NEEDHAM INVESTMENT MANAGEMENT LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.4T
Holdings
161
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (161 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCISUPER MICRO COMPUTER INC | 1,405,000 | $67.4B | 4.70% | |
| 2 | TDUPTHREDUP INC | 5,675,000 | $53.6B | 3.74% | |
| 3 | LASRNLIGHT INC | 1,792,740 | $53.1B | 3.71% | |
| 4 | PDFSPDF SOLUTIONS INC | 2,018,550 | $52.1B | 3.64% | |
| 5 | VRTVERTIV HOLDINGS CO | 284,000 | $42.8B | 2.99% | |
| 6 | NVMINOVA LTD | 116,750 | $37.3B | 2.60% | |
| 7 | ODCOIL DRI CORP AMER | 573,500 | $35.0B | 2.44% | |
| 8 | AIPARTERIS INC | 3,325,000 | $33.6B | 2.34% | |
| 9 | VICRVICOR CORP | 641,450 | $31.9B | 2.22% | |
| 10 | GENIGENIUS SPORTS LIMITED | 2,480,000 | $30.7B | 2.14% | |
| 11 | VSHVISHAY INTERTECHNOLOGY INC | 1,829,350 | $28.0B | 1.95% | |
| 12 | FMFFORMFACTOR INC | 740,000 | $27.0B | 1.88% | |
| 13 | VECOVEECO INSTRS INC DEL | 810,000 | $24.6B | 1.72% | |
| 14 | PSNPARSONS CORP DEL | 295,000 | $24.5B | 1.71% | |
| 15 | ASPNASPEN AEROGELS INC | 3,439,700 | $23.9B | 1.67% | |
| 16 | ARLOARLO TECHNOLOGIES INC | 1,307,500 | $22.2B | 1.55% | |
| 17 | VITLVITAL FARMS INC | 522,500 | $21.5B | 1.50% | |
| 18 | ENQENTEGRIS INC | 231,000 | $21.4B | 1.49% | |
| 19 | VPGVISHAY PRECISION GROUP INC | 657,500 | $21.1B | 1.47% | |
| 20 | VTE1ASURE SOFTWARE INC | 2,532,500 | $20.8B | 1.45% | |
| 21 | LINCLINCOLN EDL SVCS CORP | 865,000 | $20.3B | 1.42% | |
| 22 | UISUNISYS CORP | 5,090,000 | $19.9B | 1.38% | |
| 23 | CRAICRA INTL INC | 91,506 | $19.1B | 1.33% | |
| 24 | MTRXMATRIX SVC CO | 1,435,000 | $18.8B | 1.31% | |
| 25 | UTIUNIVERSAL TECHNICAL INST INC | 550,000 | $17.9B | 1.25% | |
| 26 | COHRCOHERENT CORP | 165,500 | $17.8B | 1.24% | |
| 27 | PLABPHOTRONICS INC | 760,000 | $17.4B | 1.22% | |
| 28 | THRTHERMON GROUP HLDGS INC | 623,500 | $16.7B | 1.16% | |
| 29 | MKSIMKS INC. | 130,750 | $16.2B | 1.13% | |
| 30 | LHLABCORP HOLDINGS INC | 56,313 | $16.2B | 1.13% | |
| 31 | HIIHUNTINGTON INGALLS INDS INC | 54,500 | $15.7B | 1.09% | |
| 32 | NVTNVENT ELECTRIC PLC | 154,500 | $15.2B | 1.06% | |
| 33 | CLHCLEAN HARBORS INC | 62,981 | $14.6B | 1.02% | |
| 34 | KLACKLA CORP | 13,000 | $14.0B | 0.98% | |
| 35 | CTRICENTURI HOLDINGS INC | 615,128 | $13.0B | 0.91% | |
| 36 | BRKRBRUKER CORP | 400,000 | $13.0B | 0.91% | |
| 37 | BFAMBRIGHT HORIZONS FAM SOL IN D | 117,500 | $12.8B | 0.89% | |
| 38 | TMOTHERMO FISHER SCIENTIFIC INC | 26,250 | $12.7B | 0.89% | |
| 39 | TTMITTM TECHNOLOGIES INC | 217,500 | $12.5B | 0.87% | |
| 40 | ATROASTRONICS CORP | 272,500 | $12.4B | 0.87% | |
| 41 | RSSSRESEARCH SOLUTIONS INC | 3,100,000 | $11.6B | 0.81% | |
| 42 | AKAMAKAMAI TECHNOLOGIES INC | 152,500 | $11.6B | 0.81% | |
| 43 | WABWABTEC | 55,750 | $11.2B | 0.78% | |
| 44 | MKLMARKEL GROUP INC | 5,775 | $11.0B | 0.77% | |
| 45 | ADTNADTRAN HOLDINGS INC | 1,175,000 | $11.0B | 0.77% | |
| 46 | VSATVIASAT INC | 355,100 | $10.4B | 0.73% | |
| 47 | ECGEVERUS CONSTR GROUP | 117,500 | $10.1B | 0.70% | |
| 48 | GRCGORMAN RUPP CO | 200,000 | $9.3B | 0.65% | |
| 49 | MDUMDU RES GROUP INC | 520,000 | $9.3B | 0.65% | |
| 50 | CECOCECO ENVIRONMENTAL CORP | 175,000 | $9.0B | 0.63% | |
| 51 | TTITETRA TECHNOLOGIES INC DEL | 1,525,000 | $8.8B | 0.61% | |
| 52 | ECVTECOVYST INC | 980,000 | $8.6B | 0.60% | |
| 53 | KVYOKLAVIYO INC | 305,000 | $8.4B | 0.59% | |
| 54 | CAMTCAMTEK LTD | 78,900 | $8.3B | 0.58% | |
| 55 | SMIDSMITH MIDLAND CORP | 223,000 | $8.2B | 0.57% | |
| 56 | MYRGMYR GROUP INC DEL | 37,500 | $7.8B | 0.54% | |
| 57 | CGNXCOGNEX CORP | 163,000 | $7.4B | 0.52% | |
| 58 | CMCSACOMCAST CORP NEW | 231,500 | $7.3B | 0.51% | |
| 59 | MTNVAIL RESORTS INC | 46,000 | $6.9B | 0.48% | |
| 60 | TRNSTRANSCAT INC | 93,500 | $6.8B | 0.48% | |
| 61 | SITMSITIME CORP | 22,000 | $6.6B | 0.46% | |
| 62 | JJACOBS SOLUTIONS INC | 42,000 | $6.3B | 0.44% | |
| 63 | HQLABRDN LIFE SCIENCES INVESTOR | 403,364 | $6.3B | 0.44% | |
| 64 | EQIXEQUINIX INC | 7,900 | $6.2B | 0.43% | |
| 65 | WTTRSELECT WATER SOLUTIONS INC | 575,000 | $6.1B | 0.43% | |
| 66 | HLITHARMONIC INC | 600,000 | $6.1B | 0.43% | |
| 67 | GILDGILEAD SCIENCES INC | 55,000 | $6.1B | 0.43% | |
| 68 | ASMLASML HOLDING N V | 6,150 | $6.0B | 0.42% | |
| 69 | KMXCARMAX INC | 129,500 | $5.8B | 0.41% | |
| 70 | EHCENCOMPASS HEALTH CORP | 45,000 | $5.7B | 0.40% | |
| 71 | HQHABRDN HEALTHCARE INVESTORS | 291,930 | $5.4B | 0.38% | |
| 72 | CMTCORE MOLDING TECHNOLOGIES IN | 253,350 | $5.2B | 0.36% | |
| 73 | BOXBOX INC | 160,000 | $5.2B | 0.36% | |
| 74 | DDDUPONT DE NEMOURS INC | 65,000 | $5.1B | 0.35% | |
| 75 | TERTERADYNE INC | 36,000 | $5.0B | 0.35% | |
| 76 | NTICNORTHERN TECHNOLOGIES INTL C | 640,000 | $4.9B | 0.34% | |
| 77 | BABOEING CO | 22,500 | $4.9B | 0.34% | |
| 78 | RG6ROGERS CORP | 60,000 | $4.8B | 0.34% | |
| 79 | MDTMEDTRONIC PLC | 50,541 | $4.8B | 0.34% | |
| 80 | HONHONEYWELL INTL INC | 22,500 | $4.7B | 0.33% | |
| 81 | AAPLAPPLE INC | 18,450 | $4.7B | 0.33% | |
| 82 | BSYBENTLEY SYS INC | 90,000 | $4.6B | 0.32% | |
| 83 | NVGSNAVIGATOR HLDGS LTD | 286,000 | $4.4B | 0.31% | |
| 84 | CMTLCOMTECH TELECOMMUNICATIONS C | 1,688,400 | $4.4B | 0.30% | |
| 85 | BWXTBWX TECHNOLOGIES INC | 23,500 | $4.3B | 0.30% | |
| 86 | MRVLMARVELL TECHNOLOGY INC | 48,250 | $4.1B | 0.28% | |
| 87 | RHCRH PLC | 33,000 | $4.0B | 0.28% | |
| 88 | PROPROS HOLDINGS INC | 170,000 | $3.9B | 0.27% | |
| 89 | SSSSSURO CAPITAL CORP | 426,594 | $3.8B | 0.27% | |
| 90 | CEVACEVA INC | 137,500 | $3.6B | 0.25% | |
| 91 | ESOAENERGY SVCS ACQUISITION CORP | 350,000 | $3.6B | 0.25% | |
| 92 | LMATLEMAITRE VASCULAR INC | 40,000 | $3.5B | 0.24% | |
| 93 | GLWCORNING INC | 42,000 | $3.4B | 0.24% | |
| 94 | LRCXLAM RESEARCH CORP | 25,000 | $3.3B | 0.23% | |
| 95 | BNBROOKFIELD CORP | 46,294 | $3.2B | 0.22% | |
| 96 | BDXBECTON DICKINSON & CO | 16,750 | $3.1B | 0.22% | |
| 97 | POCIPRECISION OPTICS CORP INC MA | 700,000 | $3.0B | 0.21% | |
| 98 | APTALPHA PRO TECH LTD | 635,000 | $3.0B | 0.21% | |
| 99 | RPDRAPID7 INC | 160,000 | $3.0B | 0.21% | |
| 100 | PENGPENGUIN SOLUTIONS INC | 112,500 | $3.0B | 0.21% |
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