NEEDHAM INVESTMENT MANAGEMENT LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$1.1B

Holdings

131

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (131 positions)

StockValue
ASPNASPEN AEROGELS INC
$50.6M
PDFSPDF SOLUTIONS INC
$36.0M
ENQENTEGRIS INC
$31.0M
NVMINOVA LTD
$30.0M
VICRVICOR CORP
$28.0M
FMFFORMFACTOR INC
$27.0M
LASRNLIGHT INC
$21.3M
VRTVERTIV HOLDINGS CO
$19.6M
MKSIMKS INSTRS INC
$19.0M
UISUNISYS CORP
$18.5M
VPGVISHAY PRECISION GROUP INC
$18.0M
PLABPHOTRONICS INC
$17.0M
VECOVEECO INSTRS INC DEL
$16.9M
PSNPARSONS CORP DEL
$15.8M
ODCOIL DRI CORP AMER
$14.0M
THRTHERMON GROUP HLDGS INC
$13.0M
TTMITTM TECHNOLOGIES INC
$12.2M
AIPARTERIS INC
$12.0M
ALTREURALTAIR ENGR INC
$11.9M
AMSWAUSDAMER SOFTWARE INC
$11.0M
KMXCARMAX INC
$11.0M
CMCSACOMCAST CORP NEW
$11.0M
LHLABORATORY CORP AMER HLDGS
$11.0M
CLHCLEAN HARBORS INC
$10.8M
VTE1ASURE SOFTWARE INC
$10.0M
CRAICRA INTL INC
$10.0M
CRICARTERS INC
$10.0M
FAROFARO TECHNOLOGIES INC
$9.9M
TDUPTHREDUP INC
$9.0M
MTRXMATRIX SVC CO
$9.0M
ARLOARLO TECHNOLOGIES INC
$9.0M
BFAMBRIGHT HORIZONS FAM SOL IN D
$9.0M
COHRCOHERENT CORP
$8.6M
KVHIKVH INDS INC
$8.1M
VITLVITAL FARMS INC
$8.0M
SMIDSMITH MIDLAND CORP
$8.0M
CGNXCOGNEX CORP
$8.0M
WABWABTEC
$7.4M
AXTIAXT INC
$7.2M
ZUOUSDZUORA INC
$7.0M
GENIGENIUS SPORTS LIMITED
$7.0M
KVYOKLAVIYO INC
$6.3M
HLITHARMONIC INC
$6.0M
MATVMATIV HOLDINGS INC
$6.0M
RSSSRESEARCH SOLUTIONS INC
$6.0M
AKAMAKAMAI TECHNOLOGIES INC
$6.0M
AEUSDADAMS RES & ENERGY INC
$6.0M
BRKRBRUKER CORP
$5.9M
ECVTECOVYST INC
$5.0M
AAPLAPPLE INC
$5.0M
NTICNORTHERN TECHNOLOGIES INTL C
$5.0M
ADTNADTRAN HOLDINGS INC
$4.8M
HONHONEYWELL INTL INC
$4.5M
NVGSNAVIGATOR HLDGS LTD
$4.3M
GNRCGENERAC HLDGS INC
$4.0M
MXLMAXLINEAR INC
$4.0M
NVTNVENT ELECTRIC PLC
$4.0M
ATROASTRONICS CORP
$4.0M
INFNEURINFINERA CORP
$4.0M
HQLABRDN LIFE SCIENCES INVESTOR
$4.0M
BDXBECTON DICKINSON & CO
$4.0M
EHCENCOMPASS HEALTH CORP
$4.0M
TTDTHE TRADE DESK INC
$4.0M
FEIMFREQUENCY ELECTRS INC
$4.0M
CMTCORE MOLDING TECHNOLOGIES IN
$3.9M
BABOEING CO
$3.9M
VSATVIASAT INC
$3.9M
GILDGILEAD SCIENCES INC
$3.7M
MDTMEDTRONIC PLC
$3.7M
CMBMCAMBIUM NETWORKS CORP
$3.4M
HIIHUNTINGTON INGALLS INDS INC
$3.3M
FTREFORTREA HLDGS INC
$3.1M
PSTGPURE STORAGE INC
$3.0M
RG6ROGERS CORP
$3.0M
HQHABRDN HEALTHCARE INVESTORS
$3.0M
TRNSTRANSCAT INC
$3.0M
MRVLMARVELL TECHNOLOGY INC
$2.9M
CYRXCRYOPORT INC
$2.9M
SITMSITIME CORP
$2.7M
HANHAWAIIAN HOLDINGS INC
$2.5M
RHCRH PLC
$2.5M
ALAIR LEASE CORP
$2.4M
FLBSTANDARD BIOTOOLS INC
$2.1M
LMATLEMAITRE VASCULAR INC
$2.0M
CMRCBIGCOMMERCE HLDGS INC
$2.0M
LITELUMENTUM HLDGS INC
$2.0M
BMIBADGER METER INC
$2.0M
APTALPHA PRO TECH LTD
$2.0M
CIENCIENA CORP
$2.0M
GTLSCHART INDS INC
$2.0M
OMCLOMNICELL COM
$2.0M
TERTERADYNE INC
$1.8M
CMTLCOMTECH TELECOMMUNICATIONS C
$1.7M
BNBROOKFIELD CORP
$1.6M
CVXCHEVRON CORP NEW
$1.4M
SSSSSURO CAPITAL CORP
$1.3M
DGXQUEST DIAGNOSTICS INC
$1.1M
LUVSOUTHWEST AIRLS CO
$1.0M
VSHVISHAY INTERTECHNOLOGY INC
$1.0M
POCIPRECISION OPTICS CORP INC MA
$1.0M
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