NEEDHAM INVESTMENT MANAGEMENT LLC Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$683.9B
Holdings
121
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (121 positions)
| Stock | Value |
|---|---|
ENQENTEGRIS INC | $35.0M |
ASPNASPEN AEROGELS INC | $33.5M |
PDFSPDF SOLUTIONS INC | $27.6M |
VICRVICOR CORP | $24.3M |
PLABPHOTRONICS INC | $22.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $20.9M |
NVMINOVA MEASURING INSTRUMENTS L | $20.3M |
FLBFLUIDIGM CORP DEL | $20.0M |
MKSIMKS INSTRS INC | $19.7M |
FMFFORMFACTOR INC | $19.0M |
CMCSACOMCAST CORP NEW | $17.4M |
COHRII-VI INC | $15.5M |
SMCIUSDSUPER MICRO COMPUTER INC | $14.3M |
—INTEVAC INC | $14.0M |
VECOVEECO INSTRS INC DEL | $13.8M |
VRAYQVIEWRAY INC | $12.3M |
—LABORATORY CORP AMER HLDGS | $11.9M |
VPGVISHAY PRECISION GROUP INC | $11.9M |
KVHIKVH INDS INC | $11.8M |
KMXCARMAX INC | $11.6M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $10.3M |
—CORNERSTONE ONDEMAND INC | $10.3M |
ADTNEURADTRAN INC | $9.9M |
BNFTEURBENEFITFOCUS INC | $9.9M |
HQLTEKLA LIFE SCIENCES INVS | $9.6M |
—NEOPHOTONICS CORP | $9.6M |
VSATVIASAT INC | $8.8M |
HQHTEKLA HEALTHCARE INVS | $8.7M |
AXTIAXT INC | $8.6M |
SUMO2EURSUMO LOGIC INC | $8.5M |
SIENUSDSIENTRA INC | $8.1M |
KLACKLA CORP | $7.9M |
INFNEURINFINERA CORP | $7.9M |
VSHVISHAY INTERTECHNOLOGY INC | $7.8M |
GILDGILEAD SCIENCES INC | $7.2M |
AAPLAPPLE INC | $6.7M |
MDTMEDTRONIC PLC | $6.4M |
—LIMELIGHT NETWORKS INC | $6.3M |
SSSSSURO CAPITAL CORP | $6.0M |
BABOEING CO | $6.0M |
FEIMFREQUENCY ELECTRS INC | $6.0M |
HONHONEYWELL INTL INC | $5.8M |
AKAMAKAMAI TECHNOLOGIES INC | $5.6M |
EHCENCOMPASS HEALTH CORP | $5.5M |
NVGSNAVIGATOR HLDGS LTD | $5.4M |
WABWABTEC | $5.2M |
BDXBECTON DICKINSON & CO | $4.6M |
TTDTHE TRADE DESK INC | $4.6M |
CYRXCRYOPORT INC | $4.5M |
EVBGEUREVERBRIDGE INC | $4.0M |
CMBMCAMBIUM NETWORKS CORP | $3.6M |
ACVAACV AUCTIONS INC | $3.5M |
SMIDSMITH MIDLAND CORP | $3.2M |
YEXTYEXT INC | $3.1M |
TLSTELOS CORP MD | $3.1M |
IPGPIPG PHOTONICS CORP | $2.8M |
HANHAWAIIAN HOLDINGS INC | $2.7M |
LASRNLIGHT INC | $2.5M |
QTWOQ2 HLDGS INC | $2.5M |
CMRCBIGCOMMERCE HLDGS INC | $2.5M |
—DUCK CREEK TECHNOLOGIES INC | $2.5M |
—FLOTEK INDS INC DEL | $2.4M |
BAMBROOKFIELD ASSET MGMT INC | $2.4M |
SITMSITIME CORP | $2.2M |
ALAIR LEASE CORP | $2.2M |
PSNPARSONS CORP DEL | $2.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.0M |
ARLOARLO TECHNOLOGIES INC | $1.9M |
—GSE SYS INC | $1.8M |
EGHT8X8 INC NEW | $1.7M |
MRVLMARVELL TECHNOLOGY INC | $1.7M |
COHUCOHU INC | $1.7M |
LRCXEURLAM RESEARCH CORP | $1.6M |
EQIXEQUINIX INC | $1.6M |
ODCOIL DRI CORP AMER | $1.4M |
—CHANNELADVISOR CORP | $1.3M |
GLWCORNING INC | $1.3M |
AMATAPPLIED MATLS INC | $1.3M |
LMATLEMAITRE VASCULAR INC | $1.3M |
ALGMALLEGRO MICROSYSTEMS INC | $1.2M |
LUVSOUTHWEST AIRLS CO | $1.1M |
T77LENDINGTREE INC NEW | $1.1M |
—NATIONAL INSTRS CORP | $1.1M |
HEIHEICO CORP NEW | $1.0M |
CRAICRA INTL INC | $1.0M |
BRKRBRUKER CORP | $1.0M |
—AGILE THERAPEUTICS INC | $978K |
MRAMEVERSPIN TECHNOLOGIES INC | $965K |
CVXCHEVRON CORP NEW | $943K |
SEMRSEMRUSH HLDGS INC | $937K |
CASA1EURCASA SYS INC | $834K |
DDOGDATADOG INC | $781K |
LTRXLANTRONIX INC | $774K |
DGXQUEST DIAGNOSTICS INC | $759K |
TRNSTRANSCAT INC | $735K |
—SHARPS COMPLIANCE CORP | $721K |
SKYTSKYWATER TECHNOLOGY INC | $717K |
AMTAMERICAN TOWER CORP NEW | $689K |
COUPEURCOUPA SOFTWARE INC | $655K |
APTALPHA PRO TECH LTD | $643K |
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