Needham Investment Management

Needham Investment Management as of March 31, 2025

Portfolio Holdings for Needham Investment Management

Needham Investment Management holds 150 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Super Micro Computer Com New (SMCI) 4.6 $49M 1.4M 34.24
Vicor Corporation (VICR) 3.4 $36M 774k 46.78
PDF Solutions (PDFS) 3.3 $36M 1.9M 19.11
FARO Technologies (FARO) 2.6 $28M 1.0M 27.30
NOVA MEASURING Instruments L (NVMI) 2.4 $26M 141k 184.33
Oil-Dri Corporation of America (ODC) 2.4 $26M 562k 45.92
Unisys Corp Com New (UIS) 2.4 $26M 5.6M 4.59
Asure Software (ASUR) 2.2 $24M 2.5M 9.55
Genius Sports Shares Cl A (GENI) 2.2 $23M 2.3M 10.01
Vishay Intertechnology (VSH) 2.2 $23M 1.5M 15.90
Vertiv Holdings Com Cl A (VRT) 1.9 $21M 285k 72.20
Entegris (ENTG) 1.9 $20M 233k 87.48
Nlight (LASR) 1.9 $20M 2.6M 7.77
Arteris (AIP) 1.8 $19M 2.8M 6.91
FormFactor (FORM) 1.8 $19M 665k 28.29
Thermon Group Holdings (THR) 1.7 $18M 643k 27.85
Matrix Service Company (MTRX) 1.7 $18M 1.4M 12.43
Aspen Aerogels (ASPN) 1.6 $18M 2.7M 6.39
Parsons Corporation (PSN) 1.6 $17M 292k 59.21
Vishay Precision (VPG) 1.5 $17M 685k 24.09
Akamai Technologies (AKAM) 1.5 $16M 198k 80.50
Photronics (PLAB) 1.5 $16M 750k 20.76
Vital Farms (VITL) 1.4 $15M 505k 30.47
Thredup Cl A (TDUP) 1.4 $15M 6.4M 2.41
Veeco Instruments (VECO) 1.4 $15M 721k 20.08
CRA International (CRAI) 1.4 $14M 83k 173.20
Bright Horizons Fam Sol In D (BFAM) 1.3 $14M 108k 127.04
Thermo Fisher Scientific (TMO) 1.2 $13M 27k 497.60
Labcorp Holdings Com Shs (LH) 1.2 $13M 57k 232.74
Arlo Technologies (ARLO) 1.2 $13M 1.3M 9.87
Clean Harbors (CLH) 1.1 $12M 61k 197.10
Huntington Ingalls Inds (HII) 1.0 $11M 55k 204.04
Kla Corp Com New (KLAC) 1.0 $11M 16k 679.80
Coherent Corp (COHR) 1.0 $11M 166k 64.94
CarMax (KMX) 1.0 $11M 138k 77.92
Wabtec Corporation (WAB) 1.0 $11M 58k 181.35
MKS Instruments (MKSI) 1.0 $10M 129k 80.15
TTM Technologies (TTMI) 0.9 $9.8M 477k 20.51
Adtran Holdings (ADTN) 0.9 $9.8M 1.1M 8.72
Lincoln Educational Services Corporation (LINC) 0.9 $9.6M 605k 15.87
Bruker Corporation (BRKR) 0.9 $9.6M 230k 41.74
Klaviyo Com Ser A (KVYO) 0.9 $9.4M 309k 30.26
Markel Corporation (MKL) 0.9 $9.3M 5.0k 1869.61
Comcast Corp Cl A (CMCSA) 0.8 $8.8M 240k 36.90
Nvent Electric SHS (NVT) 0.8 $8.3M 158k 52.42
Universal Technical Institute (UTI) 0.7 $7.9M 306k 25.68
MDU Resources (MDU) 0.7 $7.8M 459k 16.91
Research Solutions (RSSS) 0.7 $7.6M 2.9M 2.60
Calix (CALX) 0.7 $7.5M 212k 35.44
Centuri Holdings Com Shs (CTRI) 0.7 $7.3M 448k 16.39
American Software (LGTY) 0.6 $6.6M 460k 14.26
Smith-Midland Corporation (SMID) 0.6 $6.6M 211k 31.07
Astronics Corporation (ATRO) 0.6 $6.5M 268k 24.17
Gilead Sciences (GILD) 0.6 $6.4M 58k 112.05
Equinix (EQIX) 0.6 $6.3M 7.7k 815.35
Ecovyst (ECVT) 0.5 $5.7M 920k 6.20
Northern Technologies International (NTIC) 0.5 $5.5M 526k 10.41
Harmonic (HLIT) 0.5 $5.4M 565k 9.59
Encompass Health Corp (EHC) 0.5 $5.1M 50k 101.28
Teradyne (TER) 0.5 $5.0M 61k 82.60
KVH Industries (KVHI) 0.5 $4.9M 927k 5.29
Carter's (CRI) 0.5 $4.9M 120k 40.90
Gorman-Rupp Company (GRC) 0.5 $4.9M 139k 35.10
Transcat (TRNS) 0.5 $4.8M 65k 74.45
Abrdn Life Sciences Investor Sh Ben Int (HQL) 0.5 $4.8M 379k 12.69
Honeywell International (HON) 0.4 $4.8M 23k 211.75
Cognex Corporation (CGNX) 0.4 $4.6M 156k 29.83
Medtronic SHS (MDT) 0.4 $4.6M 51k 89.86
Everus Constr Group (ECG) 0.4 $4.5M 122k 37.09
Abrdn Healthcare Investors Sh Ben Int (HQH) 0.4 $4.3M 265k 16.24
Apple (AAPL) 0.4 $4.2M 19k 222.13
Navigator Hldgs SHS (NVGS) 0.4 $4.1M 305k 13.31
Sitime Corp (SITM) 0.4 $4.1M 27k 152.87
The Trade Desk Com Cl A (TTD) 0.4 $4.0M 73k 54.72
Becton, Dickinson and (BDX) 0.4 $3.9M 17k 229.06
Core Molding Technologies (CMT) 0.4 $3.9M 255k 15.20
Boeing Company (BA) 0.4 $3.8M 23k 170.55
Bentley Sys Com Cl B (BSY) 0.4 $3.8M 98k 39.34
Rogers Corporation (ROG) 0.3 $3.7M 55k 67.53
ViaSat (VSAT) 0.3 $3.7M 355k 10.42
Asml Holding N V N Y Registry Shs (ASML) 0.3 $3.6M 5.5k 662.63
Marvell Technology (MRVL) 0.3 $3.5M 57k 61.57
Chart Industries (GTLS) 0.3 $3.5M 24k 144.36
Vail Resorts (MTN) 0.3 $3.4M 22k 160.02
Myr (MYRG) 0.3 $3.4M 30k 113.09
LeMaitre Vascular (LMAT) 0.3 $3.2M 39k 83.90
Alpha Pro Tech (APT) 0.3 $3.1M 613k 5.00
Precision Optics Corp Inc Ma Com New (POCI) 0.3 $2.9M 700k 4.15
CRH Ord (CRH) 0.3 $2.9M 33k 87.97
Camtek Ord (CAMT) 0.3 $2.8M 48k 58.63
Badger Meter (BMI) 0.3 $2.8M 15k 190.25
Comtech Telecommunications C Com New (CMTL) 0.3 $2.7M 1.7M 1.60
Jacobs Engineering Group (J) 0.2 $2.6M 22k 120.89
Bigcommerce Hldgs Com Ser 1 (CMRC) 0.2 $2.6M 450k 5.76
Air Lease Corp Cl A (AL) 0.2 $2.5M 52k 48.31
Dupont De Nemours (DD) 0.2 $2.4M 33k 74.68
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $2.4M 46k 52.33
Ceva (CEVA) 0.2 $2.4M 92k 25.61
Rapid7 (RPD) 0.2 $2.1M 80k 26.51
Analog Devices (ADI) 0.2 $2.0M 10k 201.67
Corning Incorporated (GLW) 0.2 $1.9M 43k 45.78
Suro Capital Corp Com New (SSSS) 0.2 $1.9M 379k 4.97
Lam Research Corp Com New (LRCX) 0.2 $1.8M 25k 72.70
Penguin Solutions SHS 0.2 $1.7M 100k 17.37
Cohu (COHU) 0.2 $1.7M 118k 14.71
Cryoport Com Par $0.001 (CYRX) 0.2 $1.7M 278k 6.08
MaxLinear (MXL) 0.2 $1.6M 150k 10.86
TETRA Technologies (TTI) 0.1 $1.6M 465k 3.36
PROS Holdings (PRO) 0.1 $1.5M 80k 19.03
Chevron Corporation (CVX) 0.1 $1.5M 8.8k 167.29
Frequency Electronics (FEIM) 0.1 $1.4M 90k 15.65
Generac Holdings (GNRC) 0.1 $1.4M 11k 126.65
Quest Diagnostics Incorporated (DGX) 0.1 $1.3M 7.8k 169.20
Applied Materials (AMAT) 0.1 $1.3M 9.0k 145.12
Hewlett Packard Enterprise (HPE) 0.1 $1.3M 84k 15.43
Allegro Microsystems Ord (ALGM) 0.1 $1.3M 50k 25.13
Mercury Computer Systems (MRCY) 0.1 $1.2M 28k 43.09
Southwest Airlines (LUV) 0.1 $1.2M 35k 33.58
Murphy Oil Corporation (MUR) 0.1 $1.1M 40k 28.40
Mobileye Global Common Class A (MBLY) 0.1 $1.1M 77k 14.39
Educational Development Corporation (EDUC) 0.1 $1.1M 805k 1.37
Matthews Intl Corp Cl A (MATW) 0.1 $1.1M 48k 22.24
Quest Resource Hldg Corp Com New (QRHC) 0.1 $1.1M 406k 2.60
Yext (YEXT) 0.1 $1.0M 165k 6.16
Schweitzer-Mauduit International (MATV) 0.1 $966k 155k 6.23
Ichor Holdings SHS (ICHR) 0.1 $950k 42k 22.61
Energy Services of America (ESOA) 0.1 $945k 100k 9.45
Raytheon Technologies Corp (RTX) 0.1 $927k 7.0k 132.46
Verizon Communications (VZ) 0.1 $907k 20k 45.36
908 Devices (MASS) 0.1 $896k 200k 4.48
Pure Storage Cl A (PSTG) 0.1 $885k 20k 44.27
Kindercare Learning Companie (KLC) 0.1 $884k 76k 11.59
Axt (AXTI) 0.1 $837k 594k 1.41
Insight Enterprises (NSIT) 0.1 $825k 5.5k 149.99
Lineage (LINE) 0.1 $821k 14k 58.63
Alphabet Cap Stk Cl A (GOOGL) 0.1 $619k 4.0k 154.64
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $609k 13k 48.41
D Fluidigm Corp Del (LAB) 0.1 $577k 534k 1.08
Crowdstrike Hldgs Cl A (CRWD) 0.0 $529k 1.5k 352.58
Lindblad Expeditions Hldgs I (LIND) 0.0 $484k 52k 9.27
Applied Digital Corp Com New (APLD) 0.0 $478k 85k 5.62
Enhabit Ord (EHAB) 0.0 $440k 50k 8.79
Brookfield Wealth Sol Cl A Exchangeab (BNT) 0.0 $417k 8.0k 52.18
Kimbell Rty Partners Unit (KRP) 0.0 $356k 25k 14.00
Tenable Hldgs (TENB) 0.0 $350k 10k 34.98
Extreme Networks (EXTR) 0.0 $331k 25k 13.23
UGI Corporation (UGI) 0.0 $331k 10k 33.07
Fortrea Hldgs Common Stock (FTRE) 0.0 $285k 38k 7.55
Caredx (CDNA) 0.0 $266k 15k 17.75
Power Integrations (POWI) 0.0 $253k 5.0k 50.50