NEEDHAM INVESTMENT MANAGEMENT LLC Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$496.6B

Holdings

107

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (107 positions)

StockValue
ENQENTEGRIS INC
$25.5M
TMOTHERMO FISHER SCIENTIFIC INC
$19.1M
PDFSPDF SOLUTIONS INC
$18.1M
VICRVICOR CORP
$17.9M
KVHIKVH INDS INC
$16.8M
CMBMCAMBIUM NETWORKS CORP
$15.6M
ASPNASPEN AEROGELS INC
$14.6M
CMCSACOMCAST CORP NEW
$14.3M
SMCIUSDSUPER MICRO COMPUTER INC
$13.9M
AXTIAXT INC
$13.4M
FMFFORMFACTOR INC
$12.8M
NVMINOVA MEASURING INSTRUMENTS L
$12.0M
VSATVIASAT INC
$11.7M
PLABPHOTRONICS INC
$10.7M
MKSIMKS INSTRS INC
$9.3M
LIMELIGHT NETWORKS INC
$9.2M
KMXCARMAX INC
$8.5M
HQLTEKLA LIFE SCIENCES INVS
$8.5M
MXLMAXLINEAR INC
$8.4M
GILDGILEAD SCIENCES INC
$8.4M
COHRII-VI INC
$8.2M
AAPLAPPLE INC
$7.7M
INFNEURINFINERA CORP
$7.7M
LABORATORY CORP AMER HLDGS
$7.6M
PSNPARSONS CORPORATION
$7.5M
INTEVAC INC
$7.4M
HQHTEKLA HEALTHCARE INVS
$7.2M
VECOVEECO INSTRS INC DEL
$7.2M
INSGEURINSEEGO CORP
$7.2M
EGHT8X8 INC NEW
$6.1M
FEYECHFFIREEYE INC
$6.0M
FLBFLUIDIGM CORP DEL
$5.8M
VPGVISHAY PRECISION GROUP INC
$5.4M
MDTMEDTRONIC PLC
$5.4M
AKAMAKAMAI TECHNOLOGIES INC
$5.3M
KLACKLA CORP
$5.1M
INGNINOGEN INC
$4.6M
EHCENCOMPASS HEALTH CORP
$4.5M
EMKREUREMCORE CORP
$4.5M
AKTSQAKOUSTIS TECHNOLOGIES INC
$4.5M
BDXBECTON DICKINSON & CO
$4.4M
HONHONEYWELL INTL INC
$4.4M
COHUCOHU INC
$4.3M
BABOEING CO
$4.1M
WABWABTEC
$4.1M
VSHVISHAY INTERTECHNOLOGY INC
$4.0M
NVGSNAVIGATOR HOLDINGS LTD
$3.9M
ADTNEURADTRAN INC
$3.5M
CYRXCRYOPORT INC
$3.5M
TTDTHE TRADE DESK INC
$3.2M
FEIMFREQUENCY ELECTRS INC
$3.0M
VONAGE HLDGS CORP
$3.0M
VRAYQVIEWRAY INC
$2.7M
ALAIR LEASE CORP
$2.7M
ZUOUSDZUORA INC
$2.4M
MIMECAST LTD
$2.3M
IPGPIPG PHOTONICS CORP
$2.3M
QTWOQ2 HLDGS INC
$2.2M
AYXEURALTERYX INC
$2.2M
CMRCBIGCOMMERCE HLDGS INC
$2.1M
ODCOIL DRI CORP AMER
$1.9M
PLURALSIGHT INC
$1.9M
VYGRVOYAGER THERAPEUTICS INC
$1.8M
MMSIMERIT MED SYS INC
$1.7M
EVBGEUREVERBRIDGE INC
$1.7M
BAMBROOKFIELD ASSET MGMT INC
$1.5M
SIENUSDSIENTRA INC
$1.5M
EQIXEQUINIX INC
$1.5M
SITMSITIME CORP
$1.5M
HANHAWAIIAN HOLDINGS INC
$1.5M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.3M
APTALPHA PRO TECH LTD
$1.3M
AORTCRYOLIFE INC
$1.2M
GSE SYS INC
$1.1M
GLWCORNING INC
$1.1M
COHREURCOHERENT INC
$932K
DUCK CREEK TECHNOLOGIES INC
$909K
CHANNELADVISOR CORP
$890K
LRCXEURLAM RESEARCH CORP
$829K
WDCWESTERN DIGITAL CORP.
$786K
LUVSOUTHWEST AIRLS CO
$751K
LMATLEMAITRE VASCULAR INC
$732K
COUPEURCOUPA SOFTWARE INC
$686K
DGXQUEST DIAGNOSTICS INC
$658K
AEISADVANCED ENERGY INDS
$629K
FAROFARO TECHNOLOGIES INC
$610K
TTMITTM TECHNOLOGIES INC
$600K
NEWREURNEW RELIC INC
$564K
APPNAPPIAN CORP
$550K
AMATAPPLIED MATLS INC
$535K
BRKRBRUKER CORP
$477K
ARLOARLO TECHNOLOGIES INC
$420K
CRAICRA INTL INC
$412K
TRNSTRANSCAT INC
$396K
AMTAMERICAN TOWER CORP NEW
$375K
GOOGLALPHABET INC
$366K
UGIUGI CORP NEW
$330K
REZIRESIDEO TECHNOLOGIES INC
$330K
CLHCLEAN HARBORS INC
$308K
AMWLAMERICAN WELL CORP
$296K
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