0001398344-23-013388.txt : 20230724
0001398344-23-013388.hdr.sgml : 20230724
20230724121257
ACCESSION NUMBER: 0001398344-23-013388
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230724
DATE AS OF CHANGE: 20230724
EFFECTIVENESS DATE: 20230724
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Redwood Investments, LLC
CENTRAL INDEX KEY: 0001384058
IRS NUMBER: 201400026
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12234
FILM NUMBER: 231104211
BUSINESS ADDRESS:
STREET 1: ONE GATEWAY CENTER, SUITE 802
CITY: NEWTON
STATE: MA
ZIP: 02458
BUSINESS PHONE: 617-467-3027
MAIL ADDRESS:
STREET 1: ONE GATEWAY CENTER, SUITE 802
CITY: NEWTON
STATE: MA
ZIP: 02458
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001384058
XXXXXXXX
06-30-2023
06-30-2023
false
Redwood Investments, LLC
ONE GATEWAY CENTER, SUITE 802
NEWTON
MA
02458
13F HOLDINGS REPORT
028-12234
000133028
801-63597
N
Steven Flammey
CFO/CCO
617-467-3027
/s/ Steven Flammey
Newton
MA
07-24-2023
0
116
819074227
INFORMATION TABLE
2
fp0084501-1_13fhr-table.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
5805624
18814
SH
SOLE
16839
0
1975
ADDUS HOMECARE CORP
COM
006739106
13538928
146051
SH
SOLE
142695
0
3356
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1765743
3611
SH
SOLE
3434
0
177
ADVANCED MICRO DEVICES INC
COM
007903107
371916
3265
SH
SOLE
3265
0
0
AEROVIRONMENT INC
COM
008073108
16367357
160025
SH
SOLE
156576
0
3449
ALLEGRO MICROSYSTEMS INC
COM
01749D105
14930822
330767
SH
SOLE
323288
0
7479
ALPHABET INC
CAP STK CL A
02079K305
11026884
92121
SH
SOLE
83022
0
9099
AMAZON COM INC
COM
023135106
11131962
85394
SH
SOLE
79988
0
5406
AMN HEALTHCARE SVCS INC
COM
001744101
13815028
126604
SH
SOLE
123716
0
2888
APPLE INC
COM
037833100
9074499
46783
SH
SOLE
42948
0
3835
APPLIED INDL TECHNOLOGIES IN
COM
03820C105
17643710
121824
SH
SOLE
119042
0
2782
APTIV PLC
SHS
G6095L109
1161376
11376
SH
SOLE
11376
0
0
ARCOS DORADOS HOLDINGS INC
SHS CLASS -A -
G0457F107
3620997
353268
SH
SOLE
140393
0
212875
ASPEN AEROGELS INC
COM
04523Y105
6190060
784545
SH
SOLE
766503
0
18042
ATKORE INC
COM
047649108
11512738
73828
SH
SOLE
72120
0
1708
AXCELIS TECHNOLOGIES INC
COM NEW
054540208
9925853
54142
SH
SOLE
52891
0
1251
AXOS FINANCIAL INC
COM
05465C100
15532892
393836
SH
SOLE
384889
0
8947
BJS WHSL CLUB HLDGS INC
COM
05550J101
232759
3694
SH
SOLE
3694
0
0
BOOKING HOLDINGS INC
COM
09857L108
2759737
1022
SH
SOLE
839
0
183
BOYD GAMING CORP
COM
103304101
17573699
253333
SH
SOLE
247524
0
5809
BRINKS CO
COM
109696104
16764917
247161
SH
SOLE
241488
0
5673
BURLINGTON STORES INC
COM
122017106
201144
1278
SH
SOLE
1278
0
0
CACTUS INC
CL A
127203107
12790387
302230
SH
SOLE
295278
0
6952
CALIX INC
COM
13100M509
12437372
249196
SH
SOLE
243539
0
5657
CDW CORP
COM
12514G108
1674254
9124
SH
SOLE
8772
0
352
CHARLES RIV LABS INTL INC
COM
159864107
235480
1120
SH
SOLE
1120
0
0
CHART INDS INC
COM
16115Q308
17021949
106527
SH
SOLE
104073
0
2454
CHIPOTLE MEXICAN GRILL INC
COM
169656105
5640543
2637
SH
SOLE
2322
0
315
CINTAS CORP
COM
172908105
7463656
15015
SH
SOLE
13607
0
1408
CONSTELLATION BRANDS INC
CL A
21036P108
1818655
7389
SH
SOLE
7017
0
372
COSTAR GROUP INC
COM
22160N109
1577525
17725
SH
SOLE
17725
0
0
COSTCO WHSL CORP NEW
COM
22160K105
5782201
10740
SH
SOLE
9802
0
938
CROWN CASTLE INC
COM
22822V101
1207422
10597
SH
SOLE
10333
0
264
D R HORTON INC
COM
23331A109
442830
3639
SH
SOLE
3639
0
0
DANAHER CORPORATION
COM
235851102
3484080
14517
SH
SOLE
13068
0
1449
DESCARTES SYS GROUP INC
COM
249906108
4745342
59225
SH
SOLE
44306
0
14919
DIAMONDBACK ENERGY INC
COM
25278X109
3588887
27321
SH
SOLE
23624
0
3697
DISNEY WALT CO
COM
254687106
1378215
15437
SH
SOLE
14637
0
800
DOUBLEVERIFY HLDGS INC
COM
25862V105
20302968
521659
SH
SOLE
509944
0
11715
DRAFTKINGS INC NEW
COM CL A
26142V105
393209
14799
SH
SOLE
14799
0
0
ENDAVA PLC
ADS
29260V105
211821
4090
SH
SOLE
199
0
3891
ENPRO INDS INC
COM
29355X107
6312026
47270
SH
SOLE
46194
0
1076
ENSIGN GROUP INC
COM
29358P101
17133384
179482
SH
SOLE
175400
0
4082
EOG RES INC
COM
26875P101
4232678
36986
SH
SOLE
33377
0
3609
EQUINIX INC
COM
29444U700
2354172
3003
SH
SOLE
2901
0
102
EVERTEC INC
COM
30040P103
9084451
246659
SH
SOLE
240950
0
5709
EVOLENT HEALTH INC
CL A
30050B101
12822566
423187
SH
SOLE
413589
0
9598
EXTREME NETWORKS
COM
30226D106
13036332
500435
SH
SOLE
488989
0
11446
FORTIVE CORP
COM
34959J108
202627
2710
SH
SOLE
2710
0
0
FOX FACTORY HLDG CORP
COM
35138V102
9653592
88965
SH
SOLE
86934
0
2031
FRESHPET INC
COM
358039105
11789138
179139
SH
SOLE
175028
0
4111
GRUPO AEROPORTUARIO DEL SURE
SPON ADR SER B
40051E202
1238775
4461
SH
SOLE
1718
0
2743
H & E EQUIPMENT SERVICES INC
COM
404030108
10544509
230481
SH
SOLE
225189
0
5292
HALOZYME THERAPEUTICS INC
COM
40637H109
15614018
432881
SH
SOLE
422975
0
9906
HCA HEALTHCARE INC
COM
40412C101
1207243
3978
SH
SOLE
3798
0
180
HDFC BANK LTD
SPONSORED ADS
40415F101
2901472
41628
SH
SOLE
21343
0
20285
HEADHUNTER GROUP PLC
SPONSORED ADS
42207L106
180
18005
SH
SOLE
12658
0
5347
HEICO CORP NEW
COM
422806109
3673982
20764
SH
SOLE
17872
0
2892
HERITAGE CRYSTAL CLEAN INC
COM
42726M106
9793959
259168
SH
SOLE
253197
0
5971
HUBSPOT INC
COM
443573100
580510
1091
SH
SOLE
1091
0
0
ICICI BANK LIMITED
ADR
45104G104
7756796
336083
SH
SOLE
253481
0
82602
IMPINJ INC
COM
453204109
5315886
59296
SH
SOLE
57942
0
1354
INMODE LTD
SHS
M5425M103
9235572
247271
SH
SOLE
224875
0
22396
INTERACTIVE BROKERS GROUP IN
COM CL A
45841N107
3083475
37119
SH
SOLE
32227
0
4892
ISHARES TR
MSCI INDONIA ETF
46429B309
230408
9996
SH
SOLE
9996
0
0
ISHARES TR
MSCI CHINA ETF
46429B671
911175
20366
SH
SOLE
0
0
20366
JPMORGAN CHASE & CO
COM
46625H100
5241948
36042
SH
SOLE
32258
0
3784
KINSALE CAP GROUP INC
COM
49714P108
23696681
63326
SH
SOLE
61882
0
1444
LANTHEUS HLDGS INC
COM
516544103
15364661
183087
SH
SOLE
178878
0
4209
LIVENT CORP
COM
53814L108
13400570
488537
SH
SOLE
477329
0
11208
MASTERCARD INCORPORATED
CL A
57636Q104
820817
2087
SH
SOLE
2087
0
0
MERCADOLIBRE INC
COM
58733R102
3983810
3363
SH
SOLE
2509
0
854
MERIT MED SYS INC
COM
589889104
14794076
176878
SH
SOLE
172826
0
4052
MGP INGREDIENTS INC NEW
COM
55303J106
13071978
122996
SH
SOLE
120175
0
2821
MICROCHIP TECHNOLOGY INC.
COM
595017104
1511921
16876
SH
SOLE
16118
0
758
MICROSOFT CORP
COM
594918104
6661303
19561
SH
SOLE
18726
0
835
MODERNA INC
COM
60770K107
571050
4700
SH
SOLE
4700
0
0
MONOLITHIC PWR SYS INC
COM
609839105
3040414
5628
SH
SOLE
4818
0
810
MOTOROLA SOLUTIONS INC
COM NEW
620076307
4115012
14031
SH
SOLE
11860
0
2171
MSA SAFETY INC
COM
553498106
17932433
103084
SH
SOLE
100710
0
2374
MSCI INC
COM
55354G100
2615822
5574
SH
SOLE
4926
0
648
NAPCO SEC TECHNOLOGIES INC
COM
630402105
11265676
325128
SH
SOLE
317596
0
7532
NICE LTD
SPONSORED ADR
653656108
253789
1229
SH
SOLE
1229
0
0
NIKE INC
CL B
654106103
1015294
9199
SH
SOLE
9199
0
0
NOVO-NORDISK A S
ADR
670100205
336930
2082
SH
SOLE
2082
0
0
NUTANIX INC
CL A
67059N108
17103291
609743
SH
SOLE
595760
0
13983
NVIDIA CORPORATION
COM
67066G104
3053358
7218
SH
SOLE
6206
0
1012
OLLIES BARGAIN OUTLET HLDGS
COM
681116109
12482756
215480
SH
SOLE
210519
0
4961
ONTO INNOVATION INC
COM
683344105
9764961
83841
SH
SOLE
81906
0
1935
PALO ALTO NETWORKS INC
COM
697435105
2933766
11482
SH
SOLE
9871
0
1611
PALOMAR HLDGS INC
COM
69753M105
14192927
244537
SH
SOLE
238901
0
5636
PERFORMANCE FOOD GROUP CO
COM
71377A103
3050855
50645
SH
SOLE
42598
0
8047
PLANET FITNESS INC
CL A
72703H101
269962
4003
SH
SOLE
4003
0
0
PROCTER AND GAMBLE CO
COM
742718109
433369
2856
SH
SOLE
2856
0
0
PTC THERAPEUTICS INC
COM
69366J200
9987657
245578
SH
SOLE
239928
0
5650
ROPER TECHNOLOGIES INC
COM
776696106
4008910
8338
SH
SOLE
8338
0
0
RUSH ENTERPRISES INC
CL A
781846209
15123707
248991
SH
SOLE
243225
0
5766
S&P GLOBAL INC
COM
78409V104
1557057
3884
SH
SOLE
3719
0
165
SALESFORCE INC
COM
79466L302
3588251
16985
SH
SOLE
14589
0
2396
SERVICENOW INC
COM
81762P102
1953970
3477
SH
SOLE
3477
0
0
SKYLINE CHAMPION CORPORATION
COM
830830105
12189015
186234
SH
SOLE
181950
0
4284
SPROUT SOCIAL INC
COM CL A
85209W109
8614564
186624
SH
SOLE
182382
0
4242
SPS COMM INC
COM
78463M107
14052454
73167
SH
SOLE
71481
0
1686
STRYKER CORPORATION
COM
863667101
2887372
9464
SH
SOLE
9139
0
325
SURGERY PARTNERS INC
COM
86881A100
4895722
108818
SH
SOLE
106207
0
2611
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
12736104
126200
SH
SOLE
88464
0
37736
TEXAS ROADHOUSE INC
COM
882681109
13996307
124655
SH
SOLE
121806
0
2849
TRACTOR SUPPLY CO
COM
892356106
2809518
12707
SH
SOLE
10997
0
1710
UNITED RENTALS INC
COM
911363109
3376350
7581
SH
SOLE
6436
0
1145
UNITEDHEALTH GROUP INC
COM
91324P102
7422043
15442
SH
SOLE
13873
0
1569
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
487502
11975
SH
SOLE
11975
0
0
VISTEON CORP
COM NEW
92839U206
11983393
83444
SH
SOLE
81523
0
1921
WASTE CONNECTIONS INC
COM
94106B101
559428
3914
SH
SOLE
1439
0
2475
WASTE MGMT INC DEL
COM
94106L109
478986
2762
SH
SOLE
2384
0
378
WORKIVA INC
COM CL A
98139A105
19416348
190993
SH
SOLE
186611
0
4382
ZOETIS INC
CL A
98978V103
2115772
12286
SH
SOLE
11813
0
473