Needham Investment Management

Latest statistics and disclosures from Needham Investment Management's latest quarterly 13F-HR filing:

Needham Investment Management portfolio companies for March 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Express Scripts Holding 7.12 500500 57.62 0.00
TMO Thermo Fisher Scientific 4.06 215000 76.49 118.03
VSAT ViaSat 3.50 -13.00% 292500 48.44 66.86
GILD Gilead Sciences 3.37 +86.00% 279000 48.94 74.82
PDFS PDF Solutions 3.15 -20.00% 796000 16.02 18.19
PCP Precision Castparts 2.81 60000 189.60 258.02
SMCI Super Micro Computer 2.81 +13.00% 1007500 11.29 20.01
JBL Jabil Circuit 2.65 580000 18.48 17.91
FNGN Financial Engines 2.46 -32.00% 275400 36.22 47.73
ESIO Electro Scientific Industries 2.36 865500 11.05 9.66
HES Hess 2.34 132500 71.60 88.34
ELX Emulex Corporation 2.26 -5.00% 1401800 6.53 7.50
ANEN Anaren 2.25 -10.00% 470000 19.39 27.98
ENTR Entropic Communications 2.16 -2.00% 2155000 4.07 3.98
BA Boeing Company 2.12 100000 85.84 130.20
AKAM Akamai Technologies 2.09 -8.00% 240000 35.32 54.68
HQH H&Q; Healthcare Investors 1.98 402059 19.98 26.22
HON Honeywell International 1.97 -11.00% 106000 75.36 93.51
FORM FormFactor 1.97 +5.00% 1702800 4.70 6.28
EFII Electronics For Imaging 1.88 301000 25.36 39.23
KMX CarMax 1.83 -6.00% 177500 41.69 43.61
HQL H&Q; Life Sciences Investors 1.83 425689 17.44 21.21
ENTG Entegris 1.75 720000 9.86 12.11
CMCSA Comcast Corporation 1.66 160000 41.98 51.04
NOVA MEASURING Instruments L 1.58 -2.00% 711950 9.00 0.00
NEWP Newport Corporation 1.51 -31.00% 360500 16.92 19.62
IIVI II-VI 1.50 +38.00% 355900 17.04 14.81
QNST QuinStreet 1.44 -3.00% 978060 5.97 6.17
BRKS Brooks Automation 1.43 -23.00% 568815 10.18 11.13
VAR Varian Medical Systems 1.28 -61.00% 72000 72.00 81.28
MKSI MKS Instruments 1.25 +4.00% 186600 27.21 29.09
Wageworks 1.24 200000 25.03 0.00
BDX Becton, Dickinson and 1.23 -3.00% 52000 95.57 113.62
VSH Vishay Intertechnology 1.18 -31.00% 350000 13.61 14.92
MON Monsanto Company 1.04 40000 105.65 112.17
SDBT SoundBite Communications 1.03 +39.00% 1375000 3.03 0.00
Covidien 1.02 -3.00% 60875 67.89 0.00
LH Laboratory Corp. of America Holdings 0.94 -10.00% 42088 90.28 99.70
TTMI TTM Technologies 0.93 -20.00% 496900 7.60 8.10
UCTT Ultra Clean Holdings 0.91 +106.00% 566900 6.50 11.54
Oaktree Cap 0.88 70000 51.03 0.00
CNMD CONMED Corporation 0.86 -4.00% 102500 34.06 46.33
Hldgs 0.79 100000 32.00 0.00
SYPR Sypris Solutions 0.70 675000 4.18 2.82
PLAB Photronics 0.60 +23.00% 364750 6.68 8.52
AAPL Apple 0.60 +3.00% 5450 442.57 530.49
Wpx Energy 0.58 +193.00% 146600 16.03 0.00
EPAY Bottomline Technologies 0.57 81280 28.51 32.57
GPOR Gulfport Energy Corporation 0.57 NEW 50000 45.86 73.20
Brightcove 0.54 +312.00% 355000 6.21 0.00
DKS Dick's Sporting Goods 0.53 -15.00% 45000 47.33 52.62
LBY Libbey 0.48 100000 19.34 26.91
MFLX Multi-Fineline Electronix 0.46 +87.00% 122000 15.43 12.82
HLS HEALTHSOUTH 0.46 70000 26.37 35.25
SAI SAIC 0.45 135000 13.54 0.00
MXL MaxLinear 0.44 -31.00% 290000 6.20 8.96
TSRA Tessera Technologies 0.42 -8.00% 89600 18.77 22.84
NOV National-Oilwell Var 0.40 NEW 23000 70.77 82.71
Orbotech Ltd Com Stk 0.36 145000 10.09 0.00
REIS Reis 0.36 -5.00% 95000 15.54 17.39
Avg Technologies shs 0.35 -79.00% 101500 13.92 0.00
Edwards Group Ltd Sponsored 0.33 NEW 164591 8.05 0.00
FXCM FXCM 0.27 80000 13.67 15.78
MDRX Allscripts Healthcare Solutions 0.25 -54.00% 75000 13.59 16.08
FEIC FEI Company 0.25 -3.00% 15500 64.58 94.13
SUPX Supertex 0.24 -27.00% 44500 22.18 32.98
ARUN Aruba Networks 0.24 -63.00% 40000 24.75 20.66
HRS Harris Corporation 0.23 -20.00% 20000 46.32 72.87
FEIM Frequency Electronics 0.23 100000 9.39 11.20
WLT Walter Energy 0.22 +51.00% 31000 28.50 7.52
Suncor Energy 0.22 -40.00% 30000 30.00 0.00
TIF Tiffany & Co. 0.21 NEW 12500 69.66 88.74
SLB Schlumberger 0.20 +10.00% 11000 74.91 102.62
EQIX Equinix 0.20 -6.00% 3750 216.27 180.26
PLXT PLX Technology 0.20 182500 4.55 6.33
TRLG True Religion Apparel 0.19 NEW 30000 26.10 31.98
ATMI ATMI 0.19 35000 22.43 33.98
SPN Superior Energy Services 0.19 NEW 30000 25.97 32.63
CRD.A Crawford & Company 0.19 -34.00% 145457 5.30 0.00
E2open 0.18 -25.00% 37500 19.95 0.00
KVHI KVH Industries 0.17 50000 13.58 13.54
Intermolecular 0.15 61368 10.19 0.00
CEVA CEVA 0.14 NEW 36000 15.61 17.59
CTCT Constant Contact 0.14 NEW 45000 12.98 26.00
Ltx Credence Corporation 0.14 +26.00% 96666 6.04 0.00
GLW Corning Incorporated 0.13 -71.00% 40000 13.10 21.19
HAL Halliburton Company 0.12 NEW 12500 40.40 64.69
DXCM Dex 0.12 -70.00% 30000 16.73 35.92
FNSR Finisar Corporation 0.11 -80.00% 35000 13.20 27.95
HTCH Hutchinson Technology Incorporated 0.11 160000 2.75 2.82
Facebook Inc cl a 0.11 -35.00% 17796 25.64 0.00
GLF GulfMark Offshore 0.10 NEW 10000 39.00 44.01
OMCL Omnicell 0.09 -87.00% 19000 18.89 27.58
IKAN Ikanos Communications 0.09 -28.00% 179436 2.01 0.91
QCOM QUALCOMM 0.08 NEW 5000 67.00 80.50
IPGP IPG Photonics Corporation 0.08 5000 66.40 72.84
ATX A.T. Cross Company 0.08 NEW 24804 13.79 21.49
LMAT LeMaitre Vascular 0.08 +25.00% 50000 6.20 8.04
MRCY Mercury Computer Systems 0.07 -89.00% 40000 7.38 14.01
Seagate Technology Com Stk 0.07 -97.00% 7500 36.53 0.00
LUV Southwest Airlines 0.07 NEW 20000 13.45 24.18
Carbonite 0.05 -63.00% 20000 10.95 0.00
API Advanced Photonix 0.04 333333 0.47 0.49
ARO Aeropostale 0.03 -95.00% 10000 13.60 4.82
MTSN Mattson Technology 0.03 85000 1.37 2.21
ALU Alcatel-Lucent 0.03 -50.00% 100000 1.33 3.96
Exa 0.02 -60.00% 10000 9.50 0.00