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 | Value |
|---|---|
SMCISUPER MICRO COMPUTER INC | $69.9M |
TDUPTHREDUP INC | $44.0M |
PDFSPDF SOLUTIONS INC | $40.9M |
VRTVERTIV HOLDINGS CO | $36.6M |
LASRNLIGHT INC | $36.2M |
FAROFARO TECHNOLOGIES INC | $35.9M |
NVMINOVA LTD | $35.7M |
ODCOIL DRI CORP AMER | $33.1M |
VICRVICOR CORP | $32.0M |
AIPARTERIS INC | $28.2M |
UISUNISYS CORP | $25.0M |
GENIGENIUS SPORTS LIMITED | $24.5M |
VTE1ASURE SOFTWARE INC | $24.4M |
VSHVISHAY INTERTECHNOLOGY INC | $24.2M |
FMFFORMFACTOR INC | $22.5M |
ARLOARLO TECHNOLOGIES INC | $22.2M |
PSNPARSONS CORP DEL | $20.7M |
VITLVITAL FARMS INC | $19.5M |
ENQENTEGRIS INC | $19.4M |
MTRXMATRIX SVC CO | $19.2M |
VPGVISHAY PRECISION GROUP INC | $18.5M |
ASPNASPEN AEROGELS INC | $17.8M |
THRTHERMON GROUP HLDGS INC | $17.5M |
CRAICRA INTL INC | $15.9M |
AKAMAKAMAI TECHNOLOGIES INC | $14.8M |
COHRCOHERENT CORP | $14.8M |
LHLABCORP HOLDINGS INC | $14.8M |
VECOVEECO INSTRS INC DEL | $14.7M |
PLABPHOTRONICS INC | $14.3M |
CLHCLEAN HARBORS INC | $14.1M |
LINCLINCOLN EDL SVCS CORP | $14.0M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $13.3M |
TTMITTM TECHNOLOGIES INC | $13.2M |
HIIHUNTINGTON INGALLS INDS INC | $13.2M |
KLACKLA CORP | $13.0M |
MKSIMKS INC. | $12.8M |
WABWABTEC | $11.7M |
NVTNVENT ELECTRIC PLC | $11.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $10.7M |
UTIUNIVERSAL TECHNICAL INST INC | $10.5M |
KVYOKLAVIYO INC | $10.2M |
ADTNADTRAN HOLDINGS INC | $10.0M |
MKLMARKEL GROUP INC | $9.9M |
CTRICENTURI HOLDINGS INC | $9.4M |
BRKRBRUKER CORP | $9.1M |
ATROASTRONICS CORP | $9.0M |
KMXCARMAX INC | $8.9M |
RSSSRESEARCH SOLUTIONS INC | $8.4M |
CMCSACOMCAST CORP NEW | $8.3M |
ECVTECOVYST INC | $7.6M |
SMIDSMITH MIDLAND CORP | $7.3M |
EQIXEQUINIX INC | $7.2M |
ECGEVERUS CONSTR GROUP | $6.7M |
MDUMDU RES GROUP INC | $6.6M |
GILDGILEAD SCIENCES INC | $6.1M |
MTNVAIL RESORTS INC | $6.0M |
TRNSTRANSCAT INC | $5.7M |
EHCENCOMPASS HEALTH CORP | $5.5M |
MYRGMYR GROUP INC DEL | $5.4M |
HLITHARMONIC INC | $5.4M |
HONHONEYWELL INTL INC | $5.2M |
VSATVIASAT INC | $5.2M |
GRCGORMAN RUPP CO | $5.1M |
CAMTCAMTEK LTD | $5.1M |
HQLABRDN LIFE SCIENCES INVESTOR | $5.0M |
CGNXCOGNEX CORP | $4.9M |
BSYBENTLEY SYS INC | $4.7M |
BABOEING CO | $4.7M |
SITMSITIME CORP | $4.7M |
ASMLASML HOLDING N V | $4.6M |
HQHABRDN HEALTHCARE INVESTORS | $4.4M |
MDTMEDTRONIC PLC | $4.4M |
MRVLMARVELL TECHNOLOGY INC | $4.3M |
TERTERADYNE INC | $4.3M |
NVGSNAVIGATOR HLDGS LTD | $4.3M |
CMTCORE MOLDING TECHNOLOGIES IN | $4.2M |
CMTLCOMTECH TELECOMMUNICATIONS C | $4.1M |
KVHIKVH INDS INC | $3.9M |
TTDTHE TRADE DESK INC | $3.9M |
NTICNORTHERN TECHNOLOGIES INTL C | $3.8M |
AAPLAPPLE INC | $3.8M |
RG6ROGERS CORP | $3.8M |
GTLSCHART INDS INC | $3.7M |
RPDRAPID7 INC | $3.7M |
SSSSSURO CAPITAL CORP | $3.6M |
POCIPRECISION OPTICS CORP INC MA | $3.4M |
LMATLEMAITRE VASCULAR INC | $3.3M |
DDDUPONT DE NEMOURS INC | $3.3M |
RHCRH PLC | $3.0M |
JJACOBS SOLUTIONS INC | $2.9M |
BDXBECTON DICKINSON & CO | $2.9M |
APTALPHA PRO TECH LTD | $2.9M |
BNBROOKFIELD CORP | $2.9M |
ALAIR LEASE CORP | $2.6M |
CEVACEVA INC | $2.5M |
TTITETRA TECHNOLOGIES INC DEL | $2.5M |
LRCXLAM RESEARCH CORP | $2.4M |
ADIANALOG DEVICES INC | $2.4M |
PROPROS HOLDINGS INC | $2.3M |
CRICARTERS INC | $2.3M |
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