HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SUPER MICRO COMPUTER INC |
197,000 | -6,000 | $55,999 |
| SMCI | 197,000 | -6,000 | $55,999 |
| ASPEN AEROGELS INC |
2,967,400 | +439,100 | $46,826 |
| ASPN | 2,967,400 | +439,100 | $46,826 |
| ENTEGRIS INC |
233,500 | +1,000 | $27,978 |
| ENTG | 233,500 | +1,000 | $27,978 |
| PDF SOLUTIONS INC |
862,500 | +165,000 | $27,721 |
| PDFS | 862,500 | +165,000 | $27,721 |
| NOVA LTD |
186,750 | +4,250 | $25,658 |
| NVMI | 186,750 | +4,250 | $25,658 |
| VICOR CORP |
544,900 | +86,050 | $24,488 |
| VICR | 544,900 | +86,050 | $24,488 |
| FORMFACTOR INC |
577,500 | +70,000 | $24,088 |
| FORM | 577,500 | +70,000 | $24,088 |
| PHOTRONICS INC |
628,950 | -6,550 | $19,730 |
| PLAB | 628,950 | -6,550 | $19,730 |
| MKS INSTRS INC |
187,000 | +30,000 | $19,237 |
| MKSI | 187,000 | +30,000 | $19,237 |
| NLIGHT INC |
1,257,740 | +210,000 | $16,979 |
| LASR | 1,257,740 | +210,000 | $16,979 |
| THERMO FISHER SCIENTIFIC INC |
29,250 | UNCH | $15,526 |
| TMO | 29,250 | UNCH | $15,526 |
| UNISYS CORP |
2,700,000 | +500,000 | $15,174 |
| UIS | 2,700,000 | +500,000 | $15,174 |
| ALTERYX INC |
294,850 | +82,350 | $13,905 |
| AYX | 294,850 | +82,350 | $13,905 |
| LABORATORY CORP AMER HLDGS |
58,863 | -1,900 | $13,379 |
| LH | 58,863 | -1,900 | $13,379 |
| PARSONS CORP DEL |
211,000 | +5,500 | $13,232 |
| PSN | 211,000 | +5,500 | $13,232 |
| VEECO INSTRS INC DEL |
425,000 | +120,000 | $13,188 |
| VECO | 425,000 | +120,000 | $13,188 |
| VISHAY PRECISION GROUP INC |
377,500 | +158,200 | $12,861 |
| VPG | 377,500 | +158,200 | $12,861 |
| TTM TECHNOLOGIES INC |
803,500 | -1,500 | $12,703 |
| TTMI | 803,500 | -1,500 | $12,703 |
| COMCAST CORP NEW |
270,000 | UNCH | $11,840 |
| CMCSA | 270,000 | UNCH | $11,840 |
| VERTIV HOLDINGS CO |
233,500 | +8,500 | $11,215 |
| VRT | 233,500 | +8,500 | $11,215 |
| ADTRAN HOLDINGS INC |
1,415,000 | -332,500 | $10,386 |
| ADTN | 1,415,000 | -332,500 | $10,386 |
| CLEAN HARBORS INC |
58,306 | +6,700 | $10,175 |
| CLH | 58,306 | +6,700 | $10,175 |
| KLA CORP |
17,000 | UNCH | $9,882 |
| KLAC | 17,000 | UNCH | $9,882 |
| KVH INDS INC |
1,847,850 | -10,000 | $9,720 |
| KVHI | 1,847,850 | -10,000 | $9,720 |
| CARMAX INC |
123,000 | +29,000 | $9,439 |
| KMX | 123,000 | +29,000 | $9,439 |
| OIL DRI CORP AMER |
135,500 | +52,700 | $9,089 |
| ODC | 135,500 | +52,700 | $9,089 |
| WABTEC |
63,500 | UNCH | $8,058 |
| WAB | 63,500 | UNCH | $8,058 |
| ALTAIR ENGR INC |
94,800 | +57,300 | $7,977 |
| ALTR | 94,800 | +57,300 | $7,977 |
| COHERENT CORP |
183,000 | +5,500 | $7,966 |
| COHR | 183,000 | +5,500 | $7,966 |
| FARO TECHNOLOGIES INC |
332,200 | +185,000 | $7,484 |
| FARO | 332,200 | +185,000 | $7,484 |
| ZUORA INC |
785,000 | +125,000 | $7,379 |
| ZUO | 785,000 | +125,000 | $7,379 |
| SMITH MIDLAND CORP |
180,000 | +20,000 | $7,110 |
| SMID | 180,000 | +20,000 | $7,110 |
| CARTERS INC |
87,250 | +23,750 | $6,534 |
| CRI | 87,250 | +23,750 | $6,534 |
| AKAMAI TECHNOLOGIES INC |
54,000 | +2,500 | $6,391 |
| AKAM | 54,000 | +2,500 | $6,391 |
| BRIGHT HORIZONS FAM SOL IN D |
67,500 | +18,500 | $6,361 |
| BFAM | 67,500 | +18,500 | $6,361 |
| THERMON GROUP HLDGS INC |
192,500 | +52,500 | $6,270 |
| THR | 192,500 | +52,500 | $6,270 |
| VIASAT INC |
217,500 | +57,500 | $6,079 |
| VSAT | 217,500 | +57,500 | $6,079 |
| ARTERIS INC |
1,010,000 | +660,000 | $5,949 |
| AIP | 1,010,000 | +660,000 | $5,949 |
| APPLE INC |
30,750 | -2,250 | $5,920 |
| AAPL | 30,750 | -2,250 | $5,920 |
| BOEING CO |
22,500 | UNCH | $5,865 |
| BA | 22,500 | UNCH | $5,865 |
| CAMBIUM NETWORKS CORP |
881,550 | -146,900 | $5,289 |
| CMBM | 881,550 | -146,900 | $5,289 |
| GILEAD SCIENCES INC |
64,000 | UNCH | $5,185 |
| GILD | 64,000 | UNCH | $5,185 |
| MAXLINEAR INC |
217,500 | -32,500 | $5,170 |
| MXL | 217,500 | -32,500 | $5,170 |
| AXT INC |
2,125,000 | -35,450 | $5,100 |
| AXTI | 2,125,000 | -35,450 | $5,100 |
| CRA INTL INC |
51,500 | +23,000 | $5,091 |
| CRAI | 51,500 | +23,000 | $5,091 |
| AMER SOFTWARE INC |
425,000 | +275,000 | $4,802 |
| AMSWA | 425,000 | +275,000 | $4,802 |
| HONEYWELL INTL INC |
22,500 | UNCH | $4,718 |
| HON | 22,500 | UNCH | $4,718 |
| FREQUENCY ELECTRS INC |
430,350 | -142,500 | $4,712 |
| FEIM | 430,350 | -142,500 | $4,712 |
| HARMONIC INC |
350,000 | +150,000 | $4,564 |
| HLIT | 350,000 | +150,000 | $4,564 |
| GENERAC HLDGS INC |
35,000 | +15,000 | $4,523 |
| GNRC | 35,000 | +15,000 | $4,523 |
See Full List: All Stocks Held By Needham Investment Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Needham Investment Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $792,078 At 09/30/2023: $588,394 Combined Holding Report Includes:
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 |
