NEEDHAM INVESTMENT MANAGEMENT LLC Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$535.0M
Holdings
121
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (121 positions)
| Stock | Value |
|---|---|
ENQENTEGRIS INC | $24.1M |
FMFFORMFACTOR INC | $19.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $18.7M |
PDFSPDF SOLUTIONS INC | $18.4M |
VICRVICOR CORP | $17.3M |
NVMINOVA LTD | $17.2M |
KVHIKVH INDS INC | $15.9M |
MKSIMKS INSTRS INC | $15.7M |
LHLABORATORY CORP AMER HLDGS | $14.2M |
TLSTELOS CORP MD | $14.2M |
SMCIUSDSUPER MICRO COMPUTER INC | $11.8M |
CMCSACOMCAST CORP NEW | $11.6M |
INFNEURINFINERA CORP | $11.3M |
COHRII-VI INC | $11.0M |
ADTNEURADTRAN INC | $10.8M |
IVACINTEVAC INC | $10.4M |
CMBMCAMBIUM NETWORKS CORP | $9.4M |
BNFTEURBENEFITFOCUS INC | $9.3M |
AXTIAXT INC | $9.1M |
PSNPARSONS CORP DEL | $8.5M |
SUMO2EURSUMO LOGIC INC | $8.4M |
KMXCARMAX INC | $8.0M |
LASRNLIGHT INC | $7.4M |
ASPNASPEN AEROGELS INC | $6.8M |
VRAYQVIEWRAY INC | $6.8M |
PLABPHOTRONICS INC | $6.7M |
VPGVISHAY PRECISION GROUP INC | $6.5M |
HQLTEKLA LIFE SCIENCES INVS | $6.4M |
KLACKLA CORP | $6.4M |
UPLDUPLAND SOFTWARE INC | $6.3M |
HQHTEKLA HEALTHCARE INVS | $6.3M |
FLBSTANDARD BIOTOOLS INC | $6.2M |
VECOVEECO INSTRS INC DEL | $5.8M |
YEXTYEXT INC | $5.7M |
AAPLAPPLE INC | $5.5M |
WABWABTEC | $5.2M |
FEIMFREQUENCY ELECTRS INC | $4.9M |
ZUOUSDZUORA INC | $4.9M |
CLHCLEAN HARBORS INC | $4.7M |
HONHONEYWELL INTL INC | $4.6M |
MDTMEDTRONIC PLC | $4.6M |
GILDGILEAD SCIENCES INC | $4.6M |
BDXBECTON DICKINSON & CO | $4.6M |
AEISADVANCED ENERGY INDS | $4.5M |
AKAMAKAMAI TECHNOLOGIES INC | $4.3M |
EHCENCOMPASS HEALTH CORP | $3.9M |
VSATVIASAT INC | $3.9M |
—NEOPHOTONICS CORP | $3.8M |
—LIMELIGHT NETWORKS INC | $3.7M |
COHUCOHU INC | $3.5M |
NVGSNAVIGATOR HLDGS LTD | $3.5M |
BABOEING CO | $3.4M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $3.3M |
EGHT8X8 INC NEW | $3.1M |
SSSSSURO CAPITAL CORP | $2.9M |
SITMSITIME CORP | $2.9M |
AYXEURALTERYX INC | $2.5M |
TTDTHE TRADE DESK INC | $2.5M |
CYRXCRYOPORT INC | $2.2M |
VSHVISHAY INTERTECHNOLOGY INC | $2.2M |
ASMLASML HOLDING N V | $2.2M |
TTMITTM TECHNOLOGIES INC | $2.2M |
UISUNISYS CORP | $2.2M |
CMRCBIGCOMMERCE HLDGS INC | $2.1M |
VRTVERTIV HOLDINGS CO | $2.1M |
BAMBROOKFIELD ASSET MGMT INC | $2.1M |
CRAICRA INTL INC | $2.1M |
SMIDSMITH MIDLAND CORP | $2.0M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $1.9M |
BRKRBRUKER CORP | $1.9M |
—GSE SYS INC | $1.9M |
SIENUSDSIENTRA INC | $1.8M |
ALAIR LEASE CORP | $1.8M |
THRTHERMON GROUP HLDGS INC | $1.5M |
ADIANALOG DEVICES INC | $1.5M |
HANHAWAIIAN HOLDINGS INC | $1.4M |
EQIXEQUINIX INC | $1.4M |
ODCOIL DRI CORP AMER | $1.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.3M |
CVXCHEVRON CORP NEW | $1.3M |
DGXQUEST DIAGNOSTICS INC | $1.3M |
AMTAMERICAN TOWER CORP NEW | $1.2M |
ACVAACV AUCTIONS INC | $1.2M |
—CHANNELADVISOR CORP | $1.2M |
—SHARPS COMPLIANCE CORP | $1.1M |
—VACASA INC | $1.1M |
LRCXEURLAM RESEARCH CORP | $1.1M |
GLWCORNING INC | $1.0M |
MATVSCHWEITZER-MAUDUIT INTL INC | $1.0M |
TRNSTRANSCAT INC | $994K |
APTALPHA PRO TECH LTD | $981K |
MKLMARKEL CORP | $970K |
EDUCEDUCATIONAL DEV CORP | $950K |
QTWOQ2 HLDGS INC | $945K |
LMATLEMAITRE VASCULAR INC | $934K |
—NEENAH INC | $854K |
AMATAPPLIED MATLS INC | $819K |
ALTREURALTAIR ENGR INC | $814K |
AEUSDADAMS RES & ENERGY INC | $805K |
UGIUGI CORP NEW | $772K |
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