Needham Investment Management LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Needham Investment Management LLC

CIK Number: 0001167212

1.25B
Market Value
148
# of Holdings
21 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SMCI Super Micro Com...
52.50
+0.21% 1.43M -0.38% 69.94M 30.54 5.58% Share
2 TDUP ThredUp Inc.
9.14
+2.01% 5.88M -7.48% 44M 2.15 3.51% Share
3 PDFS PDF Solutions, ...
26.14
-0.31% 1.91M +2.60% 40.91M 25.68 3.26% Share
4 VRT Vertiv Holdings...
161.69
+0.06% 284.75K 0.00% 36.56M 30.51 2.92% Share
5 LASR nLIGHT, Inc.
31.10
+2.34% 1.84M -28.23% 36.17M 12.98 2.88% Share
6 NVMI Nova Ltd.
329.00
-0.7% 129.75K -7.82% 35.71M 7.57 2.85% Share
7 ODC Oil-Dri Corpora...
60.66
+0.26% 561.5K 0.00% 33.12M 31.22 2.64% Share
8 VICR Vicor Corporati...
48.88
-0.87% 705.5K -8.85% 32M 40.39 2.55% Share
9 AIP Arteris, Inc.
11.26
+7.24% 2.96M +5.07% 28.16M 6.96 2.25% Share
10 UIS Unisys Corporat...
3.85
-1.16% 5.53M -0.54% 25.05M 5.09 2.00% Share
11 GENI Genius Sports L...
11.95
-1.12% 2.35M +0.86% 24.49M 5.89 1.95% Share
12 ASUR Asure Software,...
8.16
+1.62% 2.5M 0.00% 24.35M 8.32 1.94% Share
13 VSH Vishay Intertec...
15.81
+2.56% 1.52M +3.98% 24.22M 20.03 1.93% Share
14 FORM FormFactor, Inc...
39.42
+1.83% 655K -1.5% 22.54M 26 1.80% Share
15 ARLO Arlo Technologi...
17.06
+0.83% 1.31M +0.77% 22.18M 11.79 1.77% Share
16 PSN Parsons Corpora...
87.38
+2.51% 289K -1.11% 20.74M 50.13 1.65% Share
17 VITL Vital Farms, In...
41.21
+1.35% 507.5K +0.49% 19.55M 28.17 1.56% Share
18 ENTG Entegris, Inc.
96.81
+3.03% 240K +3.00% 19.36M 12.73 1.54% Share
19 MTRX Matrix Service ...
12.77
-0.93% 1.42M 0.00% 19.18M 10.49 1.53% Share
20 VPG Vishay Precisio...
32.46
-0.82% 657.5K -4.04% 18.48M 31.51 1.47% Share
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