NEEDHAM INVESTMENT MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NI NEEDHAM INVESTMENT MANAGEMENT LLC | Institutional Filer | ▲ 23.66% | $1.96B | 176 |
Current Portfolio Holdings
Showing all 176 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | LASR | nLIGHT, Inc. | Technology | 1.9M | $109.6M | 5.60% |
| 2 | VICR | Vicor Corporation | Technology | 522K | $84.0M | 4.29% |
| 3 | VRT | Vertiv Holdings Co | Industrials | 285K | $71.5M | 3.65% |
| 4 | PDFS | PDF Solutions, Inc. | Technology | 2.0M | $66.2M | 3.38% |
| 5 | AIP | Arteris, Inc. | Technology | 4.0M | $65.0M | 3.32% |
| 6 | FORM | FormFactor, Inc. | Technology | 604K | $58.5M | 2.99% |
| 7 | VSH | Vishay Intertechnology, Inc. | Technology | 2.9M | $52.6M | 2.69% |
| 8 | LINC | Lincoln Educational Services Corporation | Consumer Defensive | 1.3M | $52.0M | 2.66% |
| 9 | ODC | Oil-Dri Corporation of America | Basic Materials | 678K | $44.1M | 2.25% |
| 10 | NVMI | Nova Ltd. | Technology | 92K | $40.0M | 2.05% |
| 11 | UTI | Universal Technical Institute, Inc. | Consumer Defensive | 1.0M | $37.2M | 1.90% |
| 12 | SMCI | Super Micro Computer, Inc. | Technology | 1.6M | $36.8M | 1.88% |
| 13 | THR | Thermon Group Holdings, Inc. | Industrials | 633K | $31.9M | 1.63% |
| 14 | TDUP | ThredUp Inc. | Consumer Cyclical | 9.3M | $30.4M | 1.55% |
| 15 | VECO | Veeco Instruments Inc. | Technology | 880K | $29.8M | 1.52% |
Showing 1 to 15 of 176 holdings