Redwood Investments

Redwood Investments as of Dec. 31, 2024

Portfolio Holdings for Redwood Investments

Redwood Investments holds 112 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ftse Etf (VWO) 17.1 $64M 1.4M 44.02
Nvidia Corp Common (NVDA) 5.8 $22M 161k 134.29
Amazon Common (AMZN) 4.2 $16M 71k 219.39
Alphabet Common (GOOGL) 3.9 $15M 78k 189.30
Accenture Common (ACN) 2.0 $7.3M 21k 351.79
Icici Bk Common (IBN) 2.0 $7.3M 245k 29.86
Jpmorgan Chase & Co Common (JPM) 1.9 $7.1M 30k 239.71
Agilysys Common (AGYS) 1.9 $7.1M 54k 131.71
Taiwan Semiconductor Adr (TSM) 1.8 $6.9M 35k 197.49
Apple Common (AAPL) 1.8 $6.8M 27k 250.42
Danaher Corp Common (DHR) 1.8 $6.8M 30k 229.55
Ensign Group Common (ENSG) 1.8 $6.8M 51k 132.86
Stryker Corp Common (SYK) 1.8 $6.6M 18k 360.05
Ftai Aviation Common (FTAI) 1.7 $6.4M 44k 144.04
Freshpet Common (FRPT) 1.7 $6.3M 43k 148.11
Axos Financial Common (AX) 1.7 $6.3M 91k 69.85
CRH Common (CRH) 1.5 $5.6M 61k 92.52
Roper Technologies Common (ROP) 1.5 $5.4M 11k 519.85
Microsoft Corp Common (MSFT) 1.4 $5.3M 13k 421.50
Mercadolibre Common (MELI) 1.4 $5.2M 3.1k 1700.44
Walmart Common (WMT) 1.3 $4.8M 53k 90.35
Salesforce Common (CRM) 1.2 $4.6M 14k 334.33
Descartes Sys Group Common (DSGX) 1.1 $4.3M 38k 113.60
Exelixis Common (EXEL) 1.1 $4.1M 123k 33.30
Ferguson Common (FERG) 1.0 $3.8M 22k 173.57
Nova Common (NVMI) 1.0 $3.8M 19k 196.95
Arista Networks In Common (ANET) 0.9 $3.5M 32k 110.53
Diamondback Energy Common (FANG) 0.9 $3.4M 21k 163.83
Comfort Sys Usa Common (FIX) 0.9 $3.3M 7.7k 424.06
Knife River Corp Common (KNF) 0.8 $3.0M 30k 101.64
Shake Shack Common (SHAK) 0.8 $3.0M 23k 129.80
Nu Holdings Common (NU) 0.8 $3.0M 287k 10.36
Cactus Common (WHD) 0.8 $2.9M 50k 58.36
Palomar Holdings I Common (PLMR) 0.8 $2.9M 28k 105.59
Carpenter Technology Common (CRS) 0.8 $2.8M 17k 169.71
Tg Therapeutics Common (TGTX) 0.8 $2.8M 95k 30.10
Onto Innovation Common (ONTO) 0.7 $2.7M 16k 166.67
Champion Homes Common (SKY) 0.7 $2.7M 30k 88.10
Ceco Environmental Common (CECO) 0.7 $2.6M 88k 30.23
Applied Indl Tech Common (AIT) 0.7 $2.6M 11k 239.47
Servicenow Common (NOW) 0.7 $2.5M 2.4k 1060.12
Makemytrip Common (MMYT) 0.7 $2.5M 22k 112.28
Addus Homecare Corp Common (ADUS) 0.6 $2.4M 19k 125.35
Brinks Company Common (BCO) 0.6 $2.3M 25k 92.77
Pricesmart Common (PSMT) 0.6 $2.3M 25k 92.17
Sps Commerce Common (SPSC) 0.6 $2.3M 13k 183.99
Badger Meter Common (BMI) 0.6 $2.2M 10k 212.12
Motorola Solutions Common (MSI) 0.6 $2.1M 4.6k 462.23
Costco Whsl Corp Common (COST) 0.6 $2.1M 2.3k 916.27
Cintas Corp Common (CTAS) 0.6 $2.1M 11k 182.70
Clearwater Analyti Common (CWAN) 0.5 $2.0M 74k 27.52
Ollies Bargain Out Common (OLLI) 0.5 $2.0M 18k 109.73
Osi Systems Common (OSIS) 0.5 $1.9M 11k 167.43
Aci Worldwide Common (ACIW) 0.5 $1.9M 36k 51.91
Lantheus Hldgs Common (LNTH) 0.5 $1.9M 21k 89.46
Huron Consulting Grp Common (HURN) 0.5 $1.8M 15k 124.26
Evertec Common (EVTC) 0.5 $1.8M 53k 34.53
Enpro Common (NPO) 0.5 $1.8M 11k 172.45
Flutter Entertainmen Common (FLUT) 0.5 $1.8M 6.9k 258.45
Vertex Common (VERX) 0.5 $1.8M 33k 53.35
Interparfums Common (IPAR) 0.5 $1.8M 14k 131.51
Krystal Biotech In Common (KRYS) 0.5 $1.8M 11k 156.66
Tjx Companies Common (TJX) 0.5 $1.8M 15k 120.81
Healthequity Common (HQY) 0.5 $1.8M 18k 95.95
Lilly Eli & Co Common (LLY) 0.5 $1.7M 2.2k 772.00
Equinix Reits (EQIX) 0.4 $1.7M 1.8k 942.89
Surgery Partners Common (SGRY) 0.4 $1.6M 77k 21.17
Mastercard Common (MA) 0.4 $1.6M 3.0k 526.57
Chipotle Mexican Grl Common (CMG) 0.4 $1.6M 26k 60.30
Skyward Specialty In Common (SKWD) 0.4 $1.6M 31k 50.54
Halozyme Therapeutic Common (HALO) 0.4 $1.5M 32k 47.81
Msa Safety Common (MSA) 0.4 $1.5M 9.0k 165.77
Aerovironment Common (AVAV) 0.4 $1.4M 9.3k 153.89
Kinsale Capital Gr Common (KNSL) 0.4 $1.4M 3.0k 465.13
Enovis Corporation Common (ENOV) 0.4 $1.4M 31k 43.88
S&p Global Common (SPGI) 0.4 $1.4M 2.7k 498.03
Hca Healthcare Common (HCA) 0.4 $1.3M 4.4k 300.15
Dream Finders Homes Common (DFH) 0.3 $1.3M 56k 23.27
Eog Resources Common (EOG) 0.3 $1.3M 10k 122.58
United Rentals Common (URI) 0.3 $1.3M 1.8k 704.44
Azek Common (AZEK) 0.3 $1.2M 26k 47.47
Neogenomics Common (NEO) 0.3 $1.2M 73k 16.48
Cdw Corp Common (CDW) 0.3 $1.2M 6.7k 174.04
Collegium Pharmaceut Common (COLL) 0.3 $1.1M 37k 28.65
Viking Therapeutics Common (VKTX) 0.3 $997k 25k 40.24
Zoetis Common (ZTS) 0.3 $990k 6.1k 162.93
Msci Common (MSCI) 0.3 $984k 1.6k 600.01
Parsons Corporation Common (PSN) 0.2 $874k 9.5k 92.25
Amphastar Pharmactls Common (AMPH) 0.2 $797k 22k 37.13
Hubspot Common (HUBS) 0.2 $730k 1.0k 696.77
Global Payments Common (GPN) 0.2 $599k 5.3k 112.06
Monolithic Power Common (MPWR) 0.1 $460k 778.00 591.70
Waste Connections Common (WCN) 0.1 $434k 2.5k 171.58
Sea Adr (SE) 0.1 $394k 3.7k 106.10
Rtx Corporation Common (RTX) 0.1 $368k 3.2k 115.72
Burlington Stores Common (BURL) 0.1 $345k 1.2k 285.06
Heico Corp Common (HEI) 0.1 $293k 1.2k 237.74
Shopify Common (SHOP) 0.1 $271k 2.5k 106.33
Draftkings Common (DKNG) 0.1 $257k 6.9k 37.20
D R Horton Common (DHI) 0.1 $252k 1.8k 139.82
Bjs Whsl Club Hldgs Common (BJ) 0.1 $242k 2.7k 89.35
Camtek Common (CAMT) 0.1 $227k 2.8k 80.77
Vista Energy S A B Common (VIST) 0.1 $191k 3.5k 54.11
Fortive Corporation Common (FTV) 0.0 $186k 2.5k 75.00
Ishares Etf (EIDO) 0.0 $179k 9.7k 18.45
Embraer Sa Adr (ERJ) 0.0 $161k 4.4k 36.68
Ovintiv Common (OVV) 0.0 $156k 3.8k 40.50
Arcos Dorados Hlds Common (ARCO) 0.0 $149k 20k 7.28
Shell Adr (SHEL) 0.0 $145k 2.3k 62.65
Relx Adr (RELX) 0.0 $121k 2.7k 45.42
Doubleverify Hlds Common (DV) 0.0 $94k 4.9k 19.21
Ing Groep N V Adr (ING) 0.0 $41k 2.6k 15.67