Redwood Investments, LLC current holdings: USA Stocks
Redwood Investments, LLC reported $0.25 billion in share positions in stocks (listed in the US), 88 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are NVDA, AMZN, GOOGL.
- NVDA: Country of operation United States; Class Common; Shares 144,956; Value $15,710,331.
- AMZN: Country of operation United States; Class Common; Shares 69,832; Value $13,286,236.
- GOOGL: Country of operation United States; Class Common; Shares 58,500; Value $9,046,440.
- FTAI: Country of operation United States; Class Common; Shares 70,082; Value $7,781,204.
Form 13F-HR as filed (SEC CIK 1384058): quarter ended 2025-03-31, filed 2025-05-16. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | United States | Common | 144,956 | $15,710,331 | 5.96% | 2025-03-31 | 2025-05-16 | +109.64% |
| AMZN AMAZON COM INC | United States | Common | 69,832 | $13,286,236 | 5.04% | 2025-03-31 | 2025-05-16 | +29.65% |
| GOOGL ALPHABET INC | United States | Common | 58,500 | $9,046,440 | 3.43% | 2025-03-31 | 2025-05-16 | +120.46% |
| FTAI FTAI AVIATION LTD | United States | Common | 70,082 | $7,781,204 | 2.95% | 2025-03-31 | 2025-05-16 | +52.15% |
| JPM JPMORGAN CHASE & CO | United States | Common | 29,870 | $7,327,111 | 2.78% | 2025-03-31 | 2025-05-16 | +36.56% |
| ROP ROPER TECHNOLOGIES | United States | Common | 12,022 | $7,087,930 | 2.69% | 2025-03-31 | 2025-05-16 | -40.73% |
| ACN ACCENTURE PLC | Common | 22,087 | $6,892,027 | 2.61% | 2025-03-31 | 2025-05-16 | -43.24% | |
| SYK STRYKER CORP | United States | Common | 18,321 | $6,819,992 | 2.59% | 2025-03-31 | 2025-05-16 | -25.11% |
| MELI MERCADOLIBRE INC | Common | 3,065 | $5,979,416 | 2.27% | 2025-03-31 | 2025-05-16 | -11.58% | |
| AX AXOS FINANCIAL | United States | Common | 90,716 | $5,852,996 | 2.22% | 2025-03-31 | 2025-05-16 | +33.74% |
| CRS CARPENTER TECHNOLOGY | United States | Common | 32,058 | $5,808,268 | 2.20% | 2025-03-31 | 2025-05-16 | +116.22% |
| AAPL APPLE INC | United States | Common | 26,029 | $5,781,821 | 2.19% | 2025-03-31 | 2025-05-16 | |
| CRH CRH PLC | Common | 61,705 | $5,428,188 | 2.06% | 2025-03-31 | 2025-05-16 | -3.91% | |
| SPGI S&P GLOBAL INC | United States | Common | 9,817 | $4,988,017 | 1.89% | 2025-03-31 | 2025-05-16 | -18.36% |
| ENSG ENSIGN GROUP INC | United States | Common | 37,341 | $4,831,925 | 1.83% | 2025-03-31 | 2025-05-16 | +35.65% |
| WMT WALMART INC | United States | Common | 52,689 | $4,625,567 | 1.75% | 2025-03-31 | 2025-05-16 | +21.65% |
| MSFT MICROSOFT CORP | United States | Common | 12,196 | $4,578,256 | 1.74% | 2025-03-31 | 2025-05-16 | +35.58% |
| EXEL EXELIXIS INC | United States | Common | 122,921 | $4,538,243 | 1.72% | 2025-03-31 | 2025-05-16 | +58.86% |
| CRM SALESFORCE INC | United States | Common | 14,295 | $3,836,206 | 1.45% | 2025-03-31 | 2025-05-16 | -16.04% |
| DSGX DESCARTES SYS GROUP | Common | 37,358 | $3,766,345 | 1.43% | 2025-03-31 | 2025-05-16 | -21.18% | |
| PLMR PALOMAR HOLDINGS I | United States | Common | 27,280 | $3,739,542 | 1.42% | 2025-03-31 | 2025-05-16 | -10.17% |
| TGTX TG THERAPEUTICS | United States | Common | 93,242 | $3,676,532 | 1.39% | 2025-03-31 | 2025-05-16 | +42.51% |
| FRPT FRESHPET INC | United States | Common | 42,729 | $3,553,770 | 1.35% | 2025-03-31 | 2025-05-16 | -31.29% |
| FANG DIAMONDBACK ENERGY | United States | Common | 21,589 | $3,451,649 | 1.31% | 2025-03-31 | 2025-05-16 | +15.06% |
| OLLI OLLIES BARGAIN OUT | United States | Common | 27,099 | $3,153,239 | 1.20% | 2025-03-31 | 2025-05-16 | -25.42% |
| NU NU HOLDINGS LTD | Common | 286,716 | $2,935,971 | 1.11% | 2025-03-31 | 2025-05-16 | +20.61% | |
| SKY CHAMPION HOMES INC | United States | Common | 30,067 | $2,849,148 | 1.08% | 2025-03-31 | 2025-05-16 | -8.52% |
| NVMI NOVA LTD | Common | 15,433 | $2,844,764 | 1.08% | 2025-03-31 | 2025-05-16 | +108.93% | |
| ACIW ACI WORLDWIDE INC | United States | Common | 51,416 | $2,812,969 | 1.07% | 2025-03-31 | 2025-05-16 | -11.19% |
| KNF KNIFE RIVER CORP | United States | Common | 29,508 | $2,661,916 | 1.01% | 2025-03-31 | 2025-05-16 | -41.60% |
| HALO HALOZYME THERAPEUTIC | United States | Common | 40,335 | $2,573,776 | 0.98% | 2025-03-31 | 2025-05-16 | +74.83% |
| AIT APPLIED INDL TECH | United States | Common | 10,906 | $2,457,558 | 0.93% | 2025-03-31 | 2025-05-16 | +49.17% |
| CTAS CINTAS CORP | United States | Common | 10,871 | $2,234,316 | 0.85% | 2025-03-31 | 2025-05-16 | -3.79% |
| GEV GE VERNOVA INC | United States | Common | 7,264 | $2,217,553 | 0.84% | 2025-03-31 | 2025-05-16 | +215.28% |
| PSMT PRICESMART INC | United States | Common | 24,778 | $2,176,747 | 0.83% | 2025-03-31 | 2025-05-16 | +93.94% |
| OSIS OSI SYSTEMS INC | United States | Common | 11,140 | $2,164,947 | 0.82% | 2025-03-31 | 2025-05-16 | -1.05% |
| HURN HURON CONSULTING GRP | United States | Common | 14,405 | $2,066,397 | 0.78% | 2025-03-31 | 2025-05-16 | +9.00% |
| SHAK SHAKE SHACK INC | United States | Common | 23,231 | $2,048,277 | 0.78% | 2025-03-31 | 2025-05-16 | -34.35% |
| NPO ENPRO INC | United States | Common | 12,629 | $2,043,245 | 0.77% | 2025-03-31 | 2025-05-16 | +90.20% |
| KRYS KRYSTAL BIOTECH IN | United States | Common | 11,267 | $2,031,440 | 0.77% | 2025-03-31 | 2025-05-16 | +85.83% |
| COST COSTCO WHSL CORP | United States | Common | 2,146 | $2,029,643 | 0.77% | 2025-03-31 | 2025-05-16 | -2.24% |
| LNTH LANTHEUS HLDGS INC | United States | Common | 20,745 | $2,024,712 | 0.77% | 2025-03-31 | 2025-05-16 | +1.96% |
| CECO CECO ENVIRONMENTAL | United States | Common | 87,993 | $2,006,240 | 0.76% | 2025-03-31 | 2025-05-16 | +209.65% |
| CWAN CLEARWATER ANALYTI | United States | Common | 74,651 | $2,000,646 | 0.76% | 2025-03-31 | 2025-05-16 | |
| ONTO ONTO INNOVATION INC | United States | Common | 16,285 | $1,976,021 | 0.75% | 2025-03-31 | 2025-05-16 | +151.10% |
| BMI BADGER METER INC | United States | Common | 10,368 | $1,972,512 | 0.75% | 2025-03-31 | 2025-05-16 | -33.78% |
| TJX TJX COMPANIES INC | United States | Common | 15,891 | $1,935,523 | 0.73% | 2025-03-31 | 2025-05-16 | +9.85% |
| NOW SERVICENOW INC | United States | Common | 2,418 | $1,925,066 | 0.73% | 2025-03-31 | 2025-05-16 | -18.39% |
| PJT PJT PARTNERS INC | United States | Common | 13,958 | $1,924,529 | 0.73% | 2025-03-31 | 2025-05-16 | +5.05% |
| EVTC EVERTEC INC | Common | 50,921 | $1,872,365 | 0.71% | 2025-03-31 | 2025-05-16 | -26.46% | |
| ADUS ADDUS HOMECARE CORP | United States | Common | 18,788 | $1,857,945 | 0.70% | 2025-03-31 | 2025-05-16 | +14.23% |
| LLY LILLY ELI & CO | United States | Common | 2,206 | $1,821,957 | 0.69% | 2025-03-31 | 2025-05-16 | +43.43% |
| SGRY SURGERY PARTNERS | United States | Common | 75,760 | $1,799,300 | 0.68% | 2025-03-31 | 2025-05-16 | -39.33% |
| CMG CHIPOTLE MEXICAN GRL | United States | Common | 34,526 | $1,733,550 | 0.66% | 2025-03-31 | 2025-05-16 | -36.51% |
| SPSC SPS COMMERCE INC | United States | Common | 12,351 | $1,639,348 | 0.62% | 2025-03-31 | 2025-05-16 | -38.11% |
| MA MASTERCARD INC | United States | Common | 2,975 | $1,630,657 | 0.62% | 2025-03-31 | 2025-05-16 | +2.82% |
| HQY HEALTHEQUITY INC | United States | Common | 18,214 | $1,609,571 | 0.61% | 2025-03-31 | 2025-05-16 | -1.27% |
| SKWD SKYWARD SPECIALTY IN | United States | Common | 29,527 | $1,562,568 | 0.59% | 2025-03-31 | 2025-05-16 | +1.06% |
| KNSL KINSALE CAPITAL GR | United States | Common | 3,201 | $1,557,958 | 0.59% | 2025-03-31 | 2025-05-16 | -33.58% |
| FLUT FLUTTER ENTERTAINMEN | Common | 6,923 | $1,533,790 | 0.58% | 2025-03-31 | 2025-05-16 | -66.40% | |
| HCA HCA HEALTHCARE | United States | Common | 4,420 | $1,527,331 | 0.58% | 2025-03-31 | 2025-05-16 | +24.91% |
| IPAR INTERPARFUMS INC | United States | Common | 12,923 | $1,471,542 | 0.56% | 2025-03-31 | 2025-05-16 | +1.07% |
| EQIX EQUINIX INC | United States | Common | 1,751 | $1,427,677 | 0.54% | 2025-03-31 | 2025-05-16 | +24.52% |
| MWA MUELLER WTR PRODS | United States | Common | 55,144 | $1,401,760 | 0.53% | 2025-03-31 | 2025-05-16 | -15.54% |
| WHD CACTUS INC | United States | Common | 30,402 | $1,393,323 | 0.53% | 2025-03-31 | 2025-05-16 | +39.04% |
| CVSA ADTALEM GLOBAL EDUCA | United States | Common | 13,615 | $1,370,213 | 0.52% | 2025-03-31 | 2025-05-16 | +18.69% |
| FIX COMFORT SYS USA INC | United States | Common | 4,039 | $1,301,890 | 0.49% | 2025-03-31 | 2025-05-16 | +416.57% |
| EOG EOG RESOURCES INC | United States | Common | 10,142 | $1,300,610 | 0.49% | 2025-03-31 | 2025-05-16 | +8.91% |
| ENOV ENOVIS CORPORATION | United States | Common | 31,008 | $1,184,815 | 0.45% | 2025-03-31 | 2025-05-16 | -51.69% |
| VERX VERTEX INC | United States | Common | 32,155 | $1,125,746 | 0.43% | 2025-03-31 | 2025-05-16 | -68.15% |
| URI UNITED RENTALS INC | United States | Common | 1,767 | $1,107,378 | 0.42% | 2025-03-31 | 2025-05-16 | +61.89% |
| COLL COLLEGIUM PHARMACEUT | United States | Common | 37,067 | $1,106,449 | 0.42% | 2025-03-31 | 2025-05-16 | -25.53% |
| AVAV AEROVIRONMENT INC | United States | Common | 9,175 | $1,093,568 | 0.41% | 2025-03-31 | 2025-05-16 | +20.18% |
| CDW CDW CORP | United States | Common | 6,680 | $1,070,536 | 0.41% | 2025-03-31 | 2025-05-16 | -19.06% |
| DHR DANAHER CORP | United States | Common | 4,700 | $963,500 | 0.37% | 2025-03-31 | 2025-05-16 | +10.30% |
| ZTS ZOETIS INC | United States | Common | 5,792 | $953,652 | 0.36% | 2025-03-31 | 2025-05-16 | -57.30% |
| MSCI MSCI INC | United States | Common | 1,584 | $895,752 | 0.34% | 2025-03-31 | 2025-05-16 | -4.55% |
| AGYS AGILYSYS INC | United States | Common | 11,669 | $846,469 | 0.32% | 2025-03-31 | 2025-05-16 | +32.81% |
| HUBS HUBSPOT INC | United States | Common | 1,046 | $597,569 | 0.23% | 2025-03-31 | 2025-05-16 | -65.40% |
| WCN WASTE CONNECTIONS | Common | 2,953 | $576,396 | 0.22% | 2025-03-31 | 2025-05-16 | -20.30% | |
| ANET ARISTA NETWORKS IN | United States | Common | 6,290 | $487,349 | 0.18% | 2025-03-31 | 2025-05-16 | +161.82% |
| MPWR MONOLITHIC POWER | United States | Common | 773 | $448,324 | 0.17% | 2025-03-31 | 2025-05-16 | +133.80% |
| META META PLATFORMS INC | United States | Common | 685 | $394,806 | 0.15% | 2025-03-31 | 2025-05-16 | +28.18% |
| HEI HEICO CORP | United States | Common | 1,226 | $327,574 | 0.12% | 2025-03-31 | 2025-05-16 | +14.94% |
| BJ BJS WHSL CLUB HLDGS | United States | Common | 2,687 | $306,586 | 0.12% | 2025-03-31 | 2025-05-16 | -16.31% |
| BURL BURLINGTON STORES | United States | Common | 1,207 | $287,664 | 0.11% | 2025-03-31 | 2025-05-16 | +13.31% |
| SHOP SHOPIFY INC | Common | 2,544 | $242,901 | 0.09% | 2025-03-31 | 2025-05-16 | +55.28% | |
| ARCO ARCOS DORADOS HLDS | Common | 14,531 | $117,119 | 0.04% | 2025-03-31 | 2025-05-16 | -11.66% |
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