Redwood Investments, LLC

CIK

1384058

Location

NEWTON, MA

Portfolio Value

Small $262,184,539

Diversification

Diversified

Filing Date

Global Rank

#3,324 / 7,977 ▼ 188

Top Industry

Semiconductors 8.4%

3Y Alpha vs SPY

-5.4%

Period ended 1 year ago

Filed May 16, 2025 · 1y

21 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.7%

SPY

+76.3%

Annualised alpha

-5.4%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

93 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

6.0%

−1.1 pts

Top 5

20.4%

−1.3 pts

Top 10

33.4%

+0.4 pts

HHI

205

Diversified−6

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Technology	29.0%	$75,932,265	24
Financial Services	15.4%	$40,250,552	12
Healthcare	15.0%	$39,321,140	16
Industrials	12.4%	$32,633,695	15
Consumer Cyclical	11.5%	$30,254,971	10
Consumer Defensive	7.1%	$18,687,307	8
Communication Services	3.6%	$9,441,246	2
Basic Materials	3.1%	$8,090,104	2
Energy	2.3%	$6,145,582	3
Real Estate	0.5%	$1,427,677	1

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FTAI	FTAI Aviation Ltd.	+25,967	70,082	$7,781,204
ACIW	Aci Worldwide, Inc.	+15,560	51,416	$2,812,969
CRS	Carpenter Technology Corp	+15,267	32,058	$5,808,268
OLLI	Ollie's Bargain Outlet Holdings, Inc.	+9,027	27,099	$3,153,239
CMG	Chipotle Mexican Grill Inc	+8,546	34,526	$1,733,550
HALO	Halozyme Therapeutics, Inc.	+8,146	40,335	$2,573,776
SPGI	S&P Global Inc.	+7,096	9,817	$4,988,017
NPO	Enpro Inc.	+2,104	12,629	$2,043,245
ROP	Roper Technologies Inc	+1,539	12,022	$7,087,930
ACN	Accenture plc	+1,287	22,087	$6,892,027
TJX	Tjx Companies Inc /De/	+1,274	15,891	$1,935,523
CRH	Crh Public Ltd Co	+661	61,705	$5,428,188
FANG	Diamondback Energy, Inc.	+631	21,589	$3,451,649
CWAN	Clearwater Analytics Holdings, Inc.	+608	74,651	$2,000,646
CECO	Ceco Environmental Corp	+490	87,993	$2,006,240
CRM	Salesforce, Inc.	+428	14,295	$3,836,206
WCN	Waste Connections, Inc.	+421	2,953	$576,396
KNSL	Kinsale Capital Group, Inc.	+215	3,201	$1,557,958
EMBJ	Embraer S.A.	+159	4,553	$210,348
JPM	Jpmorgan Chase & Co	+118	29,870	$7,327,111
SHAK	Shake Shack Inc.	+110	23,231	$2,048,277
HCA	HCA Healthcare, Inc.	+58	4,420	$1,527,331
NOW	ServiceNow, Inc.	+55	2,418	$385,013
FLUT	Flutter Entertainment plc	+9	6,923	$1,533,790
AX	Axos Financial, Inc.	+4	90,716	$5,852,996
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGYS	Agilysys Inc	−41,860	11,669	$846,469
ANET	Arista Networks, Inc.	−25,543	6,290	$487,349
DHR	Danaher Corp /De/	−24,834	4,700	$963,500
WHD	Cactus, Inc.	−19,911	30,402	$1,393,323
GOOGL	Alphabet Inc.	−19,167	58,500	$9,046,440
NVDA	Nvidia Corp	−15,867	144,956	$15,710,331
ENSG	Ensign Group, Inc	−13,575	37,341	$4,831,925
ARCO	Arcos Dorados Holdings Inc.	−5,907	14,531	$117,119
NVMI	Nova Ltd.	−3,786	15,433	$2,844,764
FIX	Comfort Systems USA Inc	−3,630	4,039	$1,301,890
EVTC	EVERTEC, Inc.	−2,009	50,921	$1,872,365
SKWD	Skyward Specialty Insurance Group, Inc.	−1,462	29,527	$1,562,568
TGTX	Tg Therapeutics, Inc.	−1,312	93,242	$3,676,532
VERX	Vertex, Inc.	−1,276	32,155	$1,125,746
AAPL	Apple Inc.	−1,154	26,029	$5,781,821
SGRY	Surgery Partners, Inc.	−1,122	75,760	$1,799,300
AMZN	Amazon Com Inc	−1,085	69,832	$13,286,236
IPAR	Interparfums Inc	−598	12,923	$1,471,542
MSFT	Microsoft Corp	−441	12,196	$4,578,256
CTAS	Cintas Corp	−387	10,871	$2,234,316
HURN	Huron Consulting Group Inc.	−342	14,405	$2,066,397
KNF	Knife River Corp	−285	29,508	$2,661,916
ZTS	Zoetis Inc.	−281	5,792	$953,652
DSGX	Descartes Systems Group Inc	−244	37,358	$3,766,807
WMT	Walmart Inc.	−242	52,689	$4,625,567
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	7,264	$2,217,553
PJT	PJT Partners Inc.	13,958	$1,924,529
MWA	Mueller Water Products, Inc.	55,144	$1,401,760
CVSA	Covista Inc.	13,615	$1,370,213
META	Meta Platforms, Inc.	685	$394,806
MFG	Mizuho Financial Group Inc	21,593	$118,977
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
FERG	Ferguson Enterprises Inc. /DE/	21,866	$3,795,281
MMYT	MakeMyTrip Ltd	22,185	$2,490,931
BCO	Brinks Co	25,251	$2,342,535
MSI	Motorola Solutions, Inc.	4,626	$2,138,275
MSA	MSA Safety Inc	9,047	$1,499,721
DFH	Dream Finders Homes, Inc.	55,942	$1,301,770
NEO	Neogenomics Inc	73,444	$1,210,357
VKTX	Viking Therapeutics, Inc.	24,775	$996,946
PSN	Parsons Corp	9,475	$874,068
AMPH	Amphastar Pharmaceuticals, Inc.	21,459	$796,772
GPN	Global Payments Inc	5,341	$598,512
RTX	RTX Corp	3,178	$367,758
DKNG	DraftKings Inc.	6,916	$257,275
DHI	Horton D R Inc /De/	1,803	$252,095
CAMT	Camtek Ltd	2,809	$226,882
VIST	Vista Energy, S.A.B. de C.V.	3,532	$191,116
OVV	Ovintiv Inc.	3,839	$155,479
SHEL	Shell plc	2,315	$145,034
FTV	Fortive Corp	2,479	$140,109
RELX	Relx PLC	2,652	$120,453
DV	DoubleVerify Holdings, Inc.	4,883	$93,802
ING	Ing Groep NV	2,598	$40,710
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

93 positions · $262,184,539 total · as of Mar 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	144,956	-15,867	$15,710,331	−27.3%	5.99%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	69,832	-1,085	$13,286,236	−14.6%	5.07%
GOOGL	Alphabet Inc. Communication Services	Reduced	58,500	-19,167	$9,046,440	−38.5%	3.45%
FTAI	FTAI Aviation Ltd. Industrials	Added	70,082	+25,967	$7,781,204	+22.5%	2.97%
IBN	Icici Bank Ltd Financial Services	Held	244,812	0	$7,716,474	+5.6%	2.94%
JPM	Jpmorgan Chase & Co Financial Services	Added	29,870	+118	$7,327,111	+2.7%	2.79%
ROP	Roper Technologies Inc Technology	Added	12,022	+1,539	$7,087,930	+30.1%	2.70%
ACN	Accenture plc Technology	Added	22,087	+1,287	$6,892,027	−5.8%	2.63%
SYK	Stryker Corp Healthcare	Reduced	18,321	-112	$6,819,992	+2.8%	2.60%
MELI	Mercadolibre Inc Consumer Cyclical	Held	3,065	0	$5,979,416	+14.7%	2.28%
AX	Axos Financial, Inc. Financial Services	Added	90,716	+4	$5,852,996	−7.6%	2.23%
CRS	Carpenter Technology Corp Industrials	Added	32,058	+15,267	$5,808,268	+103.8%	2.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	34,888	0	$5,791,408	−15.9%	2.21%
AAPL	Apple Inc. Technology	Reduced	26,029	-1,154	$5,781,821	−15.1%	2.21%
CRH	Crh Public Ltd Co Basic Materials	Added	61,705	+661	$5,428,188	−3.9%	2.07%
SPGI	S&P Global Inc. Financial Services	Added	9,817	+7,096	$4,988,017	+268.1%	1.90%
ENSG	Ensign Group, Inc Healthcare	Reduced	37,341	-13,575	$4,831,925	−28.6%	1.84%
WMT	Walmart Inc. Consumer Defensive	Reduced	52,689	-242	$4,625,567	−3.3%	1.76%
MSFT	Microsoft Corp Technology	Reduced	12,196	-441	$4,578,256	−14.0%	1.75%
EXEL	Exelixis, Inc. Healthcare	Held	122,921	0	$4,538,243	+10.9%	1.73%
CRM	Salesforce, Inc. Technology	Added	14,295	+428	$3,836,206	−17.3%	1.46%
DSGX	Descartes Systems Group Inc Technology	Reduced	37,358	-244	$3,766,807	−11.8%	1.44%
PLMR	Palomar Holdings, Inc. Financial Services	Reduced	27,280	-171	$3,739,542	+29.0%	1.43%
TGTX	Tg Therapeutics, Inc. Healthcare	Reduced	93,242	-1,312	$3,676,532	+29.2%	1.40%
FRPT	Freshpet, Inc. Consumer Defensive	Reduced	42,729	-125	$3,553,770	−44.0%	1.36%
FANG	Diamondback Energy, Inc. Energy	Added	21,589	+631	$3,451,649	+0.5%	1.32%
OLLI	Ollie's Bargain Outlet Holdings, Inc. Consumer Defensive	Added	27,099	+9,027	$3,153,239	+59.0%	1.20%
NU	Nu Holdings Ltd. Financial Services	Held	286,716	0	$2,935,971	−1.2%	1.12%
SKY	Champion Homes, Inc. Consumer Cyclical	Reduced	30,067	-164	$2,849,148	+7.0%	1.09%
NVMI	Nova Ltd. Technology	Reduced	15,433	-3,786	$2,844,764	−24.8%	1.09%
ACIW	Aci Worldwide, Inc. Technology	Added	51,416	+15,560	$2,812,969	+51.1%	1.07%
KNF	Knife River Corp Basic Materials	Reduced	29,508	-285	$2,661,916	−12.1%	1.02%
HALO	Halozyme Therapeutics, Inc. Healthcare	Added	40,335	+8,146	$2,573,776	+67.2%	0.98%
AIT	Applied Industrial Technologies Inc Industrials	Reduced	10,906	-66	$2,457,558	−6.5%	0.94%
CTAS	Cintas Corp Industrials	Reduced	10,871	-387	$2,234,316	+8.6%	0.85%
GEV	GE Vernova Inc. Industrials	NEW	7,264	NEW	$2,217,553	NEW	0.85%
PSMT	Pricesmart Inc Consumer Defensive	Reduced	24,778	-107	$2,176,747	−5.1%	0.83%
OSIS	Osi Systems Inc Technology	Reduced	11,140	-21	$2,164,947	+15.9%	0.83%
HURN	Huron Consulting Group Inc. Industrials	Reduced	14,405	-342	$2,066,397	+12.8%	0.79%
SHAK	Shake Shack Inc. Consumer Cyclical	Added	23,231	+110	$2,048,277	−31.7%	0.78%
NPO	Enpro Inc. Industrials	Added	12,629	+2,104	$2,043,245	+12.6%	0.78%
KRYS	Krystal Biotech, Inc. Healthcare	Reduced	11,267	-76	$2,031,440	+14.3%	0.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,146	-112	$2,029,643	−1.9%	0.77%
LNTH	Lantheus Holdings, Inc. Healthcare	Reduced	20,745	-45	$2,024,712	+8.9%	0.77%
CECO	Ceco Environmental Corp Industrials	Added	87,993	+490	$2,006,240	−24.2%	0.77%
CWAN	Clearwater Analytics Holdings, Inc. Technology	Added	74,651	+608	$2,000,646	−1.8%	0.76%
ONTO	Onto Innovation Inc. Technology	Reduced	16,285	-20	$1,976,021	−27.3%	0.75%
BMI	Badger Meter Inc Technology	Reduced	10,368	-64	$1,972,512	−10.9%	0.75%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	15,891	+1,274	$1,935,523	+9.6%	0.74%
PJT	PJT Partners Inc. Financial Services	NEW	13,958	NEW	$1,924,529	NEW	0.73%