HoldingsChannel.com
Needham Investment Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ENTEGRIS INC 411,500 -14,500 $20,612
     ENTG411,500-14,500$20,612
PDF SOLUTIONS INC 1,161,815 -141,385 $19,623
     PDFS1,161,815-141,385$19,623
THERMO FISHER SCIENTIFIC INC 55,000 UNCH $17,868
     TMO55,000UNCH$17,868
FORMFACTOR INC 634,000 -29,500 $16,465
     FORM634,000-29,500$16,465
II VI INC 430,600 +214,000 $14,499
     IIVI430,600+214,000$14,499
COMCAST CORP NEW 315,000 UNCH $14,166
     CMCSA315,000UNCH$14,166
VICOR CORP 290,000 -12,500 $13,549
     VICR290,000-12,500$13,549
KVH INDS INC 1,129,498 +23,000 $12,572
     KVHI1,129,498+23,000$12,572
MKS INSTRUMENT INC 95,000 -2,000 $10,450
     MKSI95,000-2,000$10,450
NOVA MEASURING INSTRUMENTS L 276,000 -5,500 $10,441
     NVMI276,000-5,500$10,441
VIASAT INC 141,600 UNCH $10,364
     VSAT141,600UNCH$10,364
GILEAD SCIENCES INC 145,000 UNCH $9,422
     GILD145,000UNCH$9,422
CARMAX INC 103,000 UNCH $9,030
     KMX103,000UNCH$9,030
TEKLA LIFE SCIENCES INVS 502,359 UNCH $8,757
     HQL502,359UNCH$8,757
BOEING CO 25,500 UNCH $8,307
     BA25,500UNCH$8,307
TEKLA HEALTHCARE INVS 366,090 UNCH $7,644
     HQH366,090UNCH$7,644
WABTEC CORP 97,000 +2,000 $7,547
     WAB97,000+2,000$7,547
LABORATORY CORP AMER HLDGS 41,563 UNCH $7,031
     LH41,563UNCH$7,031
ASPEN AEROGELS INC 904,650 +17,000 $7,020
     ASPN904,650+17,000$7,020
APPLE INC 22,700 UNCH $6,666
     AAPL22,700UNCH$6,666
AIR LEASE CORP 135,000 -11,000 $6,415
     AL135,000-11,000$6,415
MEDTRONIC PLC 53,906 UNCH $6,116
     MDT53,906UNCH$6,116
ZUORA INC 405,000 +185,710 $5,804
     ZUO405,000+185,710$5,804
BECTON DICKINSON & CO 20,000 UNCH $5,439
     BDX20,000UNCH$5,439
NAVIGATOR HOLDINGS LTD 372,300 UNCH $5,016
     NVGS372,300UNCH$5,016
ENCOMPASS HEALTH CORP 70,000 UNCH $4,849
     EHC70,000UNCH$4,849
AKAMAI TECHNOLOGIES INC 55,500 UNCH $4,794
     AKAM55,500UNCH$4,794
HONEYWELL INTL INC 26,500 UNCH $4,691
     HON26,500UNCH$4,691
KLA CORPORATION 26,250 UNCH $4,677
     KLAC26,250UNCH$4,677
PHOTRONICS INC 286,000 -441,500 $4,507
     PLAB286,000-441,500$4,507
CAMBIUM NETWORKS CORP 502,488 +427,500 $4,391
     CMBM502,488+427,500$4,391
GENMARK DIAGNOSTICS INC 795,000 +545,000 $3,823
     GNMK795,000+545,000$3,823
FIREEYE INC 230,000 +100,000 $3,802
     FEYE230,000+100,000$3,802
HAWAIIAN HOLDINGS INC 128,100 -55,100 $3,752
     HA128,100-55,100$3,752
INTEVAC INC 500,000 +180,000 $3,530
     IVAC500,000+180,000$3,530
SOUTHWEST AIRLS CO 60,000 UNCH $3,239
     LUV60,000UNCH$3,239
COHU INC 137,500 +2,500 $3,142
     COHU137,500+2,500$3,142
CHANNELADVISOR CORP 315,000 +130,000 $2,847
     ECOM315,000+130,000$2,847
SUTTER ROCK CAP CORP      $2,631
     CALL401,759+401,759$2,631
BROOKFIELD ASSET MGMT INC 37,037 UNCH $2,141
     BAM37,037UNCH$2,141
OIL DRI CORP AMER 59,000 -1,000 $2,139
     ODC59,000-1,000$2,139
Q2 HLDGS INC 25,750 UNCH $2,088
     QTWO25,750UNCH$2,088
IPG PHOTONICS CORP 13,250 UNCH $1,920
     IPGP13,250UNCH$1,920
GSE SYS INC 1,100,683 +78,183 $1,816
     GVP1,100,683+78,183$1,816
THE TRADE DESK INC 6,200 UNCH $1,611
     TTD6,200UNCH$1,611
LENDINGTREE INC NEW 5,300 +5,300 $1,608
     TREE5,300+5,300$1,608
CRYOPORT INC 94,000 -3,000 $1,547
     CYRX94,000-3,000$1,547
FREQUENCY ELECTRS INC 151,100 +100 $1,542
     FEIM151,100+100$1,542
EMCORE CORP 490,000 +80,000 $1,490
     EMKR490,000+80,000$1,490
APPIAN CORP 37,500 +25,000 $1,433
     APPN37,500+25,000$1,433

See Full List: All Stocks Held By Needham Investment Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Needham Investment Management LLC

Size ($ in 1000's)
At 12/31/2019: $366,974
At 09/30/2019: $311,539

Combined Holding Report Includes:
NEEDHAM INVESTMENT MANAGEMENT LLC
NEEDHAM EMERGING GROWTH PARTNERS LP
NEEDHAM GROWTH FUND

Needham Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Needham Investment Management LLC 13F filings. Link to 13F filings: SEC filings

Needham Investment Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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