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Latest Redwood Investments, LLC Stock Portfolio

Redwood Investments, LLC Performance:
2025 Q1: -6.64%YTD: -6.64%2024: 13.07%

Performance for 2025 Q1 is -6.64%, and YTD is -6.64%, and 2024 is 13.07%.

About Redwood Investments, LLC and 13F Hedge Fund Stock Holdings

Redwood Investments, LLC is a hedge fund based in NEWTON, MA. On 03-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.8 Billions. In it's latest 13F Holdings report, Redwood Investments, LLC reported an equity portfolio of $266.9 Millions as of 31 Mar, 2025.

The top stock holdings of Redwood Investments, LLC are NVDA, AMZN, GOOG. The fund has invested 5.9% of it's portfolio in NVIDIA CORP and 5% of portfolio in AMAZON COM INC.

The fund managers got completely rid off VANGUARD FTSE (VEU), FERGUSON PLC and MAKEMYTRIP LIMITED (MMYT) stocks. They significantly reduced their stock positions in DANAHER CORP (DHR), ARISTA NETWORKS IN (ANET) and AGILYSYS INC (AGYS). Redwood Investments, LLC opened new stock positions in GE VERNOVA INC, ARIS WATER SOLUTIONS (ARIS) and PJT PARTNERS INC (PJT). The fund showed a lot of confidence in some stocks as they added substantially to S&P GLOBAL INC (SPGI), CARPENTER TECHNOLOGY (CRS) and FTAI AVIATION LTD (FTAI).

Redwood Investments, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Redwood Investments, LLC made a return of -6.64% in the last quarter. In trailing 12 months, it's portfolio return was 0.68%.

New Buys

Ticker$ Bought
ge vernova inc2,217,550
aris water solutions1,987,090
pjt partners inc1,924,530
mueller wtr prods1,401,760
adtalem global educa1,370,210
meta platforms inc394,806
mizuho financial gr118,977

New stocks bought by Redwood Investments, LLC

Additions to existing portfolio by Redwood Investments, LLC

Reductions

Ticker% Reduced
danaher corp-84.09
arista networks in-80.24
agilysys inc-78.2
comfort sys usa inc-47.33
cactus inc-39.57
arcos dorados hlds-28.9
ensign group inc-26.66
alphabet inc-24.68

Redwood Investments, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard ftse-63,759,000
neogenomics inc-1,210,360
dream finders homes-1,301,770
brinks company-2,342,540
viking therapeutics-996,946
makemytrip limited-2,490,930
ferguson plc-3,795,280
amphastar pharmactls-796,772

Redwood Investments, LLC got rid off the above stocks

Sector Distribution

Redwood Investments, LLC has about 24.3% of it's holdings in Technology sector.

Sector%
Technology24.3
Healthcare14.3
Others12.1
Industrials11.5
Financial Services10.5
Consumer Cyclical10.5
Consumer Defensive7
Communication Services3.5
Energy2.3
Basic Materials2

Market Cap. Distribution

Redwood Investments, LLC has about 52% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MID-CAP30.1
MEGA-CAP29.9
LARGE-CAP22.1
UNALLOCATED14.1
SMALL-CAP3.8

Stocks belong to which Index?

About 75.2% of the stocks held by Redwood Investments, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50043.9
RUSSELL 200031.3
Others24.7
Top 5 Winners (%)%
TGTX
tg therapeutics
30.6 %
PLMR
palomar holdings i
29.8 %
HALO
halozyme therapeutic
27.8 %
BJ
bjs whsl club hldgs
27.6 %
OSIS
osi systems inc
16.1 %
Top 5 Winners ($)$
TGTX
tg therapeutics
0.9 M
PLMR
palomar holdings i
0.9 M
MELI
mercadolibre inc
0.8 M
ROP
roper technologies
0.8 M
HALO
halozyme therapeutic
0.6 M
Top 5 Losers (%)%
FRPT
freshpet inc
-43.8 %
AGYS
agilysys inc
-39.9 %
VERX
vertex inc
-33.7 %
SHAK
shake shack inc
-32.0 %
SPSC
sps commerce inc
-27.8 %
Top 5 Losers ($)$
NVDA
nvidia corp
-3.9 M
AGYS
agilysys inc
-2.8 M
FRPT
freshpet inc
-2.8 M
GOOG
alphabet inc
-2.2 M
AMZN
amazon com inc
-2.0 M

Redwood Investments, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Redwood Investments, LLC

Redwood Investments, LLC has 95 stocks in it's portfolio. About 32.8% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. TGTX was the most profitable stock for Redwood Investments, LLC last quarter.

Last Reported on: 16 May, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions