NEEDHAM INVESTMENT MANAGEMENT LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.1B
Holdings
131
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (131 positions)
| Stock | Value |
|---|---|
SMCIUSDSUPER MICRO COMPUTER INC | $126.0M |
ASPNASPEN AEROGELS INC | $52.8M |
PDFSPDF SOLUTIONS INC | $37.7M |
ENQENTEGRIS INC | $32.8M |
NVMINOVA LTD | $32.6M |
VICRVICOR CORP | $29.8M |
FMFFORMFACTOR INC | $28.7M |
LASRNLIGHT INC | $23.4M |
MKSIMKS INSTRS INC | $23.0M |
VRTVERTIV HOLDINGS CO | $20.1M |
VECOVEECO INSTRS INC DEL | $19.8M |
UISUNISYS CORP | $19.3M |
VPGVISHAY PRECISION GROUP INC | $19.3M |
PLABPHOTRONICS INC | $18.3M |
PSNPARSONS CORP DEL | $18.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $17.0M |
ODCOIL DRI CORP AMER | $14.5M |
THRTHERMON GROUP HLDGS INC | $13.1M |
—LABORATORY CORP AMER HLDGS | $12.9M |
AIPARTERIS INC | $12.7M |
ALTREURALTAIR ENGR INC | $12.6M |
TTMITTM TECHNOLOGIES INC | $12.6M |
CLHCLEAN HARBORS INC | $12.2M |
CMCSACOMCAST CORP NEW | $11.7M |
KMXCARMAX INC | $11.5M |
KLACKLA CORP | $11.2M |
AMSWAUSDAMER SOFTWARE INC | $11.2M |
COHRCOHERENT CORP | $11.1M |
CRAICRA INTL INC | $10.9M |
CRICARTERS INC | $10.9M |
VTE1ASURE SOFTWARE INC | $10.8M |
FAROFARO TECHNOLOGIES INC | $10.7M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $10.1M |
TDUPTHREDUP INC | $9.8M |
ARLOARLO TECHNOLOGIES INC | $9.5M |
KVHIKVH INDS INC | $9.3M |
MTRXMATRIX SVC CO | $9.2M |
CGNXCOGNEX CORP | $8.9M |
SMIDSMITH MIDLAND CORP | $8.6M |
WABWABTEC | $8.4M |
VITLVITAL FARMS INC | $8.1M |
GENIGENIUS SPORTS LIMITED | $7.3M |
AXTIAXT INC | $7.2M |
AKAMAKAMAI TECHNOLOGIES INC | $7.2M |
KVYOKLAVIYO INC | $7.1M |
ZUOUSDZUORA INC | $7.0M |
RSSSRESEARCH SOLUTIONS INC | $6.4M |
ADTNADTRAN HOLDINGS INC | $6.3M |
BRKRBRUKER CORP | $6.2M |
MATVMATIV HOLDINGS INC | $6.2M |
AEUSDADAMS RES & ENERGY INC | $6.1M |
HLITHARMONIC INC | $6.0M |
ECVTECOVYST INC | $5.6M |
NTICNORTHERN TECHNOLOGIES INTL C | $5.4M |
AAPLAPPLE INC | $5.3M |
TTDTHE TRADE DESK INC | $5.0M |
CMTCORE MOLDING TECHNOLOGIES IN | $4.8M |
ASMLASML HOLDING N V | $4.8M |
NVTNVENT ELECTRIC PLC | $4.8M |
GNRCGENERAC HLDGS INC | $4.7M |
VSATVIASAT INC | $4.7M |
NVGSNAVIGATOR HLDGS LTD | $4.7M |
GILDGILEAD SCIENCES INC | $4.7M |
HONHONEYWELL INTL INC | $4.6M |
BDXBECTON DICKINSON & CO | $4.5M |
HQLABRDN LIFE SCIENCES INVESTOR | $4.5M |
MDTMEDTRONIC PLC | $4.4M |
FEIMFREQUENCY ELECTRS INC | $4.4M |
MXLMAXLINEAR INC | $4.4M |
CYRXCRYOPORT INC | $4.4M |
BABOEING CO | $4.3M |
FTREFORTREA HLDGS INC | $4.2M |
INFNEURINFINERA CORP | $4.2M |
ATROASTRONICS CORP | $4.2M |
EHCENCOMPASS HEALTH CORP | $4.1M |
HQHABRDN HEALTHCARE INVESTORS | $4.0M |
RG6ROGERS CORP | $3.6M |
SITMSITIME CORP | $3.5M |
CMBMCAMBIUM NETWORKS CORP | $3.5M |
HIIHUNTINGTON INGALLS INDS INC | $3.4M |
MKLMARKEL GROUP INC | $3.3M |
MRVLMARVELL TECHNOLOGY INC | $3.2M |
PSTGPURE STORAGE INC | $3.1M |
TRNSTRANSCAT INC | $3.1M |
FLBSTANDARD BIOTOOLS INC | $3.0M |
LITELUMENTUM HLDGS INC | $2.8M |
CMRCBIGCOMMERCE HLDGS INC | $2.8M |
RHCRH PLC | $2.7M |
ALAIR LEASE CORP | $2.7M |
HANHAWAIIAN HOLDINGS INC | $2.7M |
EQIXEQUINIX INC | $2.6M |
OMCLOMNICELL COM | $2.6M |
LMATLEMAITRE VASCULAR INC | $2.6M |
CIENCIENA CORP | $2.5M |
GTLSCHART INDS INC | $2.5M |
LRCXEURLAM RESEARCH CORP | $2.4M |
TERTERADYNE INC | $2.3M |
CMTLCOMTECH TELECOMMUNICATIONS C | $2.2M |
BMIBADGER METER INC | $2.2M |
APTALPHA PRO TECH LTD | $2.2M |
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