Needham Investment Management

Needham Investment Management as of Dec. 31, 2022

Portfolio Holdings for Needham Investment Management

Needham Investment Management holds 117 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Super Micro Computer (SMCI) 4.0 $22M 273k 82.10
Photronics (PLAB) 3.7 $20M 1.2M 16.83
PDF Solutions (PDFS) 3.6 $20M 699k 28.52
KVH Industries (KVHI) 3.4 $19M 1.9M 10.22
Thermo Fisher Scientific (TMO) 3.4 $19M 34k 550.69
Vicor Corporation (VICR) 3.3 $18M 343k 53.75
Aspen Aerogels (ASPN) 3.3 $18M 1.5M 11.79
Entegris (ENTG) 3.1 $17M 262k 65.59
NOVA MEASURING Instruments L (NVMI) 2.8 $16M 190k 81.68
Laboratory Corp Amer Hldgs Com New (LH) 2.6 $14M 61k 235.48
Nlight (LASR) 2.6 $14M 1.4M 10.14
FormFactor (FORM) 2.3 $13M 575k 22.23
Adtran Holdings (ADTN) 2.3 $13M 670k 18.79
Intevac (IVAC) 2.2 $12M 1.9M 6.47
Cambium Networks Corp SHS (CMBM) 2.2 $12M 555k 21.67
MKS Instruments (MKSI) 2.1 $12M 140k 84.73
Viewray (VRAYQ) 1.9 $11M 2.4M 4.48
Comcast Corp Cl A (CMCSA) 1.8 $9.8M 280k 34.97
Parsons Corporation (PSN) 1.7 $9.3M 200k 46.25
Coherent Corp (COHR) 1.7 $9.2M 264k 35.10
Sumo Logic Ord 1.6 $8.9M 1.1M 8.10
Kla Corp Com New (KLAC) 1.4 $7.5M 20k 377.03
Infinera (INFN) 1.3 $7.4M 1.1M 6.74
Telos Corp Md (TLS) 1.3 $7.2M 1.4M 5.09
Yext (YEXT) 1.3 $7.2M 1.1M 6.53
Veeco Instruments (VECO) 1.3 $7.0M 375k 18.58
8x8 (EGHT) 1.3 $6.9M 1.6M 4.32
Axt (AXTI) 1.2 $6.4M 1.5M 4.38
Wabtec Corporation (WAB) 1.1 $6.3M 64k 99.81
ViaSat (VSAT) 1.1 $6.3M 198k 31.65
CarMax (KMX) 1.1 $6.0M 99k 60.89
Clean Harbors (CLH) 1.1 $6.0M 53k 114.12
Vishay Precision (VPG) 1.0 $5.7M 148k 38.65
Gilead Sciences (GILD) 1.0 $5.6M 65k 85.85
Lumentum Hldgs (LITE) 0.9 $5.2M 100k 52.17
Honeywell International (HON) 0.9 $4.8M 23k 214.30
Frequency Electronics (FEIM) 0.9 $4.8M 678k 7.05
Boeing Company (BA) 0.9 $4.8M 25k 190.49
Apple (AAPL) 0.9 $4.7M 36k 129.93
Becton, Dickinson and (BDX) 0.9 $4.7M 19k 254.30
Zuora Com Cl A (ZUO) 0.8 $4.6M 728k 6.36
D Fluidigm Corp Del (LAB) 0.8 $4.4M 3.8M 1.17
Tekla Life Sciences Invs Sh Ben Int (HQL) 0.8 $4.2M 299k 14.21
Encompass Health Corp (EHC) 0.8 $4.2M 70k 59.81
Akamai Technologies (AKAM) 0.7 $4.0M 48k 84.30
Medtronic SHS (MDT) 0.7 $4.0M 51k 77.72
Tekla Healthcare Invs Sh Ben Int (HQH) 0.7 $3.9M 216k 18.00
Upland Software (UPLD) 0.7 $3.9M 543k 7.13
Navigator Hldgs SHS (NVGS) 0.7 $3.7M 306k 11.96
Bigcommerce Hldgs Com Ser 1 (BIGC) 0.7 $3.6M 418k 8.74
Adams Res & Energy Com New (AE) 0.6 $3.5M 91k 38.92
Vertiv Holdings Com Cl A (VRT) 0.6 $3.5M 258k 13.66
Chart Industries (GTLS) 0.6 $3.2M 28k 115.23
Akoustis Technologies (AKTS) 0.6 $3.1M 1.1M 2.82
Sensata Technologies Hldg Pl SHS (ST) 0.5 $3.0M 75k 40.38
Smith-Midland Corporation (SMID) 0.5 $3.0M 146k 20.50
Schweitzer-Mauduit International (MATV) 0.5 $2.7M 130k 20.90
Alteryx Com Cl A 0.5 $2.7M 54k 50.67
The Trade Desk Com Cl A (TTD) 0.5 $2.6M 59k 44.83
Asml Holding N V N Y Registry Shs (ASML) 0.5 $2.6M 4.8k 546.40
Bright Horizons Fam Sol In D (BFAM) 0.5 $2.6M 41k 63.10
CRA International (CRAI) 0.4 $2.4M 20k 122.43
Thermon Group Holdings (THR) 0.4 $2.4M 118k 20.08
Unisys Corp Com New (UIS) 0.4 $2.1M 405k 5.11
Bruker Corporation (BRKR) 0.4 $2.1M 30k 68.35
Air Lease Corp Cl A (AL) 0.4 $2.0M 53k 38.42
Markel Corporation (MKL) 0.4 $2.0M 1.5k 1317.49
Vacasa Class A Com 0.3 $1.9M 1.5M 1.26
Rogers Corporation (ROG) 0.3 $1.8M 15k 119.34
Sitime Corp (SITM) 0.3 $1.8M 18k 101.62
Suro Capital Corp Com New (SSSS) 0.3 $1.7M 445k 3.80
Analog Devices (ADI) 0.3 $1.6M 10k 164.03
Chevron Corporation (CVX) 0.3 $1.6M 9.0k 179.49
Oil-Dri Corporation of America (ODC) 0.3 $1.5M 45k 33.54
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.3 $1.5M 46k 31.43
Cryoport Com Par $0.001 (CYRX) 0.3 $1.4M 81k 17.35
Equinix (EQIX) 0.2 $1.4M 2.1k 655.03
Quest Diagnostics Incorporated (DGX) 0.2 $1.3M 8.5k 156.44
Educational Development Corporation (EDUC) 0.2 $1.3M 400k 3.16
Transcat (TRNS) 0.2 $1.2M 18k 70.87
Corning Incorporated (GLW) 0.2 $1.2M 38k 31.94
Vishay Intertechnology (VSH) 0.2 $1.2M 55k 21.57
Altair Engr Com Cl A (ALTR) 0.2 $1.2M 26k 45.47
Precision Optics Corp Inc Ma Com New (POCI) 0.2 $1.1M 199k 5.63
GSE Systems 0.2 $1.1M 1.5M 0.72
Lam Research Corporation (LRCX) 0.2 $1.1M 2.5k 420.30
Hawaiian Holdings (HA) 0.2 $1.0M 100k 10.26
American Tower Reit (AMT) 0.2 $1.0M 4.8k 211.86
G1 Therapeutics (GTHX) 0.2 $999k 184k 5.43
LeMaitre Vascular (LMAT) 0.2 $943k 21k 46.02
Matrix Service Company (MTRX) 0.2 $933k 150k 6.22
Research Solutions (RSSS) 0.2 $926k 480k 1.93
Thredup Cl A (TDUP) 0.2 $917k 700k 1.31
TTM Technologies (TTMI) 0.2 $905k 60k 15.08
Alpha Pro Tech (APT) 0.2 $884k 220k 4.02
Applied Materials (AMAT) 0.2 $876k 9.0k 97.38
MaxLinear (MXL) 0.2 $849k 25k 33.95
Limelight Networks 0.1 $791k 700k 1.13
Acv Auctions Com Cl A (ACVA) 0.1 $710k 87k 8.21
Southwest Airlines (LUV) 0.1 $673k 20k 33.67
Q2 Holdings (QTWO) 0.1 $658k 25k 26.87
Teradyne (TER) 0.1 $655k 7.5k 87.35
Marvell Technology (MRVL) 0.1 $556k 15k 37.04
Enhabit Ord (EHAB) 0.1 $461k 35k 13.16
Alphabet Cap Stk Cl A (GOOGL) 0.1 $441k 5.0k 88.23
Kimbell Rty Partners Unit (KRP) 0.1 $418k 25k 16.70
Verizon Communications (VZ) 0.1 $394k 10k 39.40
UGI Corporation (UGI) 0.1 $371k 10k 37.07
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $360k 13k 28.62
Hewlett Packard Enterprise (HPE) 0.1 $279k 18k 15.96
Via Optronics Sponsored Ads (VIAO) 0.0 $208k 130k 1.60
Allbirds Com Cl A (BIRD) 0.0 $182k 75k 2.42
Arlo Technologies (ARLO) 0.0 $158k 45k 3.51
Sientra 0.0 $146k 720k 0.20
Acuityads Hldgs 0.0 $78k 50k 1.55
Fathom Digital Mfg Corp Cl A Com 0.0 $53k 40k 1.32
Avrobio Ord (AVRO) 0.0 $18k 25k 0.71