NEEDHAM INVESTMENT MANAGEMENT LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$732.0M
Holdings
118
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (118 positions)
| Stock | Value |
|---|---|
ENQENTEGRIS INC | $34.7M |
PLABPHOTRONICS INC | $24.9M |
PDFSPDF SOLUTIONS INC | $23.4M |
ASPNASPEN AEROGELS INC | $22.4M |
MKSIMKS INSTRS INC | $20.0M |
FMFFORMFACTOR INC | $19.6M |
VICRVICOR CORP | $19.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $18.9M |
NVMINOVA MEASURING INSTRUMENTS L | $18.5M |
KVHIKVH INDS INC | $17.2M |
CMCSACOMCAST CORP NEW | $16.7M |
SMCIUSDSUPER MICRO COMPUTER INC | $16.6M |
—INTEVAC INC | $15.8M |
VSATVIASAT INC | $14.0M |
SUMO2EURSUMO LOGIC INC | $13.4M |
VECOVEECO INSTRS INC DEL | $13.1M |
—CORNERSTONE ONDEMAND INC | $12.4M |
KMXCARMAX INC | $12.0M |
—VONAGE HLDGS CORP | $11.8M |
COHRII-VI INC | $11.6M |
ADTNEURADTRAN INC | $11.3M |
BNFTEURBENEFITFOCUS INC | $11.0M |
FLBFLUIDIGM CORP DEL | $10.9M |
—LABORATORY CORP AMER HLDGS | $10.8M |
DDOGDATADOG INC | $10.6M |
CMRCBIGCOMMERCE HLDGS INC | $10.6M |
VPGVISHAY PRECISION GROUP INC | $10.4M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $9.7M |
T77LENDINGTREE INC NEW | $9.6M |
SIENUSDSIENTRA INC | $9.5M |
HQLTEKLA LIFE SCIENCES INVS | $9.4M |
AXTIAXT INC | $9.0M |
WWEUSDWORLD WRESTLING ENTMT INC | $8.8M |
KLACKLA CORP | $8.7M |
YEXTYEXT INC | $8.3M |
HQHTEKLA HEALTHCARE INVS | $8.2M |
VSHVISHAY INTERTECHNOLOGY INC | $8.0M |
GILDGILEAD SCIENCES INC | $7.8M |
AAPLAPPLE INC | $7.7M |
—NEOPHOTONICS CORP | $7.6M |
NEWREURNEW RELIC INC | $7.5M |
VRAYQVIEWRAY INC | $7.3M |
—LIMELIGHT NETWORKS INC | $7.0M |
AYXEURALTERYX INC | $6.6M |
BABOEING CO | $6.4M |
EMKREUREMCORE CORP | $6.3M |
TLSTELOS CORP MD | $6.3M |
MDTMEDTRONIC PLC | $6.1M |
INFNEURINFINERA CORP | $5.8M |
HONHONEYWELL INTL INC | $5.8M |
EHCENCOMPASS HEALTH CORP | $5.7M |
SSSSSURO CAPITAL CORP | $5.1M |
WABWABTEC | $5.1M |
—MIMECAST LTD | $5.0M |
AKAMAKAMAI TECHNOLOGIES INC | $4.9M |
NVGSNAVIGATOR HLDGS LTD | $4.7M |
BDXBECTON DICKINSON & CO | $4.6M |
ALGMALLEGRO MICROSYSTEMS INC | $4.5M |
CMBMCAMBIUM NETWORKS CORP | $4.0M |
TTDTHE TRADE DESK INC | $3.9M |
CYRXCRYOPORT INC | $3.7M |
PSNPARSONS CORPORATION | $3.5M |
—DUCK CREEK TECHNOLOGIES INC | $3.4M |
HANHAWAIIAN HOLDINGS INC | $3.0M |
IPGPIPG PHOTONICS CORP | $2.8M |
ALAIR LEASE CORP | $2.6M |
LITELUMENTUM HLDGS INC | $2.6M |
QTWOQ2 HLDGS INC | $2.5M |
EVBGEUREVERBRIDGE INC | $2.3M |
BAMBROOKFIELD ASSET MGMT INC | $2.1M |
—FLOTEK INDS INC DEL | $2.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.0M |
ODCOIL DRI CORP AMER | $1.9M |
—GSE SYS INC | $1.8M |
SITMSITIME CORP | $1.7M |
SMIDSMITH MIDLAND CORP | $1.6M |
—CHANNELADVISOR CORP | $1.6M |
—AGILE THERAPEUTICS INC | $1.5M |
LRCXEURLAM RESEARCH CORP | $1.5M |
ARLOARLO TECHNOLOGIES INC | $1.4M |
GLWCORNING INC | $1.4M |
MRVLMARVELL TECHNOLOGY GROUP LTD | $1.4M |
EQIXEQUINIX INC | $1.4M |
—BOTTOMLINE TECH DEL INC | $1.4M |
LUVSOUTHWEST AIRLS CO | $1.2M |
FEIMFREQUENCY ELECTRS INC | $1.2M |
AMATAPPLIED MATLS INC | $1.2M |
LTRXLANTRONIX INC | $1.1M |
CASA1EURCASA SYS INC | $1.0M |
LMATLEMAITRE VASCULAR INC | $1.0M |
—QUALTRICS INTL INC | $987K |
HEIHEICO CORP NEW | $944K |
CVXCHEVRON CORP NEW | $943K |
—LUCIRA HEALTH INC | $899K |
CRAICRA INTL INC | $896K |
FAROFARO TECHNOLOGIES INC | $866K |
APTALPHA PRO TECH LTD | $805K |
SEMRSEMRUSH HLDGS INC | $774K |
BRKRBRUKER CORP | $771K |
INSGEURINSEEGO CORP | $750K |
Page 1 of 2Next