Redwood Grove Capital, LLC
•CIK: 1691170•Filing: Q4 2025
**Redwood Grove Capital, LLC** manages $351M across a concentrated portfolio of 22 positions. The fund exhibits significant conviction in technology and clean energy, evidenced by top holdings including ELAN at $35.2M and GOOG at $27.3M. Further notable allocations include HUM ($27.1M) and FSLR ($25.4M), suggesting a focus on disruptive growth sectors. This structure indicates a high-conviction, sector-specific investment mandate.
Total AUM
$350.7M
QoQ Performance
+0.4%
Positions
22
Top 10 Concentration
62.1%
Latest Filing
Q4 2025
Top Holdings Allocation
ELAN
GOOG
HUM
FSLR
SHLS
QCOM
ELAN10.0%
GOOG7.8%
HUM7.7%
FSLR7.2%
SHLS6.1%
QCOM5.3%
IEX4.7%
SMURFIT4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.9%
Technology13.1%
Healthcare11.9%
Financial4.1%
Changes from Q3 2025
NEW1 new position
↑5 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023