NEEDHAM INVESTMENT MANAGEMENT LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$796.7B
Holdings
119
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (119 positions)
| Stock | Value |
|---|---|
ENQENTEGRIS INC | $37.2B |
ASPNASPEN AEROGELS INC | $34.6B |
PDFSPDF SOLUTIONS INC | $30.4B |
NVMINOVA LTD | $28.9B |
VICRVICOR CORP | $27.9B |
FMFFORMFACTOR INC | $27.2B |
TMOTHERMO FISHER SCIENTIFIC INC | $25.4B |
MKSIMKS INSTRS INC | $23.9B |
ADTNEURADTRAN INC | $18.2B |
COHRII-VI INC | $17.8B |
—NEOPHOTONICS CORP | $16.8B |
SMCIUSDSUPER MICRO COMPUTER INC | $16.4B |
TLSTELOS CORP MD | $16.4B |
CMCSACOMCAST CORP NEW | $15.3B |
AYXEURALTERYX INC | $14.2B |
—LABORATORY CORP AMER HLDGS | $14.2B |
BNFTEURBENEFITFOCUS INC | $13.9B |
FLBFLUIDIGM CORP DEL | $13.8B |
AXTIAXT INC | $13.6B |
VRAYQVIEWRAY INC | $13.3B |
KMXCARMAX INC | $11.7B |
VECOVEECO INSTRS INC DEL | $10.9B |
PLABPHOTRONICS INC | $10.6B |
LASRNLIGHT INC | $10.2B |
—INTEVAC INC | $10.2B |
EGHT8X8 INC NEW | $10.1B |
KVHIKVH INDS INC | $9.7B |
SUMO2EURSUMO LOGIC INC | $9.6B |
INFNEURINFINERA CORP | $9.6B |
—LIMELIGHT NETWORKS INC | $9.4B |
VPGVISHAY PRECISION GROUP INC | $9.3B |
VSHVISHAY INTERTECHNOLOGY INC | $9.1B |
CMRCBIGCOMMERCE HLDGS INC | $8.7B |
HQLTEKLA LIFE SCIENCES INVS | $8.7B |
KLACKLA CORP | $8.6B |
SIENUSDSIENTRA INC | $8.2B |
HQHTEKLA HEALTHCARE INVS | $8.0B |
CMBMCAMBIUM NETWORKS CORP | $7.9B |
AKTSQAKOUSTIS TECHNOLOGIES INC | $7.8B |
AEISADVANCED ENERGY INDS | $7.3B |
GILDGILEAD SCIENCES INC | $7.3B |
AAPLAPPLE INC | $7.1B |
YEXTYEXT INC | $6.9B |
SMIDSMITH MIDLAND CORP | $6.9B |
FEIMFREQUENCY ELECTRS INC | $6.5B |
SSSSSURO CAPITAL CORP | $6.0B |
WABWABTEC | $5.8B |
VSATVIASAT INC | $5.8B |
AKAMAKAMAI TECHNOLOGIES INC | $5.6B |
HONHONEYWELL INTL INC | $5.5B |
EVBGEUREVERBRIDGE INC | $5.5B |
PSNPARSONS CORP DEL | $5.5B |
TTDTHE TRADE DESK INC | $5.5B |
MDTMEDTRONIC PLC | $5.3B |
AZTAAZENTA INC | $5.2B |
SITMSITIME CORP | $5.1B |
HEIHEICO CORP NEW | $5.1B |
BABOEING CO | $5.0B |
BDXBECTON DICKINSON & CO | $4.8B |
EHCENCOMPASS HEALTH CORP | $4.6B |
ACVAACV AUCTIONS INC | $4.5B |
CYRXCRYOPORT INC | $4.3B |
NVGSNAVIGATOR HLDGS LTD | $4.0B |
UPLDUPLAND SOFTWARE INC | $3.2B |
EDITEDITAS MEDICINE INC | $3.2B |
—DUCK CREEK TECHNOLOGIES INC | $3.2B |
—VACASA INC | $2.9B |
BAMBROOKFIELD ASSET MGMT INC | $2.8B |
—GSE SYS INC | $2.3B |
ALAIR LEASE CORP | $2.3B |
IPGPIPG PHOTONICS CORP | $2.3B |
ARLOARLO TECHNOLOGIES INC | $2.2B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.0B |
QTWOQ2 HLDGS INC | $1.9B |
LRCXEURLAM RESEARCH CORP | $1.8B |
—SHARPS COMPLIANCE CORP | $1.7B |
EQIXEQUINIX INC | $1.7B |
SEMRSEMRUSH HLDGS INC | $1.4B |
AMATAPPLIED MATLS INC | $1.4B |
BRKRBRUKER CORP | $1.4B |
—CHANNELADVISOR CORP | $1.3B |
ODCOIL DRI CORP AMER | $1.3B |
CRAICRA INTL INC | $1.3B |
GLWCORNING INC | $1.2B |
TRNSTRANSCAT INC | $1.2B |
GTHXEURG1 THERAPEUTICS INC | $1.2B |
AMTAMERICAN TOWER CORP NEW | $1.1B |
VRTVERTIV HOLDINGS CO | $1.1B |
CVXCHEVRON CORP NEW | $1.1B |
LMATLEMAITRE VASCULAR INC | $1.0B |
CLHCLEAN HARBORS INC | $998.0M |
DGXQUEST DIAGNOSTICS INC | $995.0M |
THRTHERMON GROUP HLDGS INC | $931.0M |
TDUPTHREDUP INC | $893.0M |
LUVSOUTHWEST AIRLS CO | $856.0M |
BIRDGBPALLBIRDS INC | $829.0M |
SKYTSKYWATER TECHNOLOGY INC | $817.0M |
GOOGLALPHABET INC | $724.0M |
—FLOTEK INDS INC DEL | $678.0M |
COINCOINBASE GLOBAL INC | $631.0M |
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