All Stocks Held By Needham Investment Management LLC

As of 12/31/2023, we find all stocks held by Needham Investment Management LLC to be as follows, presented in the table below with each row detailing each Needham Investment Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Needham Investment Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Needham Investment Management LLC as of the latest filing.

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
NAVIGATOR HLDGS LTD	306,000	UNCH	$4,452
NVGS	306,000	UNCH	$4,452
BECTON DICKINSON & CO	18,250	UNCH	$4,450
BDX	18,250	UNCH	$4,450
BRUKER CORP	59,250	+26,750	$4,354
BRKR	59,250	+26,750	$4,354
THREDUP INC	1,902,500	+1,002,500	$4,281
TDUP	1,902,500	+1,002,500	$4,281
ABRDN LIFE SCIENCES INVESTOR	313,792	UNCH	$4,224
HQL	313,792	UNCH	$4,224
COGNEX CORP	101,000	+91,000	$4,216
CGNX	101,000	+91,000	$4,216
MEDTRONIC PLC	51,041	UNCH	$4,205
MDT	51,041	UNCH	$4,205
THE TRADE DESK INC	57,000	UNCH	$4,102
TTD	57,000	UNCH	$4,102
BIGCOMMERCE HLDGS INC	400,000	+100,000	$3,892
BIGC	400,000	+100,000	$3,892
INFINERA CORP	800,000	+150,000	$3,800
INFN	800,000	+150,000	$3,800
ABRDN HEALTHCARE INVESTORS	226,965	UNCH	$3,761
HQH	226,965	UNCH	$3,761
ASML HOLDING N V	4,950	+200	$3,747
ASML	4,950	+200	$3,747
ADAMS RES & ENERGY INC	137,000	+12,000	$3,587
AE	137,000	+12,000	$3,587
CRYOPORT INC	225,000	+60,000	$3,485
CYRX	225,000	+60,000	$3,485
MATRIX SVC CO	355,000	+145,000	$3,472
MTRX	355,000	+145,000	$3,472
ENCOMPASS HEALTH CORP	50,000	UNCH	$3,336
EHC	50,000	UNCH	$3,336
RESEARCH SOLUTIONS INC	1,275,000	+525,000	$3,315
RSSS	1,275,000	+525,000	$3,315
FORTREA HLDGS INC	93,513	+93,513	$3,264
FTRE	93,513	+93,513	$3,264
GENIUS SPORTS LIMITED	525,000	+425,000	$3,244
GENI	525,000	+425,000	$3,244
ASURE SOFTWARE INC	325,000	+325,000	$3,094
ASUR	325,000	+325,000	$3,094
NORTHERN TECHNOLOGIES INTL C	260,000	+86,952	$3,063
NTIC	260,000	+86,952	$3,063
MATIV HOLDINGS INC	200,000	+87,500	$3,062
MATV	200,000	+87,500	$3,062
MARKEL GROUP INC	2,150	+450	$3,053
MKL	2,150	+450	$3,053
PURE STORAGE INC	80,000	+80,000	$2,853
PSTG	80,000	+80,000	$2,853
HAWAIIAN HOLDINGS INC	200,000	UNCH	$2,840
HA	200,000	UNCH	$2,840
MARVELL TECHNOLOGY INC	45,750	+13,250	$2,759
MRVL	45,750	+13,250	$2,759
ROGERS CORP	20,000	+16,000	$2,641
ROG	20,000	+16,000	$2,641
TRANSCAT INC	23,500	+5,000	$2,569
TRNS	23,500	+5,000	$2,569
STANDARD BIOTOOLS INC	1,124,435	-100,000	$2,485
LAB	1,124,435	-100,000	$2,485
CORE MOLDING TECHNOLOGIES IN	125,000	+125,000	$2,316
CMT	125,000	+125,000	$2,316
ARLO TECHNOLOGIES INC	240,000	+185,000	$2,285
ARLO	240,000	+185,000	$2,285
HUNTINGTON INGALLS INDS INC	8,750	+8,750	$2,272
HII	8,750	+8,750	$2,272
CIENA CORP	50,000	+50,000	$2,250
CIEN	50,000	+50,000	$2,250
AIR LEASE CORP	52,500	UNCH	$2,202
AL	52,500	UNCH	$2,202
LEMAITRE VASCULAR INC	38,500	+16,000	$2,185
LMAT	38,500	+16,000	$2,185
SITIME CORP	17,000	-150	$2,075
SITM	17,000	-150	$2,075
OMNICELL COM	55,000	+50,000	$2,070
OMCL	55,000	+50,000	$2,070
KLAVIYO INC	72,500	+72,500	$2,014
KVYO	72,500	+72,500	$2,014
ANALOG DEVICES INC	10,000	UNCH	$1,986
ADI	10,000	UNCH	$1,986
ULTRA CLEAN HLDGS INC	57,500	+50,000	$1,963
UCTT	57,500	+50,000	$1,963
LAM RESEARCH CORP	2,500	UNCH	$1,958
LRCX	2,500	UNCH	$1,958
ADVANCED ENERGY INDS	17,082	+17,082	$1,861
AEIS	17,082	+17,082	$1,861
BROOKFIELD CORP	46,294	UNCH	$1,857
BN	46,294	UNCH	$1,857
PRECISION OPTICS CORP INC MA	300,000	+65,000	$1,848
POCI	300,000	+65,000	$1,848
NVENT ELECTRIC PLC	31,000	+31,000	$1,832
NVT	31,000	+31,000	$1,832
YEXT INC	300,000	+200,000	$1,767
YEXT	300,000	+200,000	$1,767
CRH PLC	25,000	+25,000	$1,729
CRH	25,000	+25,000	$1,729
EQUINIX INC	2,100	UNCH	$1,691
EQIX	2,100	UNCH	$1,691
ICHOR HOLDINGS	47,500	+47,500	$1,597
ICHR	47,500	+47,500	$1,597
SURO CAPITAL CORP	381,588	-279,300	$1,503
SSSS	381,588	-279,300	$1,503
MERCURY SYS INC	40,000	+15,000	$1,463
MRCY	40,000	+15,000	$1,463
APPLIED MATLS INC	9,000	UNCH	$1,459
AMAT	9,000	UNCH	$1,459
CHART INDS INC	10,000	+10,000	$1,363
GTLS	10,000	+10,000	$1,363
ALLEGRO MICROSYSTEMS INC	45,000	+45,000	$1,362
ALGM	45,000	+45,000	$1,362
CHEVRON CORP NEW	9,000	UNCH	$1,342
CVX	9,000	UNCH	$1,342
VISHAY INTERTECHNOLOGY INC	55,000	UNCH	$1,318
VSH	55,000	UNCH	$1,318
ACV AUCTIONS INC	86,500	UNCH	$1,310
ACVA	86,500	UNCH	$1,310
CORNING INC	40,000	UNCH	$1,218
GLW	40,000	UNCH	$1,218
QUEST DIAGNOSTICS INC	8,500	UNCH	$1,172
DGX	8,500	UNCH	$1,172
TERADYNE INC	10,750	+750	$1,167
TER	10,750	+750	$1,167
ALPHA PRO TECH LTD	220,000	UNCH	$1,164
APT	220,000	UNCH	$1,164
VAIL RESORTS INC	5,000	+5,000	$1,067
MTN	5,000	+5,000	$1,067
LUMENTUM HLDGS INC	20,000	+20,000	$1,048
LITE	20,000	+20,000	$1,048
SOUTHWEST AIRLS CO	35,250	+15,250	$1,018
LUV	35,250	+15,250	$1,018
VERIZON COMMUNICATIONS INC	20,000	UNCH	$754
VZ	20,000	UNCH	$754
ALPHABET INC	5,000	UNCH	$698
GOOGL	5,000	UNCH	$698
EDUCATIONAL DEV CORP	560,000	UNCH	$650
EDUC	560,000	UNCH	$650
INTEVAC INC	145,000	-8,850	$626
IVAC	145,000	-8,850	$626
G1 THERAPEUTICS INC	180,000	-54,000	$549
GTHX	180,000	-54,000	$549
BROOKFIELD ASSET MANAGMT LTD	12,570	UNCH	$505
BAM	12,570	UNCH	$505
UGI CORP NEW	20,000	UNCH	$492
UGI	20,000	UNCH	$492
HEWLETT PACKARD ENTERPRISE C	27,500	+2,500	$467
HPE	27,500	+2,500	$467
KIMBELL RTY PARTNERS LP	25,424	UNCH	$383
KRP	25,424	UNCH	$383
VACASA INC	46,723	-995,777	$383
VCSA	46,723	-995,777	$383
ENHABIT INC	35,000	UNCH	$362
EHAB	35,000	UNCH	$362
BENCHMARK ELECTRS INC	12,300	UNCH	$340
BHE	12,300	UNCH	$340
BROOKFIELD REINS LTD	8,000	+8,000	$323
BNRE	8,000	+8,000	$323
GSE SYS INC	75,000	-1,355,000	$154
GVP	75,000	-1,355,000	$154
VIA OPTRONICS AG	100,000	-30,000	$78
VIAO	100,000	-30,000	$78
ALLBIRDS INC	50,000	+0	$61
BIRD	50,000	UNCH	$61
AKOUSTIS TECHNOLOGIES INC			$0 (exited)
AKTS	0	-500,000	$0
AMERICAN TOWER CORP			$0 (exited)
AMT	0	-4,750	$0
8X8 INC NEW			$0 (exited)
EGHT	0	-400,000	$0
FORTREA HLDGS INC			$0 (exited)
FTREV	0	-80,263	$0
NEW RELIC INC			$0 (exited)
NEWR	0	-47,500	$0
TELOS CORP MD	0	-50,000	$0 (exited)
TLS	0	-50,000	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
FTRE	+93,513	+$3,264
ASUR	+325,000	+$3,094
PSTG	+80,000	+$2,853
CMT	+125,000	+$2,316
HII	+8,750	+$2,272
CIEN	+50,000	+$2,250
KVYO	+72,500	+$2,014
AEIS	+17,082	+$1,861
NVT	+31,000	+$1,832
CRH	+25,000	+$1,729

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
NEWR	-47,500	-$4,067
FTREV	-80,263	-$2,730
EGHT	-400,000	-$1,008
AMT	-4,750	-$781
AKTS	-500,000	-$376
TLS	-50,000	-$120

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
TDUP	+1,002,500	+$672
AIP	+660,000	+$3,671
RSSS	+525,000	+$1,463
UIS	+500,000	+$7,584
ASPN	+439,100	+$25,083
GENI	+425,000	+$2,711
AMSWA	+275,000	+$3,083
LASR	+210,000	+$6,083
YEXT	+200,000	+$1,134
FARO	+185,000	+$5,242

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
GVP	-1,355,000	-$135
VCSA	-995,777	-$98
ADTN	-332,500	-$3,996
SSSS	-279,300	-$889
CMBM	-146,900	-$2,250
FEIM	-142,500	+$736
LAB	-100,000	-$1,066
GTHX	-54,000	+$212
AXTI	-35,450	-$85

Needham Investment Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $792,078
At 09/30/2023: $588,394

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

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