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Redwood Investments, LLC

New Buys

Ticker$ Bought
MSA SAFETY INC12,197,900
NUTANIX INC11,972,100
CACTUS INC10,904,500
NAPCO SEC TECHNOLOGIES INC9,346,440
ENPRO INDS INC8,387,390
DOUBLEVERIFY HLDGS INC7,742,720
ALLEGRO MICROSYSTEMS INC7,137,640
H & E EQUIPMENT SERVICES INC5,865,360

New stocks bought by Redwood Investments, LLC

Additions

Ticker% Inc.
CHIPOTLE MEXICAN GRILL INC147
MODERNA INC135
PALOMAR HLDGS INC125
LIVENT CORP90.62
EQUINIX INC74.35
PROCTER AND GAMBLE CO65.7
BIONTECH SE61.38
SPROUT SOCIAL INC48.87

Additions to existing portfolio by Redwood Investments, LLC

Reductions

Ticker% Reduced
POOL CORP-91.23
CHARLES RIV LABS INTL INC-64.85
ONTO INNOVATION INC-54.54
PTC THERAPEUTICS INC-51.94
LESLIES INC-44.99
CHART INDS INC-43.78
VANGUARD INTL EQUITY INDEX F-43.36
BJS WHSL CLUB HLDGS INC-42.47

Redwood Investments, LLC reduced stake in above stock

Sold off

Ticker$ Sold
EUROPEAN WAX CTR INC-9,238,000
FIRST FINL BANKSHARES INC-10,448,000
TECHTARGET INC-13,735,000
OMNICELL COM-13,415,000
SYNAPTICS INC-11,169,000
ASBURY AUTOMOTIVE GROUP INC-7,542,000
ARCO PLATFORM LTD-353,000
ALLY FINL INC-703,000

Redwood Investments, LLC got rid off the above stocks

Current Stock Holdings of Redwood Investments, LLC

Last Reported on: 20 Jan, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC0.8347,4696,167,650ADDED0.84
ABGASBURY AUTOMOTIVE GROUP INC0.000.000.00SOLD OFF-100
ACNACCENTURE PLC IRELAND0.5715,9504,256,100REDUCED-27.55
ADBEADOBE SYSTEMS INCORPORATED0.132,882969,879ADDED2.2
ADUSADDUS HOMECARE CORP1.91143,70014,296,700ADDED23.2
AGGISHARES TR0.217,3371,569,860NEW
ALGMALLEGRO MICROSYSTEMS INC0.96237,7637,137,640NEW
ALLYALLY FINL INC0.000.000.00SOLD OFF-100
AMDADVANCED MICRO DEVICES INC0.2326,2561,700,600REDUCED-0.09
AMNAMN HEALTHCARE SVCS INC2.98216,30722,240,700ADDED5.85
AMPSISHARES TR0.1219,018903,355ADDED9.08
AMPSISHARES TR0.039,176205,451REDUCED-20.01
AMZNAMAZON COM INC0.7364,5445,421,700REDUCED-12.63
APTVAPTIV PLC0.2217,2051,602,300REDUCED-3.87
ASPNASPEN AEROGELS INC0.94594,4237,008,250ADDED23.45
ATSGAIR TRANSPORT SERVICES GRP I1.35388,84310,102,100REDUCED-30.39
AVAVAEROVIRONMENT INC1.80157,14713,461,200REDUCED-1.77
AXAXOS FINANCIAL INC1.95381,74014,590,100REDUCED-2.01
BCOBRINKS CO1.73240,91712,939,700REDUCED-1.87
BJBJS WHSL CLUB HLDGS INC1.42159,99610,585,300REDUCED-42.47
BKNGBOOKING HOLDINGS INC0.341,2742,567,470UNCHANGED0.00
BURLBURLINGTON STORES INC0.041,418287,514NEW
BYDBOYD GAMING CORP1.45198,86110,843,900REDUCED-1.15
CALXCALIX INC3.06333,51222,822,200REDUCED-0.41
CCICROWN CASTLE INC0.2010,9671,487,560ADDED2.14
CDMOAVID BIOSERVICES INC1.30706,6939,731,160REDUCED-1.94
CDWCDW CORP0.239,4431,686,330REDUCED-4.12
CLFDCLEARFIELD INC1.77140,10513,189,500REDUCED-0.55
CMGCHIPOTLE MEXICAN GRILL INC0.593,1834,416,380ADDED147
COSTCOSTCO WHSL CORP NEW0.8914,4966,617,420ADDED0.12
CRLCHARLES RIV LABS INTL INC0.031,099239,472REDUCED-64.85
CRMSALESFORCE INC0.042,208292,759REDUCED-1.74
CRWDCROWDSTRIKE HLDGS INC0.2819,8462,089,580ADDED40.1
CSGPCOSTAR GROUP INC0.1918,2061,406,960ADDED3.16
CTASCINTAS CORP0.9014,9316,743,140REDUCED-1.01
CYRXCRYOPORT INC1.19510,6518,859,800REDUCED-2.35
DARDARLING INGREDIENTS INC0.2732,6852,045,750NEW
DHID R HORTON INC0.053,874345,328REDUCED-0.92
DHRDANAHER CORPORATION0.7922,1405,876,400REDUCED-4.65
DISDISNEY WALT CO0.3832,8742,856,090ADDED2.02
DVDOUBLEVERIFY HLDGS INC1.04352,5837,742,720NEW
EMGFISHARES INC0.000.000.00SOLD OFF-100
ENSGENSIGN GROUP INC2.24176,64016,711,900ADDED39.98
EOGEOG RES INC0.8046,4436,015,300ADDED0.66
EQIXEQUINIX INC0.222,4671,615,960ADDED74.35
ESTEEARTHSTONE ENERGY INC1.45758,57910,794,600REDUCED-2.25
ETSYETSY INC0.117,057845,287REDUCED-32.71
EWCZEUROPEAN WAX CTR INC0.000.000.00SOLD OFF-100
FCNFTI CONSULTING INC1.4567,93610,788,200REDUCED-1.06
FFINFIRST FINL BANKSHARES INC0.000.000.00SOLD OFF-100
FIVNFIVE9 INC0.000.000.00SOLD OFF-100
FOXFFOX FACTORY HLDG CORP2.14175,42416,003,900ADDED17.95
FRPTFRESHPET INC1.76249,50513,166,400ADDED17.4
FTVFORTIVE CORP0.033,204205,857NEW
GNRCGENERAC HLDGS INC0.000.000.00SOLD OFF-100
GOOGALPHABET INC0.9479,1196,980,670REDUCED-3.03
GOOGALPHABET INC0.000.000.00SOLD OFF-100
GTLSCHART INDS INC0.9662,2337,171,110REDUCED-43.78
HALOHALOZYME THERAPEUTICS INC3.37441,80925,138,900REDUCED-0.95
HCAHCA HEALTHCARE INC0.144,4861,076,460ADDED1.79
HEESH & E EQUIPMENT SERVICES INC0.78129,1935,865,360NEW
HEIHEICO CORP NEW0.031,598245,517REDUCED-5.22
HUBSHUBSPOT INC0.051,182341,752REDUCED-2.64
HZNPHORIZON THERAPEUTICS PUB L0.085,328606,326REDUCED-2.33
JPMJPMORGAN CHASE & CO0.5932,9364,416,720ADDED0.71
KNSLKINSALE CAP GROUP INC2.5873,66419,264,700REDUCED-13.68
LESLLESLIES INC0.78476,6255,819,590REDUCED-44.99
LTHMLIVENT CORP0.95355,9567,072,850ADDED90.62
MAMASTERCARD INCORPORATED0.102,224773,352REDUCED-0.94
MEDPMEDPACE HLDGS INC1.3246,4319,862,410REDUCED-0.97
MELIMERCADOLIBRE INC0.322,8622,421,940REDUCED-17.12
MGPIMGP INGREDIENTS INC NEW2.38167,16017,782,500REDUCED-1.09
MPWRMONOLITHIC PWR SYS INC0.081,628575,677REDUCED-3.33
MRNAMODERNA INC0.4820,0283,597,430ADDED135
MSAMSA SAFETY INC1.6384,59612,197,900NEW
MSCIMSCI INC0.345,5242,569,600REDUCED-0.61
MSFTMICROSOFT CORP0.7021,7075,205,770REDUCED-5.19
NKENIKE INC0.064,042472,954REDUCED-23.87
NOWSERVICENOW INC0.203,9121,518,910ADDED1.06
NPOENPRO INDS INC1.1277,1688,387,390NEW
NSCNORFOLK SOUTHN CORP0.6218,7834,628,510ADDED0.27
NSSCNAPCO SEC TECHNOLOGIES INC1.25340,1189,346,440NEW
NTNXNUTANIX INC1.60459,58311,972,100NEW
NVDANVIDIA CORPORATION0.147,2181,054,840REDUCED-2.1
OLLIOLLIES BARGAIN OUTLET HLDGS1.33211,5069,906,940REDUCED-1.46
OMCLOMNICELL COM0.000.000.00SOLD OFF-100
ONTOONTO INNOVATION INC0.99108,1697,365,230REDUCED-54.54
OVVOVINTIV INC0.034,972252,130REDUCED-5.19
PFGCPERFORMANCE FOOD GROUP CO2.64338,15719,745,000REDUCED-0.92
PGPROCTER AND GAMBLE CO0.063,150477,414ADDED65.7
PJTPJT PARTNERS INC1.83185,34213,657,900REDUCED-1.15
PLMRPALOMAR HLDGS INC1.13186,8248,436,970ADDED125
PLNTPLANET FITNESS INC0.054,448350,502REDUCED-3.47
POOLPOOL CORP0.03757228,864REDUCED-91.23
PRFTPERFICIENT INC0.9197,7946,828,960REDUCED-1.55
PTCTPTC THERAPEUTICS INC0.93182,6666,972,360REDUCED-51.94
QCOMQUALCOMM INC0.1711,6271,278,270ADDED1.07
ROCCRANGER OIL CORPORATION1.91352,99414,271,500REDUCED-1.39
RUSHBRUSH ENTERPRISES INC2.08296,34415,492,900REDUCED-1.26
SKYSKYLINE CHAMPION CORPORATION1.04150,6007,757,410REDUCED-41.76
SPGIS&P GLOBAL INC0.183,9531,324,020REDUCED-2.42
SPTSPROUT SOCIAL INC1.87247,65413,982,500ADDED48.87
STZCONSTELLATION BRANDS INC0.7223,2005,376,600ADDED8.3
SYKSTRYKER CORPORATION0.329,8372,405,050ADDED0.96
SYNASYNAPTICS INC0.000.000.00SOLD OFF-100
TTGTTECHTARGET INC0.000.000.00SOLD OFF-100
TXRHTEXAS ROADHOUSE INC2.58211,48219,234,300REDUCED-0.89
UNHUNITEDHEALTH GROUP INC0.9813,8557,345,640ADDED8.72
VEUVANGUARD INTL EQUITY INDEX F0.1120,657803,970REDUCED-43.36
WCNWASTE CONNECTIONS INC0.063,598476,951ADDED29.33
WHDCACTUS INC1.46216,96210,904,500NEW
WKWORKIVA INC2.10186,99615,702,100REDUCED-1.61
WMWASTE MGMT INC DEL0.062,814441,460REDUCED-1.81
ZIZOOMINFO TECHNOLOGIES INC0.3997,2802,929,100REDUCED-2.26
ZTSZOETIS INC0.2613,4431,970,070ADDED1.82
INMODE LTD2.11440,47015,724,800REDUCED-0.79
BIONTECH SE1.7687,54013,150,300ADDED61.38
TAIWAN SEMICONDUCTOR MFG LTD1.05105,5527,862,570UNCHANGED0.00
ICICI BANK LIMITED0.89304,8236,672,580REDUCED-14.52
ARCOS DORADOS HOLDINGS INC0.34306,1792,559,660UNCHANGED0.00
HDFC BANK LTD0.3032,7002,237,010REDUCED-16.73
GRUPO AEROPORTUARIO DEL SURE0.185,6701,321,050REDUCED-21.5
DESCARTES SYS GROUP INC0.099,916690,779UNCHANGED0.00
ENDAVA PLC0.044,257325,660NEW
NICE LTD0.031,324254,605REDUCED-4.06
NOMAD FOODS LTD0.0314,324246,946REDUCED-36.26
HEADHUNTER GROUP PLC0.0018,005180UNCHANGED0.00
NOVA LTD0.000.000.00SOLD OFF-100
ARCO PLATFORM LTD0.000.000.00SOLD OFF-100

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