Redwood Investments

Redwood Investments as of March 31, 2024

Portfolio Holdings for Redwood Investments

Redwood Investments holds 119 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 4.8 $16M 21k 785.35
Amazon (AMZN) 3.9 $13M 82k 161.63
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.4 $12M 135k 86.56
Alphabet Cap Stk Cl A (GOOGL) 2.7 $9.3M 70k 132.89
Icici Bank Adr (IBN) 2.2 $7.6M 400k 18.96
Kinsale Cap Group (KNSL) 2.2 $7.4M 15k 482.51
Microsoft Corporation (MSFT) 1.8 $6.3M 17k 383.02
Stryker Corporation (SYK) 1.7 $6.0M 19k 316.72
Accenture Plc Ireland Shs Class A (ACN) 1.7 $5.9M 20k 300.40
Apple (AAPL) 1.7 $5.7M 39k 145.58
JPMorgan Chase & Co. (JPM) 1.6 $5.5M 32k 175.47
United Rentals (URI) 1.6 $5.4M 8.5k 631.62
Comfort Systems USA (FIX) 1.5 $5.0M 16k 312.93
MercadoLibre (MELI) 1.5 $5.0M 4.4k 1140.63
Wal-Mart Stores (WMT) 1.4 $4.7M 88k 52.75
Danaher Corporation (DHR) 1.4 $4.6M 21k 218.86
Atkore Intl (ATKR) 1.3 $4.6M 25k 187.54
Freshpet (FRPT) 1.3 $4.4M 39k 114.17
Palomar Hldgs (PLMR) 1.3 $4.3M 52k 82.66
Msci (MSCI) 1.2 $4.2M 8.6k 485.30
Motorola Solutions Com New (MSI) 1.2 $4.1M 14k 299.08
Roper Industries (ROP) 1.2 $4.1M 8.3k 488.48
Applied Industrial Technologies (AIT) 1.2 $4.0M 21k 194.73
Onto Innovation (ONTO) 1.2 $4.0M 22k 178.40
Ensign (ENSG) 1.2 $4.0M 32k 122.64
salesforce (CRM) 1.2 $3.9M 15k 259.46
Cactus Cl A (WHD) 1.2 $3.9M 80k 49.33
Azek Cl A (AZEK) 1.1 $3.9M 79k 49.47
Msa Safety Inc equity (MSA) 1.1 $3.8M 20k 190.72
Cintas Corporation (CTAS) 1.1 $3.8M 6.2k 615.57
Diamondback Energy (FANG) 1.1 $3.8M 22k 171.05
Brink's Company (BCO) 1.1 $3.8M 41k 90.98
SPS Commerce (SPSC) 1.1 $3.6M 20k 182.19
Skyline Corporation (SKY) 1.0 $3.5M 42k 83.75
Sprout Social Com Cl A (SPT) 1.0 $3.5M 59k 58.84
Ollies Bargain Outlt Hldgs I (OLLI) 1.0 $3.4M 44k 78.35
Nu Hldgs Ord Shs Cl A (NU) 1.0 $3.4M 438k 7.84
Parsons Corporation (PSN) 1.0 $3.4M 42k 81.73
Ferguson SHS 1.0 $3.4M 18k 188.56
Lithia Motors (LAD) 1.0 $3.3M 13k 259.68
Evertec (EVTC) 1.0 $3.3M 85k 39.31
Fabrinet SHS (FN) 0.9 $3.2M 17k 186.19
Alkermes SHS (ALKS) 0.9 $3.1M 118k 26.66
Addus Homecare Corp (ADUS) 0.9 $3.1M 31k 101.78
Halozyme Therapeutics (HALO) 0.9 $3.1M 77k 40.10
Arcos Dorados Holdings Shs Class -a - (ARCO) 0.9 $3.1M 511k 6.01
Performance Food (PFGC) 0.9 $3.1M 49k 62.39
Inter Parfums (IPAR) 0.9 $3.0M 22k 138.43
Trex Company (TREX) 0.9 $3.0M 34k 85.95
Nutanix Cl A (NTNX) 0.9 $2.9M 49k 60.81
Surgery Partners (SGRY) 0.8 $2.9M 98k 29.38
Huron Consulting (HURN) 0.8 $2.9M 30k 95.09
Agilysys (AGYS) 0.8 $2.8M 34k 82.91
Palo Alto Networks (PANW) 0.8 $2.8M 11k 243.74
Descartes Sys Grp (DSGX) 0.8 $2.7M 34k 78.70
CECO Environmental (CECO) 0.8 $2.7M 118k 22.67
Bofi Holding (AX) 0.8 $2.6M 50k 53.25
Skyward Specialty Insurance Gr (SKWD) 0.8 $2.6M 71k 36.85
Visteon Corp Com New (VC) 0.8 $2.6M 22k 115.88
Dream Finders Homes Com Cl A (DFH) 0.8 $2.6M 60k 43.06
Texas Roadhouse (TXRH) 0.7 $2.4M 16k 152.16
DV (DV) 0.7 $2.4M 69k 34.69
Allegro Microsystems Ord (ALGM) 0.7 $2.4M 89k 26.57
H&E Equipment Services 0.7 $2.3M 37k 63.22
Axcelis Technologies Com New (ACLS) 0.7 $2.3M 21k 109.86
Evolent Health Cl A (EVH) 0.7 $2.2M 69k 32.33
AeroVironment (AVAV) 0.7 $2.2M 15k 151.78
Viking Therapeutics (VKTX) 0.6 $2.1M 26k 80.63
EnPro Industries (NPO) 0.6 $2.1M 13k 166.32
Monolithic Power Systems (MPWR) 0.6 $1.9M 3.2k 611.90
UnitedHealth (UNH) 0.6 $1.9M 4.3k 445.65
Neogenomics Com New (NEO) 0.5 $1.9M 120k 15.48
Cdw (CDW) 0.5 $1.8M 7.6k 241.41
Servicenow (NOW) 0.5 $1.8M 2.6k 698.91
Costco Wholesale Corporation (COST) 0.5 $1.8M 2.8k 650.12
Constellation Brands Cl A (STZ) 0.5 $1.8M 7.2k 244.93
Healthequity (HQY) 0.5 $1.7M 21k 80.40
Chipotle Mexican Grill (CMG) 0.5 $1.6M 601.00 2703.63
TJX Companies (TJX) 0.5 $1.6M 17k 93.23
Aspen Aerogels (ASPN) 0.5 $1.6M 92k 17.34
Hca Holdings (HCA) 0.5 $1.6M 5.0k 308.05
Mastercard Incorporated Cl A (MA) 0.5 $1.5M 3.7k 418.98
Equinix (EQIX) 0.4 $1.5M 2.0k 747.07
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.4 $1.5M 25k 61.34
Freshworks Class A Com (FRSH) 0.4 $1.5M 85k 17.94
Amphastar Pharmaceuticals (AMPH) 0.4 $1.5M 35k 43.24
Krystal Biotech (KRYS) 0.4 $1.4M 8.3k 175.26
EOG Resources (EOG) 0.4 $1.4M 12k 117.56
PriceSmart (PSMT) 0.4 $1.4M 17k 82.73
Ishares Tr Msci India Etf (INDA) 0.4 $1.4M 27k 51.59
Adobe Systems Incorporated (ADBE) 0.4 $1.4M 2.9k 468.71
S&p Global (SPGI) 0.4 $1.2M 3.1k 397.43
CoStar (CSGP) 0.4 $1.2M 14k 85.41
Endava Ads (DAVA) 0.3 $1.1M 39k 29.16
Zoetis Cl A (ZTS) 0.3 $1.1M 7.2k 151.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.0M 24k 41.78
Infosys Sponsored Adr (INFY) 0.3 $984k 55k 17.93
Microchip Technology (MCHP) 0.3 $861k 11k 82.09
Global Payments (GPN) 0.2 $815k 6.1k 133.66
Pdd Holdings Sponsored Ads (PDD) 0.2 $778k 19k 41.40
Hubspot (HUBS) 0.2 $681k 1.1k 626.56
Aptiv SHS 0.2 $630k 8.0k 78.47
Hdfc Bank Sponsored Ads (HDB) 0.2 $564k 28k 19.86
Novo-nordisk A S Adr (NVO) 0.1 $507k 4.0k 128.40
Crowdstrike Hldgs Cl A (CRWD) 0.1 $415k 1.3k 320.59
D.R. Horton (DHI) 0.1 $371k 2.9k 128.47
Draftkings Com Cl A (DKNG) 0.1 $339k 9.2k 36.83
Advanced Micro Devices (AMD) 0.1 $307k 2.5k 121.66
Burlington Stores (BURL) 0.1 $295k 1.3k 232.19
Nice Sponsored Adr (NICE) 0.1 $289k 1.1k 260.62
HEICO Corporation (HEI) 0.1 $256k 1.3k 191.00
Waste Connections (WCN) 0.1 $246k 3.8k 64.42
Ishares Tr Msci Indonia Etf (EIDO) 0.1 $245k 11k 22.54
Raytheon Technologies Corp (RTX) 0.1 $235k 2.4k 97.53
Fortive (FTV) 0.1 $231k 2.7k 86.02
Collegium Pharmaceutical Inc Common Stock Usd (COLL) 0.1 $229k 5.9k 38.82
Bj's Wholesale Club Holdings (BJ) 0.1 $222k 2.9k 75.65
Encana Corporation (OVV) 0.1 $216k 4.2k 51.90
Shell Spon Ads (SHEL) 0.1 $208k 3.1k 67.04