Needham Investment Management LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Needham Investment Management LLC

CIK Number: 0001167212

1.25B
Market Value
146
# of Holdings
21 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SMCI Super Micro Com...
46.24
+0.09% 1.43M +1.60% 49.05M 30.54 4.60% Share
2 VICR Vicor Corporati...
52.13
-1.28% 774K -11.44% 36.21M 40.39 3.39% Share
3 PDFS PDF Solutions, ...
25.53
+0.27% 1.86M +2.61% 35.64M 25.79 3.34% Share
4 NVMI Nova Ltd.
306.95
-0.16% 140.75K -17.08% 25.94M 7.57 2.43% Share
5 ODC Oil-Dri Corpora...
62.84
+1.14% 561.5K +100.54% 25.78M 31.22 2.42% Share
6 UIS Unisys Corporat...
3.93
-2.24% 5.56M +4.21% 25.52M 5.09 2.39% Share
7 ASUR Asure Software,...
8.10
-0.61% 2.5M 0.00% 23.83M 8.32 2.23% Share
8 GENI Genius Sports L...
12.74
-2.82% 2.33M 0.00% 23.37M 5.85 2.19% Share
9 VSH Vishay Intertec...
14.91
-2.1% 1.47M +3.71% 23.32M 20.2 2.19% Share
10 VRT Vertiv Holdings...
139.72
-1.34% 284.75K -0.09% 20.56M 30.51 1.93% Share
11 ENTG Entegris, Inc.
91.94
-1.66% 233K -2.92% 20.38M 10.69 1.91% Share
12 LASR nLIGHT, Inc.
28.04
-3.74% 2.56M -3.45% 19.9M 12.98 1.86% Share
13 AIP Arteris, Inc.
9.84
-2.09% 2.81M +2.46% 19.43M 6.83 1.82% Share
14 FORM FormFactor, Inc...
35.60
-2.01% 665K +6.31% 18.81M 26 1.76% Share
15 THR Thermon Group H...
26.65
-2.2% 642.5K -1.91% 17.89M 28.51 1.68% Share
16 MTRX Matrix Service ...
13.04
-0.38% 1.42M 0.00% 17.65M 10.49 1.65% Share
17 ASPN Aspen Aerogels,...
6.87
-1.58% 2.74M +14.54% 17.49M 9.61 1.64% Share
18 PSN Parsons Corpora...
79.69
-1.21% 292.25K +5.51% 17.3M 50.13 1.62% Share
19 VPG Vishay Precisio...
31.94
-1.38% 685.2K 0.00% 16.51M 31.51 1.55% Share
20 AKAM Akamai Technolo...
75.38
-1.12% 197.5K +1.28% 15.9M 83.06 1.49% Share
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