Needham Investment Management

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

Companies in the Needham Investment Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
FormFactor (FORM) 4.86 1.14M 16.85
Thermo Fisher Scientific (TMO) 4.43 92500 -2% 189.20
ViaSat (VSAT) 4.15 254725 -4% 64.32
Entegris (ENTG) 4.03 552000 28.85
PDF Solutions (PDFS) 3.70 942900 +26% 15.49
Super Micro Computer (SMCI) 3.64 651050 +6% 22.10
Gilead Sciences (GILD) 3.50 170500 -2% 81.03
KVH Industries (KVHI) 3.50 1.16M -3% 11.94
Express Scripts Holding 3.45 214900 -23% 63.32
Boeing Company (BA) 3.32 51500 254.20
Comcast Corporation (CMCSA) 3.07 315000 38.48
Tekla Life Sciences sh ben int 2.99 550306 21.48
H & Q Healthcare Fund equities 2.50 391090 25.23
MKS Instruments (MKSI) 2.49 104000 94.44
NOVA MEASURING Instruments L 2.21 310500 28.11
CarMax (KMX) 2.19 114000 -5% 75.81
Amber Road 2.06 1.06M 7.68
Electronics For Imaging (EFII) 1.99 184000 42.68
Akamai Technologies (AKAM) 1.91 155000 +13% 48.72
II-VI (IIVI) 1.77 170000 41.15
Laboratory Corp. of America Holdings (LH) 1.61 42088 150.97
Becton, Dickinson and (BDX) 1.56 31500 -7% 195.96
Corium Intl 1.54 549524 -9% 11.07
Pure Storage Inc - Class A 1.44 355000 15.99
Orbotech Ltd Com Stk 1.34 125000 42.21
Hldgs Inc 1.23 80000 60.88
Reis (REIS) 1.22 267000 18.00
Photronics (PLAB) 1.17 523750 +15% 8.85
Apple (AAPL) 1.15 29500 154.13
Medtronic 1.15 58196 77.78
Financial Engines (FNGN) 1.13 128550 -19% 34.75
Air Lease Corp Com 1.12 103750 -5% 42.62
Trade Desk 1.08 69570 -2% 61.50
GSE Systems (GVP) 1.01 1.12M +4% 3.55
Monsanto Company (MON) 0.97 32000 119.83
Honeywell International (HON) 0.95 26500 141.75
Oil-Dri Corporation of America (ODC) 0.88 71242 48.94
Invuity 0.88 391850 +8% 8.90
Southwest Airlines (LUV) 0.85 60000 55.99
Oaktree Cap 0.83 70000 47.04
HEALTHSOUTH (HLS) 0.82 70000 46.36
Wageworks 0.78 50500 60.71
Varian Medical Systems (VAR) 0.76 29800 -31% 100.07
Frequency Electronics (FEIM) 0.76 313950 9.56
Vicor Corporation (VICR) 0.69 114700 23.60
Red Hat (RHT) 0.65 23000 -8% 110.83
IPG Photonics Corporation (IPGP) 0.63 13500 185.00
Navigator Holdings Ltd Com Stk 0.61 216450 -4% 11.10
Foundation Medicine 0.59 57500 40.19
Agile Therapeutics 0.57 503538 +17% 4.46
Gsv Cap Corp 0.55 400959 5.41
Hess (HES) 0.53 44750 46.90
Aspen Aerogels 0.48 435000 +27% 4.33
Nutanix Inc cl a 0.45 80000 +21% 22.41
Fireeye 0.40 95000 16.77
CONMED Corporation (CNMD) 0.37 27500 -8% 52.47
Q2 Holdings 0.34 32500 41.65
National Instruments (NATI) 0.32 29800 42.16
Vishay Intertechnology (VSH) 0.29 60000 18.80
Corning Incorporated (GLW) 0.27 35000 29.91
LeMaitre Vascular (LMAT) 0.27 28000 37.43
Neophotonics Corp 0.25 180000 +554% 5.56
2u 0.24 17000 56.00
Equinix 0.23 2000 -42% 446.50
Dick's Sporting Goods (DKS) 0.22 32000 27.00
Schlumberger (SLB) 0.22 12500 69.76
FLIR Systems (FLIR) 0.22 22500 38.93
Hawaiian Holdings (HA) 0.21 22600 +100% 37.53
Vishay Precision (VPG) 0.19 30000 24.40
Cryoport Inc Com Par $0 001 0.18 72500 -3% 9.85
Omnicell (OMCL) 0.17 13000 51.08
Clean Harbors (CLH) 0.16 11000 +57% 56.80
Core Laboratories N.V. (CLB) 0.15 6000 -33% 98.67
Analogic Corporation (ALOG) 0.14 6800 -31% 83.87
GenMark Diagnostics (GNMK) 0.14 57000 +14% 9.64
Av Homes 0.14 33000 17.17
Channeladvisor 0.14 49117 -9% 11.50
Infinera (INFN) 0.13 60000 NEW 8.87
Lam Research Corporation (LRCX) 0.12 2500 185.20
Castlight Health 0.12 110000 -38% 4.31
World Wrestling Entertainment (WWE) 0.11 18500 23.52
Applied Materials (AMAT) 0.10 7500 52.13
Ecology and Environment (EEI) 0.09 28577 +2% 11.90
Under Armour Inc Cl C 0.07 19500 15.00
Bruker Corporation (BRKR) 0.06 7500 -25% 29.73
Servicesource 0.06 65000 -67% 3.46
CRA International (CRAI) 0.05 5000 NEW 41.00
Approach Resources (AREX) 0.05 75200 -44% 2.50
Sypris Solutions (SYPR) 0.03 76000 -20% 1.43

Past 13F-HR SEC Filings by Needham Investment Management

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