NEEDHAM INVESTMENT MANAGEMENT LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.3T
Holdings
150
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PDFSPDF SOLUTIONS INC | 1,817,500 | $49.2B | 3.80% | |
| 2 | SMCISUPER MICRO COMPUTER INC | 1,410,000 | $43.0B | 3.31% | |
| 3 | VICRVICOR CORP | 874,000 | $42.2B | 3.26% | |
| 4 | UISUNISYS CORP | 5,335,000 | $33.8B | 2.60% | |
| 5 | NVMINOVA LTD | 169,750 | $33.4B | 2.58% | |
| 6 | VRTVERTIV HOLDINGS CO | 285,000 | $32.4B | 2.50% | |
| 7 | ASPNASPEN AEROGELS INC | 2,389,700 | $28.4B | 2.19% | |
| 8 | AIPARTERIS INC | 2,745,000 | $28.0B | 2.16% | |
| 9 | LASRNLIGHT INC | 2,652,115 | $27.8B | 2.15% | |
| 10 | FMFFORMFACTOR INC | 625,500 | $27.5B | 2.12% | |
| 11 | FAROFARO TECHNOLOGIES INC | 1,028,375 | $26.1B | 2.01% | |
| 12 | PSNPARSONS CORP DEL | 277,000 | $25.6B | 1.97% | |
| 13 | ALTREURALTAIR ENGR INC | 225,000 | $24.5B | 1.89% | |
| 14 | ODCOIL DRI CORP AMER | 280,000 | $24.5B | 1.89% | |
| 15 | VSHVISHAY INTERTECHNOLOGY INC | 1,414,100 | $24.0B | 1.85% | |
| 16 | ENQENTEGRIS INC | 240,000 | $23.8B | 1.83% | |
| 17 | VTE1ASURE SOFTWARE INC | 2,495,000 | $23.5B | 1.81% | |
| 18 | AMSWAUSDLOGILITY SUPPLY CHAIN SOLUTI | 1,981,900 | $22.0B | 1.69% | |
| 19 | GENIGENIUS SPORTS LIMITED | 2,335,000 | $20.2B | 1.56% | |
| 20 | VECOVEECO INSTRS INC DEL | 731,000 | $19.6B | 1.51% | |
| 21 | THRTHERMON GROUP HLDGS INC | 655,000 | $18.8B | 1.45% | |
| 22 | AKAMAKAMAI TECHNOLOGIES INC | 195,000 | $18.7B | 1.44% | |
| 23 | PLABPHOTRONICS INC | 770,000 | $18.1B | 1.40% | |
| 24 | VITLVITAL FARMS INC | 455,000 | $17.1B | 1.32% | |
| 25 | MTRXMATRIX SVC CO | 1,420,000 | $17.0B | 1.31% | |
| 26 | VPGVISHAY PRECISION GROUP INC | 685,200 | $16.1B | 1.24% | |
| 27 | COHRCOHERENT CORP | 166,500 | $15.8B | 1.22% | |
| 28 | CRAICRA INTL INC | 83,250 | $15.6B | 1.20% | |
| 29 | TMOTHERMO FISHER SCIENTIFIC INC | 29,250 | $15.2B | 1.17% | |
| 30 | ARLOARLO TECHNOLOGIES INC | 1,295,000 | $14.5B | 1.12% | |
| 31 | CLHCLEAN HARBORS INC | 60,756 | $14.0B | 1.08% | |
| 32 | BRKRBRUKER CORP | 236,000 | $13.8B | 1.07% | |
| 33 | LHLABCORP HOLDINGS INC | 58,863 | $13.5B | 1.04% | |
| 34 | MKSIMKS INSTRS INC | 129,000 | $13.5B | 1.04% | |
| 35 | KVYOKLAVIYO INC | 315,000 | $13.0B | 1.00% | |
| 36 | BFAMBRIGHT HORIZONS FAM SOL IN D | 112,000 | $12.4B | 0.96% | |
| 37 | TTMITTM TECHNOLOGIES INC | 490,000 | $12.1B | 0.94% | |
| 38 | RSSSRESEARCH SOLUTIONS INC | 2,880,000 | $12.0B | 0.92% | |
| 39 | KMXCARMAX INC | 142,500 | $11.7B | 0.90% | |
| 40 | WABWABTEC | 58,000 | $11.0B | 0.85% | |
| 41 | NVTNVENT ELECTRIC PLC | 160,000 | $10.9B | 0.84% | |
| 42 | ADTNADTRAN HOLDINGS INC | 1,245,000 | $10.4B | 0.80% | |
| 43 | HIIHUNTINGTON INGALLS INDS INC | 53,750 | $10.2B | 0.78% | |
| 44 | CMCSACOMCAST CORP NEW | 269,000 | $10.1B | 0.78% | |
| 45 | KLACKLA CORP | 16,000 | $10.1B | 0.78% | |
| 46 | CALXCALIX INC | 275,000 | $9.6B | 0.74% | |
| 47 | LINCLINCOLN EDL SVCS CORP | 605,000 | $9.6B | 0.74% | |
| 48 | SMIDSMITH MIDLAND CORP | 211,000 | $9.4B | 0.72% | |
| 49 | TDUPTHREDUP INC | 6,367,500 | $8.9B | 0.68% | |
| 50 | CTRICENTURI HOLDINGS INC | 447,628 | $8.6B | 0.67% | |
| 51 | HLITHARMONIC INC | 650,000 | $8.6B | 0.66% | |
| 52 | MKLMARKEL GROUP INC | 4,950 | $8.5B | 0.66% | |
| 53 | CRICARTERS INC | 156,800 | $8.5B | 0.66% | |
| 54 | MDUMDU RES GROUP INC | 461,000 | $8.3B | 0.64% | |
| 55 | UTIUNIVERSAL TECHNICAL INST INC | 306,000 | $7.9B | 0.61% | |
| 56 | ECGEVERUS CONSTR GROUP | 115,250 | $7.6B | 0.58% | |
| 57 | TTDTHE TRADE DESK INC | 63,000 | $7.4B | 0.57% | |
| 58 | EQIXEQUINIX INC | 7,800 | $7.4B | 0.57% | |
| 59 | AEUSDADAMS RES & ENERGY INC | 190,000 | $7.2B | 0.55% | |
| 60 | CMTLCOMTECH TELECOMMUNICATIONS C | 1,780,000 | $7.1B | 0.55% | |
| 61 | NTICNORTHERN TECHNOLOGIES INTL C | 525,500 | $7.1B | 0.55% | |
| 62 | CGNXCOGNEX CORP | 197,500 | $7.1B | 0.55% | |
| 63 | ECVTECOVYST INC | 920,000 | $7.0B | 0.54% | |
| 64 | MRVLMARVELL TECHNOLOGY INC | 60,000 | $6.6B | 0.51% | |
| 65 | KVHIKVH INDS INC | 1,115,150 | $6.4B | 0.49% | |
| 66 | TERTERADYNE INC | 47,500 | $6.0B | 0.46% | |
| 67 | GILDGILEAD SCIENCES INC | 64,000 | $5.9B | 0.46% | |
| 68 | RG6ROGERS CORP | 57,500 | $5.8B | 0.45% | |
| 69 | SITMSITIME CORP | 26,750 | $5.7B | 0.44% | |
| 70 | TRNSTRANSCAT INC | 50,700 | $5.4B | 0.41% | |
| 71 | GRCGORMAN RUPP CO | 138,500 | $5.3B | 0.41% | |
| 72 | AAPLAPPLE INC | 20,550 | $5.1B | 0.40% | |
| 73 | HONHONEYWELL INTL INC | 22,500 | $5.1B | 0.39% | |
| 74 | MATVMATIV HOLDINGS INC | 442,500 | $4.8B | 0.37% | |
| 75 | NVGSNAVIGATOR HLDGS LTD | 306,000 | $4.7B | 0.36% | |
| 76 | HQLABRDN LIFE SCIENCES INVESTOR | 352,719 | $4.6B | 0.36% | |
| 77 | EHCENCOMPASS HEALTH CORP | 50,000 | $4.6B | 0.36% | |
| 78 | GTLSCHART INDS INC | 24,000 | $4.6B | 0.35% | |
| 79 | BSYBENTLEY SYS INC | 97,500 | $4.6B | 0.35% | |
| 80 | MYRGMYR GROUP INC DEL | 30,000 | $4.5B | 0.34% | |
| 81 | MXLMAXLINEAR INC | 225,000 | $4.5B | 0.34% | |
| 82 | ATROASTRONICS CORP | 267,500 | $4.3B | 0.33% | |
| 83 | CMTCORE MOLDING TECHNOLOGIES IN | 255,000 | $4.2B | 0.33% | |
| 84 | BDXBECTON DICKINSON & CO | 18,250 | $4.1B | 0.32% | |
| 85 | HQHABRDN HEALTHCARE INVESTORS | 255,078 | $4.1B | 0.32% | |
| 86 | MDTMEDTRONIC PLC | 51,041 | $4.1B | 0.31% | |
| 87 | MTNVAIL RESORTS INC | 21,500 | $4.0B | 0.31% | |
| 88 | BABOEING CO | 22,500 | $4.0B | 0.31% | |
| 89 | ASMLASML HOLDING N V | 5,500 | $3.8B | 0.29% | |
| 90 | BMIBADGER METER INC | 17,650 | $3.7B | 0.29% | |
| 91 | CEVACEVA INC | 115,000 | $3.6B | 0.28% | |
| 92 | LMATLEMAITRE VASCULAR INC | 38,500 | $3.5B | 0.27% | |
| 93 | APTALPHA PRO TECH LTD | 612,500 | $3.2B | 0.25% | |
| 94 | RHCRH PLC | 35,000 | $3.2B | 0.25% | |
| 95 | COHUCOHU INC | 118,000 | $3.2B | 0.24% | |
| 96 | AXTIAXT INC | 1,418,100 | $3.1B | 0.24% | |
| 97 | CMRCBIGCOMMERCE HLDGS INC | 500,000 | $3.1B | 0.24% | |
| 98 | VSATVIASAT INC | 355,100 | $3.0B | 0.23% | |
| 99 | RPDRAPID7 INC | 75,000 | $3.0B | 0.23% | |
| 100 | BNBROOKFIELD CORP | 46,294 | $2.7B | 0.21% |
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