NEEDHAM INVESTMENT MANAGEMENT LLC Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$749.2M

Holdings

122

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (122 positions)

StockValue
ASPNASPEN AEROGELS INC
$44.2M
ENQENTEGRIS INC
$35.8M
VICRVICOR CORP
$30.0M
PDFSPDF SOLUTIONS INC
$29.1M
MKSIMKS INSTRS INC
$23.4M
FMFFORMFACTOR INC
$21.9M
TMOTHERMO FISHER SCIENTIFIC INC
$21.7M
FLBFLUIDIGM CORP DEL
$21.7M
NVMINOVA LTD
$20.2M
CMCSACOMCAST CORP NEW
$17.0M
PLABPHOTRONICS INC
$14.7M
SMCIUSDSUPER MICRO COMPUTER INC
$14.4M
COHRII-VI INC
$14.1M
VRAYQVIEWRAY INC
$13.8M
ADTNEURADTRAN INC
$12.7M
LABORATORY CORP AMER HLDGS
$12.2M
VECOVEECO INSTRS INC DEL
$12.1M
TLSTELOS CORP MD
$12.1M
BNFTEURBENEFITFOCUS INC
$12.0M
SUMO2EURSUMO LOGIC INC
$11.9M
AKTSQAKOUSTIS TECHNOLOGIES INC
$11.6M
KMXCARMAX INC
$11.5M
CORNERSTONE ONDEMAND INC
$11.5M
VPGVISHAY PRECISION GROUP INC
$11.4M
NEOPHOTONICS CORP
$10.0M
INTEVAC INC
$9.9M
HQLTEKLA LIFE SCIENCES INVS
$9.4M
KVHIKVH INDS INC
$9.2M
T77LENDINGTREE INC NEW
$8.9M
CMRCBIGCOMMERCE HLDGS INC
$8.6M
HQHTEKLA HEALTHCARE INVS
$8.6M
INFNEURINFINERA CORP
$8.3M
AXTIAXT INC
$7.9M
VSHVISHAY INTERTECHNOLOGY INC
$7.9M
SIENUSDSIENTRA INC
$7.8M
LIMELIGHT NETWORKS INC
$7.7M
VSATVIASAT INC
$7.4M
GILDGILEAD SCIENCES INC
$7.0M
AAPLAPPLE INC
$6.9M
KLACKLA CORP
$6.7M
FEIMFREQUENCY ELECTRS INC
$6.4M
MDTMEDTRONIC PLC
$6.4M
AZTABROOKS AUTOMATION INC NEW
$6.1M
YEXTYEXT INC
$6.1M
SSSSSURO CAPITAL CORP
$6.1M
ACVAACV AUCTIONS INC
$5.9M
HONHONEYWELL INTL INC
$5.6M
BABOEING CO
$5.5M
WABWABTEC
$5.5M
EHCENCOMPASS HEALTH CORP
$5.3M
AKAMAKAMAI TECHNOLOGIES INC
$5.0M
NVGSNAVIGATOR HLDGS LTD
$4.9M
CYRXCRYOPORT INC
$4.8M
BDXBECTON DICKINSON & CO
$4.7M
HEIHEICO CORP NEW
$4.6M
EVBGEUREVERBRIDGE INC
$4.5M
AEISADVANCED ENERGY INDS
$4.4M
TTDTHE TRADE DESK INC
$4.2M
PSNPARSONS CORP DEL
$3.8M
LASRNLIGHT INC
$3.7M
SITMSITIME CORP
$3.6M
EGHT8X8 INC NEW
$3.5M
BOHBANK HAWAII CORP
$3.3M
CMBMCAMBIUM NETWORKS CORP
$2.7M
BAMBROOKFIELD ASSET MGMT INC
$2.5M
HANHAWAIIAN HOLDINGS INC
$2.4M
SMIDSMITH MIDLAND CORP
$2.2M
IPGPIPG PHOTONICS CORP
$2.1M
ALAIR LEASE CORP
$2.1M
QTWOQ2 HLDGS INC
$2.0M
ARLOARLO TECHNOLOGIES INC
$2.0M
MRAMEVERSPIN TECHNOLOGIES INC
$1.9M
NYCBEURNEW YORK CMNTY BANCORP INC
$1.9M
FLOTEK INDS INC DEL
$1.9M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.8M
GSE SYS INC
$1.8M
SHARPS COMPLIANCE CORP
$1.6M
EQIXEQUINIX INC
$1.6M
LRCXEURLAM RESEARCH CORP
$1.4M
CHANNELADVISOR CORP
$1.4M
ODCOIL DRI CORP AMER
$1.4M
CRAICRA INTL INC
$1.2M
GTHXEURG1 THERAPEUTICS INC
$1.2M
GLWCORNING INC
$1.2M
AMATAPPLIED MATLS INC
$1.2M
SKYTSKYWATER TECHNOLOGY INC
$1.1M
SEMRSEMRUSH HLDGS INC
$1.1M
LMATLEMAITRE VASCULAR INC
$1.1M
BRKRBRUKER CORP
$1.1M
DUCK CREEK TECHNOLOGIES INC
$1.0M
TDUPTHREDUP INC
$1.0M
LUVSOUTHWEST AIRLS CO
$1.0M
CASA1EURCASA SYS INC
$976K
COHUCOHU INC
$958K
CVXCHEVRON CORP NEW
$913K
TRNSTRANSCAT INC
$838K
DGXQUEST DIAGNOSTICS INC
$836K
AMTAMERICAN TOWER CORP NEW
$796K
TPG PACE SOLUTIONS CORP
$754K
AGILE THERAPEUTICS INC
$706K
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