NEEDHAM INVESTMENT MANAGEMENT LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$1.1B

Holdings

150

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (150 positions)

StockValue
SMCISUPER MICRO COMPUTER INC
$49.0M
VICRVICOR CORP
$36.2M
PDFSPDF SOLUTIONS INC
$35.6M
FAROFARO TECHNOLOGIES INC
$27.8M
NVMINOVA LTD
$25.9M
ODCOIL DRI CORP AMER
$25.8M
UISUNISYS CORP
$25.5M
VTE1ASURE SOFTWARE INC
$23.8M
GENIGENIUS SPORTS LIMITED
$23.4M
VSHVISHAY INTERTECHNOLOGY INC
$23.3M
VRTVERTIV HOLDINGS CO
$20.6M
ENQENTEGRIS INC
$20.4M
LASRNLIGHT INC
$19.9M
AIPARTERIS INC
$19.4M
FMFFORMFACTOR INC
$18.8M
THRTHERMON GROUP HLDGS INC
$17.9M
MTRXMATRIX SVC CO
$17.7M
ASPNASPEN AEROGELS INC
$17.5M
PSNPARSONS CORP DEL
$17.3M
VPGVISHAY PRECISION GROUP INC
$16.5M
AKAMAKAMAI TECHNOLOGIES INC
$15.9M
PLABPHOTRONICS INC
$15.6M
VITLVITAL FARMS INC
$15.4M
TDUPTHREDUP INC
$15.3M
VECOVEECO INSTRS INC DEL
$14.5M
CRAICRA INTL INC
$14.4M
BFAMBRIGHT HORIZONS FAM SOL IN D
$13.7M
TMOTHERMO FISHER SCIENTIFIC INC
$13.2M
LHLABCORP HOLDINGS INC
$13.2M
ARLOARLO TECHNOLOGIES INC
$12.8M
CLHCLEAN HARBORS INC
$12.0M
HIIHUNTINGTON INGALLS INDS INC
$11.1M
KLACKLA CORP
$10.9M
COHRCOHERENT CORP
$10.8M
KMXCARMAX INC
$10.7M
WABWABTEC
$10.5M
MKSIMKS INSTRS INC
$10.3M
TTMITTM TECHNOLOGIES INC
$9.8M
ADTNADTRAN HOLDINGS INC
$9.8M
LINCLINCOLN EDL SVCS CORP
$9.6M
BRKRBRUKER CORP
$9.6M
KVYOKLAVIYO INC
$9.4M
MKLMARKEL GROUP INC
$9.3M
CMCSACOMCAST CORP NEW
$8.8M
NVTNVENT ELECTRIC PLC
$8.3M
UTIUNIVERSAL TECHNICAL INST INC
$7.9M
MDUMDU RES GROUP INC
$7.8M
RSSSRESEARCH SOLUTIONS INC
$7.6M
CALXCALIX INC
$7.5M
CTRICENTURI HOLDINGS INC
$7.3M
AMSWAUSDLOGILITY SUPPLY CHAIN SOLUTI
$6.6M
SMIDSMITH MIDLAND CORP
$6.6M
ATROASTRONICS CORP
$6.5M
GILDGILEAD SCIENCES INC
$6.4M
EQIXEQUINIX INC
$6.3M
ECVTECOVYST INC
$5.7M
NTICNORTHERN TECHNOLOGIES INTL C
$5.5M
HLITHARMONIC INC
$5.4M
EHCENCOMPASS HEALTH CORP
$5.1M
TERTERADYNE INC
$5.0M
KVHIKVH INDS INC
$4.9M
CRICARTERS INC
$4.9M
GRCGORMAN RUPP CO
$4.9M
TRNSTRANSCAT INC
$4.8M
HQLABRDN LIFE SCIENCES INVESTOR
$4.8M
HONHONEYWELL INTL INC
$4.8M
CGNXCOGNEX CORP
$4.6M
MDTMEDTRONIC PLC
$4.6M
ECGEVERUS CONSTR GROUP
$4.5M
HQHABRDN HEALTHCARE INVESTORS
$4.3M
AAPLAPPLE INC
$4.2M
NVGSNAVIGATOR HLDGS LTD
$4.1M
SITMSITIME CORP
$4.1M
TTDTHE TRADE DESK INC
$4.0M
BDXBECTON DICKINSON & CO
$3.9M
CMTCORE MOLDING TECHNOLOGIES IN
$3.9M
BABOEING CO
$3.8M
BSYBENTLEY SYS INC
$3.8M
RG6ROGERS CORP
$3.7M
VSATVIASAT INC
$3.7M
ASMLASML HOLDING N V
$3.6M
MRVLMARVELL TECHNOLOGY INC
$3.5M
GTLSCHART INDS INC
$3.5M
MTNVAIL RESORTS INC
$3.4M
MYRGMYR GROUP INC DEL
$3.4M
LMATLEMAITRE VASCULAR INC
$3.2M
APTALPHA PRO TECH LTD
$3.1M
POCIPRECISION OPTICS CORP INC MA
$2.9M
RHCRH PLC
$2.9M
CAMTCAMTEK LTD
$2.8M
BMIBADGER METER INC
$2.8M
CMTLCOMTECH TELECOMMUNICATIONS C
$2.7M
JJACOBS SOLUTIONS INC
$2.6M
CMRCBIGCOMMERCE HLDGS INC
$2.6M
ALAIR LEASE CORP
$2.5M
DDDUPONT DE NEMOURS INC
$2.4M
BNBROOKFIELD CORP
$2.4M
CEVACEVA INC
$2.4M
RPDRAPID7 INC
$2.1M
ADIANALOG DEVICES INC
$2.0M
Page 1 of 2Next