Needham Investment Management LLC Top Holdings and 13F Report (2025) About Needham Investment Management LLCInvestment ActivityNeedham Investment Management LLC has $1.30 billion in total holdings as of December 31, 2024.Needham Investment Management LLC owns shares of 150 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 7.99% of the portfolio was purchased this quarter.About 6.90% of the portfolio was sold this quarter.This quarter, Needham Investment Management LLC has purchased 146 new stocks and bought additional shares in 64 stocks.Needham Investment Management LLC sold shares of 27 stocks and completely divested from 9 stocks this quarter.Largest Holdings PDF Solutions $49,217,900SUPER MICRO COMPUTER INC $42,976,800Vicor $42,231,680Unisys $33,770,550Nova $33,432,263 Largest New Holdings this Quarter SUPER MICRO COMPUTER INC $42,976,800 HoldingEVERUS CONSTR GROUP $7,577,689 HoldingRapid7 $3,017,250 HoldingSMART Global $1,919,000 HoldingLAM RESEARCH CORP $1,805,750 Holding Largest Purchases this Quarter SUPER MICRO COMPUTER INC 1,410,000 shares (about $42.98M)EVERUS CONSTR GROUP 115,250 shares (about $7.58M)nLIGHT 314,375 shares (about $3.30M)Rapid7 75,000 shares (about $3.02M)Vishay Intertechnology 154,100 shares (about $2.61M) Largest Sales this Quarter SiTime 21,250 shares (about $4.56M)Apple 10,200 shares (about $2.55M)Cognex 50,000 shares (about $1.79M)Vicor 32,439 shares (about $1.57M)Frequency Electronics 75,886 shares (about $1.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNeedham Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPDFSPDF Solutions$49,217,900$1,569,286 ▲3.3%1,817,5003.8%Computer and TechnologySUPER MICRO COMPUTER INC$42,976,800$42,976,800 ▲New Holding1,410,0003.3%COMVICRVicor$42,231,680$1,567,452 ▼-3.6%874,0003.3%Computer and TechnologyUISUnisys$33,770,550$538,050 ▲1.6%5,335,0002.6%Computer and TechnologyNVMINova$33,432,2630.0%169,7502.6%Computer and TechnologyVRTVertiv$32,378,850$340,830 ▼-1.0%285,0002.5%Computer and TechnologyASPNAspen Aerogels$28,389,636$1,395,900 ▲5.2%2,389,7002.2%ConstructionAIPArteris$27,971,550$101,900 ▲0.4%2,745,0002.2%Computer and TechnologyLASRnLIGHT$27,820,687$3,297,794 ▲13.4%2,652,1152.1%Computer and TechnologyFORMFormFactor$27,522,000$242,000 ▲0.9%625,5002.1%Computer and TechnologyFAROFARO Technologies$26,079,590$22,190 ▼-0.1%1,028,3752.0%Computer and TechnologyPSNParsons$25,553,251$184,500 ▲0.7%277,0002.0%Business ServicesALTRAltair Engineering$24,549,750$709,215 ▼-2.8%225,0001.9%Computer and TechnologyODCOil-Dri Co. of America$24,539,200$1,095,500 ▲4.7%280,0001.9%Basic MaterialsVSHVishay Intertechnology$23,954,854$2,610,454 ▲12.2%1,414,1001.8%Computer and TechnologyENTGEntegris$23,774,4000.0%240,0001.8%Computer and TechnologyASURAsure Software$23,477,950$117,625 ▲0.5%2,495,0001.8%Computer and TechnologyAMSWAAmerican Software$21,959,452$1,904,652 ▲9.5%1,981,9001.7%Computer and TechnologyGENIGenius Sports$20,197,750$64,875 ▲0.3%2,335,0001.6%Computer and TechnologyVECOVeeco Instruments$19,590,800$1,433,800 ▲7.9%731,0001.5%Computer and TechnologyTHRThermon Group$18,844,350$143,850 ▲0.8%655,0001.5%Computer and TechnologyAKAMAkamai Technologies$18,651,750$1,434,750 ▲8.3%195,0001.4%Computer and TechnologyPLABPhotronics$18,141,200$176,700 ▲1.0%770,0001.4%Computer and TechnologyVITLVital Farms$17,148,950$282,675 ▲1.7%455,0001.3%Consumer StaplesMTRXMatrix Service$16,997,4000.0%1,420,0001.3%Oils/EnergyVPGVishay Precision Group$16,081,644$180,719 ▲1.1%685,2001.2%Computer and TechnologyCOHRCoherent$15,772,545$189,460 ▼-1.2%166,5001.2%Business ServicesCRAICRA International$15,584,400$46,800 ▲0.3%83,2501.2%Business ServicesTMOThermo Fisher Scientific$15,216,7280.0%29,2501.2%MedicalARLOArlo Technologies$14,491,050$335,700 ▲2.4%1,295,0001.1%Computer and TechnologyCLHClean Harbors$13,982,3860.0%60,7561.1%Business ServicesBRKRBruker$13,834,320$351,720 ▲2.6%236,0001.1%Computer and TechnologyLABCORP HOLDINGS INC$13,498,4630.0%58,8631.0%COM SHSMKSIMKS Instruments$13,466,310$469,755 ▲3.6%129,0001.0%Computer and TechnologyKLAVIYO INC$12,990,6000.0%315,0001.0%COM SER ABFAMBright Horizons Family Solutions$12,415,200$277,125 ▲2.3%112,0001.0%Business ServicesTTMITTM Technologies$12,127,500$556,875 ▼-4.4%490,0000.9%Computer and TechnologyRSSSResearch Solutions$11,952,000$20,750 ▲0.2%2,880,0000.9%Industrial ProductsKMXCarMax$11,650,800$367,920 ▼-3.1%142,5000.9%Retail/WholesaleWABWestinghouse Air Brake Technologies$10,996,2200.0%58,0000.8%TransportationNVTnVent Electric$10,905,600$511,200 ▲4.9%160,0000.8%Computer and TechnologyADTNADTRAN$10,370,850$749,700 ▼-6.7%1,245,0000.8%Business ServicesHIIHuntington Ingalls Industries$10,157,138$141,728 ▲1.4%53,7500.8%AerospaceCMCSAComcast$10,095,570$37,530 ▼-0.4%269,0000.8%Consumer DiscretionaryKLACKLA$10,081,9200.0%16,0000.8%Computer and TechnologyCALXCalix$9,589,250$871,750 ▲10.0%275,0000.7%Computer and TechnologyLINCLincoln Educational Services$9,571,100$79,100 ▲0.8%605,0000.7%Consumer DiscretionarySMIDSmith-Midland$9,381,060$44,460 ▲0.5%211,0000.7%ConstructionTDUPThredUp$8,850,825$232,825 ▲2.7%6,367,5000.7%Consumer StaplesCENTURI HOLDINGS INC$8,643,697$324,408 ▲3.9%447,6280.7%COM SHSHLITHarmonic$8,599,500$661,500 ▲8.3%650,0000.7%Computer and TechnologyMKLMarkel Group$8,544,8390.0%4,9500.7%Multi-Sector ConglomeratesCRICarter's$8,496,992$1,232,823 ▼-12.7%156,8000.7%Consumer DiscretionaryMDUMDU Resources Group$8,307,220$603,670 ▲7.8%461,0000.6%UtilitiesUTIUniversal Technical Institute$7,867,260$154,260 ▲2.0%306,0000.6%Consumer DiscretionaryEVERUS CONSTR GROUP$7,577,689$7,577,689 ▲New Holding115,2500.6%COMTTDTrade Desk$7,404,3900.0%63,0000.6%Computer and TechnologyEQIXEquinix$7,354,5430.0%7,8000.6%FinanceAEAdams Resources & Energy$7,172,5000.0%190,0000.6%Oils/EnergyCMTLComtech Telecommunications$7,137,800$1,112,775 ▲18.5%1,780,0000.6%Computer and TechnologyNTICNorthern Technologies International$7,088,995$40,470 ▲0.6%525,5000.5%Basic MaterialsCGNXCognex$7,082,350$1,793,000 ▼-20.2%197,5000.5%Computer and TechnologyECVTEcovyst$7,028,800$38,200 ▲0.5%920,0000.5%Business ServicesMRVLMarvell Technology$6,627,000$1,104,500 ▼-14.3%60,0000.5%Computer and TechnologyKVHIKVH Industries$6,356,355$1,005,765 ▼-13.7%1,115,1500.5%Computer and TechnologyTERTeradyne$5,981,200$503,680 ▲9.2%47,5000.5%Computer and TechnologyGILDGilead Sciences$5,911,6800.0%64,0000.5%MedicalROGRogers$5,842,575$304,830 ▲5.5%57,5000.5%Computer and TechnologySITMSiTime$5,738,678$4,558,763 ▼-44.3%26,7500.4%Computer and TechnologyTRNSTranscat$5,361,018$1,184,288 ▲28.4%50,7000.4%Computer and TechnologyGRCGorman-Rupp$5,251,920$417,120 ▲8.6%138,5000.4%Industrial ProductsAAPLApple$5,146,131$2,554,284 ▼-33.2%20,5500.4%Computer and TechnologyHONHoneywell International$5,082,5250.0%22,5000.4%Multi-Sector ConglomeratesMATVMativ$4,823,250$436,000 ▼-8.3%442,5000.4%Basic MaterialsNVGSNavigator$4,697,1000.0%306,0000.4%TransportationHQLAbrdn Life Sciences Investors$4,627,6730.0%352,7190.4%FinanceEHCEncompass Health$4,617,5000.0%50,0000.4%MedicalGTLSChart Industries$4,580,160$667,940 ▼-12.7%24,0000.4%Industrial ProductsBSYBentley Systems$4,553,250$2,591,850 ▲132.1%97,5000.4%Computer and TechnologyMYRGMYR Group$4,463,100$743,850 ▲20.0%30,0000.3%UtilitiesMAXLINEAR INC$4,450,5000.0%225,0000.3%COMATROAstronics$4,269,3000.0%267,5000.3%AerospaceCMTCore Molding Technologies$4,217,7000.0%255,0000.3%Industrial ProductsBDXBecton, Dickinson and Company$4,140,3780.0%18,2500.3%MedicalHQHAbrdn Healthcare Investors$4,094,0020.0%255,0780.3%FinanceMDTMedtronic$4,077,1550.0%51,0410.3%MedicalMTNVail Resorts$4,030,175$2,155,675 ▲115.0%21,5000.3%Consumer DiscretionaryBABoeing$3,982,5000.0%22,5000.3%AerospaceASMLASML$3,811,940$381,194 ▲11.1%5,5000.3%Computer and TechnologyBMIBadger Meter$3,743,918$837,874 ▲28.8%17,6500.3%Computer and TechnologyCEVACEVA$3,628,250$1,104,250 ▼-23.3%115,0000.3%Computer and TechnologyLMATLeMaitre Vascular$3,547,3900.0%38,5000.3%MedicalAPTAlpha Pro Tech$3,240,125$13,225 ▲0.4%612,5000.2%Industrial ProductsCRH PLC$3,238,2000.0%35,0000.2%ORDCOHUCohu$3,150,600$1,014,600 ▲47.5%118,0000.2%Computer and TechnologyAXTIAXT$3,077,277$266,802 ▼-8.0%1,418,1000.2%Computer and TechnologyBIGCBigCommerce$3,060,000$612,000 ▲25.0%500,0000.2%Computer and TechnologyVSATViasat$3,021,901$73,186 ▲2.5%355,1000.2%Computer and TechnologyRPDRapid7$3,017,250$3,017,250 ▲New Holding75,0000.2%Computer and TechnologyBNBrookfield$2,659,8080.0%46,2940.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
