Redwood Grove Capital, LLC
Hedge Fund • Value
Redwood Grove Capital, LLC is a Value-focused Hedge Fund based in Palo Alto, CA led by Gregory Ryan Serrurier, managing $349.4M across 21 long positions as of Q3 2025 with 64% concentrated in top 10 holdings.
Managing PartnerGregory Ryan Serrurier
- Portfolio Value
- $349.4M
- Positions
- 21
- Top Holding
- GOOG at 8.75%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Redwood Grove Capital, LLC's portfolio (64% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $30.6M | 8.75% | — | 0.00% 125.6K shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $28.3M | 8.11% | +$2.0M Bought | 0.28% 1.4M shares | |
Medical - Healthcare Plans Healthcare | $27.5M | 7.87% | +$11.3M Bought | 0.09% 105.7K shares | |
Solar Energy | $23.0M | 6.58% | +$3.9M Bought | 0.10% 104.2K shares | |
Solar Energy | $21.4M | 6.12% | -$2.8M Sold | 1.72% 2.9M shares | |
Engineering & Construction Industrials | $20.8M | 5.96% | -$2.0M Sold | 1.18% 619.6K shares | |
Unknown Unknown | $19.6M | 5.60% | +$19.6M Bought | — 151.8K shares | |
Semiconductors Technology | $18.1M | 5.19% | +$964.9K Bought | 0.01% 109.0K shares | |
Regulated Electric Utilities | $18.1M | 5.17% | +$4.3M Bought | 0.37% 410.3K shares | |
Medical - Diagnostics & Research Healthcare | $16.2M | 4.63% | — | 0.05% 85.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Redwood Grove Capital, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+69.97% | |
+31.5% | |
+20.18% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-79.54% |
Analytics
Portfolio insights and performance metrics for Redwood Grove Capital, LLC
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