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 |
|---|---|---|---|---|---|
| 101 | CYRXCRYOPORT INC | 307,500 | $2.3B | 0.18% | |
| 102 | COHUCOHU INC | 118,000 | $2.3B | 0.18% | |
| 103 | GLWCORNING INC | 42,000 | $2.2B | 0.18% | |
| 104 | MXLMAXLINEAR INC | 155,000 | $2.2B | 0.18% | |
| 105 | CALXCALIX INC | 40,000 | $2.1B | 0.17% | |
| 106 | CMRCBIGCOMMERCE HLDGS INC | 425,000 | $2.1B | 0.17% | |
| 107 | PENGPENGUIN SOLUTIONS INC | 105,000 | $2.1B | 0.17% | |
| 108 | CRCLCIRCLE INTERNET GROUP INC | 10,000 | $1.8B | 0.14% | |
| 109 | HPEHEWLETT PACKARD ENTERPRISE C | 84,000 | $1.7B | 0.14% | |
| 110 | ALGMALLEGRO MICROSYSTEMS INC | 50,000 | $1.7B | 0.14% | |
| 111 | GNRCGENERAC HLDGS INC | 11,000 | $1.6B | 0.13% | |
| 112 | IEIINSIGHT ENTERPRISES INC | 11,000 | $1.5B | 0.12% | |
| 113 | AMATAPPLIED MATLS INC | 8,250 | $1.5B | 0.12% | |
| 114 | BMIBADGER METER INC | 6,000 | $1.5B | 0.12% | |
| 115 | MATWMATTHEWS INTL CORP | 60,000 | $1.4B | 0.11% | |
| 116 | DGXQUEST DIAGNOSTICS INC | 7,500 | $1.3B | 0.11% | |
| 117 | ICHRICHOR HOLDINGS | 67,500 | $1.3B | 0.11% | |
| 118 | ESOAENERGY SVCS ACQUISITION CORP | 125,000 | $1.2B | 0.10% | |
| 119 | MBLYMOBILEYE GLOBAL INC | 68,900 | $1.2B | 0.10% | |
| 120 | CVXCHEVRON CORP NEW | 8,250 | $1.2B | 0.09% | |
| 121 | LUVSOUTHWEST AIRLS CO | 35,250 | $1.1B | 0.09% | |
| 122 | FEIMFREQUENCY ELECTRS INC | 50,000 | $1.1B | 0.09% | |
| 123 | RTXRTX CORPORATION | 7,500 | $1.1B | 0.09% | |
| 124 | MASS908 DEVICES INC | 150,000 | $1.1B | 0.09% | |
| 125 | EDUCEDUCATIONAL DEV CORP | 800,000 | $1.1B | 0.08% | |
| 126 | SRADSPORTRADAR GROUP AG | 35,000 | $982.8M | 0.08% | |
| 127 | BACVERIZON COMMUNICATIONS INC | 20,000 | $865.4M | 0.07% | |
| 128 | WTTRSELECT WATER SOLUTIONS INC | 100,000 | $864.0M | 0.07% | |
| 129 | AXTIAXT INC | 393,500 | $822.4M | 0.07% | |
| 130 | QRHCQUEST RESOURCE HLDG CORP | 406,023 | $820.2M | 0.07% | |
| 131 | UCTTULTRA CLEAN HLDGS INC | 35,000 | $790.0M | 0.06% | |
| 132 | CRWDCROWDSTRIKE HLDGS INC | 1,500 | $764.0M | 0.06% | |
| 133 | EXTREXTREME NETWORKS | 40,000 | $718.0M | 0.06% | |
| 134 | GOOGLALPHABET INC | 4,000 | $704.9M | 0.06% | |
| 135 | BAMBROOKFIELD ASSET MANAGMT LTD | 12,570 | $694.4M | 0.06% | |
| 136 | TENBTENABLE HLDGS INC | 20,000 | $675.6M | 0.05% | |
| 137 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 100,000 | $624.0M | 0.05% | |
| 138 | LINDLINDBLAD EXPEDITIONS HLDGS I | 52,223 | $609.4M | 0.05% | |
| 139 | PSTGPURE STORAGE INC | 10,000 | $575.8M | 0.05% | |
| 140 | MRCYMERCURY SYS INC | 10,000 | $538.6M | 0.04% | |
| 141 | FLBSTANDARD BIOTOOLS INC | 434,435 | $521.3M | 0.04% | |
| 142 | MATVMATIV HOLDINGS INC | 72,500 | $494.4M | 0.04% | |
| 143 | EHABENHABIT INC | 50,000 | $482.0M | 0.04% | |
| 144 | PWIPOWER INTEGRATIONS INC | 7,500 | $419.3M | 0.03% | |
| 145 | KLCKINDERCARE LEARNING COMPANIE | 40,000 | $404.0M | 0.03% | |
| 146 | UGIUGI CORP NEW | 10,000 | $364.2M | 0.03% | |
| 147 | KRPKIMBELL RTY PARTNERS LP | 25,424 | $354.9M | 0.03% | |
| 148 | CDNACAREDX INC | 15,000 | $293.1M | 0.02% | |
| 149 | YEXTYEXT INC | 30,000 | $255.0M | 0.02% | |
| 150 | FTREFORTREA HLDGS INC | 37,763 | $186.5M | 0.01% |
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