Needham Investment Management

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

Portfolio Holdings for Needham Investment Management

Companies in the Needham Investment Management portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Entegris (ENTG) 5.62 411500 +6% 50.09
PDF Solutions (PDFS) 5.35 1.16M -8% 16.89
Thermo Fisher Scientific (TMO) 4.87 55000 324.88
FormFactor (FORM) 4.49 634000 +7% 25.97
II-VI (IIVI) 3.95 430600 -8% 33.67
Comcast Corporation (CMCSA) 3.86 315000 44.97
Vicor Corporation (VICR) 3.69 290000 -4% 46.72
KVH Industries (KVHI) 3.43 1.13M -14% 11.14
MKS Instruments (MKSI) 2.85 95000 -5% 110.00
NOVA MEASURING Instruments L 2.84 276000 +13% 37.83
ViaSat (VSAT) 2.82 141600 -24% 73.20
Gilead Sciences (GILD) 2.57 145000 64.98
CarMax (KMX) 2.46 103000 87.66
Tekla Life Sciences sh ben int 2.39 502359 17.43
Boeing Company (BA) 2.26 25500 +2% 325.75
H & Q Healthcare Fund equities 2.08 366090 +4% 20.88
Wabtec Corporation (WAB) 2.06 97000 77.82
Laboratory Corp. of America Holdings (LH) 1.91 41563 +3% 169.00
Aspen Aerogels 1.91 904650 -19% 7.76
Apple (AAPL) 1.82 22700 +18% 293.65
Air Lease Corp Com 1.75 135000 -10% 47.50
Medtronic 1.67 53906 113.45
Zuora Inc ordinary shares 1.58 405000 +12% 14.33
Becton, Dickinson and (BDX) 1.48 20000 271.95
Navigator Holdings Ltd Com Stk 1.37 372300 -5% 13.48
Encompass Health Corp 1.32 70000 69.27
Akamai Technologies (AKAM) 1.31 55500 +15% 86.38
Honeywell International (HON) 1.28 26500 177.20
KLA-Tencor Corporation (KLAC) 1.27 26250 178.19
Photronics (PLAB) 1.23 286000 -41% 15.76
Cambium Networks Corp 1.20 502488 -38% 8.74
GenMark Diagnostics (GNMK) 1.04 795000 -44% 4.81
Fireeye 1.04 230000 -41% 16.53
Hawaiian Holdings (HA) 1.02 128100 -23% 29.31
Intevac (IVAC) 0.96 500000 -26% 7.06
Southwest Airlines (LUV) 0.88 60000 53.99
Cohu (COHU) 0.86 137500 +37% 22.85
Channeladvisor 0.77 315000 -37% 9.00
Sutter Rock Cap Corp 0.72 401759 6.55
Brookfield Asset Management (BAM.A) 0.58 37037 57.77
Oil-Dri Corporation of America (ODC) 0.58 59000 +5% 36.26
Q2 Holdings 0.57 25750 81.09
IPG Photonics Corporation (IPGP) 0.52 13250 144.86
GSE Systems (GVP) 0.50 1.10M 1.66
Trade Desk 0.44 6200 260.00
Tree 0.44 5300 -73% 303.40
Cryoport Inc Com Par $0 001 0.42 94000 +18% 16.47
Frequency Electronics (FEIM) 0.42 151100 -31% 10.21
Emcore Corp Common Stock Npv 0.41 490000 -34% 3.04
Appian Corp cl a 0.39 37500 -27% 38.40
Pluralsight Inc Cl A 0.38 81000 -67% 17.21
Pure Storage Inc - Class A 0.36 77500 -64% 17.11
Everbridge, Inc. Cmn 0.35 16500 +17% 78.00
Vishay Intertechnology (VSH) 0.35 60000 21.28
Equinix 0.32 2000 583.50
National Instruments (NATI) 0.31 27000 -42% 42.35
Bill Com Holdings Ord 0.31 30000 NEW 38.03
Vonage Holdings (VG) 0.30 150000 +200% 7.41
World Wrestling Entertainment (WWE) 0.28 16000 +14% 64.84
Corning Incorporated (GLW) 0.28 35000 29.11
FARO Technologies (FARO) 0.27 20000 +100% 50.40
Viewray 0.25 215000 -80% 4.22
Taiwan Semiconductor Mfg (TSM) 0.25 15500 -6% 58.12
Parsons Corporation 0.24 21400 -44% 41.30
MaxLinear (MXL) 0.23 40000 -91% 21.23
Coupa Software 0.23 5700 +62% 146.24
Moderna Inc 0.23 42500 +41% 19.55
Limelight Networks (LLNW) 0.22 200000 -61% 4.08
LeMaitre Vascular (LMAT) 0.22 22500 35.96
Cornerstone Ondemand Inc 0.21 13000 NEW 58.54
iRobot Corporation (IRBT) 0.20 14500 NEW 51.00
Lam Research Corporation (LRCX) 0.20 2500 292.40
Ecology and Environment (EEI) 0.19 44105 NEW 15.51
Sitime Corp 0.17 25000 -72% 25.50
Vishay Precision (VPG) 0.16 17500 -88% 34.00
Dirtt Environmental Solutions 0.16 172500 -39% 3.31
Quest Diagnostics Incorporated (DGX) 0.15 5250 106.86
Applied Materials (AMAT) 0.15 9000 61.00
Nlight Inc 0.15 26393 -87% 20.20
Schlumberger (SLB) 0.14 13000 NEW 40.33
Bruker Corporation (BRKR) 0.14 10000 -16% 51.00
Chevron Corporation (CVX) 0.13 4000 120.50
UGI Corporation (UGI) 0.12 10000 45.20
FLIR Systems (FLIR) 0.12 8500 +6% 52.12
Kimbell Rty Partners Lp unit 0.12 25000 17.00
Resideo Technologies Inc 0.11 34000 11.93
CRA International (CRAI) 0.10 7000 54.43
Crispr Therapeutics Ag 0.09 5500 60.91
TTM Technologies (TTMI) 0.08 20000 -83% 15.00
COMSCORE (SCOR) 0.08 60000 4.93
Alpha Pro Tech (APT) 0.08 85000 +3% 3.44
Voyager Therapeutics 0.08 20000 -77% 13.95
Omnicell (OMCL) 0.07 3000 NEW 81.67
Stitch Fix Inc 0.06 9000 NEW 25.75
Fastly Inc cl a 0.05 10000 -75% 20.10
AXT (AXTI) 0.04 35000 -96% 4.34
FreightCar America (RAIL) 0.02 40000 -38% 2.08

Past Filings by Needham Investment Management

View past SEC 13F filings by Needham Investment Management

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