NEEDHAM INVESTMENT MANAGEMENT LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.3T
Holdings
150
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCISUPER MICRO COMPUTER INC | 1,427,000 | $69.9B | 5.58% | |
| 2 | TDUPTHREDUP INC | 5,875,000 | $44.0B | 3.51% | |
| 3 | PDFSPDF SOLUTIONS INC | 1,913,500 | $40.9B | 3.26% | |
| 4 | VRTVERTIV HOLDINGS CO | 284,750 | $36.6B | 2.92% | |
| 5 | LASRNLIGHT INC | 1,837,740 | $36.2B | 2.88% | |
| 6 | FAROFARO TECHNOLOGIES INC | 818,375 | $35.9B | 2.87% | |
| 7 | NVMINOVA LTD | 129,750 | $35.7B | 2.85% | |
| 8 | ODCOIL DRI CORP AMER | 561,500 | $33.1B | 2.64% | |
| 9 | VICRVICOR CORP | 705,500 | $32.0B | 2.55% | |
| 10 | AIPARTERIS INC | 2,955,000 | $28.2B | 2.25% | |
| 11 | UISUNISYS CORP | 5,529,800 | $25.0B | 2.00% | |
| 12 | GENIGENIUS SPORTS LIMITED | 2,355,000 | $24.5B | 1.95% | |
| 13 | VTE1ASURE SOFTWARE INC | 2,495,000 | $24.4B | 1.94% | |
| 14 | VSHVISHAY INTERTECHNOLOGY INC | 1,525,000 | $24.2B | 1.93% | |
| 15 | FMFFORMFACTOR INC | 655,000 | $22.5B | 1.80% | |
| 16 | ARLOARLO TECHNOLOGIES INC | 1,307,500 | $22.2B | 1.77% | |
| 17 | PSNPARSONS CORP DEL | 289,000 | $20.7B | 1.65% | |
| 18 | VITLVITAL FARMS INC | 507,500 | $19.5B | 1.56% | |
| 19 | ENQENTEGRIS INC | 240,000 | $19.4B | 1.54% | |
| 20 | MTRXMATRIX SVC CO | 1,420,000 | $19.2B | 1.53% | |
| 21 | VPGVISHAY PRECISION GROUP INC | 657,500 | $18.5B | 1.47% | |
| 22 | ASPNASPEN AEROGELS INC | 3,014,200 | $17.8B | 1.42% | |
| 23 | THRTHERMON GROUP HLDGS INC | 623,500 | $17.5B | 1.40% | |
| 24 | CRAICRA INTL INC | 84,750 | $15.9B | 1.27% | |
| 25 | AKAMAKAMAI TECHNOLOGIES INC | 186,000 | $14.8B | 1.18% | |
| 26 | COHRCOHERENT CORP | 166,000 | $14.8B | 1.18% | |
| 27 | LHLABCORP HOLDINGS INC | 56,313 | $14.8B | 1.18% | |
| 28 | VECOVEECO INSTRS INC DEL | 721,000 | $14.7B | 1.17% | |
| 29 | PLABPHOTRONICS INC | 762,000 | $14.3B | 1.14% | |
| 30 | CLHCLEAN HARBORS INC | 60,906 | $14.1B | 1.12% | |
| 31 | LINCLINCOLN EDL SVCS CORP | 609,500 | $14.0B | 1.12% | |
| 32 | BFAMBRIGHT HORIZONS FAM SOL IN D | 107,500 | $13.3B | 1.06% | |
| 33 | TTMITTM TECHNOLOGIES INC | 324,000 | $13.2B | 1.05% | |
| 34 | HIIHUNTINGTON INGALLS INDS INC | 54,500 | $13.2B | 1.05% | |
| 35 | KLACKLA CORP | 14,500 | $13.0B | 1.04% | |
| 36 | MKSIMKS INC. | 128,750 | $12.8B | 1.02% | |
| 37 | WABWABTEC | 55,750 | $11.7B | 0.93% | |
| 38 | NVTNVENT ELECTRIC PLC | 157,500 | $11.5B | 0.92% | |
| 39 | TMOTHERMO FISHER SCIENTIFIC INC | 26,500 | $10.7B | 0.86% | |
| 40 | UTIUNIVERSAL TECHNICAL INST INC | 311,000 | $10.5B | 0.84% | |
| 41 | KVYOKLAVIYO INC | 305,000 | $10.2B | 0.82% | |
| 42 | ADTNADTRAN HOLDINGS INC | 1,120,000 | $10.0B | 0.80% | |
| 43 | MKLMARKEL GROUP INC | 4,950 | $9.9B | 0.79% | |
| 44 | CTRICENTURI HOLDINGS INC | 417,628 | $9.4B | 0.75% | |
| 45 | BRKRBRUKER CORP | 220,500 | $9.1B | 0.72% | |
| 46 | ATROASTRONICS CORP | 267,500 | $9.0B | 0.71% | |
| 47 | KMXCARMAX INC | 132,500 | $8.9B | 0.71% | |
| 48 | RSSSRESEARCH SOLUTIONS INC | 2,930,000 | $8.4B | 0.67% | |
| 49 | CMCSACOMCAST CORP NEW | 232,500 | $8.3B | 0.66% | |
| 50 | ECVTECOVYST INC | 920,000 | $7.6B | 0.60% | |
| 51 | SMIDSMITH MIDLAND CORP | 217,000 | $7.3B | 0.58% | |
| 52 | EQIXEQUINIX INC | 9,000 | $7.2B | 0.57% | |
| 53 | ECGEVERUS CONSTR GROUP | 105,000 | $6.7B | 0.53% | |
| 54 | MDUMDU RES GROUP INC | 394,000 | $6.6B | 0.52% | |
| 55 | GILDGILEAD SCIENCES INC | 55,250 | $6.1B | 0.49% | |
| 56 | MTNVAIL RESORTS INC | 38,500 | $6.0B | 0.48% | |
| 57 | TRNSTRANSCAT INC | 66,500 | $5.7B | 0.46% | |
| 58 | EHCENCOMPASS HEALTH CORP | 45,000 | $5.5B | 0.44% | |
| 59 | MYRGMYR GROUP INC DEL | 30,000 | $5.4B | 0.43% | |
| 60 | HLITHARMONIC INC | 565,000 | $5.4B | 0.43% | |
| 61 | HONHONEYWELL INTL INC | 22,500 | $5.2B | 0.42% | |
| 62 | VSATVIASAT INC | 355,100 | $5.2B | 0.41% | |
| 63 | GRCGORMAN RUPP CO | 140,000 | $5.1B | 0.41% | |
| 64 | CAMTCAMTEK LTD | 60,000 | $5.1B | 0.40% | |
| 65 | HQLABRDN LIFE SCIENCES INVESTOR | 391,575 | $5.0B | 0.40% | |
| 66 | CGNXCOGNEX CORP | 155,500 | $4.9B | 0.39% | |
| 67 | BSYBENTLEY SYS INC | 87,500 | $4.7B | 0.38% | |
| 68 | BABOEING CO | 22,500 | $4.7B | 0.38% | |
| 69 | SITMSITIME CORP | 22,000 | $4.7B | 0.37% | |
| 70 | ASMLASML HOLDING N V | 5,750 | $4.6B | 0.37% | |
| 71 | HQHABRDN HEALTHCARE INVESTORS | 283,178 | $4.4B | 0.35% | |
| 72 | MDTMEDTRONIC PLC | 50,041 | $4.4B | 0.35% | |
| 73 | MRVLMARVELL TECHNOLOGY INC | 55,500 | $4.3B | 0.34% | |
| 74 | TERTERADYNE INC | 47,500 | $4.3B | 0.34% | |
| 75 | NVGSNAVIGATOR HLDGS LTD | 301,000 | $4.3B | 0.34% | |
| 76 | CMTCORE MOLDING TECHNOLOGIES IN | 255,000 | $4.2B | 0.34% | |
| 77 | CMTLCOMTECH TELECOMMUNICATIONS C | 1,688,400 | $4.1B | 0.33% | |
| 78 | KVHIKVH INDS INC | 739,200 | $3.9B | 0.31% | |
| 79 | TTDTHE TRADE DESK INC | 54,500 | $3.9B | 0.31% | |
| 80 | NTICNORTHERN TECHNOLOGIES INTL C | 515,500 | $3.8B | 0.30% | |
| 81 | AAPLAPPLE INC | 18,450 | $3.8B | 0.30% | |
| 82 | RG6ROGERS CORP | 55,000 | $3.8B | 0.30% | |
| 83 | GTLSCHART INDS INC | 22,500 | $3.7B | 0.30% | |
| 84 | RPDRAPID7 INC | 160,000 | $3.7B | 0.30% | |
| 85 | SSSSSURO CAPITAL CORP | 438,594 | $3.6B | 0.29% | |
| 86 | POCIPRECISION OPTICS CORP INC MA | 700,000 | $3.4B | 0.27% | |
| 87 | LMATLEMAITRE VASCULAR INC | 40,000 | $3.3B | 0.26% | |
| 88 | DDDUPONT DE NEMOURS INC | 47,500 | $3.3B | 0.26% | |
| 89 | RHCRH PLC | 33,000 | $3.0B | 0.24% | |
| 90 | JJACOBS SOLUTIONS INC | 22,000 | $2.9B | 0.23% | |
| 91 | BDXBECTON DICKINSON & CO | 16,750 | $2.9B | 0.23% | |
| 92 | APTALPHA PRO TECH LTD | 612,500 | $2.9B | 0.23% | |
| 93 | BNBROOKFIELD CORP | 46,294 | $2.9B | 0.23% | |
| 94 | ALAIR LEASE CORP | 45,000 | $2.6B | 0.21% | |
| 95 | CEVACEVA INC | 115,000 | $2.5B | 0.20% | |
| 96 | TTITETRA TECHNOLOGIES INC DEL | 750,000 | $2.5B | 0.20% | |
| 97 | LRCXLAM RESEARCH CORP | 25,000 | $2.4B | 0.19% | |
| 98 | ADIANALOG DEVICES INC | 10,000 | $2.4B | 0.19% | |
| 99 | PROPROS HOLDINGS INC | 150,000 | $2.3B | 0.19% | |
| 100 | CRICARTERS INC | 76,500 | $2.3B | 0.18% |
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