Needham Investment Management

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

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Portfolio Holdings for Needham Investment Management

Companies in the Needham Investment Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Entegris (ENTG) 4.7 $35M -4% 311k 111.80
Photronics (PLAB) 3.4 $25M +22% 1.9M 12.86
PDF Solutions (PDFS) 3.2 $23M +34% 1.3M 17.78
Aspen Aerogels (ASPN) 3.1 $22M +18% 1.1M 20.34
MKS Instruments (MKSI) 2.7 $20M +27% 108k 185.43
FormFactor (FORM) 2.7 $20M -6% 435k 45.11
Vicor Corporation (VICR) 2.7 $20M 230k 85.04
Thermo Fisher Scientific (TMO) 2.6 $19M 42k 456.37
NOVA MEASURING Instruments L (NVMI) 2.5 $19M -5% 204k 91.01
KVH Industries (KVHI) 2.4 $17M -14% 1.4M 12.67
Comcast Corp Cl A (CMCSA) 2.3 $17M 309k 54.11
Super Micro Computer (SMCI) 2.3 $17M -2% 425k 39.06
Intevac (IVAC) 2.2 $16M +39% 2.2M 7.15
ViaSat (VSAT) 1.9 $14M -11% 291k 48.07

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Sumo Logic Ord (SUMO) 1.8 $14M +136% 713k 18.86
Veeco Instruments (VECO) 1.8 $13M 630k 20.73
Cornerstone Ondemand (CSOD) 1.7 $12M +103% 285k 43.58
CarMax (KMX) 1.6 $12M 91k 132.66
Vonage Holdings (VG) 1.6 $12M +263% 1.0M 11.82
Ii-vi (IIVI) 1.6 $12M 170k 68.37
Adtran (ADTN) 1.5 $11M 675k 16.68
Benefitfocus (BNFT) 1.5 $11M +5233% 800k 13.81
D Fluidigm Corp Del (FLDM) 1.5 $11M +92% 2.4M 4.52
Laboratory Corp Amer Hldgs Com New (LH) 1.5 $11M +5% 42k 255.14
Datadog Cl A Com (DDOG) 1.5 $11M NEW 128k 83.34
Bigcommerce Hldgs Com Ser 1 (BIGC) 1.4 $11M +157% 184k 57.80
Vishay Precision (VPG) 1.4 $10M +40% 339k 30.81
Akoustis Technologies (AKTS) 1.3 $9.7M +19% 725k 13.34
Tree (TREE) 1.3 $9.6M +100% 45k 213.00
Sientra (SIEN) 1.3 $9.5M +30% 1.3M 7.29
Tekla Life Sciences Invs Sh Ben Int (HQL) 1.3 $9.4M 475k 19.71
Axt (AXTI) 1.2 $9.0M -54% 775k 11.66
World Wrestling Entmt Cl A (WWE) 1.2 $8.8M +27% 162k 54.26
Kla Corp Com New (KLAC) 1.2 $8.7M 26k 330.40
Yext (YEXT) 1.1 $8.3M +27% 575k 14.48
Tekla Healthcare Invs Sh Ben Int (HQH) 1.1 $8.2M 336k 24.41
Vishay Intertechnology (VSH) 1.1 $8.0M +16% 333k 24.08
Gilead Sciences (GILD) 1.1 $7.8M -5% 121k 64.63
Apple (AAPL) 1.1 $7.7M 63k 122.15
Neophotonics Corp (NPTN) 1.0 $7.6M +93% 638k 11.95
New Relic (NEWR) 1.0 $7.5M +145% 123k 61.48
Viewray (VRAY) 1.0 $7.3M +68% 1.7M 4.35
Limelight Networks (LLNW) 1.0 $7.0M -13% 2.0M 3.57
Alteryx Com Cl A (AYX) 0.9 $6.6M NEW 80k 82.96
Boeing Company (BA) 0.9 $6.4M 25k 254.80
Emcore Corp Com New (EMKR) 0.9 $6.3M -23% 1.2M 5.46
Telos Corp Md (TLS) 0.9 $6.3M -51% 165k 37.86
Medtronic SHS (MDT) 0.8 $6.1M 52k 118.15
Infinera (INFN) 0.8 $5.8M NEW 600k 9.63
Honeywell International (HON) 0.8 $5.8M 27k 217.20
Encompass Health Corp (EHC) 0.8 $5.7M 70k 81.90
Suro Capital Corp Com New (SSSS) 0.7 $5.1M -4% 376k 13.56
Wabtec Corporation (WAB) 0.7 $5.1M -2% 64k 79.15
Mimecast Ord Shs (MIME) 0.7 $5.0M NEW 125k 40.21
Akamai Technologies (AKAM) 0.7 $4.9M 48k 101.93
Navigator Hldgs SHS (NVGS) 0.6 $4.7M +14% 532k 8.92
Becton, Dickinson and (BDX) 0.6 $4.6M 19k 243.16
Allegro Microsystems Ord (ALGM) 0.6 $4.5M +156% 176k 25.36
Cambium Networks Corp SHS (CMBM) 0.5 $4.0M -69% 85k 46.72
The Trade Desk Com Cl A (TTD) 0.5 $3.9M 6.0k 651.67
Cryoport Com Par $0.001 (CYRX) 0.5 $3.7M 72k 52.00
Parsons Corporation (PSN) 0.5 $3.5M 86k 40.46
Duck Creek Technologies SHS (DCT) 0.5 $3.4M +64% 76k 45.10
Hawaiian Holdings (HA) 0.4 $3.0M 113k 26.68
IPG Photonics Corporation (IPGP) 0.4 $2.8M 13k 211.00
Air Lease Corp Cl A (AL) 0.4 $2.6M 54k 49.01
Lumentum Hldgs (LITE) 0.4 $2.6M NEW 29k 91.36
Q2 Holdings (QTWO) 0.3 $2.5M 25k 100.25
Everbridge, Inc. Cmn (EVBG) 0.3 $2.3M +40% 19k 121.17
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.3 $2.1M 46k 44.47
Flotek Industries (FTK) 0.3 $2.0M NEW 1.2M 1.68
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $2.0M 17k 118.33
Oil-Dri Corporation of America (ODC) 0.3 $1.9M 54k 34.41
GSE Systems (GVP) 0.2 $1.8M -2% 1.1M 1.71
Sitime Corp (SITM) 0.2 $1.7M 18k 98.60
Smith-Midland Corporation (SMID) 0.2 $1.6M 138k 11.99
Channeladvisor (ECOM) 0.2 $1.6M -57% 67k 23.57
Agile Therapeutics (AGRX) 0.2 $1.5M +22% 735k 2.08
Lam Research Corporation (LRCX) 0.2 $1.5M 2.5k 595.20
Arlo Technologies (ARLO) 0.2 $1.4M +187% 230k 6.28
Corning Incorporated (GLW) 0.2 $1.4M 33k 43.51
Marvell Technology Group Ord (MRVL) 0.2 $1.4M NEW 29k 48.86
Equinix (EQIX) 0.2 $1.4M 2.0k 679.50
Bottomline Technologies (EPAY) 0.2 $1.4M NEW 30k 45.27
Southwest Airlines (LUV) 0.2 $1.2M 20k 61.03
Frequency Electronics (FEIM) 0.2 $1.2M 108k 11.29
Applied Materials (AMAT) 0.2 $1.2M 9.0k 133.56
Lantronix Com New (LTRX) 0.2 $1.1M 250k 4.57
Casa Systems (CASA) 0.1 $1.0M NEW 108k 9.53
LeMaitre Vascular (LMAT) 0.1 $1.0M -6% 21k 48.78
Qualtrics Intl Com Cl A 0.1 $987k NEW 30k 32.90
HEICO Corporation (HEI) 0.1 $944k NEW 7.5k 125.87
Chevron Corporation (CVX) 0.1 $943k +125% 9.0k 104.75
Lucira Health 0.1 $901k NEW 74k 12.13
CRA International (CRAI) 0.1 $896k 12k 74.67
FARO Technologies (FARO) 0.1 $866k 10k 86.60
Alpha Pro Tech (APT) 0.1 $805k 83k 9.76
Semrush Hldgs Cl A Com 0.1 $774k NEW 65k 11.91
Bruker Corporation (BRKR) 0.1 $771k 12k 64.27
Inseego (INSG) 0.1 $750k -48% 75k 10.00
Quest Diagnostics Incorporated (DGX) 0.1 $739k 5.8k 128.50
Transcat (TRNS) 0.1 $638k -3% 13k 49.08
Coupa Software (COUP) 0.1 $636k 2.5k 254.40
Appian Corp Cl A (APPN) 0.1 $615k -17% 4.7k 132.31
American Tower Reit (AMT) 0.1 $609k 2.6k 238.86
CryoLife (CRY) 0.1 $548k -71% 25k 22.35
Sharps Compliance (SMED) 0.1 $539k +36% 38k 14.37
Alphabet Cap Stk Cl A (GOOGL) 0.1 $516k 250.00 2064.00
G1 Therapeutics (GTHX) 0.1 $480k +11% 20k 24.00
Clean Harbors (CLH) 0.1 $462k 5.5k 84.00
UGI Corporation (UGI) 0.1 $410k 10k 41.00
Zuora Com Cl A (ZUO) 0.1 $384k -86% 26k 14.78
Omnicell (OMCL) 0.1 $377k -3% 2.9k 130.00
TTM Technologies (TTMI) 0.0 $363k -70% 25k 14.53
Digimarc Corporation (DMRC) 0.0 $319k +2% 11k 29.67
Kimbell Rty Partners Unit (KRP) 0.0 $254k 25k 10.16
Viacomcbs CL B (VIAC) 0.0 $226k NEW 5.0k 45.20
Absolute Software Corporation (ABST) 0.0 $139k NEW 10k 13.90

Past Filings by Needham Investment Management

SEC 13F filings are viewable for Needham Investment Management going back to 2010

View all past filings