NEEDHAM INVESTMENT MANAGEMENT LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.2T
Holdings
141
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (141 positions)
| Stock | Value |
|---|---|
SMCIUSDSUPER MICRO COMPUTER INC | $102.2B |
ASPNASPEN AEROGELS INC | $54.8B |
PDFSPDF SOLUTIONS INC | $48.4B |
NVMINOVA LTD | $41.2B |
FMFFORMFACTOR INC | $34.6B |
ENQENTEGRIS INC | $31.6B |
VICRVICOR CORP | $29.3B |
VECOVEECO INSTRS INC DEL | $28.5B |
LASRNLIGHT INC | $23.9B |
VRTVERTIV HOLDINGS CO | $22.6B |
PSNPARSONS CORP DEL | $20.2B |
VSHVISHAY INTERTECHNOLOGY INC | $20.2B |
UISUNISYS CORP | $20.1B |
VITLVITAL FARMS INC | $19.5B |
VPGVISHAY PRECISION GROUP INC | $19.5B |
ALTREURALTAIR ENGR INC | $19.0B |
AIPARTERIS INC | $17.9B |
PLABPHOTRONICS INC | $17.6B |
VTE1ASURE SOFTWARE INC | $16.6B |
THRTHERMON GROUP HLDGS INC | $16.5B |
TMOTHERMO FISHER SCIENTIFIC INC | $16.2B |
MKSIMKS INSTRS INC | $16.1B |
ODCOIL DRI CORP AMER | $15.5B |
FAROFARO TECHNOLOGIES INC | $13.7B |
CLHCLEAN HARBORS INC | $13.7B |
CRAICRA INTL INC | $13.4B |
KLACKLA CORP | $13.2B |
AMSWAUSDAMER SOFTWARE INC | $13.1B |
ARLOARLO TECHNOLOGIES INC | $12.8B |
COHRCOHERENT CORP | $12.5B |
AKAMAKAMAI TECHNOLOGIES INC | $12.2B |
LHLABCORP HOLDINGS INC | $12.0B |
BFAMBRIGHT HORIZONS FAM SOL IN D | $11.7B |
CRICARTERS INC | $11.6B |
GENIGENIUS SPORTS LIMITED | $11.4B |
KMXCARMAX INC | $11.1B |
CGNXCOGNEX CORP | $10.7B |
CMCSACOMCAST CORP NEW | $10.6B |
TTMITTM TECHNOLOGIES INC | $10.3B |
MTRXMATRIX SVC CO | $10.2B |
HIIHUNTINGTON INGALLS INDS INC | $9.9B |
TDUPTHREDUP INC | $9.8B |
WABWABTEC | $9.2B |
NVTNVENT ELECTRIC PLC | $8.4B |
BRKRBRUKER CORP | $8.3B |
KVYOKLAVIYO INC | $7.8B |
ZUOUSDZUORA INC | $7.7B |
ADTNADTRAN HOLDINGS INC | $7.4B |
MATVMATIV HOLDINGS INC | $7.3B |
HLITHARMONIC INC | $7.1B |
RSSSRESEARCH SOLUTIONS INC | $6.9B |
NTICNORTHERN TECHNOLOGIES INTL C | $6.9B |
ECVTECOVYST INC | $6.5B |
AAPLAPPLE INC | $6.5B |
KVHIKVH INDS INC | $6.5B |
CALXCALIX INC | $6.2B |
SITMSITIME CORP | $5.8B |
CTRICENTURI HOLDINGS INC | $5.8B |
AEUSDADAMS RES & ENERGY INC | $5.8B |
TTDTHE TRADE DESK INC | $5.8B |
MDUMDU RES GROUP INC | $5.4B |
NVGSNAVIGATOR HLDGS LTD | $5.3B |
AXTIAXT INC | $5.2B |
SMIDSMITH MIDLAND CORP | $5.1B |
LITELUMENTUM HLDGS INC | $5.1B |
ASMLASML HOLDING N V | $5.1B |
ATROASTRONICS CORP | $4.9B |
HQLABRDN LIFE SCIENCES INVESTOR | $4.8B |
RG6ROGERS CORP | $4.8B |
HONHONEYWELL INTL INC | $4.8B |
MXLMAXLINEAR INC | $4.8B |
EQIXEQUINIX INC | $4.7B |
VSATVIASAT INC | $4.7B |
UTIUNIVERSAL TECHNICAL INST INC | $4.6B |
TERTERADYNE INC | $4.4B |
GILDGILEAD SCIENCES INC | $4.4B |
HQHABRDN HEALTHCARE INVESTORS | $4.3B |
MRVLMARVELL TECHNOLOGY INC | $4.3B |
EHCENCOMPASS HEALTH CORP | $4.3B |
BDXBECTON DICKINSON & CO | $4.3B |
MKLMARKEL GROUP INC | $4.2B |
LINCLINCOLN EDL SVCS CORP | $4.2B |
BABOEING CO | $4.1B |
CMTCORE MOLDING TECHNOLOGIES IN | $4.1B |
MDTMEDTRONIC PLC | $4.0B |
CMTLCOMTECH TELECOMMUNICATIONS C | $3.9B |
FEIMFREQUENCY ELECTRS INC | $3.7B |
GNRCGENERAC HLDGS INC | $3.6B |
APTALPHA PRO TECH LTD | $3.3B |
TRNSTRANSCAT INC | $3.3B |
CMRCBIGCOMMERCE HLDGS INC | $3.2B |
LMATLEMAITRE VASCULAR INC | $3.2B |
INFNEURINFINERA CORP | $3.0B |
CEVACEVA INC | $2.9B |
CIENCIENA CORP | $2.9B |
GTLSCHART INDS INC | $2.9B |
LRCXEURLAM RESEARCH CORP | $2.7B |
RHCRH PLC | $2.6B |
ALAIR LEASE CORP | $2.5B |
HANHAWAIIAN HOLDINGS INC | $2.5B |
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