Redwood Investments, LLC Top Holdings and 13F Report (2024) About Redwood Investments, LLCInvestment ActivityRedwood Investments, LLC has $336.02 million in total holdings as of December 31, 2023.Redwood Investments, LLC owns shares of 114 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 10.45% of the portfolio was purchased this quarter.About 15.89% of the portfolio was sold this quarter.This quarter, Redwood Investments, LLC has purchased 117 new stocks and bought additional shares in 11 stocks.Redwood Investments, LLC sold shares of 79 stocks and completely divested from 15 stocks this quarter.Largest Holdings NVIDIA $19,614,624Taiwan Semiconductor Manufacturing $15,481,291Amazon.com $14,121,392Alphabet $11,039,308ICICI Bank $10,001,750 Largest New Holdings this Quarter Nova $5,552,678 HoldingArista Networks $3,779,092 HoldingFERGUSON PLC $3,558,573 HoldingCarpenter Technology $2,704,721 HoldingShake Shack $2,396,949 Holding Largest Purchases this Quarter Nova 26,652 shares (about $5.55M)Arista Networks 9,846 shares (about $3.78M)Cintas 17,603 shares (about $3.62M)FERGUSON PLC 17,921 shares (about $3.56M)Carpenter Technology 16,949 shares (about $2.70M) Largest Sales this Quarter The Descartes Systems Group 26,203 shares (about $2.70M)AZEK 35,530 shares (about $1.66M)Ollie's Bargain Outlet 15,905 shares (about $1.55M)Taiwan Semiconductor Manufacturing 8,426 shares (about $1.46M)Parsons 12,888 shares (about $1.34M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRedwood Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$19,614,624$1,249,982 ▼-6.0%161,5175.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$15,481,291$1,463,343 ▼-8.6%89,1424.6%Computer and TechnologyAMZNAmazon.com$14,121,392$220,242 ▼-1.5%75,7874.2%Retail/WholesaleGOOGLAlphabet$11,039,308$151,255 ▼-1.4%66,5623.3%Computer and TechnologyIBNICICI Bank$10,001,750$506,226 ▼-4.8%335,0673.0%FinanceFIXComfort Systems USA$8,858,993$771,332 ▲9.5%22,6952.6%ConstructionDHRDanaher$8,091,494$103,145 ▼-1.3%29,1042.4%Multi-Sector ConglomeratesNUNU$8,076,528$649,112 ▼-7.4%591,6872.4%FinanceMELIMercadoLibre$7,910,306$162,105 ▼-2.0%3,8552.4%Retail/WholesaleFRPTFreshpet$7,831,040$1,060,515 ▲15.7%57,2572.3%Consumer StaplesACNAccenture$7,489,888$857,189 ▲12.9%21,1892.2%Computer and TechnologyWMTWalmart$6,743,836$163,115 ▼-2.4%83,5152.0%Retail/WholesaleSYKStryker$6,362,872$123,551 ▼-1.9%17,6131.9%MedicalJPMJPMorgan Chase & Co.$6,305,768$137,902 ▼-2.1%29,9051.9%FinanceAAPLApple$6,301,718$897,283 ▼-12.5%27,0461.9%Computer and TechnologyMSIMotorola Solutions$6,132,054$26,978 ▼-0.4%13,6381.8%Computer and TechnologyENSGThe Ensign Group$5,927,829$1,831,835 ▲44.7%41,2171.8%MedicalMSFTMicrosoft$5,861,977$323,155 ▼-5.2%13,6231.7%Computer and TechnologyNVMINova$5,552,678$5,552,678 ▲New Holding26,6521.7%Computer and TechnologyCRH PLC$5,078,071$35,427 ▼-0.7%54,7561.5%CommonCTASCintas$4,856,709$3,624,105 ▲294.0%23,5901.4%Business ServicesROPRoper Technologies$4,555,574$17,250 ▼-0.4%8,1871.4%Computer and TechnologyMMYTMakeMyTrip$3,890,236$10,317 ▼-0.3%41,8531.2%Computer and TechnologyCRMSalesforce$3,831,393$89,229 ▼-2.3%13,9981.1%Computer and TechnologyANETArista Networks$3,779,092$3,779,092 ▲New Holding9,8461.1%Computer and TechnologyARCOArcos Dorados$3,771,409$488 ▼0.0%432,5011.1%Retail/WholesaleFANGDiamondback Energy$3,652,466$119,473 ▼-3.2%21,1861.1%Oils/EnergyDSGXThe Descartes Systems Group$3,611,631$20,077 ▼-0.6%35,0781.1%Computer and TechnologyFERGUSON PLC$3,558,573$3,558,573 ▲New Holding17,9211.1%CommonONTOOnto Innovation$3,387,794$170,407 ▼-4.8%16,3221.0%Computer and TechnologyWHDCactus$3,004,146$702,913 ▼-19.0%50,3460.9%Oils/EnergyBCOBrink's$2,923,957$718,587 ▼-19.7%25,2850.9%Business ServicesMPWRMonolithic Power Systems$2,906,628$9,245 ▼-0.3%3,1440.9%Computer and TechnologySKYSkyline Champion$2,870,351$185,052 ▼-6.1%30,2620.9%ConstructionHALOHalozyme Therapeutics$2,795,029$633,876 ▼-18.5%48,8300.8%MedicalCRSCarpenter Technology$2,704,721$2,704,721 ▲New Holding16,9490.8%Basic MaterialsKNFKnife River$2,681,521$626 ▼0.0%29,9980.8%ConstructionPLMRPalomar$2,603,236$619,899 ▼-19.2%27,4980.8%FinanceSGRYSurgery Partners$2,530,711$586,349 ▼-18.8%78,4960.8%MedicalADUSAddus HomeCare$2,509,478$616,860 ▼-19.7%18,8640.7%MedicalAITApplied Industrial Technologies$2,472,057$541,090 ▼-18.0%11,0790.7%Industrial ProductsSPSCSPS Commerce$2,414,116$553,385 ▼-18.6%12,4330.7%Business ServicesSHAKShake Shack$2,396,949$2,396,949 ▲New Holding23,2240.7%Retail/WholesaleAGYSAgilysys$2,351,355$509,762 ▼-17.8%21,5780.7%Computer and TechnologyLNTHLantheus$2,312,762$515,496 ▼-18.2%21,0730.7%MedicalBMIBadger Meter$2,247,002$108,768 ▲5.1%10,2880.7%Computer and TechnologyTGTXTG Therapeutics$2,190,895$2,190,895 ▲New Holding93,6680.7%MedicalNOWServiceNow$2,106,288$1,789 ▼-0.1%2,3550.6%Computer and TechnologyKRYSKrystal Biotech$2,074,414$461,082 ▼-18.2%11,3960.6%MedicalCECOCECO Environmental$2,051,860$492,936 ▼-19.4%72,7610.6%Industrial ProductsPSNParsons$2,031,091$1,336,228 ▼-39.7%19,5900.6%Business ServicesDFHDream Finders Homes$2,027,507$370,066 ▲22.3%55,9930.6%ConstructionCOSTCostco Wholesale$1,993,783$121,453 ▼-5.7%2,2490.6%Retail/WholesaleAXAxos Financial$1,952,110$457,075 ▼-19.0%31,0450.6%FinanceLLYEli Lilly and Company$1,946,410$148,838 ▼-7.1%2,1970.6%MedicalAVAVAeroVironment$1,846,004$430,073 ▼-18.9%9,2070.5%AerospaceEVTCEVERTEC$1,793,154$412,984 ▼-18.7%52,9110.5%Business ServicesHCAHCA Healthcare$1,761,874$124,774 ▼-6.6%4,3350.5%MedicalIPARInter Parfums$1,742,801$402,035 ▼-18.7%13,4600.5%Consumer DiscretionaryOLLIOllie's Bargain Outlet$1,710,720$1,545,966 ▼-47.5%17,6000.5%Consumer StaplesTJXTJX Companies$1,708,914$131,057 ▼-7.1%14,5390.5%Retail/WholesaleOSISOSI Systems$1,696,397$388,229 ▼-18.6%11,1730.5%Computer and TechnologyMSAMSA Safety$1,666,819$396,887 ▼-19.2%9,3990.5%Industrial ProductsHURNHuron Consulting Group$1,607,564$946,559 ▼-37.1%14,7890.5%Business ServicesEQIXEquinix$1,580,869$81,662 ▼-4.9%1,7810.5%FinanceVKTXViking Therapeutics$1,569,518$146,879 ▲10.3%24,7910.5%MedicalPSMTPriceSmart$1,562,830$262,491 ▼-14.4%17,0280.5%Retail/WholesaleASPNAspen Aerogels$1,548,065$295,729 ▲23.6%55,9070.5%ConstructionSTZConstellation Brands$1,534,544$129,360 ▼-7.8%5,9550.5%Consumer StaplesFLUTTER ENTERTAINMEN$1,529,032$1,186 ▼-0.1%6,4440.5%CommonCDWCDW$1,519,378$71,963 ▼-4.5%6,7140.5%Computer and TechnologyMAMastercard$1,518,435$38,516 ▼-2.5%3,0750.5%Business ServicesFTAIFTAI Aviation$1,507,883$1,507,883 ▲New Holding11,3460.4%AerospaceHQYHealthEquity$1,494,827$354,492 ▼-19.2%18,2630.4%MedicalCMGChipotle Mexican Grill$1,489,477$95,073 ▼-6.0%25,8500.4%Retail/WholesaleURIUnited Rentals$1,436,461$109,314 ▼-7.1%1,7740.4%ConstructionCOLLCollegium Pharmaceutical$1,435,862$349,537 ▲32.2%37,1600.4%MedicalSPGIS&P Global$1,396,940$77,493 ▼-5.3%2,7040.4%Business ServicesKNSLKinsale Capital Group$1,392,054$53,075 ▼-3.7%2,9900.4%FinanceADBEAdobe$1,309,983$82,845 ▼-5.9%2,5300.4%Computer and TechnologyNPOEnpro$1,308,630$296,465 ▼-18.5%8,0690.4%Business ServicesEOGEOG Resources$1,273,555$73,758 ▼-5.5%10,3600.4%Oils/EnergySKWDSkyward Specialty Insurance Group$1,263,404$966,238 ▼-43.3%31,0190.4%FinanceEVHEvolent Health$1,245,310$275,589 ▼-18.1%44,0350.4%Computer and TechnologyZTSZoetis$1,196,116$68,578 ▼-5.4%6,1220.4%MedicalAZEKAZEK$1,186,006$1,662,805 ▼-58.4%25,3420.4%ConstructionVWOVanguard FTSE Emerging Markets ETF$1,162,7390.0%24,3200.3%ETFNEONeoGenomics$1,084,730$270,309 ▼-19.9%73,5410.3%MedicalAMPHAmphastar Pharmaceuticals$1,042,716$256,384 ▼-19.7%21,4860.3%MedicalCWANClearwater Analytics$1,005,177$1,005,177 ▲New Holding39,8090.3%Computer and TechnologyACIWACI Worldwide$974,379$974,379 ▲New Holding19,1430.3%Computer and TechnologyMSCIMSCI$965,3320.0%1,6560.3%FinanceENOVEnovis$958,121$229,241 ▼-19.3%22,2560.3%MedicalDSGXThe Descartes Systems Group$934,359$2,699,339 ▼-74.3%9,0700.3%Computer and TechnologyCSGPCoStar Group$873,520$55,298 ▼-6.0%11,5790.3%Computer and TechnologyASMLASML$866,580$866,580 ▲New Holding1,0400.3%Computer and TechnologyMCHPMicrochip Technology$795,192$54,758 ▼-6.4%9,9040.2%Computer and TechnologyCAMTCamtek$784,766$784,766 ▲New Holding9,8280.2%Computer and TechnologyVISTVista Energy$746,598$125,913 ▲20.3%16,8990.2%Oils/EnergyHUBSHubSpot$557,1170.0%1,0480.2%Computer and TechnologyShowing largest 100 holdings. 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