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 June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Express Scripts Holding 4.79 281800 -8% 63.84
ViaSat (VSAT) 4.70 266725 -3% 66.21
Thermo Fisher Scientific (TMO) 4.39 94500 -12% 174.47
Super Micro Computer (SMCI) 4.01 611425 24.65
FormFactor (FORM) 3.82 1.16M 12.40
Gilead Sciences (GILD) 3.29 174500 70.78
Comcast Corporation (CMCSA) 3.28 317000 38.92
PDF Solutions (PDFS) 3.26 745000 +12% 16.45
Entegris (ENTG) 3.23 552000 21.95
Tekla Life Sciences sh ben int 3.07 552806 -3% 20.85
KVH Industries (KVHI) 3.02 1.20M -5% 9.49
Boeing Company (BA) 2.71 51500 -26% 197.75
H & Q Healthcare Fund equities 2.61 391090 25.10
Amber Road 2.44 1.07M 8.57
Electronics For Imaging (EFII) 2.32 184000 47.39
CarMax (KMX) 2.02 120500 -2% 63.06
MKS Instruments (MKSI) 1.86 104000 -2% 67.32
NOVA MEASURING Instruments L 1.83 310500 22.09
Akamai Technologies (AKAM) 1.82 137000 49.79
Becton, Dickinson and (BDX) 1.77 34000 -8% 195.12
Laboratory Corp. of America Holdings (LH) 1.73 42088 154.15
Hldgs Inc 1.60 80000 -23% 75.25
II-VI (IIVI) 1.55 170000 34.30
Financial Engines (FNGN) 1.55 159550 36.60
Reis (REIS) 1.52 268208 +8% 21.25
Medtronic 1.37 58196 88.74
Pure Storage Inc - Class A 1.21 355000 -10% 12.82
Varian Medical Systems (VAR) 1.20 43800 -5% 103.20
Corium Intl 1.20 604149 -3% 7.46
Photronics (PLAB) 1.14 455050 +20% 9.41
Apple (AAPL) 1.13 29500 144.00
Orbotech Ltd Com Stk 1.09 125000 32.62
Air Lease Corp Com 1.09 110000 -8% 37.34
Monsanto Company (MON) 1.01 32000 -20% 118.36
Southwest Airlines (LUV) 0.99 60000 62.14
Trade Desk 0.95 71470 -6% 50.10
Honeywell International (HON) 0.94 26500 133.29
HEALTHSOUTH (HLS) 0.90 70000 48.40
Wageworks 0.90 50500 67.20
GSE Systems (GVP) 0.88 1.07M +5% 3.10
Oaktree Cap 0.87 70000 46.59
Oil-Dri Corporation of America (ODC) 0.80 71242 42.02
Frequency Electronics (FEIM) 0.78 308145 9.54
Invuity 0.71 362650 +13% 7.33
Red Hat (RHT) 0.64 25000 95.69
Foundation Medicine 0.61 57500 39.76
Vicor Corporation (VICR) 0.55 114700 +21% 17.89
Hess (HES) 0.52 44750 43.87
IPG Photonics Corporation (IPGP) 0.52 13500 145.17
Navigator Holdings Ltd Com Stk 0.50 226450 +33% 8.30
Gsv Cap Corp 0.46 400959 4.34
Agile Therapeutics 0.43 430000 +90% 3.75
CONMED Corporation (CNMD) 0.41 30000 50.93
Aspen Aerogels 0.40 342500 4.44
Equinix 0.40 3499 429.27
Fireeye 0.38 95000 -11% 15.21
Nutanix Inc cl a 0.35 66000 +34% 20.17
Dick's Sporting Goods (DKS) 0.34 32000 39.82
National Instruments (NATI) 0.32 29800 -2% 40.24
Q2 Holdings 0.32 32500 36.95
Corning Incorporated (GLW) 0.28 35000 30.06
Vishay Intertechnology (VSH) 0.27 60000 16.60
Norsat Intl 0.26 85000 -25% 11.40
Core Laboratories N.V. (CLB) 0.24 9000 101.33
LeMaitre Vascular (LMAT) 0.23 28000 31.21
Schlumberger (SLB) 0.22 12500 65.84
Xcerra 0.22 84166 -2% 9.78
FLIR Systems (FLIR) 0.21 22500 34.67
Servicesource 0.21 200000 +90% 3.88
2u 0.21 17000 47.00
Castlight Health 0.20 180000 4.15
Analogic Corporation (ALOG) 0.19 9900 +59% 72.58
Av Homes 0.18 33000 20.04
Channeladvisor 0.17 54117 -35% 11.55
GenMark Diagnostics (GNMK) 0.16 50000 NEW 11.84
Omnicell (OMCL) 0.15 13000 43.08
Hawaiian Holdings (HA) 0.14 11300 NEW 46.90
Vishay Precision (VPG) 0.14 30000 17.30
QuinStreet (QNST) 0.13 114372 -42% 4.17
Yume 0.13 100000 4.70
Bottomline Technologies (EPAY) 0.12 18000 -66% 25.67
Approach Resources (AREX) 0.12 135200 -50% 3.37
Clean Harbors (CLH) 0.10 7000 55.67
World Wrestling Entertainment (WWE) 0.10 18500 20.40
Mobile Mini (MINI) 0.10 13000 29.85
Cryoport Inc Com Par $0 001 0.10 75000 NEW 4.92
Under Armour Inc Cl C 0.10 19500 20.20
Lam Research Corporation (LRCX) 0.09 2500 141.60
Lifeway Foods (LWAY) 0.09 35000 +16% 9.34
Ecology and Environment (EEI) 0.09 27869 NEW 12.56
Markel Corporation (MKL) 0.08 300 973.33
Applied Materials (AMAT) 0.08 7500 41.33
Bruker Corporation (BRKR) 0.08 10000 28.80
iRobot Corporation (IRBT) 0.07 3000 -25% 84.00
Cray (CRAY) 0.06 11500 -64% 18.43
Neophotonics Corp 0.06 27500 NEW 7.71
Sypris Solutions (SYPR) 0.04 95000 -76% 1.65
Independence Contract Dril I 0.04 42500 -15% 3.88
ARI Network Services (ARIS) 0.03 15000 7.07

Past 13F-HR SEC Filings by Needham Investment Management

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