Needham Investment Management

Latest statistics and disclosures from NEEDHAM INVESTMENT MANAGEMENT's latest quarterly 13F-HR filing:

NEEDHAM INVESTMENT MANAGEMENT portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Express Scripts Holding 7.28 NEW 459000 75.09 0.00
TMO Thermo Fisher Scientific 5.44 214000 120.24 117.90
GILD Gilead Sciences 4.12 275000 70.86 110.71
VSAT ViaSat 3.97 NEW 272000 69.04 56.23
FORM FormFactor 3.85 +67.00% 2848450 6.39 6.72
PCP Precision Castparts 3.21 60000 252.75 223.47
BA Boeing Company 2.65 100000 125.49 122.24
EFII Electronics For Imaging 2.63 -4.00% 287000 43.31 42.49
SMCI Super Micro Computer 2.59 NEW 704500 17.37 30.55
FNGN Financial Engines 2.50 -15.00% 232500 50.79 35.42
ESIO Electro Scientific Industries 2.33 +29.00% 1117069 9.85 6.61
ELX Emulex Corporation 2.26 +3.00% 1446400 7.39 5.40
HES Hess 2.25 NEW 128500 82.87 82.35
PDFS PDF Solutions 2.12 -30.00% 552500 18.17 12.48
HQL H&Q; Life Sciences Investors 2.07 +5.00% 450595 21.75 23.21
HQH H&Q; Healthcare Investors 2.05 -11.00% 355855 27.21 29.44
ENTG Entegris 1.88 NEW 735000 12.11 11.96
KVHI KVH Industries 1.82 +1208.00% 654205 13.16 11.88
KMX CarMax 1.76 177500 46.80 53.58
HON Honeywell International 1.76 -15.00% 90000 92.73 94.70
AKAM Akamai Technologies 1.73 NEW 141000 58.21 55.28
JBL Jabil Circuit 1.73 -21.00% 455000 18.00 19.43
CMCSA Comcast Corporation 1.69 NEW 160000 50.03 54.26
NEWP Newport Corporation 1.56 357500 20.68 17.96
IIVI II-VI 1.55 +33.00% 474000 15.43 12.37
NOVA MEASURING Instruments L 1.43 NEW 606150 11.20 0.00
MKSI MKS Instruments 1.37 NEW 216600 29.90 35.19
ZIGO Zygo Corporation 1.34 NEW 416739 15.19 19.25
BDX Becton, Dickinson and 1.26 51000 117.09 125.73
VAR Varian Medical Systems 1.24 NEW 70000 84.00 80.74
MON Monsanto Company 0.96 NEW 40000 113.77 113.28
Covidien 0.95 NEW 60875 73.67 0.00
CNMD CONMED Corporation 0.94 102500 43.46 41.03
Hldgs 0.94 100000 44.63 0.00
LH Laboratory Corp. of America Holdings 0.87 NEW 42088 98.20 103.73
Oaktree Cap 0.86 70000 58.15 0.00
QNST QuinStreet 0.82 NEW 582358 6.65 4.08
GPOR Gulfport Energy Corporation 0.75 50000 71.18 48.73
BRKS Brooks Automation 0.72 -45.00% 312500 10.93 11.29
Barracuda Networks 0.72 NEW 100000 33.94 0.00
Mavenir Systems 0.71 NEW 188700 17.90 0.00
ENTR Entropic Communications 0.66 NEW 761350 4.09 2.30
Wpx Energy 0.65 NEW 170600 18.05 0.00
AAPL Apple 0.61 5350 536.82 105.22
Wageworks 0.61 -74.00% 51500 56.13 0.00
EPAY Bottomline Technologies 0.59 -2.00% 79000 35.15 28.88
LBY Libbey 0.55 100000 26.00 26.92
TTMI TTM Technologies 0.55 NEW 306000 8.45 5.99
HLS HEALTHSOUTH 0.53 70000 35.93 40.44
DKS Dick's Sporting Goods 0.52 45000 54.60 44.56
REIS Reis 0.52 NEW 137607 18.05 22.96
Brightcove 0.49 NEW 234420 9.83 0.00
Orbotech Ltd Com Stk 0.47 NEW 145000 15.39 0.00
Air Lease 0.47 NEW 60000 37.30 0.00
VSH Vishay Intertechnology 0.46 -58.00% 145000 14.88 13.88
TSRA Tessera Technologies 0.46 NEW 93100 23.63 26.72
SUPX Supertex 0.46 +48.00% 66050 32.99 32.98
TIF Tiffany & Co. 0.41 +80.00% 22500 86.00 94.44
SYPR Sypris Solutions 0.40 675000 2.77 3.24
Ladder Capital Corp Class A 0.40 NEW 100000 18.90 0.00
Black Diamond 0.35 NEW 135000 12.22 0.00
WWE World Wrestling Entertainment 0.32 NEW 52500 28.88 13.27
FEIC FEI Company 0.30 NEW 14000 103.00 79.22
PLAB Photronics 0.29 -56.00% 159750 8.53 8.56
TSCM TheStreet 0.28 NEW 500000 2.62 0.00
SLB Schlumberger 0.26 +13.00% 12500 97.52 97.24
Ruckus Wireless 0.26 NEW 100000 12.16 0.00
Leidos Holdings 0.25 NEW 33748 35.36 0.00
CLH Clean Harbors 0.23 NEW 20000 54.77 50.11
FEIM Frequency Electronics 0.23 100000 10.81 11.91
CTCT Constant Contact 0.23 45000 24.47 32.01
CPWR Compuware Corporation 0.22 NEW 100000 10.51 10.04
Gsv Cap 0.21 NEW 100000 10.14 0.00
MFLX Multi-Fineline Electronix 0.20 NEW 75000 12.81 8.80
MXL MaxLinear 0.20 NEW 100000 9.47 6.83
AEO American Eagle Outfitters 0.18 NEW 70000 12.24 12.92
ABD ACCO Brands Corporation 0.18 NEW 140000 6.16 0.00
Peregrine Semiconductor 0.18 NEW 142400 6.05 0.00
RTEC Rudolph Technologies 0.16 NEW 65000 11.42 8.86
Ltx Credence Corporation 0.16 -10.00% 86666 8.92 0.00
GLW Corning Incorporated 0.15 -12.00% 35000 20.83 18.80
CEVA CEVA 0.15 +11.00% 40000 17.55 13.39
ODC Oil-Dri Corporation of America 0.15 NEW 20000 34.55 28.55
Neophotonics 0.15 NEW 87922 7.93 0.00
EQIX Equinix 0.14 NEW 3500 184.86 194.87
ARO Aeropostale 0.11 +900.00% 100000 5.02 2.90
HTCH Hutchinson Technology Incorporated 0.10 160000 2.83 3.54
LUV Southwest Airlines 0.10 20000 23.59 33.87
PNRA Panera Bread Company 0.10 NEW 2750 176.36 169.20
LMAT LeMaitre Vascular 0.10 +15.00% 57800 8.06 7.10
Yume 0.10 NEW 65000 7.32 0.00
QCOM QUALCOMM 0.08 5000 78.80 76.00
IPGP IPG Photonics Corporation 0.08 NEW 5000 71.00 66.75
OMCL Omnicell 0.08 NEW 13000 28.62 28.61
RVBD Riverbed Technology 0.08 NEW 20000 19.70 18.94
TREE Tree 0.07 NEW 10000 31.00 36.45
CGNX Cognex Corporation 0.07 NEW 10000 33.80 38.47
Twenty-first Century Fox 0.07 NEW 11000 32.00 0.00
CERN Cerner Corporation 0.06 NEW 5000 56.40 61.12
Mellanox Technologies 0.06 NEW 7500 39.07 0.00
BSFT BroadSoft 0.06 NEW 10000 26.70 20.44
EXAS EXACT Sciences Corporation 0.06 NEW 18500 14.17 23.56
FXCM FXCM 0.06 -75.00% 20000 14.75 14.53
CRD.A Crawford & Company 0.06 -77.00% 32500 9.35 0.00
Xoom 0.06 NEW 14500 19.47 0.00
Lumenis Ltd shs cl b 0.06 NEW 25000 11.24 0.00
WLT Walter Energy 0.05 NEW 31000 7.55 2.19
BABY Natus Medical 0.05 NEW 10000 25.80 33.07
GLF GulfMark Offshore 0.05 -50.00% 5000 45.00 28.01
PTX Pernix Therapeutics Holdings 0.05 NEW 40000 5.35 9.87
Carbonite 0.05 +10.00% 22000 10.18 0.00
Catamaran 0.05 NEW 5000 44.80 0.00
CRUS Cirrus Logic 0.04 NEW 10000 19.90 21.57
API Advanced Photonix 0.04 NEW 333333 0.62 0.51
Intermolecular 0.04 NEW 60568 2.80 0.00
NXTM NxStage Medical 0.03 NEW 10000 12.70 14.79
IKAN Ikanos Communications 0.01 NEW 70000 0.86 0.38
ARIS ARI Network Services 0.01 NEW 15000 3.13 3.13