13F HOLDINGS REPORT
Redwood Investments, LLC
Quarter ended Q1 2025 · Filed May 16, 2025 · Accession 0000950123-25-005774
Total Value
$266.9M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 144,956 | $15.7M | 5.89% |
| 2 | AMAZON COM INC | AMZN | 69,832 | $13.3M | 4.98% |
| 3 | ALPHABET INC | GOOG | 58,500 | $9.0M | 3.39% |
| 4 | FTAI AVIATION LTD | FTAIN | 70,082 | $7.8M | 2.91% |
| 5 | ICICI BK LTD | IBN | 244,812 | $7.7M | 2.89% |
| 6 | JPMORGAN CHASE & CO | VYLD | 29,870 | $7.3M | 2.74% |
| 7 | ROPER TECHNOLOGIES | ROP | 12,022 | $7.1M | 2.66% |
| 8 | ACCENTURE PLC | ACN | 22,087 | $6.9M | 2.58% |
| 9 | STRYKER CORP | SYK | 18,321 | $6.8M | 2.55% |
| 10 | MERCADOLIBRE INC | MELI | 3,065 | $6.0M | 2.24% |
| 11 | AXOS FINANCIAL | AX | 90,716 | $5.9M | 2.19% |
| 12 | CARPENTER TECHNOLOGY | CRS | 32,058 | $5.8M | 2.18% |
| 13 | TAIWAN SEMICONDUCTOR | 874039100 | 34,888 | $5.8M | 2.17% |
| 14 | APPLE INC | AAPL | 26,029 | $5.8M | 2.17% |
| 15 | CRH PLC | CRH | 61,705 | $5.4M | 2.03% |
| 16 | S&P GLOBAL INC | SPGI | 9,817 | $5.0M | 1.87% |
| 17 | ENSIGN GROUP INC | ENSG | 37,341 | $4.8M | 1.81% |
| 18 | WALMART INC | WMT | 52,689 | $4.6M | 1.73% |
| 19 | MICROSOFT CORP | MSFT | 12,196 | $4.6M | 1.72% |
| 20 | EXELIXIS INC | EXEL | 122,921 | $4.5M | 1.70% |
| 21 | SALESFORCE INC | CRM | 14,295 | $3.8M | 1.44% |
| 22 | PALOMAR HOLDINGS I | PLMR | 27,280 | $3.7M | 1.40% |
| 23 | TG THERAPEUTICS | TGTX | 93,242 | $3.7M | 1.38% |
| 24 | FRESHPET INC | FRPT | 42,729 | $3.6M | 1.33% |
| 25 | DESCARTES SYS GROUP | 249906108 | 34,694 | $3.5M | 1.31% |
| 26 | DIAMONDBACK ENERGY | FANG | 21,589 | $3.5M | 1.29% |
| 27 | OLLIES BARGAIN OUT | 681116109 | 27,099 | $3.2M | 1.18% |
| 28 | NU HOLDINGS LTD | NU | 286,716 | $2.9M | 1.10% |
| 29 | CHAMPION HOMES INC | SKY | 30,067 | $2.8M | 1.07% |
| 30 | NOVA LTD | NVMI | 15,433 | $2.8M | 1.07% |
| 31 | ACI WORLDWIDE INC | ACIW | 51,416 | $2.8M | 1.05% |
| 32 | KNIFE RIVER CORP | KNF | 29,508 | $2.7M | 1.00% |
| 33 | HALOZYME THERAPEUTIC | HALO | 40,335 | $2.6M | 0.96% |
| 34 | APPLIED INDL TECH | 03820C105 | 10,906 | $2.5M | 0.92% |
| 35 | CINTAS CORP | CTAS | 10,871 | $2.2M | 0.84% |
| 36 | GE VERNOVA INC | GEV | 7,264 | $2.2M | 0.83% |
| 37 | PRICESMART INC | PSMT | 24,778 | $2.2M | 0.82% |
| 38 | OSI SYSTEMS INC | OSIS | 11,140 | $2.2M | 0.81% |
| 39 | HURON CONSULTING GRP | HURN | 14,405 | $2.1M | 0.77% |
| 40 | SHAKE SHACK INC | SHAK | 23,231 | $2.0M | 0.77% |
| 41 | ENPRO INC | NPO | 12,629 | $2.0M | 0.77% |
| 42 | KRYSTAL BIOTECH IN | KRYS | 11,267 | $2.0M | 0.76% |
| 43 | COSTCO WHSL CORP | 22160K105 | 2,146 | $2.0M | 0.76% |
| 44 | LANTHEUS HLDGS INC | LNTH | 20,745 | $2.0M | 0.76% |
| 45 | CECO ENVIRONMENTAL | CECO | 87,993 | $2.0M | 0.75% |
| 46 | CLEARWATER ANALYTI | CWAN | 74,651 | $2.0M | 0.75% |
| 47 | ARIS WATER SOLUTIONS | 04041L106 | 62,019 | $2.0M | 0.74% |
| 48 | ONTO INNOVATION INC | ONTO | 16,285 | $2.0M | 0.74% |
| 49 | BADGER METER INC | BMI | 10,368 | $2.0M | 0.74% |
| 50 | TJX COMPANIES INC | 872540109 | 15,891 | $1.9M | 0.73% |
| 51 | SERVICENOW INC | NOW | 2,418 | $1.9M | 0.72% |
| 52 | PJT PARTNERS INC | PJT | 13,958 | $1.9M | 0.72% |
| 53 | EVERTEC INC | EVTC | 50,921 | $1.9M | 0.70% |
| 54 | ADDUS HOMECARE CORP | ADUS | 18,788 | $1.9M | 0.70% |
| 55 | LILLY ELI & CO | LLY | 2,206 | $1.8M | 0.68% |
| 56 | SURGERY PARTNERS | SGRY | 75,760 | $1.8M | 0.67% |
| 57 | CHIPOTLE MEXICAN GRL | CMG | 34,526 | $1.7M | 0.65% |
| 58 | SPS COMMERCE INC | SPSC | 12,351 | $1.6M | 0.61% |
| 59 | MASTERCARD INC | MA | 2,975 | $1.6M | 0.61% |
| 60 | HEALTHEQUITY INC | HQY | 18,214 | $1.6M | 0.60% |
| 61 | SKYWARD SPECIALTY IN | 830940102 | 29,527 | $1.6M | 0.59% |
| 62 | KINSALE CAPITAL GR | 49714P108 | 3,201 | $1.6M | 0.58% |
| 63 | FLUTTER ENTERTAINMEN | G3643J108 | 6,923 | $1.5M | 0.57% |
| 64 | HCA HEALTHCARE | HCA | 4,420 | $1.5M | 0.57% |
| 65 | INTERPARFUMS INC | INTR | 12,923 | $1.5M | 0.55% |
| 66 | EQUINIX INC | EQIX | 1,751 | $1.4M | 0.53% |
| 67 | MUELLER WTR PRODS | 624758108 | 55,144 | $1.4M | 0.53% |
| 68 | CACTUS INC | WHD | 30,402 | $1.4M | 0.52% |
| 69 | ADTALEM GLOBAL EDUCA | ADT | 13,615 | $1.4M | 0.51% |
| 70 | COMFORT SYS USA INC | 199908104 | 4,039 | $1.3M | 0.49% |
| 71 | EOG RESOURCES INC | EOG | 10,142 | $1.3M | 0.49% |
| 72 | AZEK CO INC | 05478C105 | 25,252 | $1.2M | 0.46% |
| 73 | ENOVIS CORPORATION | ENOV | 31,008 | $1.2M | 0.44% |
| 74 | VERTEX INC | VERX | 32,155 | $1.1M | 0.42% |
| 75 | UNITED RENTALS INC | URI | 1,767 | $1.1M | 0.41% |
| 76 | COLLEGIUM PHARMACEUT | COLL | 37,067 | $1.1M | 0.41% |
| 77 | AEROVIRONMENT INC | AVAV | 9,175 | $1.1M | 0.41% |
| 78 | CDW CORP | CDW | 6,680 | $1.1M | 0.40% |
| 79 | DANAHER CORP | 235851102 | 4,700 | $963,500 | 0.36% |
| 80 | ZOETIS INC | ZTS | 5,792 | $953,652 | 0.36% |
| 81 | MSCI INC | MSCI | 1,584 | $895,752 | 0.34% |
| 82 | AGILYSYS INC | AGYS | 11,669 | $846,469 | 0.32% |
| 83 | HUBSPOT INC | HUBS | 1,046 | $597,569 | 0.22% |
| 84 | WASTE CONNECTIONS | WCN | 2,953 | $576,396 | 0.22% |
| 85 | ARISTA NETWORKS IN | ANET | 6,290 | $487,349 | 0.18% |
| 86 | SEA LTD | SE | 3,711 | $484,248 | 0.18% |
| 87 | MONOLITHIC POWER | 609839105 | 773 | $448,324 | 0.17% |
| 88 | META PLATFORMS INC | META | 685 | $394,806 | 0.15% |
| 89 | HEICO CORP | HEI-A | 1,226 | $327,574 | 0.12% |
| 90 | BJS WHSL CLUB HLDGS | 05550J101 | 2,687 | $306,586 | 0.11% |
| 91 | BURLINGTON STORES | BURL | 1,207 | $287,664 | 0.11% |
| 92 | DESCARTES SYSTEMS | 249906108 | 2,664 | $268,149 | 0.10% |
| 93 | SHOPIFY INC | SHOP | 2,544 | $242,901 | 0.09% |
| 94 | EMBRAER SA | EMBJ | 4,553 | $210,348 | 0.08% |
| 95 | MIZUHO FINANCIAL GR | MZHOF | 21,593 | $118,977 | 0.04% |
| 96 | ARCOS DORADOS HLDS | ARCO | 14,531 | $117,119 | 0.04% |