HoldingsChannel.com
Needham Investment Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ENTEGRIS INC 385,500 -26,000 $17,258
     ENTG385,500-26,000$17,258
THERMO FISHER SCIENTIFIC INC 55,000 UNCH $15,598
     TMO55,000UNCH$15,598
PDF SOLUTIONS INC 1,274,615 +112,800 $14,938
     PDFS1,274,615+112,800$14,938
VICOR CORP 304,750 +14,750 $13,574
     VICR304,750+14,750$13,574
II VI INC 470,600 +40,000 $13,413
     IIVI470,600+40,000$13,413
SUPER MICRO COMPUTER INC 606,000 +606,000 $12,896
     SMCI606,000+606,000$12,896
KVH INDS INC 1,314,998 +185,500 $12,401
     KVHI1,314,998+185,500$12,401
FORMFACTOR INC 589,000 -45,000 $11,833
     FORM589,000-45,000$11,833
COMCAST CORP NEW 315,000 UNCH $10,830
     CMCSA315,000UNCH$10,830
GILEAD SCIENCES INC 144,000 -1,000 $10,766
     GILD144,000-1,000$10,766
MKS INSTRS INC 100,000 +5,000 $8,146
     MKSI100,000+5,000$8,146
NOVA MEASURING INSTRUMENTS L 242,500 -33,500 $7,917
     NVMI242,500-33,500$7,917
TEKLA LIFE SCIENCES INVS 495,000 -7,359 $7,415
     HQL495,000-7,359$7,415
ASPEN AEROGELS INC 1,130,000 +225,350 $6,938
     ASPN1,130,000+225,350$6,938
VIASAT INC 186,600 +45,000 $6,702
     VSAT186,600+45,000$6,702
TEKLA HEALTHCARE INVS 351,392 -14,698 $6,258
     HQH351,392-14,698$6,258
GENMARK DIAGNOSTICS INC 1,443,400 +648,400 $5,947
     GNMK1,443,400+648,400$5,947
CARMAX INC 103,000 UNCH $5,545
     KMX103,000UNCH$5,545
MAXLINEAR INC 475,000 +435,000 $5,543
     MXL475,000+435,000$5,543
LABORATORY CORP AMER HLDGS 40,263 -1,300 $5,089
     LH40,263-1,300$5,089
PHOTRONICS INC 488,500 +202,500 $5,012
     PLAB488,500+202,500$5,012
APPLE INC 19,200 -3,500 $4,883
     AAPL19,200-3,500$4,883
MEDTRONIC PLC 53,906 UNCH $4,861
     MDT53,906UNCH$4,861
WABTEC 98,000 +1,000 $4,717
     WAB98,000+1,000$4,717
CAMBIUM NETWORKS CORP 821,100 +318,612 $4,599
     CMBM821,100+318,612$4,599
BECTON DICKINSON & CO 20,000 UNCH $4,595
     BDX20,000UNCH$4,595
ENCOMPASS HEALTH CORP 70,000 UNCH $4,482
     EHC70,000UNCH$4,482
AKAMAI TECHNOLOGIES INC 48,000 -7,500 $4,392
     AKAM48,000-7,500$4,392
FIREEYE INC 390,000 +160,000 $4,126
     FEYE390,000+160,000$4,126
KLA CORPORATION 26,250 UNCH $3,773
     KLAC26,250UNCH$3,773
BOEING CO 25,000 -500 $3,729
     BA25,000-500$3,729
CHANNELADVISOR CORP 506,750 +191,750 $3,680
     ECOM506,750+191,750$3,680
LENDINGTREE INC NEW 20,000 +14,700 $3,668
     TREE20,000+14,700$3,668
HONEYWELL INTL INC 26,500 UNCH $3,545
     HON26,500UNCH$3,545
AXT INC 1,075,000 +1,040,000 $3,451
     AXTI1,075,000+1,040,000$3,451
AIR LEASE CORP 150,000 +15,000 $3,322
     AL150,000+15,000$3,322
AKOUSTIS TECHNOLOGIES INC 600,000 +600,000 $3,222
     AKTS600,000+600,000$3,222
VISHAY PRECISION GROUP INC 150,000 +132,500 $3,012
     VPG150,000+132,500$3,012
LIMELIGHT NETWORKS INC 520,000 +320,000 $2,964
     LLNW520,000+320,000$2,964
ZUORA INC 358,472 -46,528 $2,887
     ZUO358,472-46,528$2,887
INTEVAC INC 680,000 +180,000 $2,781
     IVAC680,000+180,000$2,781
PLURALSIGHT INC 251,000 +170,000 $2,756
     PS251,000+170,000$2,756
VIEWRAY INC 1,100,000 +885,000 $2,750
     VRAY1,100,000+885,000$2,750
INOGEN INC 52,000 +52,000 $2,686
     INGN52,000+52,000$2,686
PURE STORAGE INC 217,500 +140,000 $2,675
     PSTG217,500+140,000$2,675
MIMECAST LTD 72,500 +72,500 $2,559
     MIME72,500+72,500$2,559
SUTTER ROCK CAP CORP 401,759 -401,759 $2,354
     SSSS401,759UNCH$2,354
SPS COMMERCE INC 50,000 +50,000 $2,326
     SPSC50,000+50,000$2,326
NLIGHT INC 215,000 +188,607 $2,255
     LASR215,000+188,607$2,255
SOUTHWEST AIRLS CO 60,000 UNCH $2,136
     LUV60,000UNCH$2,136

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 03/31/2020: $353,403
At 12/31/2019: $369,607

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