Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Redwood Investments, LLC (CIK 1384058) reported $266.9M across 95 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: NVDA ($15.7M, 5.89%), AMZN ($13.3M, 4.98%), GOOGL ($9.0M, 3.39%), FTAI ($7.8M, 2.91%), IBN ($7.7M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $15.7M | 5.89% | 144,956 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $13.3M | 4.98% | 69,832 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $9.0M | 3.39% | 58,500 | Trimmed |
| 4 | FTAI | FTAI AVIATION LTD | $7.8M | 2.91% | 70,082 | Added |
| 5 | IBN | ICICI BK LTD | $7.7M | 2.89% | 244,812 | Hold |
| 6 | JPM | JPMORGAN CHASE & CO | $7.3M | 2.74% | 29,870 | Added |
| 7 | ROP | ROPER TECHNOLOGIES | $7.1M | 2.66% | 12,022 | Added |
| 8 | ACN | ACCENTURE PLC | $6.9M | 2.58% | 22,087 | Added |
| 9 | SYK | STRYKER CORP | $6.8M | 2.55% | 18,321 | Trimmed |
| 10 | MELI | MERCADOLIBRE INC | $6.0M | 2.24% | 3,065 | Hold |
| 11 | AX | AXOS FINANCIAL | $5.9M | 2.19% | 90,716 | Added |
| 12 | CRS | CARPENTER TECHNOLOGY | $5.8M | 2.18% | 32,058 | Added |
| 13 | AAPL | APPLE INC | $5.8M | 2.17% | 26,029 | Trimmed |
| 14 | TSM | TAIWAN SEMICONDUCTOR | $5.8M | 2.17% | 34,888 | Hold |
| 15 | CRH | CRH PLC | $5.4M | 2.03% | 61,705 | Added |
| 16 | SPGI | S&P GLOBAL INC | $5.0M | 1.87% | 9,817 | Added |
| 17 | ENSG | ENSIGN GROUP INC | $4.8M | 1.81% | 37,341 | Trimmed |
| 18 | WMT | WALMART INC | $4.6M | 1.73% | 52,689 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $4.6M | 1.72% | 12,196 | Trimmed |
| 20 | EXEL | EXELIXIS INC | $4.5M | 1.70% | 122,921 | Hold |
| 21 | CRM | SALESFORCE INC | $3.8M | 1.44% | 14,295 | Added |
| 22 | DSGX | DESCARTES SYS GROUP | $3.8M | 1.41% | 37,358 | Trimmed |
| 23 | PLMR | PALOMAR HOLDINGS I | $3.7M | 1.40% | 27,280 | Trimmed |
| 24 | TGTX | TG THERAPEUTICS | $3.7M | 1.38% | 93,242 | Trimmed |
| 25 | FRPT | FRESHPET INC | $3.6M | 1.33% | 42,729 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31