NEEDHAM INVESTMENT MANAGEMENT LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.4B
Holdings
161
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (161 positions)
| Stock | Value |
|---|---|
SMCISUPER MICRO COMPUTER INC | $67.4M |
TDUPTHREDUP INC | $53.6M |
LASRNLIGHT INC | $53.1M |
PDFSPDF SOLUTIONS INC | $52.1M |
VRTVERTIV HOLDINGS CO | $42.8M |
NVMINOVA LTD | $37.3M |
ODCOIL DRI CORP AMER | $35.0M |
AIPARTERIS INC | $33.6M |
VICRVICOR CORP | $31.9M |
GENIGENIUS SPORTS LIMITED | $30.7M |
VSHVISHAY INTERTECHNOLOGY INC | $28.0M |
FMFFORMFACTOR INC | $27.0M |
VECOVEECO INSTRS INC DEL | $24.6M |
PSNPARSONS CORP DEL | $24.5M |
ASPNASPEN AEROGELS INC | $23.9M |
ARLOARLO TECHNOLOGIES INC | $22.2M |
VITLVITAL FARMS INC | $21.5M |
ENQENTEGRIS INC | $21.4M |
VPGVISHAY PRECISION GROUP INC | $21.1M |
VTE1ASURE SOFTWARE INC | $20.8M |
LINCLINCOLN EDL SVCS CORP | $20.3M |
UISUNISYS CORP | $19.9M |
CRAICRA INTL INC | $19.1M |
MTRXMATRIX SVC CO | $18.8M |
UTIUNIVERSAL TECHNICAL INST INC | $17.9M |
COHRCOHERENT CORP | $17.8M |
PLABPHOTRONICS INC | $17.4M |
THRTHERMON GROUP HLDGS INC | $16.7M |
MKSIMKS INC. | $16.2M |
LHLABCORP HOLDINGS INC | $16.2M |
HIIHUNTINGTON INGALLS INDS INC | $15.7M |
NVTNVENT ELECTRIC PLC | $15.2M |
CLHCLEAN HARBORS INC | $14.6M |
KLACKLA CORP | $14.0M |
CTRICENTURI HOLDINGS INC | $13.0M |
BRKRBRUKER CORP | $13.0M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $12.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $12.7M |
TTMITTM TECHNOLOGIES INC | $12.5M |
ATROASTRONICS CORP | $12.4M |
RSSSRESEARCH SOLUTIONS INC | $11.6M |
AKAMAKAMAI TECHNOLOGIES INC | $11.6M |
WABWABTEC | $11.2M |
MKLMARKEL GROUP INC | $11.0M |
ADTNADTRAN HOLDINGS INC | $11.0M |
VSATVIASAT INC | $10.4M |
ECGEVERUS CONSTR GROUP | $10.1M |
GRCGORMAN RUPP CO | $9.3M |
MDUMDU RES GROUP INC | $9.3M |
CECOCECO ENVIRONMENTAL CORP | $9.0M |
TTITETRA TECHNOLOGIES INC DEL | $8.8M |
ECVTECOVYST INC | $8.6M |
KVYOKLAVIYO INC | $8.4M |
CAMTCAMTEK LTD | $8.3M |
SMIDSMITH MIDLAND CORP | $8.2M |
MYRGMYR GROUP INC DEL | $7.8M |
CGNXCOGNEX CORP | $7.4M |
CMCSACOMCAST CORP NEW | $7.3M |
MTNVAIL RESORTS INC | $6.9M |
TRNSTRANSCAT INC | $6.8M |
SITMSITIME CORP | $6.6M |
JJACOBS SOLUTIONS INC | $6.3M |
HQLABRDN LIFE SCIENCES INVESTOR | $6.3M |
EQIXEQUINIX INC | $6.2M |
WTTRSELECT WATER SOLUTIONS INC | $6.1M |
HLITHARMONIC INC | $6.1M |
GILDGILEAD SCIENCES INC | $6.1M |
ASMLASML HOLDING N V | $6.0M |
KMXCARMAX INC | $5.8M |
EHCENCOMPASS HEALTH CORP | $5.7M |
HQHABRDN HEALTHCARE INVESTORS | $5.4M |
CMTCORE MOLDING TECHNOLOGIES IN | $5.2M |
BOXBOX INC | $5.2M |
DDDUPONT DE NEMOURS INC | $5.1M |
TERTERADYNE INC | $5.0M |
NTICNORTHERN TECHNOLOGIES INTL C | $4.9M |
BABOEING CO | $4.9M |
RG6ROGERS CORP | $4.8M |
MDTMEDTRONIC PLC | $4.8M |
HONHONEYWELL INTL INC | $4.7M |
AAPLAPPLE INC | $4.7M |
BSYBENTLEY SYS INC | $4.6M |
NVGSNAVIGATOR HLDGS LTD | $4.4M |
CMTLCOMTECH TELECOMMUNICATIONS C | $4.4M |
BWXTBWX TECHNOLOGIES INC | $4.3M |
MRVLMARVELL TECHNOLOGY INC | $4.1M |
RHCRH PLC | $4.0M |
PROPROS HOLDINGS INC | $3.9M |
SSSSSURO CAPITAL CORP | $3.8M |
CEVACEVA INC | $3.6M |
ESOAENERGY SVCS ACQUISITION CORP | $3.6M |
LMATLEMAITRE VASCULAR INC | $3.5M |
GLWCORNING INC | $3.4M |
LRCXLAM RESEARCH CORP | $3.3M |
BNBROOKFIELD CORP | $3.2M |
BDXBECTON DICKINSON & CO | $3.1M |
POCIPRECISION OPTICS CORP INC MA | $3.0M |
APTALPHA PRO TECH LTD | $3.0M |
RPDRAPID7 INC | $3.0M |
PENGPENGUIN SOLUTIONS INC | $3.0M |
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