Needham Investment Management LLC Top Holdings and 13F Report (2025) About Needham Investment Management LLCInvestment ActivityNeedham Investment Management LLC has $1.07 billion in total holdings as of March 31, 2025.Needham Investment Management LLC owns shares of 150 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 3.53% of the portfolio was purchased this quarter.About 8.87% of the portfolio was sold this quarter.This quarter, Needham Investment Management LLC has purchased 150 new stocks and bought additional shares in 31 stocks.Needham Investment Management LLC sold shares of 55 stocks and completely divested from 7 stocks this quarter.Largest Holdings SUPER MICRO COMPUTER INC $49,048,800Vicor $36,207,720PDF Solutions $35,640,150FARO Technologies $27,801,638Nova $25,944,448 Largest New Holdings this Quarter M20791105 - Camtek $2,784,925 Holding88162F105 - TETRA Technologies $1,562,400 Holding577128101 - Matthews International $1,056,400 Holding74624M102 - Pure Storage $885,400 Holding038169207 - Applied Digital $477,700 Holding Largest Purchases this Quarter Oil-Dri Co. of America 281,500 shares (about $12.93M)Camtek 47,500 shares (about $2.78M)Aspen Aerogels 347,500 shares (about $2.22M)TETRA Technologies 465,000 shares (about $1.56M)Vital Farms 50,000 shares (about $1.52M) Largest Sales this Quarter American Software 1,521,900 shares (about $21.70M)Nova 29,000 shares (about $5.35M)Vicor 100,000 shares (about $4.68M)Calix 63,000 shares (about $2.23M)Mativ 287,500 shares (about $1.79M) 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$49,048,800$770,400 ▲1.6%1,432,5004.6%COM NEWVICRVicor$36,207,720$4,678,000 ▼-11.4%774,0003.4%Computer and TechnologyPDFSPDF Solutions$35,640,150$907,725 ▲2.6%1,865,0003.3%Computer and TechnologyFAROFARO Technologies$27,801,638$273,000 ▼-1.0%1,018,3752.6%Computer and TechnologyNVMINova$25,944,448$5,345,570 ▼-17.1%140,7502.4%Computer and TechnologyODCOil-Dri Co. of America$25,784,080$12,926,480 ▲100.5%561,5002.4%Basic MaterialsUISUnisys$25,519,482$1,031,832 ▲4.2%5,559,8002.4%Computer and TechnologyASURAsure Software$23,827,2500.0%2,495,0002.2%Computer and TechnologyGENIGenius Sports$23,373,3500.0%2,335,0002.2%Computer and TechnologyVSHVishay Intertechnology$23,318,940$834,750 ▲3.7%1,466,6002.2%Computer and TechnologyVRTVertiv$20,558,950$18,050 ▼-0.1%284,7501.9%Computer and TechnologyENTGEntegris$20,382,840$612,360 ▼-2.9%233,0001.9%Computer and TechnologyLASRnLIGHT$19,895,008$711,926 ▼-3.5%2,560,4901.9%Computer and TechnologyAIPArteris$19,434,375$466,425 ▲2.5%2,812,5001.8%Computer and TechnologyFORMFormFactor$18,812,850$1,117,455 ▲6.3%665,0001.8%Computer and TechnologyTHRThermon Group$17,893,625$348,125 ▼-1.9%642,5001.7%Computer and TechnologyMTRXMatrix Service$17,650,6000.0%1,420,0001.7%EnergyASPNAspen Aerogels$17,490,708$2,220,525 ▲14.5%2,737,2001.6%ConstructionPSNParsons$17,304,123$902,953 ▲5.5%292,2501.6%Business ServicesVPGVishay Precision Group$16,506,4680.0%685,2001.5%Computer and TechnologyAKAMAkamai Technologies$15,898,750$201,250 ▲1.3%197,5001.5%Computer and TechnologyPLABPhotronics$15,570,000$415,200 ▼-2.6%750,0001.5%Computer and TechnologyVITLVital Farms$15,387,350$1,523,500 ▲11.0%505,0001.4%Consumer StaplesTDUPThredUp$15,303,500$42,175 ▼-0.3%6,350,0001.4%Consumer StaplesVECOVeeco Instruments$14,477,680$200,800 ▼-1.4%721,0001.4%Computer and TechnologyCRAICRA International$14,418,9000.0%83,2501.4%Business ServicesBFAMBright Horizons Family Solutions$13,656,800$571,680 ▼-4.0%107,5001.3%Business ServicesTMOThermo Fisher Scientific$13,186,400$1,368,400 ▼-9.4%26,5001.2%MedicalLABCORP HOLDINGS INC$13,164,473$535,302 ▼-3.9%56,5631.2%COM SHSARLOArlo Technologies$12,806,325$24,675 ▲0.2%1,297,5001.2%Computer and TechnologyCLHClean Harbors$12,004,573$29,565 ▲0.2%60,9061.1%Business ServicesHIIHuntington Ingalls Industries$11,120,180$153,030 ▲1.4%54,5001.0%AerospaceKLACKLA$10,876,8000.0%16,0001.0%Computer and TechnologyCOHRCoherent$10,780,040$32,470 ▼-0.3%166,0001.0%Business ServicesKMXCarMax$10,714,000$389,600 ▼-3.5%137,5001.0%Retail/WholesaleWABWestinghouse Air Brake Technologies$10,518,3000.0%58,0001.0%TransportationMKSIMKS Instruments$10,319,313$20,038 ▼-0.2%128,7501.0%Computer and TechnologyTTMITTM Technologies$9,778,143$271,758 ▼-2.7%476,7500.9%Computer and TechnologyADTNADTRAN$9,766,400$1,090,000 ▼-10.0%1,120,0000.9%Business ServicesLINCLincoln Educational Services$9,601,3500.0%605,0000.9%Consumer DiscretionaryBRKRBruker$9,600,200$250,440 ▼-2.5%230,0000.9%Computer and TechnologyKLAVIYO INC$9,350,340$181,560 ▼-1.9%309,0000.9%COM SER AMKLMarkel Group$9,254,5700.0%4,9500.9%Multi-Sector ConglomeratesCMCSAComcast$8,837,550$1,088,550 ▼-11.0%239,5000.8%Consumer DiscretionaryNVTnVent Electric$8,256,150$131,050 ▼-1.6%157,5000.8%Computer and TechnologyUTIUniversal Technical Institute$7,858,0800.0%306,0000.7%Consumer DiscretionaryMDUMDU Resources Group$7,761,690$33,820 ▼-0.4%459,0000.7%UtilitiesRSSSResearch Solutions$7,618,000$130,000 ▲1.7%2,930,0000.7%IndustrialsCALXCalix$7,513,280$2,232,720 ▼-22.9%212,0000.7%Computer and TechnologyCENTURI HOLDINGS INC$7,336,6230.0%447,6280.7%COM SHSAMSWAAmerican Software$6,559,600$21,702,294 ▼-76.8%460,0000.6%Computer and TechnologySMIDSmith-Midland$6,555,7700.0%211,0000.6%ConstructionATROAstronics$6,465,4750.0%267,5000.6%AerospaceGILDGilead Sciences$6,442,875$728,325 ▼-10.2%57,5000.6%MedicalEQIXEquinix$6,278,196$81,535 ▼-1.3%7,7000.6%FinanceECVTEcovyst$5,704,0000.0%920,0000.5%Business ServicesNTICNorthern Technologies International$5,470,4550.0%525,5000.5%Basic MaterialsHLITHarmonic$5,418,350$815,150 ▼-13.1%565,0000.5%Computer and TechnologyEHCEncompass Health$5,064,0000.0%50,0000.5%MedicalTERTeradyne$4,997,300$1,073,800 ▲27.4%60,5000.5%Computer and TechnologyKVHIKVH Industries$4,901,424$997,721 ▼-16.9%926,5450.5%Computer and TechnologyCRICarter's$4,887,550$1,525,570 ▼-23.8%119,5000.5%Consumer DiscretionaryGRCGorman-Rupp$4,861,3500.0%138,5000.5%IndustrialsTRNSTranscat$4,839,250$1,064,635 ▲28.2%65,0000.5%Computer and TechnologyHQLAbrdn Life Sciences Investors$4,805,120$329,115 ▲7.4%378,6540.5%FinanceHONHoneywell International$4,764,3750.0%22,5000.4%Multi-Sector ConglomeratesCGNXCognex$4,638,565$1,252,860 ▼-21.3%155,5000.4%Computer and TechnologyMDTMedtronic$4,586,5440.0%51,0410.4%MedicalEVERUS CONSTR GROUP$4,524,980$250,358 ▲5.9%122,0000.4%COMHQHAbrdn Healthcare Investors$4,295,042$152,575 ▲3.7%264,4730.4%FinanceAAPLApple$4,231,577$333,195 ▼-7.3%19,0500.4%Computer and TechnologyNVGSNavigator$4,059,550$13,310 ▼-0.3%305,0000.4%TransportationSITMSiTime$4,051,055$38,218 ▼-0.9%26,5000.4%Computer and TechnologyTTDTrade Desk$3,994,560$547,200 ▲15.9%73,0000.4%Computer and TechnologyBDXBecton, Dickinson and Company$3,894,020$286,325 ▼-6.8%17,0000.4%MedicalCMTCore Molding Technologies$3,876,0000.0%255,0000.4%IndustrialsBABoeing$3,837,3750.0%22,5000.4%AerospaceBSYBentley Systems$3,835,6500.0%97,5000.4%Computer and TechnologyROGRogers$3,714,150$168,825 ▼-4.3%55,0000.3%Computer and TechnologyVSATViasat$3,700,1420.0%355,1000.3%Computer and TechnologyASMLASML$3,644,4650.0%5,5000.3%Computer and TechnologyMRVLMarvell Technology$3,509,490$184,710 ▼-5.0%57,0000.3%Computer and TechnologyGTLSChart Industries$3,464,6400.0%24,0000.3%IndustrialsMTNVail Resorts$3,440,4300.0%21,5000.3%Consumer DiscretionaryMYRGMYR Group$3,392,7000.0%30,0000.3%UtilitiesLMATLeMaitre Vascular$3,230,1500.0%38,5000.3%MedicalAPTAlpha Pro Tech$3,062,5000.0%612,5000.3%IndustrialsPOCIPrecision Optics$2,905,000$1,130,875 ▲63.7%700,0000.3%MedicalCRH PLC$2,903,010$175,940 ▼-5.7%33,0000.3%ORDCAMTCamtek$2,784,925$2,784,925 ▲New Holding47,5000.3%Computer and TechnologyBMIBadger Meter$2,758,625$599,288 ▼-17.8%14,5000.3%Computer and TechnologyCMTLComtech Telecommunications$2,701,440$146,560 ▼-5.1%1,688,4000.3%Computer and TechnologyJJacobs Solutions$2,599,136$1,027,565 ▲65.4%21,5000.2%Business ServicesBIGCBigCommerce$2,592,000$288,000 ▼-10.0%450,0000.2%Computer and TechnologyALAir Lease$2,487,966$48,310 ▼-1.9%51,5000.2%TransportationDDDuPont de Nemours$2,427,1000.0%32,5000.2%Basic MaterialsBNBrookfield$2,422,6210.0%46,2940.2%FinanceCEVACEVA$2,356,120$589,030 ▼-20.0%92,0000.2%Computer and TechnologyRPDRapid7$2,120,800$132,550 ▲6.7%80,0000.2%Computer and TechnologyADIAnalog Devices$2,016,7000.0%10,0000.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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