NEEDHAM INVESTMENT MANAGEMENT LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$510.4M
Holdings
118
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (118 positions)
| Stock | Value |
|---|---|
ENQENTEGRIS INC | $21.7M |
PDFSPDF SOLUTIONS INC | $19.4M |
PLABPHOTRONICS INC | $19.0M |
VICRVICOR CORP | $18.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $17.2M |
KVHIKVH INDS INC | $16.9M |
NVMINOVA LTD | $16.2M |
SMCIUSDSUPER MICRO COMPUTER INC | $15.8M |
TLSTELOS CORP MD | $12.7M |
—LABORATORY CORP AMER HLDGS | $12.4M |
FMFFORMFACTOR INC | $11.6M |
CMBMCAMBIUM NETWORKS CORP | $11.6M |
ADTNADTRAN HOLDINGS INC | $11.4M |
LASRNLIGHT INC | $10.6M |
—INTEVAC INC | $10.0M |
INFNEURINFINERA CORP | $9.7M |
MKSIMKS INSTRS INC | $9.5M |
VRAYQVIEWRAY INC | $9.2M |
ASPNASPEN AEROGELS INC | $9.1M |
CMCSACOMCAST CORP NEW | $8.5M |
AXTIAXT INC | $8.3M |
PSNPARSONS CORP DEL | $8.2M |
BNFTEURBENEFITFOCUS INC | $7.6M |
VECOVEECO INSTRS INC DEL | $7.2M |
COHRCOHERENT CORP | $6.7M |
VPGVISHAY PRECISION GROUP INC | $6.6M |
YEXTYEXT INC | $6.6M |
HQLTEKLA LIFE SCIENCES INVS | $6.1M |
KLACKLA CORP | $6.1M |
SUMO2EURSUMO LOGIC INC | $6.0M |
CLHCLEAN HARBORS INC | $5.9M |
ZUOUSDZUORA INC | $5.9M |
UPLDUPLAND SOFTWARE INC | $5.9M |
KMXCARMAX INC | $5.9M |
HQHTEKLA HEALTHCARE INVS | $5.8M |
AAPLAPPLE INC | $5.5M |
WABWABTEC | $5.2M |
GILDGILEAD SCIENCES INC | $4.6M |
HONHONEYWELL INTL INC | $4.4M |
FLBSTANDARD BIOTOOLS INC | $4.2M |
EGHT8X8 INC NEW | $4.1M |
MDTMEDTRONIC PLC | $4.1M |
BDXBECTON DICKINSON & CO | $4.1M |
SMIDSMITH MIDLAND CORP | $3.9M |
FEIMFREQUENCY ELECTRS INC | $3.9M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $3.9M |
VSATVIASAT INC | $3.9M |
AKAMAKAMAI TECHNOLOGIES INC | $3.8M |
TTDTHE TRADE DESK INC | $3.5M |
NVGSNAVIGATOR HLDGS LTD | $3.5M |
EHCENCOMPASS HEALTH CORP | $3.2M |
BABOEING CO | $3.0M |
MATVMATIV HOLDINGS INC | $2.7M |
VRTVERTIV HOLDINGS CO | $2.5M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $2.2M |
ASMLASML HOLDING N V | $2.1M |
—VACASA INC | $2.0M |
CRAICRA INTL INC | $2.0M |
SITMSITIME CORP | $2.0M |
UISUNISYS CORP | $1.9M |
BAMBROOKFIELD ASSET MGMT INC | $1.9M |
—CHANNELADVISOR CORP | $1.8M |
SSSSSURO CAPITAL CORP | $1.8M |
CYRXCRYOPORT INC | $1.8M |
THRTHERMON GROUP HLDGS INC | $1.7M |
GTHXEURG1 THERAPEUTICS INC | $1.7M |
—EDGIO INC | $1.7M |
ALAIR LEASE CORP | $1.6M |
MKLMARKEL CORP | $1.6M |
BRKRBRUKER CORP | $1.6M |
AEISADVANCED ENERGY INDS | $1.5M |
SIENUSDSIENTRA INC | $1.5M |
AEUSDADAMS RES & ENERGY INC | $1.5M |
AYXEURALTERYX INC | $1.4M |
ADIANALOG DEVICES INC | $1.4M |
—GSE SYS INC | $1.4M |
TRNSTRANSCAT INC | $1.3M |
ACVAACV AUCTIONS INC | $1.3M |
HANHAWAIIAN HOLDINGS INC | $1.3M |
CVXCHEVRON CORP NEW | $1.3M |
EQIXEQUINIX INC | $1.2M |
DGXQUEST DIAGNOSTICS INC | $1.2M |
ODCOIL DRI CORP AMER | $1.1M |
GLWCORNING INC | $1.1M |
LMATLEMAITRE VASCULAR INC | $1.0M |
AMTAMERICAN TOWER CORP NEW | $1.0M |
VSHVISHAY INTERTECHNOLOGY INC | $978K |
LRCXEURLAM RESEARCH CORP | $915K |
APTALPHA PRO TECH LTD | $891K |
RSSSRESEARCH SOLUTIONS INC | $880K |
TTMITTM TECHNOLOGIES INC | $857K |
ALTREURALTAIR ENGR INC | $840K |
CIENCIENA CORP | $809K |
QTWOQ2 HLDGS INC | $789K |
AMATAPPLIED MATLS INC | $737K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $700K |
CMRCBIGCOMMERCE HLDGS INC | $666K |
MRVLMARVELL TECHNOLOGY INC | $644K |
LUVSOUTHWEST AIRLS CO | $617K |
TERTERADYNE INC | $564K |
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