Needham Investment Management LLC Top Holdings and 13F Report (2025) About Needham Investment Management LLCInvestment ActivityNeedham Investment Management LLC has $1.25 billion in total holdings as of June 30, 2025.Needham Investment Management LLC owns shares of 150 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 2.14% of the portfolio was purchased this quarter.About 6.61% of the portfolio was sold this quarter.This quarter, Needham Investment Management LLC has purchased 150 new stocks and bought additional shares in 40 stocks.Needham Investment Management LLC sold shares of 57 stocks and completely divested from 5 stocks this quarter.Largest Holdings SUPER MICRO COMPUTER INC $69,937,270ThredUp $44,003,750PDF Solutions $40,910,630Vertiv $36,564,748nLight $36,166,723 Largest New Holdings this Quarter 172573107 - CIRCLE INTERNET GROUP INC $1,812,901 HoldingH8088L103 - Sportradar Group $982,800 Holding81617J301 - Select Water Solutions $864,000 Holding90385V107 - Ultra Clean $789,950 Holding30049H102 - Evolv Technologies $624,000 Holding Largest Purchases this Quarter Vail Resorts 17,000 shares (about $2.67M)Rapid7 80,000 shares (about $1.85M)CIRCLE INTERNET GROUP INC 10,000 shares (about $1.81M)Aspen Aerogels 277,000 shares (about $1.64M)Arteris 142,500 shares (about $1.36M) Largest Sales this Quarter nLight 722,750 shares (about $14.22M)Calix 172,000 shares (about $9.15M)FARO Technologies 200,000 shares (about $8.78M)TTM Technologies 152,750 shares (about $6.24M)ThredUp 475,000 shares (about $3.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNeedham Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSUPER MICRO COMPUTER INC$69,937,270$269,555 ▼-0.4%1,427,0005.6%COM NEWTDUPThredUp$44,003,750$3,557,750 ▼-7.5%5,875,0003.5%Consumer StaplesPDFSPDF Solutions$40,910,630$1,036,930 ▲2.6%1,913,5003.3%Computer and TechnologyVRTVertiv$36,564,7480.0%284,7502.9%Computer and TechnologyLASRnLight$36,166,723$14,223,720 ▼-28.2%1,837,7402.9%Computer and TechnologyFAROFARO Technologies$35,943,030$8,784,000 ▼-19.6%818,3752.9%Computer and TechnologyNVMINova$35,707,200$3,027,200 ▼-7.8%129,7502.8%Computer and TechnologyODCOil-Dri Corporation Of America$33,122,8850.0%561,5002.6%Basic MaterialsVICRVicor$32,001,480$3,107,160 ▼-8.9%705,5002.6%Computer and TechnologyAIPArteris$28,161,150$1,358,025 ▲5.1%2,955,0002.2%Computer and TechnologyUISUnisys$25,049,994$135,900 ▼-0.5%5,529,8002.0%Computer and TechnologyGENIGenius Sports$24,492,000$208,000 ▲0.9%2,355,0002.0%Computer and TechnologyASURAsure Software$24,351,2000.0%2,495,0001.9%Computer and TechnologyVSHVishay Intertechnology$24,217,000$927,392 ▲4.0%1,525,0001.9%Computer and TechnologyFORMFormFactor$22,538,550$344,100 ▼-1.5%655,0001.8%Computer and TechnologyARLOArlo Technologies$22,175,200$169,600 ▲0.8%1,307,5001.8%Computer and TechnologyPSNParsons$20,741,530$233,253 ▼-1.1%289,0001.7%Business ServicesVITLVital Farms$19,548,900$96,300 ▲0.5%507,5001.6%Consumer StaplesENTGEntegris$19,356,000$564,550 ▲3.0%240,0001.5%Computer and TechnologyMTRXMatrix Service$19,184,2000.0%1,420,0001.5%EnergyVPGVishay Precision Group$18,475,750$778,370 ▼-4.0%657,5001.5%Computer and TechnologyASPNAspen Aerogels$17,844,064$1,639,840 ▲10.1%3,014,2001.4%ConstructionTHRThermon Group$17,507,880$533,520 ▼-3.0%623,5001.4%Computer and TechnologyCRAICharles River Associates$15,879,608$281,055 ▲1.8%84,7501.3%Business ServicesAKAMAkamai Technologies$14,835,360$917,240 ▼-5.8%186,0001.2%Computer and TechnologyCOHRCoherent$14,808,8600.0%166,0001.2%Business ServicesLABCORP HOLDINGS INC$14,782,726$65,628 ▼-0.4%56,3131.2%COM SHSVECOVeeco Instruments$14,650,7200.0%721,0001.2%Computer and TechnologyPLABPhotronics$14,348,460$225,960 ▲1.6%762,0001.1%Computer and TechnologyCLHClean Harbors$14,080,2490.0%60,9061.1%Business ServicesLINCLincoln Educational Services$14,048,975$103,725 ▲0.7%609,5001.1%Consumer DiscretionaryBFAMBright Horizons Family Solutions$13,285,9250.0%107,5001.1%Business ServicesTTMITTM Technologies$13,225,680$6,235,255 ▼-32.0%324,0001.1%Computer and TechnologyHIIHuntington Ingalls Industries$13,159,5700.0%54,5001.0%AerospaceKLACKLA$12,988,230$1,343,610 ▼-9.4%14,5001.0%Computer and TechnologyMKSIMKS$12,792,6000.0%128,7501.0%Computer and TechnologyWABWabtec$11,671,263$471,038 ▼-3.9%55,7500.9%TransportationNVTnVent Electric$11,536,8750.0%157,5000.9%Computer and TechnologyTMOThermo Fisher Scientific$10,744,6900.0%26,5000.9%MedicalUTIUniversal Technical Institute$10,539,790$169,450 ▲1.6%311,0000.8%Consumer DiscretionaryKLAVIYO INC$10,241,900$134,320 ▼-1.3%305,0000.8%COM SER AADTNADTRAN$10,046,4000.0%1,120,0000.8%Business ServicesMKLMarkel Group$9,886,9320.0%4,9500.8%Multi-Sector ConglomeratesCENTURI HOLDINGS INC$9,371,572$673,200 ▼-6.7%417,6280.7%COM SHSBRKRBruker$9,084,600$391,400 ▼-4.1%220,5000.7%Computer and TechnologyATROAstronics$8,955,9000.0%267,5000.7%AerospaceKMXCarMax$8,905,325$336,050 ▼-3.6%132,5000.7%Retail/WholesaleRSSSResearch Solutions$8,409,1000.0%2,930,0000.7%IndustrialsCMCSAComcast$8,297,925$249,830 ▼-2.9%232,5000.7%Consumer DiscretionaryECVTEcovyst$7,571,6000.0%920,0000.6%Basic MaterialsSMIDSmith-Midland$7,282,520$201,360 ▲2.8%217,0000.6%ConstructionEQIXEquinix$7,159,230$1,034,111 ▲16.9%9,0000.6%FinanceEVERUS CONSTR GROUP$6,670,650$1,080,010 ▼-13.9%105,0000.5%COMMDUMDU Resources Group$6,567,980$1,083,550 ▼-14.2%394,0000.5%UtilitiesGILDGilead Sciences$6,125,568$249,458 ▼-3.9%55,2500.5%MedicalMTNVail Resorts$6,049,505$2,671,210 ▲79.1%38,5000.5%Consumer DiscretionaryTRNSTranscat$5,716,340$128,940 ▲2.3%66,5000.5%Computer and TechnologyEHCEncompass Health$5,518,350$613,150 ▼-10.0%45,0000.4%MedicalMYRGMYR Group$5,443,5000.0%30,0000.4%UtilitiesHLITHarmonic$5,350,5500.0%565,0000.4%Computer and TechnologyHONHoneywell International$5,239,8000.0%22,5000.4%Multi-Sector ConglomeratesVSATViasat$5,184,4600.0%355,1000.4%Computer and TechnologyGRCGorman-Rupp$5,140,800$55,080 ▲1.1%140,0000.4%IndustrialsCAMTCamtek$5,073,600$1,057,000 ▲26.3%60,0000.4%Computer and TechnologyHQLabrdn Life Sciences Investors$5,016,075$165,518 ▲3.4%391,5750.4%FinanceCGNXCognex$4,932,4600.0%155,5000.4%Computer and TechnologyBSYBentley Systems$4,722,375$539,700 ▼-10.3%87,5000.4%Computer and TechnologyBABoeing$4,714,4250.0%22,5000.4%AerospaceSITMSiTime$4,687,760$958,860 ▼-17.0%22,0000.4%Computer and TechnologyASMLASML$4,607,993$200,348 ▲4.5%5,7500.4%Computer and TechnologyHQHabrdn Healthcare Investors$4,386,427$289,740 ▲7.1%283,1780.3%FinanceMDTMedtronic$4,362,074$87,170 ▼-2.0%50,0410.3%MedicalMRVLMarvell Technology$4,295,700$116,100 ▼-2.6%55,5000.3%Computer and TechnologyTERTeradyne$4,271,200$1,168,960 ▼-21.5%47,5000.3%Computer and TechnologyNVGSNavigator$4,259,150$56,600 ▼-1.3%301,0000.3%TransportationCMTCore Molding Technologies$4,230,4500.0%255,0000.3%IndustrialsCMTLComtech Telecommunications$4,136,5810.0%1,688,4000.3%Computer and TechnologyKVHIKVH Industries$3,939,936$998,549 ▼-20.2%739,2000.3%Computer and TechnologyTTDTrade Desk$3,923,455$1,331,815 ▼-25.3%54,5000.3%Computer and TechnologyNTICNorthern Technologies International$3,819,855$74,100 ▼-1.9%515,5000.3%Basic MaterialsAAPLApple$3,785,387$123,102 ▼-3.1%18,4500.3%Computer and TechnologyROGRogers$3,766,4000.0%55,0000.3%Computer and TechnologyGTLSChart Industries$3,704,625$246,975 ▼-6.3%22,5000.3%IndustrialsRPDRapid7$3,700,800$1,850,400 ▲100.0%160,0000.3%Computer and TechnologySSSSSURO Capital$3,600,857$492,600 ▲15.8%438,5940.3%FinancePOCIPrecision Optics$3,409,0000.0%700,0000.3%MedicalLMATLeMaitre Vascular$3,322,000$124,575 ▲3.9%40,0000.3%MedicalDDDuPont de Nemours$3,258,025$1,028,850 ▲46.2%47,5000.3%Basic MaterialsCRH PLC$3,029,4000.0%33,0000.2%ORDJJacobs Solutions$2,891,900$65,725 ▲2.3%22,0000.2%Business ServicesBDXBecton, Dickinson and Company$2,885,188$43,063 ▼-1.5%16,7500.2%MedicalAPTAlpha Pro Tech$2,872,6250.0%612,5000.2%IndustrialsBNBrookfield$2,863,2840.0%46,2940.2%FinanceALAir Lease$2,632,051$380,185 ▼-12.6%45,0000.2%TransportationCEVACeva$2,527,700$505,540 ▲25.0%115,0000.2%Computer and TechnologyTTITetra Technologies$2,520,000$957,600 ▲61.3%750,0000.2%EnergyLAM RESEARCH CORP$2,433,5000.0%25,0000.2%COM NEWADIAnalog Devices$2,380,2000.0%10,0000.2%Computer and TechnologyPROPROS$2,349,000$1,096,200 ▲87.5%150,0000.2%Computer and TechnologyCRICarter's$2,304,945$1,295,590 ▼-36.0%76,5000.2%Consumer DiscretionaryShowing largest 100 holdings. 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