0001398344-24-000797.txt : 20240119 0001398344-24-000797.hdr.sgml : 20240119 20240119162940 ACCESSION NUMBER: 0001398344-24-000797 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240119 DATE AS OF CHANGE: 20240119 EFFECTIVENESS DATE: 20240119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Redwood Investments, LLC CENTRAL INDEX KEY: 0001384058 ORGANIZATION NAME: 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: 24545965 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 12-31-2023 12-31-2023 false Redwood Investments, LLC

ONE GATEWAY CENTER, SUITE 802 NEWTON MA 02458

13F HOLDINGS REPORT 028-12234 000133028 801-63597 N Steven Flammey 617-467-3027 /s/ Steven Flammey Newton MA 01-19-2024 0 114 382929485 INFORMATION TABLE 2 fp0086555-1_13fhr-table.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7097857 20227 SH SOLE 17578 0 2649 ADDUS HOMECARE CORP COM 006739106 3376026 36360 SH SOLE 32726 0 3634 ADOBE INC COM 00724F101 1822613 3055 SH SOLE 2828 0 227 ADVANCED MICRO DEVICES INC COM 007903107 484537 3287 SH SOLE 2466 0 821 AEROVIRONMENT INC COM 008073108 3200156 25390 SH SOLE 23068 0 2322 ALKERMES PLC SHS G01767105 3217257 115979 SH SOLE 104314 0 11665 ALLEGRO MICROSYSTEMS INC COM 01749D105 3224996 106541 SH SOLE 96181 0 10360 ALPHABET INC CAP STK CL A 02079K305 10115931 72417 SH SOLE 63921 0 8496 AMAZON COM INC COM 023135106 12660401 83325 SH SOLE 75972 0 7353 APPLE INC COM 037833100 7965736 41374 SH SOLE 35469 0 5905 APPLIED INDL TECHNOLOGIES IN COM 03820C105 5546112 32116 SH SOLE 29102 0 3014 APTIV PLC SHS G6095L109 752571 8388 SH SOLE 8269 0 119 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 6239000 491647 SH SOLE 256863 0 234784 ASPEN AEROGELS INC COM 04523Y105 3570998 226299 SH SOLE 203572 0 22727 ATKORE INC COM 047649108 3718240 23239 SH SOLE 20920 0 2319 AXCELIS TECHNOLOGIES INC COM NEW 054540208 1736679 13391 SH SOLE 12034 0 1357 AXOS FINANCIAL INC COM 05465C100 4052521 74222 SH SOLE 66842 0 7380 AZEK CO INC CL A 05478C105 2892542 75622 SH SOLE 68191 0 7431 BOOKING HOLDINGS INC COM 09857L108 2298599 648 SH SOLE 557 0 91 BRINKS CO COM 109696104 4451150 50610 SH SOLE 45648 0 4962 BURLINGTON STORES INC COM 122017106 248545 1278 SH SOLE 1278 0 0 CACTUS INC CL A 127203107 3417803 75282 SH SOLE 67750 0 7532 CALIX INC COM 13100M509 2765752 63304 SH SOLE 57173 0 6131 CDW CORP COM 12514G108 1806512 7947 SH SOLE 7480 0 467 CHART INDS INC COM 16115Q308 3574573 26220 SH SOLE 23561 0 2659 CHIPOTLE MEXICAN GRILL INC COM 169656105 4189711 1832 SH SOLE 1521 0 311 CINTAS CORP COM 172908105 3892581 6459 SH SOLE 5804 0 655 COMFORT SYS USA INC COM 199908104 4566080 22201 SH SOLE 20031 0 2170 CONSTELLATION BRANDS INC CL A 21036P108 1909100 7897 SH SOLE 7143 0 754 COSTAR GROUP INC COM 22160N109 1396842 15984 SH SOLE 14226 0 1758 COSTCO WHSL CORP NEW COM 22160K105 5057533 7662 SH SOLE 6824 0 838 CROWDSTRIKE HLDGS INC CL A 22788C105 333193 1305 SH SOLE 1305 0 0 D R HORTON INC COM 23331A109 547888 3605 SH SOLE 2972 0 633 DANAHER CORPORATION COM 235851102 3171209 13708 SH SOLE 12065 0 1643 DESCARTES SYS GROUP INC COM 249906108 3902897 46377 SH SOLE 30886 0 15491 DIAMONDBACK ENERGY INC COM 25278X109 2884333 18599 SH SOLE 16047 0 2552 DOUBLEVERIFY HLDGS INC COM 25862V105 4623246 125700 SH SOLE 113990 0 11710 DRAFTKINGS INC NEW COM CL A 26142V105 518034 14696 SH SOLE 12957 0 1739 ENDAVA PLC ADS 29260V105 3149422 40455 SH SOLE 27494 0 12961 ENPRO INC COM 29355X107 1930410 12316 SH SOLE 11150 0 1166 ENSIGN GROUP INC COM 29358P101 5340859 47597 SH SOLE 43175 0 4422 EOG RES INC COM 26875P101 4185717 34607 SH SOLE 30611 0 3996 EQUINIX INC COM 29444U700 1808101 2245 SH SOLE 2040 0 205 EVERTEC INC COM 30040P103 4632525 113154 SH SOLE 102042 0 11112 EXTREME NETWORKS COM 30226D106 1648140 93432 SH SOLE 84204 0 9228 FABRINET SHS G3323L100 3478281 18275 SH SOLE 16433 0 1842 FRESHPET INC COM 358039105 3967275 45727 SH SOLE 41274 0 4453 GLOBAL PMTS INC COM 37940X102 774446 6098 SH SOLE 6098 0 0 H & E EQUIPMENT SERVICES INC COM 404030108 2307626 44106 SH SOLE 39718 0 4388 HALOZYME THERAPEUTICS INC COM 40637H109 3439128 93050 SH SOLE 84397 0 8653 HCA HEALTHCARE INC COM 40412C101 1424589 5263 SH SOLE 4841 0 422 HDFC BANK LTD SPONSORED ADS 40415F101 3083235 45943 SH SOLE 16478 0 29465 HEALTHEQUITY INC COM 42226A107 1652594 24926 SH SOLE 22414 0 2512 HEICO CORP NEW COM 422806109 241653 1351 SH SOLE 1351 0 0 HUBSPOT INC COM 443573100 633369 1091 SH SOLE 1091 0 0 HURON CONSULTING GROUP INC COM 447462102 3172614 30862 SH SOLE 27899 0 2963 ICICI BANK LIMITED ADR 45104G104 9210203 386334 SH SOLE 273385 0 112949 INFOSYS LTD SPONSORED ADR 456788108 1008805 54886 SH SOLE 54886 0 0 INTER PARFUMS INC COM 458334109 2739502 19023 SH SOLE 17133 0 1890 ISHARES TR RUS 2000 GRW ETF 464287648 2325633 9175 SH SOLE 9175 0 0 ISHARES TR MSCI INDONIA ETF 46429B309 203844 9141 SH SOLE 9141 0 0 ISHARES TR MSCI INDIA ETF 46429B598 1155911 23677 SH SOLE 23677 0 0 JPMORGAN CHASE & CO COM 46625H100 5448303 32030 SH SOLE 28052 0 3978 KINSALE CAP GROUP INC COM 49714P108 7289651 21766 SH SOLE 19481 0 2285 LANTHEUS HLDGS INC COM 516544103 2787768 44964 SH SOLE 40405 0 4559 LITHIA MTRS INC COM 536797103 2335254 7092 SH SOLE 6127 0 965 MASTERCARD INCORPORATED CL A 57636Q104 1818639 4264 SH SOLE 3778 0 486 MERCADOLIBRE INC COM 58733R102 6606754 4204 SH SOLE 3131 0 1073 MERIT MED SYS INC COM 589889104 4129489 54364 SH SOLE 49120 0 5244 MGP INGREDIENTS INC NEW COM 55303J106 2299457 23340 SH SOLE 21009 0 2331 MICROCHIP TECHNOLOGY INC. COM 595017104 1009926 11199 SH SOLE 10226 0 973 MICROSOFT CORP COM 594918104 6675462 17752 SH SOLE 16182 0 1570 MONOLITHIC PWR SYS INC COM 609839105 3498937 5547 SH SOLE 4737 0 810 MOTOROLA SOLUTIONS INC COM NEW 620076307 4316572 13787 SH SOLE 11616 0 2171 MSA SAFETY INC COM 553498106 1687287 9994 SH SOLE 9066 0 928 MSCI INC COM 55354G100 480803 850 SH SOLE 782 0 68 NEOGENOMICS INC COM NEW 64049M209 2398912 148264 SH SOLE 133709 0 14555 NICE LTD SPONSORED ADR 653656108 222454 1115 SH SOLE 1115 0 0 NOVO-NORDISK A S ADR 670100205 404490 3910 SH SOLE 3910 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 3020833 362645 SH SOLE 261350 0 101295 NUTANIX INC CL A 67059N108 5537143 116107 SH SOLE 104905 0 11202 NVIDIA CORPORATION COM 67066G104 12197269 24630 SH SOLE 21419 0 3211 OLLIES BARGAIN OUTLET HLDGS COM 681116109 4174254 55004 SH SOLE 49629 0 5375 ONTO INNOVATION INC COM 683344105 4155669 27179 SH SOLE 24517 0 2662 PALO ALTO NETWORKS INC COM 697435105 3341580 11332 SH SOLE 9721 0 1611 PALOMAR HLDGS INC COM 69753M105 3424572 61704 SH SOLE 55598 0 6106 PARSONS CORP DEL COM 70202L102 3204669 51103 SH SOLE 46216 0 4887 PDD HOLDINGS INC SPONSORED ADS 722304102 2750189 18797 SH SOLE 6694 0 12103 PERFORMANCE FOOD GROUP CO COM 71377A103 3389387 49015 SH SOLE 40968 0 8047 ROPER TECHNOLOGIES INC COM 776696106 4202716 7709 SH SOLE 7525 0 184 RTX CORPORATION COM 75513E101 202777 2410 SH SOLE 2410 0 0 RUSH ENTERPRISES INC CL A 781846209 3800668 75560 SH SOLE 68326 0 7234 S&P GLOBAL INC COM 78409V104 1433893 3255 SH SOLE 3033 0 222 SALESFORCE INC COM 79466L302 5351478 20337 SH SOLE 17491 0 2846 SERVICENOW INC COM 81762P102 2079200 2943 SH SOLE 2724 0 219 SHELL PLC SPON ADS 780259305 200098 3041 SH SOLE 3041 0 0 SKYLINE CHAMPION CORPORATION COM 830830105 3644161 49073 SH SOLE 44173 0 4900 SKYWARD SPECIALTY INS GROUP COM 830940102 2889659 85291 SH SOLE 76939 0 8352 SPROUT SOCIAL INC COM CL A 85209W109 3344916 54442 SH SOLE 49134 0 5308 SPS COMM INC COM 78463M107 4612035 23793 SH SOLE 21514 0 2279 STRYKER CORPORATION COM 863667101 2480128 8282 SH SOLE 7661 0 621 SURGERY PARTNERS INC COM 86881A100 3658472 114363 SH SOLE 102751 0 11612 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14447056 138914 SH SOLE 84214 0 54700 TEXAS ROADHOUSE INC COM 882681109 2364173 19342 SH SOLE 17450 0 1892 TJX COS INC NEW COM 872540109 1024780 10924 SH SOLE 10344 0 580 TREX CO INC COM 89531P105 2270681 27427 SH SOLE 23691 0 3736 UNITED RENTALS INC COM 911363109 5086235 8870 SH SOLE 7536 0 1334 UNITEDHEALTH GROUP INC COM 91324P102 7522730 14289 SH SOLE 12499 0 1790 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 958986 23333 SH SOLE 23333 0 0 VISTEON CORP COM NEW 92839U206 3207932 25684 SH SOLE 23123 0 2561 WALMART INC COM 931142103 3666781 23259 SH SOLE 22451 0 808 WASTE CONNECTIONS INC COM 94106B101 584243 3914 SH SOLE 1439 0 2475 WORKIVA INC COM CL A 98139A105 2976250 29314 SH SOLE 26379 0 2935 ZOETIS INC CL A 98978V103 1570078 7955 SH SOLE 7173 0 782