NEEDHAM INVESTMENT MANAGEMENT LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$353.4M
Holdings
110
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (110 positions)
| Stock | Value |
|---|---|
ENQENTEGRIS INC | $17.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $15.6M |
PDFSPDF SOLUTIONS INC | $14.9M |
VICRVICOR CORP | $13.6M |
COHRII VI INC | $13.4M |
SMCIUSDSUPER MICRO COMPUTER INC | $12.9M |
KVHIKVH INDS INC | $12.4M |
FMFFORMFACTOR INC | $11.8M |
CMCSACOMCAST CORP NEW | $10.8M |
GILDGILEAD SCIENCES INC | $10.8M |
MKSIMKS INSTRS INC | $8.1M |
NVMINOVA MEASURING INSTRUMENTS L | $7.9M |
HQLTEKLA LIFE SCIENCES INVS | $7.4M |
ASPNASPEN AEROGELS INC | $6.9M |
VSATVIASAT INC | $6.7M |
HQHTEKLA HEALTHCARE INVS | $6.3M |
—GENMARK DIAGNOSTICS INC | $5.9M |
KMXCARMAX INC | $5.5M |
MXLMAXLINEAR INC | $5.5M |
—LABORATORY CORP AMER HLDGS | $5.1M |
PLABPHOTRONICS INC | $5.0M |
AAPLAPPLE INC | $4.9M |
MDTMEDTRONIC PLC | $4.9M |
WABWABTEC | $4.7M |
CMBMCAMBIUM NETWORKS CORP | $4.6M |
BDXBECTON DICKINSON & CO | $4.6M |
EHCENCOMPASS HEALTH CORP | $4.5M |
AKAMAKAMAI TECHNOLOGIES INC | $4.4M |
FEYECHFFIREEYE INC | $4.1M |
KLACKLA CORPORATION | $3.8M |
BABOEING CO | $3.7M |
—CHANNELADVISOR CORP | $3.7M |
T77LENDINGTREE INC NEW | $3.7M |
HONHONEYWELL INTL INC | $3.5M |
AXTIAXT INC | $3.5M |
ALAIR LEASE CORP | $3.3M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $3.2M |
VPGVISHAY PRECISION GROUP INC | $3.0M |
—LIMELIGHT NETWORKS INC | $3.0M |
ZUOUSDZUORA INC | $2.9M |
—INTEVAC INC | $2.8M |
—PLURALSIGHT INC | $2.8M |
VRAYQVIEWRAY INC | $2.8M |
INGNINOGEN INC | $2.7M |
PSTGPURE STORAGE INC | $2.7M |
—MIMECAST LTD | $2.6M |
—SUTTER ROCK CAP CORP | $2.4M |
SPSCSPS COMMERCE INC | $2.3M |
LASRNLIGHT INC | $2.3M |
LUVSOUTHWEST AIRLS CO | $2.1M |
APPNAPPIAN CORP | $2.1M |
FEIMFREQUENCY ELECTRS INC | $2.0M |
SITMSITIME CORP | $2.0M |
ODCOIL DRI CORP AMER | $1.9M |
NVGSNAVIGATOR HOLDINGS LTD | $1.8M |
HANHAWAIIAN HOLDINGS INC | $1.7M |
EMKREUREMCORE CORP | $1.7M |
—NATIONAL INSTRS CORP | $1.6M |
QTWOQ2 HLDGS INC | $1.5M |
EVBGEUREVERBRIDGE INC | $1.5M |
IPGPIPG PHOTONICS CORP | $1.5M |
AEISADVANCED ENERGY INDS | $1.5M |
CYRXCRYOPORT INC | $1.3M |
TTMITTM TECHNOLOGIES INC | $1.3M |
EQIXEQUINIX INC | $1.2M |
EGHT8X8 INC NEW | $1.2M |
PSNPARSONS CORPORATION | $1.2M |
COHUCOHU INC | $1.2M |
TTDTHE TRADE DESK INC | $1.2M |
—BOTTOMLINE TECH DEL INC | $1.1M |
BAMBROOKFIELD ASSET MGMT INC | $1.1M |
—GSE SYS INC | $1.0M |
APTALPHA PRO TECH LTD | $997K |
MRNAMODERNA INC | $899K |
VSHVISHAY INTERTECHNOLOGY INC | $865K |
VYGRVOYAGER THERAPEUTICS INC | $824K |
COHREURCOHERENT INC | $798K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $788K |
ICHRICHOR HOLDINGS | $766K |
FSLYFASTLY INC | $759K |
FNDFLOOR & DECOR HLDGS INC | $722K |
GLWCORNING INC | $709K |
LRCXEURLAM RESEARCH CORP | $600K |
GOOGLALPHABET INC | $580K |
LMATLEMAITRE VASCULAR INC | $561K |
SANMSANMINA CORPORATION | $546K |
—AVID TECHNOLOGY INC | $538K |
COUPEURCOUPA SOFTWARE INC | $489K |
WWEUSDWORLD WRESTLING ENTMT INC | $475K |
FAROFARO TECHNOLOGIES INC | $445K |
BRKRBRUKER CORP | $430K |
DGXQUEST DIAGNOSTICS INC | $422K |
AMATAPPLIED MATLS INC | $412K |
—VONAGE HLDGS CORP | $362K |
AZTABROOKS AUTOMATION INC NEW | $305K |
—DIRTT ENVIRONMENTAL SOLUTION | $291K |
CVXCHEVRON CORP NEW | $290K |
CLHCLEAN HARBORS INC | $283K |
UGIUGI CORP NEW | $267K |
TRNSTRANSCAT INC | $263K |
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