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 December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Entegris (ENTG) 5.62 411500 -9% 50.09
PDF Solutions (PDFS) 5.35 1.16M -10% 16.89
Thermo Fisher Scientific (TMO) 4.87 55000 -10% 324.88
FormFactor (FORM) 4.49 634000 -22% 25.97
II-VI (IIVI) 3.95 430600 +155% 33.67
Comcast Corporation (CMCSA) 3.86 315000 44.97
Vicor Corporation (VICR) 3.69 290000 +162% 46.72
KVH Industries (KVHI) 3.43 1.13M +12% 11.13
MKS Instruments (MKSI) 2.85 95000 110.00
NOVA MEASURING Instruments L 2.85 276000 -6% 37.83
ViaSat (VSAT) 2.82 141600 -2% 73.19
Gilead Sciences (GILD) 2.57 145000 64.98
CarMax (KMX) 2.46 103000 -2% 87.67
Tekla Life Sciences sh ben int 2.39 502359 -5% 17.43
Boeing Company (BA) 2.26 25500 325.82
H & Q Healthcare Fund equities 2.08 366090 -6% 20.88
Wabtec Corporation (WAB) 2.06 97000 +1285% 77.82
Laboratory Corp. of America Holdings (LH) 1.92 41563 169.18
Aspen Aerogels 1.91 904650 -19% 7.76
Apple (AAPL) 1.82 22700 293.65
Air Lease Corp Com 1.75 135000 -22% 47.52
Medtronic 1.67 53906 113.46
Zuora Inc ordinary shares 1.58 405000 +149% 14.33
Becton, Dickinson and (BDX) 1.48 20000 271.95
Navigator Holdings Ltd Com Stk 1.37 372300 +31% 13.48
Encompass Health Corp 1.32 70000 69.27
Akamai Technologies (AKAM) 1.31 55500 -3% 86.37
Honeywell International (HON) 1.28 26500 177.20
KLA-Tencor Corporation (KLAC) 1.27 26250 178.19
Photronics (PLAB) 1.23 286000 -49% 15.75
Cambium Networks Corp 1.20 502488 NEW 8.74
GenMark Diagnostics (GNMK) 1.04 795000 +230% 4.81
Fireeye 1.04 230000 NEW 16.53
Hawaiian Holdings (HA) 1.02 128100 -21% 29.29
Intevac (IVAC) 0.96 500000 +257% 7.06
Southwest Airlines (LUV) 0.88 60000 53.98
Cohu (COHU) 0.86 137500 +37% 22.85
Channeladvisor 0.78 315000 NEW 9.04
Sutter Rock Cap Corp call 0.72 401759 NEW 6.55
Brookfield Asset Management (BAM.A) 0.58 37037 NEW 57.82
Oil-Dri Corporation of America (ODC) 0.58 59000 -7% 36.24
Q2 Holdings 0.57 25750 -8% 81.09
IPG Photonics Corporation (IPGP) 0.52 13250 144.86
GSE Systems (GVP) 0.49 1.10M 1.65
Tree 0.44 5300 NEW 303.40
Trade Desk 0.44 6200 -6% 260.00
Frequency Electronics (FEIM) 0.42 151100 -21% 10.21
Cryoport Inc Com Par $0 001 0.42 94000 -16% 16.46
Emcore Corp Common Stock Npv 0.41 490000 +46% 3.04
Appian Corp cl a 0.39 37500 +200% 38.22
Pluralsight Inc Cl A 0.38 81000 NEW 17.21
Pure Storage Inc - Class A 0.36 77500 NEW 17.11
Vishay Intertechnology (VSH) 0.35 60000 21.28
Everbridge, Inc. Cmn 0.35 16500 +10% 78.00
Equinix 0.32 2000 583.50
National Instruments (NATI) 0.31 27000 42.35
Bill Com Holdings Ord 0.31 30000 NEW 38.03
Vonage Holdings (VG) 0.30 150000 NEW 7.41
Corning Incorporated (GLW) 0.28 35000 29.11
World Wrestling Entertainment (WWE) 0.28 16000 +14% 64.84
FARO Technologies (FARO) 0.27 20000 NEW 50.40
Taiwan Semiconductor Mfg (TSM) 0.25 15500 +14% 58.14
Viewray 0.25 215000 NEW 4.22
Parsons Corporation 0.24 21400 NEW 41.33
MaxLinear (MXL) 0.23 40000 NEW 21.22
Coupa Software 0.23 5700 -5% 146.24
Moderna Inc 0.23 42500 NEW 19.55
Limelight Networks (LLNW) 0.22 200000 NEW 4.08
LeMaitre Vascular (LMAT) 0.22 22500 35.96
Cornerstone Ondemand Inc 0.21 13000 NEW 58.54
Lam Research Corporation (LRCX) 0.20 2500 292.40
iRobot Corporation (IRBT) 0.20 14500 NEW 50.64
Ecology and Environment (EEI) 0.19 44105 +47% 15.51
Sitime Corp 0.17 25000 NEW 25.50
Vishay Precision (VPG) 0.16 17500 +133% 34.00
Dirtt Environmental Solutions 0.16 172500 NEW 3.31
Applied Materials (AMAT) 0.15 9000 61.00
Quest Diagnostics Incorporated (DGX) 0.15 5250 +16% 106.86
Nlight Inc 0.15 26393 +77% 20.36
Schlumberger (SLB) 0.14 13000 -13% 40.33
Bruker Corporation (BRKR) 0.14 10000 NEW 51.00
Chevron Corporation (CVX) 0.13 4000 NEW 120.50
FLIR Systems (FLIR) 0.12 8500 52.12
UGI Corporation (UGI) 0.12 10000 NEW 45.20
Kimbell Rty Partners Lp unit 0.12 25000 NEW 17.00
Resideo Technologies Inc 0.11 34000 NEW 11.95
CRA International (CRAI) 0.10 7000 +40% 54.43
Crispr Therapeutics Ag 0.09 5500 NEW 60.91
TTM Technologies (TTMI) 0.08 20000 -77% 15.00
COMSCORE (SCOR) 0.08 60000 +100% 4.93
Alpha Pro Tech (APT) 0.08 85000 +42% 3.44
Voyager Therapeutics 0.08 20000 NEW 13.95
Omnicell (OMCL) 0.07 3000 81.67
Stitch Fix Inc 0.06 9000 NEW 25.60
Fastly Inc cl a 0.05 10000 NEW 20.10
AXT (AXTI) 0.04 35000 NEW 4.34
FreightCar America (RAIL) 0.02 40000 NEW 2.08

Past 13F-HR SEC Filings by Needham Investment Management

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