HoldingsChannel.com
Needham Investment Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
PDF SOLUTIONS INC 1,316,100 +16,000 $17,268
     PDFS1,316,100+16,000$17,268
ENTEGRIS INC 435,000 -20,500 $16,234
     ENTG435,000-20,500$16,234
THERMO FISHER SCIENTIFIC INC 55,000 -6,500 $16,152
     TMO55,000-6,500$16,152
COMCAST CORP NEW 315,000 UNCH $13,318
     CMCSA315,000UNCH$13,318
KVH INDS INC 1,065,998 +61,000 $11,587
     KVHI1,065,998+61,000$11,587
VIASAT INC 141,600 -3,000 $11,445
     VSAT141,600-3,000$11,445
FORMFACTOR INC 668,000 -145,000 $10,467
     FORM668,000-145,000$10,467
GILEAD SCIENCES INC 145,000 UNCH $9,796
     GILD145,000UNCH$9,796
BOEING CO 25,500 UNCH $9,282
     BA25,500UNCH$9,282
CARMAX INC 103,000 -2,500 $8,943
     KMX103,000-2,500$8,943
TEKLA LIFE SCIENCES INVS 519,859 -12,500 $8,759
     HQL519,859-12,500$8,759
MKS INSTRUMENT INC 103,000 +7,000 $8,022
     MKSI103,000+7,000$8,022
TEKLA HEALTHCARE INVS 381,090 -11,000 $7,653
     HQH381,090-11,000$7,653
NOVA MEASURING INSTRUMENTS L 296,500 UNCH $7,587
     NVMI296,500UNCH$7,587
LABORATORY CORP AMER HLDGS 41,563 UNCH $7,187
     LH41,563UNCH$7,187
AIR LEASE CORP 157,000 -18,000 $6,491
     AL157,000-18,000$6,491
PHOTRONICS INC 780,000 +212,500 $6,396
     PLAB780,000+212,500$6,396
ASPEN AEROGELS INC 887,650 -242,750 $6,329
     ASPN887,650-242,750$6,329
II VI INC 160,600 -8,000 $5,871
     IIVI160,600-8,000$5,871
ELECTRONICS FOR IMAGING INC 144,500 -82,000 $5,333
     EFII144,500-82,000$5,333
MEDTRONIC PLC 53,906 UNCH $5,251
     MDT53,906UNCH$5,251
BECTON DICKINSON & CO 20,000 UNCH $5,040
     BDX20,000UNCH$5,040
VICOR CORP 158,500 +47,825 $4,922
     VICR158,500+47,825$4,922
HAWAIIAN HOLDINGS INC 177,200 +15,000 $4,861
     HA177,200+15,000$4,861
HONEYWELL INTL INC 26,500 UNCH $4,626
     HON26,500UNCH$4,626
AKAMAI TECHNOLOGIES INC 57,500 UNCH $4,608
     AKAM57,500UNCH$4,608
APPLE INC 22,700 UNCH $4,492
     AAPL22,700UNCH$4,492
ENCOMPASS HEALTH CORP 70,000 UNCH $4,435
     EHC70,000UNCH$4,435
ZUORA INC 264,381 +102,000 $4,050
     ZUO264,381+102,000$4,050
WABTEC CORP 49,250 +42,250 $3,533
     WAB49,250+42,250$3,533
OAKTREE CAP GROUP LLC 70,000 UNCH $3,468
     OAK70,000UNCH$3,468
NAVIGATOR HOLDINGS LTD 333,100 +50,800 $3,118
     NVGS333,100+50,800$3,118
KLA TENCOR CORP 26,250 UNCH $3,103
     KLAC26,250UNCH$3,103
SOUTHWEST AIRLS CO 60,000 UNCH $3,047
     LUV60,000UNCH$3,047
AMBER RD INC 223,300 -933,550 $2,916
     AMBR223,300-933,550$2,916
GSE SYS INC 1,120,000 UNCH $2,621
     GVP1,120,000UNCH$2,621
GSV CAP CORP 401,759 UNCH $2,572
     GSVC401,759UNCH$2,572
Q2 HLDGS INC 28,000 UNCH $2,138
     QTWO28,000UNCH$2,138
ULTRA CLEAN HLDGS INC 152,000 +25,000 $2,116
     UCTT152,000+25,000$2,116
IPG PHOTONICS CORP 13,250 UNCH $2,044
     IPGP13,250UNCH$2,044
OIL DRI CORP AMER 60,000 -3,500 $2,043
     ODC60,000-3,500$2,043
CRYOPORT INC 107,500 -4,932 $1,969
     CYRX107,500-4,932$1,969
FREQUENCY ELECTRS INC 168,500 -24,000 $1,919
     FEIM168,500-24,000$1,919
MACOM TECH SOLUTIONS HLDGS I 120,000 +105,000 $1,816
     MTSI120,000+105,000$1,816
TTM TECHNOLOGIES INC 170,000 +80,000 $1,734
     TTMI170,000+80,000$1,734
COHU INC 110,000 +10,000 $1,697
     COHU110,000+10,000$1,697
THE TRADE DESK INC 6,600 UNCH $1,503
     TTD6,600UNCH$1,503
AQUANTIA CORP 110,000 -158,850 $1,433
     AQ110,000-158,850$1,433
EVERBRIDGE INC 16,000 +1,000 $1,431
     EVBG16,000+1,000$1,431
EMCORE CORP 410,000 +75,000 $1,349
     EMKR410,000+75,000$1,349

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 06/30/2019: $303,131
At 03/31/2019: $294,214

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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