Needham Investment Management

Needham Investment Management as of June 30, 2025

Portfolio Holdings for Needham Investment Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Super Micro Computer Com New (SMCI) 5.6 $70M 1.4M 49.01
Thredup Cl A (TDUP) 3.5 $44M 5.9M 7.49
PDF Solutions (PDFS) 3.3 $41M 1.9M 21.38
Vertiv Holdings Com Cl A (VRT) 2.9 $37M 285k 128.41
Nlight (LASR) 2.9 $36M 1.8M 19.68
FARO Technologies (FARO) 2.9 $36M 818k 43.92
NOVA MEASURING Instruments L (NVMI) 2.8 $36M 130k 275.20
Oil-Dri Corporation of America (ODC) 2.6 $33M 562k 58.99
Vicor Corporation (VICR) 2.6 $32M 706k 45.36
Arteris (AIP) 2.2 $28M 3.0M 9.53
Unisys Corp Com New (UIS) 2.0 $25M 5.5M 4.53
Genius Sports Shares Cl A (GENI) 2.0 $25M 2.4M 10.40
Asure Software (ASUR) 1.9 $24M 2.5M 9.76
Vishay Intertechnology (VSH) 1.9 $24M 1.5M 15.88
FormFactor (FORM) 1.8 $23M 655k 34.41
Arlo Technologies (ARLO) 1.8 $22M 1.3M 16.96
Parsons Corporation (PSN) 1.7 $21M 289k 71.77
Vital Farms (VITL) 1.6 $20M 508k 38.52
Entegris (ENTG) 1.5 $19M 240k 80.65
Matrix Service Company (MTRX) 1.5 $19M 1.4M 13.51
Vishay Precision (VPG) 1.5 $19M 658k 28.10
Aspen Aerogels (ASPN) 1.4 $18M 3.0M 5.92
Thermon Group Holdings (THR) 1.4 $18M 624k 28.08
CRA International (CRAI) 1.3 $16M 85k 187.37
Akamai Technologies (AKAM) 1.2 $15M 186k 79.76
Coherent Corp (COHR) 1.2 $15M 166k 89.21
Labcorp Holdings Com Shs (LH) 1.2 $15M 56k 262.51
Veeco Instruments (VECO) 1.2 $15M 721k 20.32
Photronics (PLAB) 1.1 $14M 762k 18.83
Clean Harbors (CLH) 1.1 $14M 61k 231.18
Lincoln Educational Services Corporation (LINC) 1.1 $14M 610k 23.05
Bright Horizons Fam Sol In D (BFAM) 1.1 $13M 108k 123.59
TTM Technologies (TTMI) 1.1 $13M 324k 40.82
Huntington Ingalls Inds (HII) 1.0 $13M 55k 241.46
Kla Corp Com New (KLAC) 1.0 $13M 15k 895.74
MKS Instruments (MKSI) 1.0 $13M 129k 99.36
Wabtec Corporation (WAB) 0.9 $12M 56k 209.35
Nvent Electric SHS (NVT) 0.9 $12M 158k 73.25
Thermo Fisher Scientific (TMO) 0.9 $11M 27k 405.46
Universal Technical Institute (UTI) 0.8 $11M 311k 33.89
Klaviyo Com Ser A (KVYO) 0.8 $10M 305k 33.58
Adtran Holdings (ADTN) 0.8 $10M 1.1M 8.97
Markel Corporation (MKL) 0.8 $9.9M 5.0k 1997.36
Centuri Holdings Com Shs (CTRI) 0.7 $9.4M 418k 22.44
Bruker Corporation (BRKR) 0.7 $9.1M 221k 41.20
Astronics Corporation (ATRO) 0.7 $9.0M 268k 33.48
CarMax (KMX) 0.7 $8.9M 133k 67.21
Research Solutions (RSSS) 0.7 $8.4M 2.9M 2.87
Comcast Corp Cl A (CMCSA) 0.7 $8.3M 233k 35.69
Ecovyst (ECVT) 0.6 $7.6M 920k 8.23
Smith-Midland Corporation (SMID) 0.6 $7.3M 217k 33.56
Equinix (EQIX) 0.6 $7.2M 9.0k 795.47
Everus Constr Group (ECG) 0.5 $6.7M 105k 63.53
MDU Resources (MDU) 0.5 $6.6M 394k 16.67
Gilead Sciences (GILD) 0.5 $6.1M 55k 110.87
Vail Resorts (MTN) 0.5 $6.0M 39k 157.13
Transcat (TRNS) 0.5 $5.7M 67k 85.96
Encompass Health Corp (EHC) 0.4 $5.5M 45k 122.63
Myr (MYRG) 0.4 $5.4M 30k 181.45
Harmonic (HLIT) 0.4 $5.4M 565k 9.47
Honeywell International (HON) 0.4 $5.2M 23k 232.88
ViaSat (VSAT) 0.4 $5.2M 355k 14.60
Gorman-Rupp Company (GRC) 0.4 $5.1M 140k 36.72
Camtek Ord (CAMT) 0.4 $5.1M 60k 84.56
Abrdn Life Sciences Investor Sh Ben Int (HQL) 0.4 $5.0M 392k 12.81
Cognex Corporation (CGNX) 0.4 $4.9M 156k 31.72
Bentley Sys Com Cl B (BSY) 0.4 $4.7M 88k 53.97
Boeing Company (BA) 0.4 $4.7M 23k 209.53
Sitime Corp (SITM) 0.4 $4.7M 22k 213.08
Asml Holding N V N Y Registry Shs (ASML) 0.4 $4.6M 5.8k 801.39
Abrdn Healthcare Investors Sh Ben Int (HQH) 0.3 $4.4M 283k 15.49
Medtronic SHS (MDT) 0.3 $4.4M 50k 87.17
Marvell Technology (MRVL) 0.3 $4.3M 56k 77.40
Teradyne (TER) 0.3 $4.3M 48k 89.92
Navigator Hldgs SHS (NVGS) 0.3 $4.3M 301k 14.15
Core Molding Technologies (CMT) 0.3 $4.2M 255k 16.59
Comtech Telecommunications C Com New (CMTL) 0.3 $4.1M 1.7M 2.45
KVH Industries (KVHI) 0.3 $3.9M 739k 5.33
The Trade Desk Com Cl A (TTD) 0.3 $3.9M 55k 71.99
Northern Technologies International (NTIC) 0.3 $3.8M 516k 7.41
Apple (AAPL) 0.3 $3.8M 19k 205.17
Rogers Corporation (ROG) 0.3 $3.8M 55k 68.48
Chart Industries (GTLS) 0.3 $3.7M 23k 164.65
Rapid7 (RPD) 0.3 $3.7M 160k 23.13
Suro Capital Corp Com New (SSSS) 0.3 $3.6M 439k 8.21
Precision Optics Corp Inc Ma Com New (POCI) 0.3 $3.4M 700k 4.87
LeMaitre Vascular (LMAT) 0.3 $3.3M 40k 83.05
Dupont De Nemours (DD) 0.3 $3.3M 48k 68.59
CRH Ord (CRH) 0.2 $3.0M 33k 91.80
Jacobs Engineering Group (J) 0.2 $2.9M 22k 131.45
Becton, Dickinson and (BDX) 0.2 $2.9M 17k 172.25
Alpha Pro Tech (APT) 0.2 $2.9M 613k 4.69
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $2.9M 46k 61.85
Air Lease Corp Cl A (AL) 0.2 $2.6M 45k 58.49
Ceva (CEVA) 0.2 $2.5M 115k 21.98
TETRA Technologies (TTI) 0.2 $2.5M 750k 3.36
Lam Research Corp Com New (LRCX) 0.2 $2.4M 25k 97.34
Analog Devices (ADI) 0.2 $2.4M 10k 238.02
PROS Holdings (PRO) 0.2 $2.3M 150k 15.66
Carter's (CRI) 0.2 $2.3M 77k 30.13
Cryoport Com Par $0.001 (CYRX) 0.2 $2.3M 308k 7.46
Cohu (COHU) 0.2 $2.3M 118k 19.24
Corning Incorporated (GLW) 0.2 $2.2M 42k 52.59
MaxLinear (MXL) 0.2 $2.2M 155k 14.21
Calix (CALX) 0.2 $2.1M 40k 53.19
Bigcommerce Hldgs Com Ser 1 (CMRC) 0.2 $2.1M 425k 5.00
Penguin Solutions SHS 0.2 $2.1M 105k 19.81
Circle Internet Group Com Cl A (CRCL) 0.1 $1.8M 10k 181.29
Hewlett Packard Enterprise (HPE) 0.1 $1.7M 84k 20.45
Allegro Microsystems Ord (ALGM) 0.1 $1.7M 50k 34.19
Generac Holdings (GNRC) 0.1 $1.6M 11k 143.21
Insight Enterprises (NSIT) 0.1 $1.5M 11k 138.09
Applied Materials (AMAT) 0.1 $1.5M 8.3k 183.07
Badger Meter (BMI) 0.1 $1.5M 6.0k 244.95
Matthews Intl Corp Cl A (MATW) 0.1 $1.4M 60k 23.91
Quest Diagnostics Incorporated (DGX) 0.1 $1.3M 7.5k 179.63
Ichor Holdings SHS (ICHR) 0.1 $1.3M 68k 19.64
Energy Services of America (ESOA) 0.1 $1.2M 125k 9.94
Mobileye Global Common Class A (MBLY) 0.1 $1.2M 69k 17.98
Chevron Corporation (CVX) 0.1 $1.2M 8.3k 143.19
Southwest Airlines (LUV) 0.1 $1.1M 35k 32.44
Frequency Electronics (FEIM) 0.1 $1.1M 50k 22.71
Raytheon Technologies Corp (RTX) 0.1 $1.1M 7.5k 146.02
908 Devices (MASS) 0.1 $1.1M 150k 7.13
Educational Development Corporation (EDUC) 0.1 $1.1M 800k 1.33
Sportradar Group Class A Ord Shs (SRAD) 0.1 $983k 35k 28.08
Verizon Communications (VZ) 0.1 $865k 20k 43.27
Select Water Solutions Cl A Com (WTTR) 0.1 $864k 100k 8.64
Axt (AXTI) 0.1 $822k 394k 2.09
Quest Resource Hldg Corp Com New (QRHC) 0.1 $820k 406k 2.02
Ultra Clean Holdings (UCTT) 0.1 $790k 35k 22.57
Crowdstrike Hldgs Cl A (CRWD) 0.1 $764k 1.5k 509.31
Extreme Networks (EXTR) 0.1 $718k 40k 17.95
Alphabet Cap Stk Cl A (GOOGL) 0.1 $705k 4.0k 176.23
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $694k 13k 55.24
Tenable Hldgs (TENB) 0.1 $676k 20k 33.78
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $624k 100k 6.24
Lindblad Expeditions Hldgs I (LIND) 0.0 $609k 52k 11.67
Pure Storage Cl A (PSTG) 0.0 $576k 10k 57.58
Mercury Computer Systems (MRCY) 0.0 $539k 10k 53.86
D Fluidigm Corp Del (LAB) 0.0 $521k 434k 1.20
Schweitzer-Mauduit International (MATV) 0.0 $495k 73k 6.82
Enhabit Ord (EHAB) 0.0 $482k 50k 9.64
Power Integrations (POWI) 0.0 $419k 7.5k 55.90
Kindercare Learning Companie (KLC) 0.0 $404k 40k 10.10
UGI Corporation (UGI) 0.0 $364k 10k 36.42
Kimbell Rty Partners Unit (KRP) 0.0 $355k 25k 13.96
Caredx (CDNA) 0.0 $293k 15k 19.54
Yext (YEXT) 0.0 $255k 30k 8.50
Fortrea Hldgs Common Stock (FTRE) 0.0 $187k 38k 4.94