial (ALLY) 0.2 $1.8M 51k 35.67
Cdw (CDW) 0.1 $1.7M 13k 131.81
Adobe Systems Incorporated (ADBE) 0.1 $1.7M 3.5k 500.14
salesforce (CRM) 0.1 $1.7M 7.8k 222.59
Procter & Gamble Company (PG) 0.1 $1.7M 12k 139.11
Waste Management (WM) 0.1 $1.6M 14k 117.94
S&p Global (SPGI) 0.1 $1.5M 4.6k 328.80
Hca Holdings (HCA) 0.1 $1.4M 8.5k 164.51
Horizon Therapeutics Pub L SHS 0.1 $1.3M 17k 73.13
Ringcentral Cl A (RNG) 0.1 $1.3M 3.3k 378.98
NVIDIA Corporation (NVDA) 0.1 $1.3M 2.4k 522.21
GDS HLDGS Sponsored Ads (GDS) 0.1 $1.1M 11k 93.60
Netease Sponsored Ads (NTES) 0.1 $932k 9.7k 95.79
Generac Holdings (GNRC) 0.1 $879k 3.9k 227.48
Nike CL B (NKE) 0.1 $861k 6.1k 141.54
Raytheon Technologies Corp (RTX) 0.1 $776k 11k 71.50
Hubspot (HUBS) 0.1 $733k 1.9k 396.22
Shopify Cl A (SHOP) 0.1 $705k 623.00 1131.62
Monolithic Power Systems (MPWR) 0.0 $494k 1.3k 366.47
Burlington Stores (BURL) 0.0 $484k 1.9k 261.48
Arrowhead Pharmaceuticals (ARWR) 0.0 $482k 6.3k 76.76
Square Cl A (XYZ) 0.0 $478k 2.2k 217.47
Switch Cl A 0.0 $410k 25k 16.38
Five9 (FIVN) 0.0 $408k 2.3k 174.36
EXACT Sciences Corporation (EXAS) 0.0 $384k 2.9k 132.46
Transunion (TRU) 0.0 $380k 3.8k 99.16
Avalara 0.0 $340k 2.1k 164.73
UnitedHealth (UNH) 0.0 $329k 938.00 350.75
HEICO Corporation (HEI) 0.0 $291k 2.2k 132.33
Planet Fitness Cl A (PLNT) 0.0 $290k 3.7k 77.75
Waste Connections (WCN) 0.0 $240k 2.3k 102.43
Medtronic SHS (MDT) 0.0 $229k 2.0k 117.32
Ceridian Hcm Hldg (DAY) 0.0 $226k 2.1k 106.40
Alphabet Cap Stk Cl C (GOOG) 0.0 $2.0k 1.00 2000.00