NEEDHAM INVESTMENT MANAGEMENT LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.2B

Holdings

141

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (141 positions)

StockValue
SMCIUSDSUPER MICRO COMPUTER INC
$102.2M
ASPNASPEN AEROGELS INC
$54.8M
PDFSPDF SOLUTIONS INC
$48.4M
NVMINOVA LTD
$41.2M
FMFFORMFACTOR INC
$34.6M
ENQENTEGRIS INC
$31.6M
VICRVICOR CORP
$29.3M
VECOVEECO INSTRS INC DEL
$28.5M
LASRNLIGHT INC
$23.9M
VRTVERTIV HOLDINGS CO
$22.6M
PSNPARSONS CORP DEL
$20.2M
VSHVISHAY INTERTECHNOLOGY INC
$20.2M
UISUNISYS CORP
$20.1M
VITLVITAL FARMS INC
$19.5M
VPGVISHAY PRECISION GROUP INC
$19.5M
ALTREURALTAIR ENGR INC
$19.0M
AIPARTERIS INC
$17.9M
PLABPHOTRONICS INC
$17.6M
VTE1ASURE SOFTWARE INC
$16.6M
THRTHERMON GROUP HLDGS INC
$16.5M
TMOTHERMO FISHER SCIENTIFIC INC
$16.2M
MKSIMKS INSTRS INC
$16.1M
ODCOIL DRI CORP AMER
$15.5M
FAROFARO TECHNOLOGIES INC
$13.7M
CLHCLEAN HARBORS INC
$13.7M
CRAICRA INTL INC
$13.4M
KLACKLA CORP
$13.2M
AMSWAUSDAMER SOFTWARE INC
$13.1M
ARLOARLO TECHNOLOGIES INC
$12.8M
COHRCOHERENT CORP
$12.5M
AKAMAKAMAI TECHNOLOGIES INC
$12.2M
LHLABCORP HOLDINGS INC
$12.0M
BFAMBRIGHT HORIZONS FAM SOL IN D
$11.7M
CRICARTERS INC
$11.6M
GENIGENIUS SPORTS LIMITED
$11.4M
KMXCARMAX INC
$11.1M
CGNXCOGNEX CORP
$10.7M
CMCSACOMCAST CORP NEW
$10.6M
TTMITTM TECHNOLOGIES INC
$10.3M
MTRXMATRIX SVC CO
$10.2M
HIIHUNTINGTON INGALLS INDS INC
$9.9M
TDUPTHREDUP INC
$9.8M
WABWABTEC
$9.2M
NVTNVENT ELECTRIC PLC
$8.4M
BRKRBRUKER CORP
$8.3M
KVYOKLAVIYO INC
$7.8M
ZUOUSDZUORA INC
$7.7M
ADTNADTRAN HOLDINGS INC
$7.4M
MATVMATIV HOLDINGS INC
$7.3M
HLITHARMONIC INC
$7.1M
RSSSRESEARCH SOLUTIONS INC
$6.9M
NTICNORTHERN TECHNOLOGIES INTL C
$6.9M
ECVTECOVYST INC
$6.5M
AAPLAPPLE INC
$6.5M
KVHIKVH INDS INC
$6.5M
CALXCALIX INC
$6.2M
SITMSITIME CORP
$5.8M
CTRICENTURI HOLDINGS INC
$5.8M
AEUSDADAMS RES & ENERGY INC
$5.8M
TTDTHE TRADE DESK INC
$5.8M
MDUMDU RES GROUP INC
$5.4M
NVGSNAVIGATOR HLDGS LTD
$5.3M
AXTIAXT INC
$5.2M
SMIDSMITH MIDLAND CORP
$5.1M
LITELUMENTUM HLDGS INC
$5.1M
ASMLASML HOLDING N V
$5.1M
ATROASTRONICS CORP
$4.9M
HQLABRDN LIFE SCIENCES INVESTOR
$4.8M
RG6ROGERS CORP
$4.8M
HONHONEYWELL INTL INC
$4.8M
MXLMAXLINEAR INC
$4.8M
EQIXEQUINIX INC
$4.7M
VSATVIASAT INC
$4.7M
UTIUNIVERSAL TECHNICAL INST INC
$4.6M
TERTERADYNE INC
$4.4M
GILDGILEAD SCIENCES INC
$4.4M
HQHABRDN HEALTHCARE INVESTORS
$4.3M
MRVLMARVELL TECHNOLOGY INC
$4.3M
EHCENCOMPASS HEALTH CORP
$4.3M
BDXBECTON DICKINSON & CO
$4.3M
MKLMARKEL GROUP INC
$4.2M
LINCLINCOLN EDL SVCS CORP
$4.2M
BABOEING CO
$4.1M
CMTCORE MOLDING TECHNOLOGIES IN
$4.1M
MDTMEDTRONIC PLC
$4.0M
CMTLCOMTECH TELECOMMUNICATIONS C
$3.9M
FEIMFREQUENCY ELECTRS INC
$3.7M
GNRCGENERAC HLDGS INC
$3.6M
APTALPHA PRO TECH LTD
$3.3M
TRNSTRANSCAT INC
$3.3M
CMRCBIGCOMMERCE HLDGS INC
$3.2M
LMATLEMAITRE VASCULAR INC
$3.2M
INFNEURINFINERA CORP
$3.0M
CEVACEVA INC
$2.9M
CIENCIENA CORP
$2.9M
GTLSCHART INDS INC
$2.9M
LRCXEURLAM RESEARCH CORP
$2.7M
RHCRH PLC
$2.6M
ALAIR LEASE CORP
$2.5M
HANHAWAIIAN HOLDINGS INC
$2.5M
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