NEEDHAM INVESTMENT MANAGEMENT LLC Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$595.9B

Holdings

109

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (109 positions)

StockValue
ENQENTEGRIS INC
$31.4M
VICRVICOR CORP
$21.2M
PDFSPDF SOLUTIONS INC
$21.0M
FMFFORMFACTOR INC
$20.0M
TMOTHERMO FISHER SCIENTIFIC INC
$19.3M
KVHIKVH INDS INC
$18.1M
PLABPHOTRONICS INC
$17.6M
AXTIAXT INC
$16.4M
CMCSACOMCAST CORP NEW
$16.2M
ASPNASPEN AEROGELS INC
$15.5M
NVMINOVA MEASURING INSTRUMENTS L
$15.2M
SMCIUSDSUPER MICRO COMPUTER INC
$13.7M
COHRII-VI INC
$12.9M
MKSIMKS INSTRS INC
$12.8M
INTEVAC INC
$11.4M
TLSTELOS CORP MD
$11.2M
VECOVEECO INSTRS INC DEL
$10.9M
VSATVIASAT INC
$10.7M
ADTNEURADTRAN INC
$10.0M
HQLTEKLA LIFE SCIENCES INVS
$9.4M
LIMELIGHT NETWORKS INC
$9.0M
SUMO2EURSUMO LOGIC INC
$8.6M
KMXCARMAX INC
$8.6M
AAPLAPPLE INC
$8.4M
LABORATORY CORP AMER HLDGS
$8.2M
EMKREUREMCORE CORP
$8.2M
HQHTEKLA HEALTHCARE INVS
$8.0M
VPGVISHAY PRECISION GROUP INC
$7.6M
FLBFLUIDIGM CORP DEL
$7.5M
GILDGILEAD SCIENCES INC
$7.5M
AKTSQAKOUSTIS TECHNOLOGIES INC
$7.4M
YEXTYEXT INC
$7.1M
CMBMCAMBIUM NETWORKS CORP
$7.0M
KLACKLA CORP
$6.8M
CORNERSTONE ONDEMAND INC
$6.2M
T77LENDINGTREE INC NEW
$6.2M
WWEUSDWORLD WRESTLING ENTMT INC
$6.1M
MDTMEDTRONIC PLC
$6.1M
VSHVISHAY INTERTECHNOLOGY INC
$5.9M
EHCENCOMPASS HEALTH CORP
$5.8M
HONHONEYWELL INTL INC
$5.6M
BABOEING CO
$5.4M
SSSSSURO CAPITAL CORP
$5.1M
NVGSNAVIGATOR HLDGS LTD
$5.1M
AKAMAKAMAI TECHNOLOGIES INC
$5.0M
WABWABTEC
$4.8M
TTDTHE TRADE DESK INC
$4.8M
BDXBECTON DICKINSON & CO
$4.8M
CMRCBIGCOMMERCE HLDGS INC
$4.6M
SIENUSDSIENTRA INC
$3.9M
VRAYQVIEWRAY INC
$3.8M
VONAGE HLDGS CORP
$3.5M
NEWREURNEW RELIC INC
$3.3M
CYRXCRYOPORT INC
$3.2M
PSNPARSONS CORPORATION
$3.1M
QTWOQ2 HLDGS INC
$3.1M
NEOPHOTONICS CORP
$3.0M
IPGPIPG PHOTONICS CORP
$3.0M
FEYECHFFIREEYE INC
$2.9M
ZUOUSDZUORA INC
$2.7M
CHANNELADVISOR CORP
$2.5M
ALAIR LEASE CORP
$2.4M
INSGEURINSEEGO CORP
$2.2M
AORTCRYOLIFE INC
$2.0M
EVBGEUREVERBRIDGE INC
$2.0M
DUCK CREEK TECHNOLOGIES INC
$2.0M
HANHAWAIIAN HOLDINGS INC
$2.0M
SITMSITIME CORP
$2.0M
BAMBROOKFIELD ASSET MGMT INC
$1.9M
EGHT8X8 INC NEW
$1.9M
ODCOIL DRI CORP AMER
$1.8M
ALGMALLEGRO MICROSYSTEMS INC
$1.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.8M
AGILE THERAPEUTICS INC
$1.7M
EQIXEQUINIX INC
$1.4M
GSE SYS INC
$1.4M
SMIDSMITH MIDLAND CORP
$1.3M
FEIMFREQUENCY ELECTRS INC
$1.2M
LRCXEURLAM RESEARCH CORP
$1.2M
GLWCORNING INC
$1.2M
TTMITTM TECHNOLOGIES INC
$1.2M
LTRXLANTRONIX INC
$1.1M
WDCWESTERN DIGITAL CORP.
$1.1M
VYGRVOYAGER THERAPEUTICS INC
$1.0M
LUVSOUTHWEST AIRLS CO
$932K
APTALPHA PRO TECH LTD
$920K
APPNAPPIAN CORP
$915K
LMATLEMAITRE VASCULAR INC
$891K
COUPEURCOUPA SOFTWARE INC
$847K
AMWLAMERICAN WELL CORP
$800K
AMATAPPLIED MATLS INC
$777K
FAROFARO TECHNOLOGIES INC
$706K
DGXQUEST DIAGNOSTICS INC
$685K
BRKRBRUKER CORP
$649K
ARLOARLO TECHNOLOGIES INC
$624K
CRAICRA INTL INC
$611K
AMTAMERICAN TOWER CORP NEW
$573K
DMRCDIGIMARC CORP NEW
$496K
TRNSTRANSCAT INC
$468K
GOOGLALPHABET INC
$438K
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