$739 Million is the total value of Redwood Investments, LLC's 112 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3,139,758 | +2.8% | 7,218 | 0.0% | 0.42% | +13.9% | |
| NOW | SERVICENOW INC | $1,943,504 | -0.5% | 3,477 | 0.0% | 0.26% | +10.0% | |
| HUBS | HUBSPOT INC | $537,318 | -7.4% | 1,091 | 0.0% | 0.07% | +2.8% | |
| WCN | WASTE CONNECTIONS INC | $525,650 | -6.0% | 3,914 | 0.0% | 0.07% | +4.4% | |
| DRAFTKINGS INC NEW | $435,683 | +10.8% | 14,799 | 0.0% | 0.06% | +22.9% | ||
| DHI | D R HORTON INC | $391,083 | -11.7% | 3,639 | 0.0% | 0.05% | -1.9% | |
| AMD | ADVANCED MICRO DEVICES INC | $335,707 | -9.7% | 3,265 | 0.0% | 0.04% | 0.0% | |
| CRL | CHARLES RIV LABS INTL INC | $219,498 | -6.8% | 1,120 | 0.0% | 0.03% | +3.4% | |
| NICE | NICE LTDsponsored adr | $208,930 | -17.7% | 1,229 | 0.0% | 0.03% | -9.7% | |
| FTV | FORTIVE CORP | $200,974 | -0.8% | 2,710 | 0.0% | 0.03% | +8.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DANAHER CORPORATION | 39 | Q3 2023 | 1.1% |
| APPLE INC | 38 | Q3 2023 | 5.9% |
| AMN HEALTHCARE SVCS INC | 38 | Q3 2023 | 3.0% |
| HCA Holdings, Inc. | 37 | Q3 2023 | 2.1% |
| BURLINGTON STORES, INC | 36 | Q2 2023 | 1.0% |
| AMAZON.COM INC | 34 | Q3 2023 | 2.6% |
| Walt Disney Company | 34 | Q2 2023 | 2.4% |
| Procter & Gamble Company | 34 | Q3 2023 | 0.6% |
| UnitedHealth Group Incorporated | 33 | Q3 2023 | 2.5% |
| JPMORGAN CHASE & CO | 33 | Q3 2023 | 2.1% |
View Redwood Investments, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-02-03 |
| 13F-HR | 2021-10-19 |
View Redwood Investments, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.