NEEDHAM INVESTMENT MANAGEMENT LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$690.9M
Holdings
124
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (124 positions)
| Stock | Value |
|---|---|
ENQENTEGRIS INC | $34.6M |
FMFFORMFACTOR INC | $27.1M |
PDFSPDF SOLUTIONS INC | $24.2M |
ASPNASPEN AEROGELS INC | $22.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $22.4M |
COHRII-VI INC | $22.1M |
NVMINOVA LTD | $21.5M |
MKSIMKS INSTRS INC | $20.6M |
VICRVICOR CORP | $20.5M |
KVHIKVH INDS INC | $16.4M |
TLSTELOS CORP MD | $16.2M |
—LABORATORY CORP AMER HLDGS | $15.3M |
BNFTEURBENEFITFOCUS INC | $14.9M |
CMCSACOMCAST CORP NEW | $14.2M |
SMCIUSDSUPER MICRO COMPUTER INC | $14.1M |
FLBFLUIDIGM CORP DEL | $13.6M |
—INTEVAC INC | $11.6M |
ADTNEURADTRAN INC | $11.4M |
AXTIAXT INC | $11.2M |
VECOVEECO INSTRS INC DEL | $11.1M |
CMBMCAMBIUM NETWORKS CORP | $10.3M |
VRAYQVIEWRAY INC | $9.9M |
INFNEURINFINERA CORP | $9.5M |
KMXCARMAX INC | $8.6M |
CMRCBIGCOMMERCE HLDGS INC | $8.3M |
PSNPARSONS CORP DEL | $8.1M |
LASRNLIGHT INC | $7.6M |
HQLTEKLA LIFE SCIENCES INVS | $7.4M |
VPGVISHAY PRECISION GROUP INC | $7.4M |
KLACKLA CORP | $7.3M |
VSHVISHAY INTERTECHNOLOGY INC | $7.2M |
AAPLAPPLE INC | $7.0M |
HQHTEKLA HEALTHCARE INVS | $7.0M |
AEISADVANCED ENERGY INDS | $6.9M |
VSATVIASAT INC | $6.3M |
YEXTYEXT INC | $6.3M |
EGHT8X8 INC NEW | $6.3M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $6.2M |
WABWABTEC | $6.1M |
PLABPHOTRONICS INC | $6.0M |
GILDGILEAD SCIENCES INC | $5.9M |
FEIMFREQUENCY ELECTRS INC | $5.9M |
AKAMAKAMAI TECHNOLOGIES INC | $5.7M |
MDTMEDTRONIC PLC | $5.7M |
SUMO2EURSUMO LOGIC INC | $5.6M |
HEIHEICO CORP NEW | $5.4M |
HONHONEYWELL INTL INC | $5.2M |
BDXBECTON DICKINSON & CO | $5.1M |
EHCENCOMPASS HEALTH CORP | $5.0M |
SIENUSDSIENTRA INC | $5.0M |
BABOEING CO | $4.8M |
ACVAACV AUCTIONS INC | $4.5M |
COHUCOHU INC | $4.4M |
—LIMELIGHT NETWORKS INC | $4.4M |
—NEOPHOTONICS CORP | $4.4M |
SITMSITIME CORP | $4.3M |
TTDTHE TRADE DESK INC | $4.1M |
SSSSSURO CAPITAL CORP | $4.0M |
ZUOUSDZUORA INC | $3.7M |
NVGSNAVIGATOR HLDGS LTD | $3.7M |
CLHCLEAN HARBORS INC | $3.2M |
VRTVERTIV HOLDINGS CO | $3.1M |
—GSE SYS INC | $3.1M |
—VACASA INC | $3.1M |
BAMBROOKFIELD ASSET MGMT INC | $2.6M |
SMIDSMITH MIDLAND CORP | $2.6M |
CYRXCRYOPORT INC | $2.5M |
AYXEURALTERYX INC | $2.5M |
ALAIR LEASE CORP | $2.3M |
—SHARPS COMPLIANCE CORP | $2.2M |
SKYTSKYWATER TECHNOLOGY INC | $2.2M |
HANHAWAIIAN HOLDINGS INC | $2.0M |
ARLOARLO TECHNOLOGIES INC | $1.8M |
UISUNISYS CORP | $1.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.7M |
CRAICRA INTL INC | $1.7M |
ADIANALOG DEVICES INC | $1.7M |
THRTHERMON GROUP HLDGS INC | $1.5M |
BRKRBRUKER CORP | $1.5M |
QTWOQ2 HLDGS INC | $1.5M |
EQIXEQUINIX INC | $1.5M |
CVXCHEVRON CORP NEW | $1.5M |
TRNSTRANSCAT INC | $1.4M |
LRCXEURLAM RESEARCH CORP | $1.3M |
DGXQUEST DIAGNOSTICS INC | $1.3M |
ODCOIL DRI CORP AMER | $1.3M |
UPLDUPLAND SOFTWARE INC | $1.2M |
GTHXEURG1 THERAPEUTICS INC | $1.2M |
GLWCORNING INC | $1.2M |
AMTAMERICAN TOWER CORP NEW | $1.2M |
AMATAPPLIED MATLS INC | $1.2M |
EDUCEDUCATIONAL DEV CORP | $1.1M |
ASMLASML HOLDING N V | $1.0M |
—NEENAH INC | $992K |
TDUPTHREDUP INC | $955K |
LMATLEMAITRE VASCULAR INC | $953K |
LUVSOUTHWEST AIRLS CO | $916K |
—CHANNELADVISOR CORP | $901K |
MRVLMARVELL TECHNOLOGY INC | $896K |
—VIA OPTRONICS AG | $880K |
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