Filer Name: NEEDHAM INVESTMENT MANAGEMENT LLC
CIK: 1167212
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 150
Portfolio Value: $1.30B

Needham Investment Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
PDFS US PDF SOLUTIONS INC 1,817,500 $49M 3.80% 3.3% -
SMCI US SUPER MICRO COMPUTER INC 1,410,000 $43M 3.31% 100.0% -
VICR US VICOR CORP 874,000 $42M 3.26% -3.6% -
UIS US UNISYS CORP 5,335,000 $34M 2.60% 1.6% -
NVMI US NOVA LTD 169,750 $33M 2.58% - -
VRT US VERTIV HOLDINGS CO-A 285,000 $32M 2.50% -1.0% -
ASPN US ASPEN AEROGELS INC 2,389,700 $28M 2.19% 5.2% -
AIP US ARTERIS INC 2,745,000 $28M 2.16% 0.4% -
LASR US NLIGHT INC 2,652,115 $28M 2.15% 13.4% -
FORM US FORMFACTOR INC 625,500 $28M 2.12% 0.9% -
FARO US FARO TECHNOLOGIES INC 1,028,375 $26M 2.01% -0.1% -
PSN US PARSONS CORP 277,000 $26M 1.97% 0.7% -
ODC US OIL-DRI CORP OF AMERICA 280,000 $25M 1.89% 4.7% -
ALTR US ALTAIR ENGINEERING INC - A 225,000 $25M 1.89% -2.8% -
VSH US VISHAY INTERTECHNOLOGY INC 1,414,100 $24M 1.85% 12.2% -
ENTG US ENTEGRIS INC 240,000 $24M 1.83% - -
ASUR US ASURE SOFTWARE INC 2,495,000 $23M 1.81% 0.5% -
LGTY US LOGILITY SUPPLY CHAIN SOLUTI 1,981,900 $22M 1.69% 9.5% -
GENI US GENIUS SPORTS LTD 2,335,000 $20M 1.56% 0.3% -
VECO US VEECO INSTRUMENTS INC 731,000 $20M 1.51% 7.9% -
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