NEEDHAM INVESTMENT MANAGEMENT LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.1T
Holdings
150
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCISUPER MICRO COMPUTER INC | 1,432,500 | $49.0B | 4.60% | |
| 2 | VICRVICOR CORP | 774,000 | $36.2B | 3.39% | |
| 3 | PDFSPDF SOLUTIONS INC | 1,865,000 | $35.6B | 3.34% | |
| 4 | FAROFARO TECHNOLOGIES INC | 1,018,375 | $27.8B | 2.61% | |
| 5 | NVMINOVA LTD | 140,750 | $25.9B | 2.43% | |
| 6 | ODCOIL DRI CORP AMER | 561,500 | $25.8B | 2.42% | |
| 7 | UISUNISYS CORP | 5,559,800 | $25.5B | 2.39% | |
| 8 | VTE1ASURE SOFTWARE INC | 2,495,000 | $23.8B | 2.23% | |
| 9 | GENIGENIUS SPORTS LIMITED | 2,335,000 | $23.4B | 2.19% | |
| 10 | VSHVISHAY INTERTECHNOLOGY INC | 1,466,600 | $23.3B | 2.19% | |
| 11 | VRTVERTIV HOLDINGS CO | 284,750 | $20.6B | 1.93% | |
| 12 | ENQENTEGRIS INC | 233,000 | $20.4B | 1.91% | |
| 13 | LASRNLIGHT INC | 2,560,490 | $19.9B | 1.86% | |
| 14 | AIPARTERIS INC | 2,812,500 | $19.4B | 1.82% | |
| 15 | FMFFORMFACTOR INC | 665,000 | $18.8B | 1.76% | |
| 16 | THRTHERMON GROUP HLDGS INC | 642,500 | $17.9B | 1.68% | |
| 17 | MTRXMATRIX SVC CO | 1,420,000 | $17.7B | 1.65% | |
| 18 | ASPNASPEN AEROGELS INC | 2,737,200 | $17.5B | 1.64% | |
| 19 | PSNPARSONS CORP DEL | 292,250 | $17.3B | 1.62% | |
| 20 | VPGVISHAY PRECISION GROUP INC | 685,200 | $16.5B | 1.55% | |
| 21 | AKAMAKAMAI TECHNOLOGIES INC | 197,500 | $15.9B | 1.49% | |
| 22 | PLABPHOTRONICS INC | 750,000 | $15.6B | 1.46% | |
| 23 | VITLVITAL FARMS INC | 505,000 | $15.4B | 1.44% | |
| 24 | TDUPTHREDUP INC | 6,350,000 | $15.3B | 1.43% | |
| 25 | VECOVEECO INSTRS INC DEL | 721,000 | $14.5B | 1.36% | |
| 26 | CRAICRA INTL INC | 83,250 | $14.4B | 1.35% | |
| 27 | BFAMBRIGHT HORIZONS FAM SOL IN D | 107,500 | $13.7B | 1.28% | |
| 28 | TMOTHERMO FISHER SCIENTIFIC INC | 26,500 | $13.2B | 1.24% | |
| 29 | LHLABCORP HOLDINGS INC | 56,563 | $13.2B | 1.23% | |
| 30 | ARLOARLO TECHNOLOGIES INC | 1,297,500 | $12.8B | 1.20% | |
| 31 | CLHCLEAN HARBORS INC | 60,906 | $12.0B | 1.12% | |
| 32 | HIIHUNTINGTON INGALLS INDS INC | 54,500 | $11.1B | 1.04% | |
| 33 | KLACKLA CORP | 16,000 | $10.9B | 1.02% | |
| 34 | COHRCOHERENT CORP | 166,000 | $10.8B | 1.01% | |
| 35 | KMXCARMAX INC | 137,500 | $10.7B | 1.00% | |
| 36 | WABWABTEC | 58,000 | $10.5B | 0.99% | |
| 37 | MKSIMKS INSTRS INC | 128,750 | $10.3B | 0.97% | |
| 38 | TTMITTM TECHNOLOGIES INC | 476,750 | $9.8B | 0.92% | |
| 39 | ADTNADTRAN HOLDINGS INC | 1,120,000 | $9.8B | 0.92% | |
| 40 | LINCLINCOLN EDL SVCS CORP | 605,000 | $9.6B | 0.90% | |
| 41 | BRKRBRUKER CORP | 230,000 | $9.6B | 0.90% | |
| 42 | KVYOKLAVIYO INC | 309,000 | $9.4B | 0.88% | |
| 43 | MKLMARKEL GROUP INC | 4,950 | $9.3B | 0.87% | |
| 44 | CMCSACOMCAST CORP NEW | 239,500 | $8.8B | 0.83% | |
| 45 | NVTNVENT ELECTRIC PLC | 157,500 | $8.3B | 0.77% | |
| 46 | UTIUNIVERSAL TECHNICAL INST INC | 306,000 | $7.9B | 0.74% | |
| 47 | MDUMDU RES GROUP INC | 459,000 | $7.8B | 0.73% | |
| 48 | RSSSRESEARCH SOLUTIONS INC | 2,930,000 | $7.6B | 0.71% | |
| 49 | CALXCALIX INC | 212,000 | $7.5B | 0.70% | |
| 50 | CTRICENTURI HOLDINGS INC | 447,628 | $7.3B | 0.69% | |
| 51 | AMSWAUSDLOGILITY SUPPLY CHAIN SOLUTI | 460,000 | $6.6B | 0.61% | |
| 52 | SMIDSMITH MIDLAND CORP | 211,000 | $6.6B | 0.61% | |
| 53 | ATROASTRONICS CORP | 267,500 | $6.5B | 0.61% | |
| 54 | GILDGILEAD SCIENCES INC | 57,500 | $6.4B | 0.60% | |
| 55 | EQIXEQUINIX INC | 7,700 | $6.3B | 0.59% | |
| 56 | ECVTECOVYST INC | 920,000 | $5.7B | 0.53% | |
| 57 | NTICNORTHERN TECHNOLOGIES INTL C | 525,500 | $5.5B | 0.51% | |
| 58 | HLITHARMONIC INC | 565,000 | $5.4B | 0.51% | |
| 59 | EHCENCOMPASS HEALTH CORP | 50,000 | $5.1B | 0.47% | |
| 60 | TERTERADYNE INC | 60,500 | $5.0B | 0.47% | |
| 61 | KVHIKVH INDS INC | 926,545 | $4.9B | 0.46% | |
| 62 | CRICARTERS INC | 119,500 | $4.9B | 0.46% | |
| 63 | GRCGORMAN RUPP CO | 138,500 | $4.9B | 0.46% | |
| 64 | TRNSTRANSCAT INC | 65,000 | $4.8B | 0.45% | |
| 65 | HQLABRDN LIFE SCIENCES INVESTOR | 378,654 | $4.8B | 0.45% | |
| 66 | HONHONEYWELL INTL INC | 22,500 | $4.8B | 0.45% | |
| 67 | CGNXCOGNEX CORP | 155,500 | $4.6B | 0.43% | |
| 68 | MDTMEDTRONIC PLC | 51,041 | $4.6B | 0.43% | |
| 69 | ECGEVERUS CONSTR GROUP | 122,000 | $4.5B | 0.42% | |
| 70 | HQHABRDN HEALTHCARE INVESTORS | 264,473 | $4.3B | 0.40% | |
| 71 | AAPLAPPLE INC | 19,050 | $4.2B | 0.40% | |
| 72 | NVGSNAVIGATOR HLDGS LTD | 305,000 | $4.1B | 0.38% | |
| 73 | SITMSITIME CORP | 26,500 | $4.1B | 0.38% | |
| 74 | TTDTHE TRADE DESK INC | 73,000 | $4.0B | 0.37% | |
| 75 | BDXBECTON DICKINSON & CO | 17,000 | $3.9B | 0.36% | |
| 76 | CMTCORE MOLDING TECHNOLOGIES IN | 255,000 | $3.9B | 0.36% | |
| 77 | BABOEING CO | 22,500 | $3.8B | 0.36% | |
| 78 | BSYBENTLEY SYS INC | 97,500 | $3.8B | 0.36% | |
| 79 | RG6ROGERS CORP | 55,000 | $3.7B | 0.35% | |
| 80 | VSATVIASAT INC | 355,100 | $3.7B | 0.35% | |
| 81 | ASMLASML HOLDING N V | 5,500 | $3.6B | 0.34% | |
| 82 | MRVLMARVELL TECHNOLOGY INC | 57,000 | $3.5B | 0.33% | |
| 83 | GTLSCHART INDS INC | 24,000 | $3.5B | 0.32% | |
| 84 | MTNVAIL RESORTS INC | 21,500 | $3.4B | 0.32% | |
| 85 | MYRGMYR GROUP INC DEL | 30,000 | $3.4B | 0.32% | |
| 86 | LMATLEMAITRE VASCULAR INC | 38,500 | $3.2B | 0.30% | |
| 87 | APTALPHA PRO TECH LTD | 612,500 | $3.1B | 0.29% | |
| 88 | POCIPRECISION OPTICS CORP INC MA | 700,000 | $2.9B | 0.27% | |
| 89 | RHCRH PLC | 33,000 | $2.9B | 0.27% | |
| 90 | CAMTCAMTEK LTD | 47,500 | $2.8B | 0.26% | |
| 91 | BMIBADGER METER INC | 14,500 | $2.8B | 0.26% | |
| 92 | CMTLCOMTECH TELECOMMUNICATIONS C | 1,688,400 | $2.7B | 0.25% | |
| 93 | JJACOBS SOLUTIONS INC | 21,500 | $2.6B | 0.24% | |
| 94 | CMRCBIGCOMMERCE HLDGS INC | 450,000 | $2.6B | 0.24% | |
| 95 | ALAIR LEASE CORP | 51,500 | $2.5B | 0.23% | |
| 96 | DDDUPONT DE NEMOURS INC | 32,500 | $2.4B | 0.23% | |
| 97 | BNBROOKFIELD CORP | 46,294 | $2.4B | 0.23% | |
| 98 | CEVACEVA INC | 92,000 | $2.4B | 0.22% | |
| 99 | RPDRAPID7 INC | 80,000 | $2.1B | 0.20% | |
| 100 | ADIANALOG DEVICES INC | 10,000 | $2.0B | 0.19% |
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