HoldingsChannel.com
Needham Investment Management LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ENTEGRIS INC 364,000 -21,500 $21,494
     ENTG364,000-21,500$21,494
PDF SOLUTIONS INC 1,039,000 -235,615 $20,324
     PDFS1,039,000-235,615$20,324
SUPER MICRO COMPUTER INC 706,750 +100,750 $20,065
     SMCI706,750+100,750$20,065
VICOR CORP 241,100 -63,650 $17,347
     VICR241,100-63,650$17,347
THERMO FISHER SCIENTIFIC INC 47,000 -8,000 $17,030
     TMO47,000-8,000$17,030
FORMFACTOR INC 513,000 -76,000 $15,046
     FORM513,000-76,000$15,046
KVH INDS INC 1,559,998 +245,000 $13,931
     KVHI1,559,998+245,000$13,931
COMCAST CORP NEW 314,000 -1,000 $12,240
     CMCSA314,000-1,000$12,240
NOVA MEASURING INSTRUMENTS L 228,000 -14,500 $10,987
     NVMI228,000-14,500$10,987
GILEAD SCIENCES INC 141,000 -3,000 $10,848
     GILD141,000-3,000$10,848
FIREEYE INC 877,500 +487,500 $10,684
     FEYE877,500+487,500$10,684
VIASAT INC 271,600 +85,000 $10,421
     VSAT271,600+85,000$10,421
MKS INSTRS INC 85,500 -14,500 $9,682
     MKSI85,500-14,500$9,682
MAXLINEAR INC 450,000 -25,000 $9,657
     MXL450,000-25,000$9,657
CARMAX INC 100,500 -2,500 $9,000
     KMX100,500-2,500$9,000
TEKLA LIFE SCIENCES INVS 490,000 -5,000 $8,801
     HQL490,000-5,000$8,801
II VI INC 185,000 -285,600 $8,736
     IIVI185,000-285,600$8,736
LIMELIGHT NETWORKS INC 1,150,000 +630,000 $8,464
     LLNW1,150,000+630,000$8,464
ASPEN AEROGELS INC 1,211,400 +81,400 $7,971
     ASPN1,211,400+81,400$7,971
8X8 INC NEW 485,000 +395,000 $7,760
     EGHT485,000+395,000$7,760
CAMBIUM NETWORKS CORP 1,051,100 +230,000 $7,736
     CMBM1,051,100+230,000$7,736
PHOTRONICS INC 694,000 +205,500 $7,725
     PLAB694,000+205,500$7,725
TEKLA HEALTHCARE INVS 351,392 UNCH $7,495
     HQH351,392UNCH$7,495
AXT INC 1,485,000 +410,000 $7,069
     AXTI1,485,000+410,000$7,069
INTEVAC INC 1,287,500 +607,500 $7,030
     IVAC1,287,500+607,500$7,030
APPLE INC 18,700 -500 $6,822
     AAPL18,700-500$6,822
LABORATORY CORP AMER HLDGS 40,263 UNCH $6,688
     LH40,263UNCH$6,688
INFINERA CORP 1,100,000 +1,100,000 $6,512
     INFN1,100,000+1,100,000$6,512
MIMECAST LTD 150,000 +77,500 $6,249
     MIME150,000+77,500$6,249
PURE STORAGE INC 350,000 +132,500 $6,066
     PSTG350,000+132,500$6,066
PLURALSIGHT INC 325,000 +74,000 $5,866
     PS325,000+74,000$5,866
CHANNELADVISOR CORP 356,500 -150,250 $5,647
     ECOM356,500-150,250$5,647
VISHAY PRECISION GROUP INC 215,000 +65,000 $5,285
     VPG215,000+65,000$5,285
AKAMAI TECHNOLOGIES INC 48,000 UNCH $5,141
     AKAM48,000UNCH$5,141
KLA CORP 26,250 UNCH $5,106
     KLAC26,250UNCH$5,106
INOGEN INC 140,000 +88,000 $4,973
     INGN140,000+88,000$4,973
MEDTRONIC PLC 53,906 UNCH $4,943
     MDT53,906UNCH$4,943
COHU INC 275,000 +175,000 $4,769
     COHU275,000+175,000$4,769
INSEEGO CORP 400,000 +400,000 $4,640
     INSG400,000+400,000$4,640
BECTON DICKINSON & CO 19,250 -750 $4,606
     BDX19,250-750$4,606
BOEING CO 25,000 UNCH $4,583
     BA25,000UNCH$4,583
ENCOMPASS HEALTH CORP 70,000 UNCH $4,335
     EHC70,000UNCH$4,335
AKOUSTIS TECHNOLOGIES INC 514,000 -86,000 $4,261
     AKTS514,000-86,000$4,261
EMCORE CORP 1,300,000 +550,000 $4,134
     EMKR1,300,000+550,000$4,134
AIR LEASE CORP 140,000 -10,000 $4,101
     AL140,000-10,000$4,101
PARSONS CORPORATION 113,050 +74,300 $4,097
     PSN113,050+74,300$4,097
WABTEC 70,500 -27,500 $4,059
     WAB70,500-27,500$4,059
HONEYWELL INTL INC 26,500 UNCH $3,831
     HON26,500UNCH$3,831
VISHAY INTERTECHNOLOGY INC 210,000 +150,000 $3,207
     VSH210,000+150,000$3,207
ZUORA INC 250,000 -108,472 $3,188
     ZUO250,000-108,472$3,188

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 06/30/2020: $464,600
At 03/31/2020: $353,403

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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