Needham Investment Management LLC Top Holdings and 13F Report (2024) → SHOCKING Crypto Leak… (From Crypto 101 Media) (Ad) About Needham Investment Management LLCInvestment ActivityNeedham Investment Management LLC has $1.08 billion in total holdings as of March 31, 2024.Needham Investment Management LLC owns shares of 131 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 17.14% of the portfolio was purchased this quarter.About 9.50% of the portfolio was sold this quarter.This quarter, Needham Investment Management LLC has purchased 130 new stocks and bought additional shares in 61 stocks.Needham Investment Management LLC sold shares of 14 stocks and completely divested from 6 stocks this quarter.Largest Holdings Super Micro Computer $125,950,742Aspen Aerogels $52,838,720PDF Solutions $37,710,400Entegris $32,816,090Nova $32,558,099 Largest New Holdings this Quarter Vital Farms $8,137,500 HoldingEcovyst $5,575,000 HoldingAstronics $4,188,800 HoldingComtech Telecommunications $2,229,500 HoldingBadger Meter $2,184,435 Holding Largest Purchases this Quarter Vicor 235,100 shares (about $8.99M)PDF Solutions 257,500 shares (about $8.67M)Asure Software 1,060,000 shares (about $8.25M)Vital Farms 350,000 shares (about $8.14M)nLIGHT 545,000 shares (about $7.09M) Largest Sales this Quarter Super Micro Computer 72,300 shares (about $73.03M)AXT 554,000 shares (about $2.54M)MKS Instruments 14,000 shares (about $1.86M)ADTRAN 250,000 shares (about $1.36M)Advanced Energy Industries 12,082 shares (about $1.23M) 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 PortfolioSectorSMCISuper Micro Computer$125,950,742$73,025,170 ▼-36.7%124,70011.7%Computer and TechnologyASPNAspen Aerogels$52,838,720$612,480 ▲1.2%3,002,2004.9%ConstructionPDFSPDF Solutions$37,710,400$8,670,025 ▲29.9%1,120,0003.5%Computer and TechnologyENTGEntegris$32,816,0900.0%233,5003.0%Computer and TechnologyNVMINova$32,558,099$567,616 ▼-1.7%183,5503.0%Computer and TechnologyVICRVicor$29,827,200$8,990,224 ▲43.1%780,0002.8%Computer and TechnologyFORMFormFactor$28,746,900$2,395,575 ▲9.1%630,0002.7%Computer and TechnologyLASRnLIGHT$23,435,620$7,085,000 ▲43.3%1,802,7402.2%Computer and TechnologyMKSIMKS Instruments$23,009,000$1,862,000 ▼-7.5%173,0002.1%Computer and TechnologyVRTVertiv$20,131,655$1,061,710 ▲5.6%246,5001.9%Computer and TechnologyVECOVeeco Instruments$19,783,125$4,835,875 ▲32.4%562,5001.8%Computer and TechnologyUISUnisys$19,345,400$6,088,400 ▲45.9%3,940,0001.8%Computer and TechnologyVPGVishay Precision Group$19,254,850$5,917,775 ▲44.4%545,0001.8%Computer and TechnologyPLABPhotronics$18,252,240$440,376 ▲2.5%644,5001.7%Computer and TechnologyPSNParsons$18,153,608$651,158 ▲3.7%218,8501.7%Business ServicesTMOThermo Fisher Scientific$17,000,3930.0%29,2501.6%MedicalODCOil-Dri Co. of America$14,539,200$4,436,320 ▲43.9%195,0001.4%Basic MaterialsTHRThermon Group$13,088,000$6,789,400 ▲107.8%400,0001.2%Computer and TechnologyLHLaboratory Co. of America$12,859,2110.0%58,8631.2%MedicalAIPArteris$12,700,200$5,307,000 ▲71.8%1,735,0001.2%Computer and TechnologyALTRAltair Engineering$12,642,513$4,475,493 ▲54.8%146,7501.2%ConstructionTTMITTM Technologies$12,574,7750.0%803,5001.2%Computer and TechnologyCLHClean Harbors$12,150,267$412,686 ▲3.5%60,3561.1%Business ServicesCMCSAComcast$11,704,5000.0%270,0001.1%Consumer DiscretionaryKMXCarMax$11,520,298$805,768 ▲7.5%132,2501.1%Retail/WholesaleKLACKLA$11,177,120$698,570 ▼-5.9%16,0001.0%Computer and TechnologyAMSWAAmerican Software$11,163,750$6,297,500 ▲129.4%975,0001.0%Computer and TechnologyCOHRCoherent$11,093,4600.0%183,0001.0%Business ServicesCRAICRA International$10,919,340$3,215,970 ▲41.7%73,0001.0%Business ServicesCRICarter's$10,860,210$3,471,880 ▲47.0%128,2501.0%Consumer DiscretionaryASURAsure Software$10,775,300$8,246,800 ▲326.2%1,385,0001.0%Computer and TechnologyFAROFARO Technologies$10,694,772$3,549,150 ▲49.7%497,2001.0%Computer and TechnologyBFAMBright Horizons Family Solutions$10,145,720$2,493,920 ▲32.6%89,5000.9%Consumer DiscretionaryTDUPThredUp$9,800,000$5,995,000 ▲157.6%4,900,0000.9%Consumer StaplesARLOArlo Technologies$9,487,500$6,451,500 ▲212.5%750,0000.9%Computer and TechnologyKVHIKVH Industries$9,327,222$96,813 ▼-1.0%1,828,8670.9%Computer and TechnologyMTRXMatrix Service$9,186,150$4,560,500 ▲98.6%705,0000.9%Oils/EnergyCGNXCognex$8,865,780$4,581,360 ▲106.9%209,0000.8%Computer and TechnologySMIDSmith-Midland$8,573,850$117,450 ▲1.4%182,5000.8%ConstructionWABWestinghouse Air Brake Technologies$8,449,440$801,240 ▼-8.7%58,0000.8%TransportationVITLVital Farms$8,137,500$8,137,500 ▲New Holding350,0000.8%Consumer StaplesGENIGenius Sports$7,280,250$4,282,500 ▲142.9%1,275,0000.7%Computer and TechnologyAXTIAXT$7,210,891$2,542,860 ▼-26.1%1,571,0000.7%Computer and TechnologyAKAMAkamai Technologies$7,178,160$1,305,120 ▲22.2%66,0000.7%Computer and TechnologyKLAVIYO INC$7,134,400$5,287,100 ▲286.2%280,0000.7%COM SER AZUOZuora$7,045,200$114,000 ▼-1.6%772,5000.7%Computer and TechnologyRSSSResearch Solutions$6,359,500$2,330,500 ▲57.8%2,012,5000.6%Industrial ProductsADTNADTRAN$6,337,600$1,360,000 ▼-17.7%1,165,0000.6%Business ServicesBRKRBruker$6,247,010$681,065 ▲12.2%66,5000.6%Computer and TechnologyMATVMativ$6,234,375$2,484,375 ▲66.3%332,5000.6%Basic MaterialsAEAdams Resources & Energy$6,090,000$2,117,000 ▲53.3%210,0000.6%Oils/EnergyHLITHarmonic$6,048,000$1,344,000 ▲28.6%450,0000.6%Computer and TechnologyECVTEcovyst$5,575,000$5,575,000 ▲New Holding500,0000.5%Business ServicesNTICNorthern Technologies International$5,380,000$1,883,000 ▲53.8%400,0000.5%Basic MaterialsAAPLApple$5,273,0100.0%30,7500.5%Computer and TechnologyTTDTrade Desk$4,982,9400.0%57,0000.5%Computer and TechnologyCMTCore Molding Technologies$4,827,150$2,460,900 ▲104.0%255,0000.4%Industrial ProductsASMLASML$4,803,8270.0%4,9500.4%Computer and TechnologyNVTnVent Electric$4,750,200$2,412,800 ▲103.2%63,0000.4%Computer and TechnologyGNRCGenerac$4,730,250$315,350 ▲7.1%37,5000.4%Computer and TechnologyVSATViasat$4,703,400$768,825 ▲19.5%260,0000.4%Computer and TechnologyNVGSNavigator$4,697,1000.0%306,0000.4%TransportationGILDGilead Sciences$4,688,0000.0%64,0000.4%MedicalHONHoneywell International$4,618,1250.0%22,5000.4%Multi-Sector ConglomeratesBDXBecton, Dickinson and Company$4,515,9630.0%18,2500.4%MedicalHQLAbrdn Life Sciences Investors$4,501,021$224,036 ▲5.2%330,2290.4%FinanceMDTMedtronic$4,448,2230.0%51,0410.4%MedicalFEIMFrequency Electronics$4,441,487$245,025 ▼-5.2%407,8500.4%Computer and TechnologyMXLMaxLinear$4,434,125$373,400 ▲9.2%237,5000.4%Computer and TechnologyCYRXCryoport$4,425,000$442,500 ▲11.1%250,0000.4%TransportationBABoeing$4,342,2750.0%22,5000.4%AerospaceFTREFortrea$4,225,257$471,645 ▲12.6%105,2630.4%MedicalINFNInfinera$4,221,000$603,000 ▼-12.5%700,0000.4%Computer and TechnologyATROAstronics$4,188,800$4,188,800 ▲New Holding220,0000.4%AerospaceEHCEncompass Health$4,129,0000.0%50,0000.4%MedicalHQHAbrdn Healthcare Investors$4,029,641$203,011 ▲5.3%239,0060.4%FinanceROGRogers$3,560,700$1,186,900 ▲50.0%30,0000.3%Computer and TechnologySITMSiTime$3,486,803$1,901,893 ▲120.0%37,4000.3%Computer and TechnologyCMBMCambium Networks$3,477,093$322,388 ▼-8.5%806,7500.3%Computer and TechnologyHIIHuntington Ingalls Industries$3,439,347$888,984 ▲34.9%11,8000.3%AerospaceMKLMarkel Group$3,347,256$76,074 ▲2.3%2,2000.3%Multi-Sector ConglomeratesMRVLMarvell Technology$3,242,7600.0%45,7500.3%Business ServicesPSTGPure Storage$3,119,400$1,039,800 ▼-25.0%60,0000.3%Computer and TechnologyTRNSTranscat$3,064,325$445,720 ▲17.0%27,5000.3%Computer and TechnologyLABStandard BioTools$3,047,2190.0%1,124,4350.3%MedicalLITELumentum$2,841,000$1,894,000 ▲200.0%60,0000.3%Computer and TechnologyBIGCBigCommerce$2,756,0000.0%400,0000.3%Retail/WholesaleCRH PLC$2,738,755$582,255 ▲27.0%31,7500.3%ORDALAir Lease$2,700,6000.0%52,5000.3%TransportationHAHawaiian$2,666,0000.0%200,0000.2%TransportationEQIXEquinix$2,558,523$825,330 ▲47.6%3,1000.2%FinanceOMCLOmnicell$2,557,625$949,975 ▲59.1%87,5000.2%MedicalLMATLeMaitre Vascular$2,554,8600.0%38,5000.2%MedicalCIENCiena$2,472,5000.0%50,0000.2%Computer and TechnologyGTLSChart Industries$2,470,800$823,600 ▲50.0%15,0000.2%Industrial ProductsLRCXLam Research$2,428,9250.0%2,5000.2%Computer and TechnologyTERTeradyne$2,341,223$1,128,300 ▲93.0%20,7500.2%Computer and TechnologyCMTLComtech Telecommunications$2,229,500$2,229,500 ▲New Holding650,0000.2%Computer and TechnologyBMIBadger Meter$2,184,435$2,184,435 ▲New Holding13,5000.2%Computer and TechnologyAPTAlpha Pro Tech$2,184,000$811,200 ▲59.1%350,0000.2%Industrial ProductsShowing largest 100 holdings. 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