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 -8% 281800 63.84
ViaSat (VSAT) 4.70 -3% 266725 66.21
Thermo Fisher Scientific (TMO) 4.39 -12% 94500 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 +12% 745000 16.45
Entegris (ENTG) 3.23 552000 21.95
Tekla Life Sciences sh ben int 3.07 -3% 552806 20.85
KVH Industries (KVHI) 3.02 -5% 1.20M 9.49
Boeing Company (BA) 2.71 -26% 51500 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 -2% 120500 63.06
MKS Instruments (MKSI) 1.86 -2% 104000 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 -8% 34000 195.12
Laboratory Corp. of America Holdings (LH) 1.73 42088 154.15
Hldgs Inc 1.60 -23% 80000 75.25
II-VI (IIVI) 1.55 170000 34.30
Financial Engines (FNGN) 1.55 159550 36.60
Reis (REIS) 1.52 +8% 268208 21.25
Medtronic 1.37 58196 88.74
Pure Storage Inc - Class A 1.21 -10% 355000 12.82
Varian Medical Systems (VAR) 1.20 -5% 43800 103.20
Corium Intl 1.20 -3% 604149 7.46
Photronics (PLAB) 1.14 +20% 455050 9.41
Apple (AAPL) 1.13 29500 144.00
Orbotech Ltd Com Stk 1.09 125000 32.62
Air Lease Corp Com 1.09 -8% 110000 37.34
Monsanto Company (MON) 1.01 -20% 32000 118.36
Southwest Airlines (LUV) 0.99 60000 62.14
Trade Desk 0.95 -6% 71470 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 +5% 1.07M 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 +13% 362650 7.33
Red Hat (RHT) 0.64 25000 95.69
Foundation Medicine 0.61 57500 39.76
Vicor Corporation (VICR) 0.55 +21% 114700 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 +33% 226450 8.30
Gsv Cap Corp 0.46 400959 4.34
Agile Therapeutics 0.43 +90% 430000 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 -11% 95000 15.21
Nutanix Inc cl a 0.35 +34% 66000 20.17
Dick's Sporting Goods (DKS) 0.34 32000 39.82
National Instruments (NATI) 0.32 -2% 29800 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 -25% 85000 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 -2% 84166 9.78
FLIR Systems (FLIR) 0.21 22500 34.67
Servicesource 0.21 +90% 200000 3.88
2u 0.21 17000 47.00
Castlight Health 0.20 180000 4.15
Analogic Corporation (ALOG) 0.19 +59% 9900 72.58
Av Homes 0.18 33000 20.04
Channeladvisor 0.17 -35% 54117 11.55
GenMark Diagnostics (GNMK) 0.16 NEW 50000 11.84
Omnicell (OMCL) 0.15 13000 43.08
Hawaiian Holdings (HA) 0.14 NEW 11300 46.90
Vishay Precision (VPG) 0.14 30000 17.30
QuinStreet (QNST) 0.13 -42% 114372 4.17
Yume 0.13 100000 4.70
Bottomline Technologies (EPAY) 0.12 -66% 18000 25.67
Approach Resources (AREX) 0.12 -50% 135200 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 NEW 75000 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 +16% 35000 9.34
Ecology and Environment (EEI) 0.09 NEW 27869 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 -25% 3000 84.00
Cray (CRAY) 0.06 -64% 11500 18.43
Neophotonics Corp 0.06 NEW 27500 7.71
Sypris Solutions (SYPR) 0.04 -76% 95000 1.65
Independence Contract Dril I 0.04 -15% 42500 3.88
ARI Network Services (ARIS) 0.03 15000 7.07

Past 13F-HR SEC Filings by Needham Investment Management

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