NEEDHAM INVESTMENT MANAGEMENT LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$796.7M
Holdings
119
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (119 positions)
| Stock | Value |
|---|---|
—AGILE THERAPEUTICS INC | $171.0M |
ENQENTEGRIS INC | $37.2M |
ASPNASPEN AEROGELS INC | $34.6M |
PDFSPDF SOLUTIONS INC | $30.4M |
NVMINOVA LTD | $28.9M |
VICRVICOR CORP | $27.9M |
FMFFORMFACTOR INC | $27.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $25.4M |
MKSIMKS INSTRS INC | $23.9M |
ADTNEURADTRAN INC | $18.2M |
COHRII-VI INC | $17.8M |
—NEOPHOTONICS CORP | $16.8M |
SMCIUSDSUPER MICRO COMPUTER INC | $16.4M |
TLSTELOS CORP MD | $16.4M |
CMCSACOMCAST CORP NEW | $15.3M |
AYXEURALTERYX INC | $14.2M |
LHLABORATORY CORP AMER HLDGS | $14.2M |
BNFTEURBENEFITFOCUS INC | $13.9M |
FLBFLUIDIGM CORP DEL | $13.8M |
AXTIAXT INC | $13.6M |
VRAYQVIEWRAY INC | $13.3M |
KMXCARMAX INC | $11.7M |
VECOVEECO INSTRS INC DEL | $10.9M |
PLABPHOTRONICS INC | $10.6M |
LASRNLIGHT INC | $10.2M |
IVACINTEVAC INC | $10.2M |
EGHT8X8 INC NEW | $10.1M |
KVHIKVH INDS INC | $9.7M |
SUMO2EURSUMO LOGIC INC | $9.6M |
INFNEURINFINERA CORP | $9.6M |
—LIMELIGHT NETWORKS INC | $9.4M |
VPGVISHAY PRECISION GROUP INC | $9.3M |
VSHVISHAY INTERTECHNOLOGY INC | $9.1M |
CMRCBIGCOMMERCE HLDGS INC | $8.7M |
HQLTEKLA LIFE SCIENCES INVS | $8.7M |
KLACKLA CORP | $8.6M |
SIENUSDSIENTRA INC | $8.2M |
HQHTEKLA HEALTHCARE INVS | $8.0M |
CMBMCAMBIUM NETWORKS CORP | $7.9M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $7.8M |
AEISADVANCED ENERGY INDS | $7.3M |
GILDGILEAD SCIENCES INC | $7.3M |
AAPLAPPLE INC | $7.1M |
YEXTYEXT INC | $6.9M |
SMIDSMITH MIDLAND CORP | $6.9M |
FEIMFREQUENCY ELECTRS INC | $6.5M |
SSSSSURO CAPITAL CORP | $6.0M |
WABWABTEC | $5.8M |
VSATVIASAT INC | $5.8M |
AKAMAKAMAI TECHNOLOGIES INC | $5.6M |
HONHONEYWELL INTL INC | $5.5M |
EVBGEUREVERBRIDGE INC | $5.5M |
PSNPARSONS CORP DEL | $5.5M |
TTDTHE TRADE DESK INC | $5.5M |
MDTMEDTRONIC PLC | $5.3M |
AZTAAZENTA INC | $5.2M |
SITMSITIME CORP | $5.1M |
HEIHEICO CORP NEW | $5.1M |
BABOEING CO | $5.0M |
BDXBECTON DICKINSON & CO | $4.8M |
EHCENCOMPASS HEALTH CORP | $4.6M |
ACVAACV AUCTIONS INC | $4.5M |
CYRXCRYOPORT INC | $4.3M |
NVGSNAVIGATOR HLDGS LTD | $4.0M |
UPLDUPLAND SOFTWARE INC | $3.2M |
EDITEDITAS MEDICINE INC | $3.2M |
DCTDUCK CREEK TECHNOLOGIES INC | $3.2M |
—VACASA INC | $2.9M |
BAMBROOKFIELD ASSET MGMT INC | $2.8M |
—GSE SYS INC | $2.3M |
ALAIR LEASE CORP | $2.3M |
IPGPIPG PHOTONICS CORP | $2.3M |
ARLOARLO TECHNOLOGIES INC | $2.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.0M |
QTWOQ2 HLDGS INC | $1.9M |
LRCXEURLAM RESEARCH CORP | $1.8M |
—SHARPS COMPLIANCE CORP | $1.7M |
EQIXEQUINIX INC | $1.7M |
SEMRSEMRUSH HLDGS INC | $1.4M |
AMATAPPLIED MATLS INC | $1.4M |
BRKRBRUKER CORP | $1.4M |
ODCOIL DRI CORP AMER | $1.3M |
—CHANNELADVISOR CORP | $1.3M |
CRAICRA INTL INC | $1.3M |
GLWCORNING INC | $1.2M |
TRNSTRANSCAT INC | $1.2M |
GTHXEURG1 THERAPEUTICS INC | $1.2M |
AMTAMERICAN TOWER CORP NEW | $1.1M |
VRTVERTIV HOLDINGS CO | $1.1M |
CVXCHEVRON CORP NEW | $1.1M |
LMATLEMAITRE VASCULAR INC | $1.0M |
CLHCLEAN HARBORS INC | $998K |
DGXQUEST DIAGNOSTICS INC | $995K |
THRTHERMON GROUP HLDGS INC | $931K |
TDUPTHREDUP INC | $893K |
LUVSOUTHWEST AIRLS CO | $856K |
BIRDGBPALLBIRDS INC | $829K |
SKYTSKYWATER TECHNOLOGY INC | $817K |
GOOGLALPHABET INC | $724K |
—FLOTEK INDS INC DEL | $678K |
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