Needham Investment Management L.L.C.

Latest statistics and disclosures from NEEDHAM INVESTMENT MANAGEMENT's latest quarterly 13F-HR filing:

NEEDHAM INVESTMENT MANAGEMENT portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Express Scripts Holding 5.25 309000 65.91 0.00
ViaSat (VSAT) 4.52 275000 +7.00% 63.82 65.75
Thermo Fisher Scientific (TMO) 4.27 108000 -23.00% 153.60 172.33
Super Micro Computer (SMCI) 3.99 611425 25.35 24.25
PDF Solutions (PDFS) 3.86 662950 22.63 16.56
FormFactor (FORM) 3.53 1.16M -9.00% 11.85 14.25
Entegris (ENTG) 3.33 552500 23.40 24.35
Boeing Company (BA) 3.19 70000 -28.00% 176.86 185.25
Comcast Corporation (CMCSA) 3.07 317500 +98.00% 37.59 40.33
Gilead Sciences (GILD) 3.05 174500 67.91 64.31
Tekla Life Sciences sh ben int 2.87 575123 +7.00% 19.39 0.00
KVH Industries (KVHI) 2.72 1.26M +11.00% 8.40 9.20
H & Q Healthcare Fund equities 2.46 397023 +8.00% 24.04 0.00
Electronics For Imaging (EFII) 2.31 184000 -4.00% 48.83 48.02
Amber Road 2.12 1.07M +8.00% 7.72 0.00
Akamai Technologies (AKAM) 2.10 136500 +3.00% 59.73 47.62
Hldgs Inc 1.91 105000 70.64 0.00
MKS Instruments (MKSI) 1.90 107000 -27.00% 68.76 79.90
CarMax (KMX) 1.89 124000 59.22 64.51
Financial Engines (FNGN) 1.79 159550 -24.00% 43.55 38.95
Becton, Dickinson and (BDX) 1.75 37000 183.45 187.00
Jabil Circuit (JBL) 1.71 230000 -49.00% 28.92 29.40
II-VI (IIVI) 1.58 170000 36.05 32.00
Laboratory Corp. of America Holdings (LH) 1.56 42088 143.47 140.68
NOVA MEASURING Instruments L 1.49 311000 -24.00% 18.59 0.00
Medtronic 1.21 58196 80.54 0.00
Air Lease Corp Com 1.20 120000 38.75 0.00
Monsanto Company (MON) 1.17 40000 113.18 116.20
Reis (REIS) 1.14 247200 +20.00% 17.90 19.15
Apple (AAPL) 1.09 29500 143.60 153.34
Varian Medical Systems (VAR) 1.09 46500 -4.00% 91.11 96.75
Photronics (PLAB) 1.04 377750 +4.00% 10.70 10.00
Orbotech Ltd Com Stk 1.04 125000 32.25 0.00
Pure Storage Inc - Class A 1.00 395000 +267.00% 9.83 0.00
Wageworks 0.94 50500 72.31 0.00
GSE Systems (GVP) 0.89 1.02M +5.00% 3.40 3.25
COMSCORE (SCOR) 0.88 159000 NEW 21.58 25.10
Frequency Electronics (FEIM) 0.87 308145 +16.00% 11.00 9.59
Honeywell International (HON) 0.85 26500 -19.00% 124.88 132.14
Southwest Airlines (LUV) 0.83 60000 53.76 59.58
Oaktree Cap 0.82 70000 45.30 0.00
HEALTHSOUTH (HLS) 0.77 70000 42.81 46.35
Trade Desk 0.73 76070 -16.00% 37.26 0.00
Oil-Dri Corporation of America (ODC) 0.68 71242 +133.00% 37.25 35.10
Corium Intl 0.67 625624 +4.00% 4.18 0.00
Invuity 0.66 320139 8.00 0.00
Navigator Holdings Ltd Com Stk 0.60 170000 13.75 0.00
Red Hat (RHT) 0.56 25000 86.53 87.99
Hess (HES) 0.56 44750 48.20 49.55
Foundation Medicine 0.48 57500 32.24 0.00
Gsv Cap Corp 0.46 400959 4.48 0.00
IPG Photonics Corporation (IPGP) 0.42 13500 120.67 139.56
Dick's Sporting Goods (DKS) 0.40 32000 48.68 41.50
Vicor Corporation (VICR) 0.39 94700 +4.00% 16.09 17.62
Aspen Aerogels 0.37 342500 +29.00% 4.17 0.00
Equinix 0.36 3499 400.40 0.00
Fireeye 0.35 107500 +34.00% 12.61 0.00
CONMED Corporation (CNMD) 0.34 30000 44.40 49.96
Bottomline Technologies (EPAY) 0.32 53219 -20.00% 23.66 25.20
Q2 Holdings 0.29 32500 34.85 0.00
Norsat Intl 0.29 114240 +26.00% 10.00 0.00
Core Laboratories N.V. (CLB) 0.27 9000 +38.00% 115.67 107.05
National Instruments (NATI) 0.26 30500 32.55 37.22
Vishay Intertechnology (VSH) 0.25 60000 -14.00% 16.45 16.10
Schlumberger (SLB) 0.25 12500 78.08 71.36
Corning Incorporated (GLW) 0.24 35000 27.00 29.17
Channeladvisor 0.24 84117 +55.00% 11.15 0.00
Nutanix Inc cl a 0.24 49000 +55.00% 18.80 0.00
FLIR Systems (FLIR) 0.21 22500 36.27 36.83
QuinStreet (QNST) 0.20 200030 3.90 3.54
Xcerra 0.20 86666 8.90 0.00
Agile Therapeutics 0.19 226138 +61.00% 3.21 0.00
Approach Resources (AREX) 0.18 275200 +119.00% 2.50 2.83
Cray (CRAY) 0.18 32500 -45.00% 21.92 18.15
LeMaitre Vascular (LMAT) 0.18 28000 24.64 30.71
Castlight Health 0.17 180000 +100.00% 3.65 0.00
2u 0.17 17000 39.67 0.00
Xactly 0.17 55000 NEW 11.89 0.00
Omnicell (OMCL) 0.14 13000 40.62 41.50
Av Homes 0.14 33000 16.46 0.00
Analogic Corporation (ALOG) 0.12 6200 -38.00% 75.81 71.70
Vishay Precision (VPG) 0.12 30000 NEW 15.80 17.55
Sypris Solutions (SYPR) 0.11 398233 -8.00% 1.06 1.43
World Wrestling Entertainment (WWE) 0.11 18500 22.24 19.75
Invensense 0.11 35000 -72.00% 12.63 0.00
Yume 0.11 100000 +7.00% 4.09 0.00
Clean Harbors (CLH) 0.10 7000 NEW 55.67 58.18
Mobile Mini (MINI) 0.10 13000 NEW 30.54 27.95
Servicesource 0.10 105000 NEW 3.88 0.00
EXACT Sciences Corporation (EXAS) 0.09 15000 23.60 32.96
Under Armour Inc Cl C 0.09 19500 +14.00% 18.30 0.00
Markel Corporation (MKL) 0.08 300 NEW 973.33 978.67
Applied Materials (AMAT) 0.08 7500 38.93 44.63
Lam Research Corporation (LRCX) 0.08 2500 128.40 152.88
Veeco Instruments (VECO) 0.08 10000 29.90 31.25
Lifeway Foods (LWAY) 0.08 30000 10.73 10.25
Cohu (COHU) 0.07 15000 -62.00% 18.47 18.07
iRobot Corporation (IRBT) 0.07 4000 66.25 94.35
Ultra Clean Holdings (UCTT) 0.07 15000 -92.00% 16.87 23.10
Independence Contract Dril I 0.07 50000 +233.00% 5.52 0.00
Twilio Inc cl a 0.07 10000 NEW 28.90 0.00
Bruker Corporation (BRKR) 0.06 10000 23.30 26.95
Hortonworks 0.06 25000 -68.00% 9.80 0.00
Hertz Global Holdings 0.05 10000 17.53 0.00
ARI Network Services (ARIS) 0.02 15000 5.20 5.00
TheStreet (TSCM) 0.00 20450 0.78 0.00