Fund HoldingsNEEDHAM INVESTMENT MANAGEMENT LLC

Total Portfolio Value
$587.96M
Total Bought
$76.51M
Total Sold
$35.70M
Net Transaction
+$40.81M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MAXLINEAR INC(MXL)0250,000+250,00005,5630.95%+5,563
ALTERYX INC60,500212,500+152,0002,7478,0091.36%+5,262
CARTERS INC(CRI)063,500+63,50004,3910.75%+4,391
ASPEN AEROGELS INC2,268,3002,528,300+260,00017,89721,7433.70%+3,846
VICOR CORP(VICR)455,500458,850+3,35024,59727,0224.60%+2,425
FORTREA HLDGS INC(FTRE)080,263+80,26302,2950.39%+2,295
VERTIV HOLDINGS CO(VRT)257,500225,000-32,5006,3788,3701.42%+1,992
VISHAY PRECISION GROUP INC(VPG)145,000219,300+74,3005,3877,3641.25%+1,977
HARMONIC INC(HLIT)0200,000+200,00001,9260.33%+1,926
THREDUP INC700,000900,000+200,0001,7083,6090.61%+1,901
ARTERIS INC(AIP)65,000350,000+285,0004432,2790.39%+1,835
FARO TECHNOLOGIES INC32,500147,200+114,7005272,2420.38%+1,715
PARSONS CORPORATION(PSN)200,000205,500+5,5009,62811,1691.90%+1,541
BIGCOMMERCE HLDGS INC0300,000+300,00002,9610.50%+2,961
MATRIX SVC CO178,300210,000+31,7001,0502,4780.42%+1,428
AKAMAI TECHNOLOGIES INC(AKAM)47,50051,500+4,0004,2695,4870.93%+1,218
SUPER MICRO COMPUTER INC(SMCI)218,500203,000-15,50054,46155,6679.47%+1,206
AMER SOFTWARE INC50,000150,000+100,0005261,7190.29%+1,194
OIL DRI CORP AMER(ODC)71,25082,800+11,5504,2035,1130.87%+910
INFINERA CORP382,500650,000+267,5001,8472,7170.46%+870
CRYOPORT INC0165,000+165,00002,2620.38%+2,262
RESEARCH SOLUTIONS INC532,500750,000+217,5001,0861,8530.32%+766
COMCAST CORP CL A(CCZ)270,000270,000011,21911,9722.04%+753
NORTHERN TECHNOLOGIES INTL C150,000173,048+23,0481,6072,3140.39%+707
GENERAC HLDGS INC(GNRC)10,00020,000+10,0001,4912,1790.37%+688
YEXT INC0100,000+100,00006330.11%+633
THERMON GROUP HLDGS INC122,500140,000+17,5003,2593,8460.65%+587
ADAMS RES & ENERGY INC103,500125,000+21,5003,6384,2110.72%+573
NAVIGATOR HLDGS LTD(NVGS)306,000306,00003,9814,5200.77%+539
GENIUS SPORTS LIMITED
SHARES CL A
0100,000+100,00005330.09%+533
ROGERS CORP(ROG)04,000+4,00005260.09%+526
MKS INSTRS INC(MKSI)121,000157,000+36,00013,08013,5872.31%+507
FORMFACTOR INC(FORM)503,900507,500+3,60017,24317,7323.02%+489
COGNEX CORP(CGNX)010,000+10,00004240.07%+424
ALTAIR ENGR INC26,00037,500+11,5001,9722,3460.40%+374
VEECO INSTRS INC(VECO)320,000305,000-15,0008,2188,5741.46%+356
TRANSCAT INC17,50018,500+1,0001,4931,8120.31%+320
MARKEL CORP(MKL)1,6001,700+1002,2132,5030.43%+290
SURO CAP CORP660,888660,88802,1122,3920.41%+281
BRIGHT HORIZONS FAM SOL IN D(BFAM)40,50049,000+8,5003,7443,9920.68%+247
MERCURY SYS INC(MRCY)20,00025,000+5,0006929270.16%+235
CLEAN HARBORS INC COM(CLH)51,10651,606+5008,4038,6371.47%+233
ULTRA CLEAN HLDGS INC(UCTT)07,500+7,50002230.04%+223
CRA INTL INC(CRAI)26,00028,500+2,5002,6522,8720.49%+220
PRECISION OPTICS CORP INC MA198,500235,000+36,5001,2411,4500.25%+209
UGI CORP(UGI)10,00020,000+10,0002704600.08%+190
NEW RELIC INC60,00047,500-12,5003,9264,0670.69%+141
CHEVRON CORP NEW COM(CVX)9,0009,00001,4161,5180.26%+101
HEWLETT PACKARD ENTERPRISE CO(HPE)20,00025,000+5,0003364340.07%+98
ALPHA PRO TECH LTD220,000220,00008769550.16%+79
ARLO TECHNOLOGIES INC(ARLO)45,00055,000+10,0004915670.10%+76
ALPHABET INC(GOOG)5,0005,00005996540.11%+56
THE TRADE DESK INC(TTD)57,00057,00004,4024,4550.76%+53
KIMBELL RTY PARTNERSLP CO(KRP)25,00025,424+4243684070.07%+39
EDUCATIONAL DEV CORP0560,000+560,00005940.10%+594
OMNICELL COM(OMCL)2,9005,000+2,1002142250.04%+12
BROOKFIELD ASSET MANAGMT LTD(BAM)12,57012,57004114210.07%+10
ALLBIRDS INC50,00050,000063560.01%-7
ENHABIT INC
COM
35,00035,00004033940.07%-9
BENCHMARK ELECTRS INC(BHE)12,30012,30003182980.05%-19
FATHOM DIGITAL MFG CORP80,0000-80,000320-32
MARVELL TECHNOLOGY INC(MRVL)30,00032,500+2,5001,7931,7590.30%-34
LAM RESEARCH CORP(LRCX)2,5002,50001,6071,5670.27%-40
APPLIED MATLS INC9,0009,00001,3011,2460.21%-55
VERIZON COMMUNICATIONS INC(VZ)20,00020,00007446480.11%-96
BECTON DICKINSON & CO(BDX)18,25018,25004,8184,7180.80%-100
BROOKFIELD CORP(BN)46,29446,29401,5611,4540.25%-106
TERADYNE INC(TER)10,00010,00001,1131,0050.17%-109
TTM TECHNOLOGIES INC(TTMI)754,500805,000+50,50010,48810,3681.76%-119
EQUINIX INC(EQIX)2,1002,10001,6461,5250.26%-121
CORNING INC(GLW)38,25040,000+1,7501,3401,2190.21%-121
AIR LEASE CORP CL A
CL A
52,50052,50002,1972,0690.35%-128
GILEAD SCIENCES INC(GILD)064,000+64,00004,7960.82%+4,796
AMERICAN TOWER CORP(AMT)4,7504,75009217810.13%-140
ADTRAN HOLDINGS INC01,747,500+1,747,500014,3822.45%+14,382
UNISYS CORP1,945,0002,200,000+255,0007,7417,5901.29%-151
LEMAITRE VASCULAR INC(LMAT)20,50022,500+2,0001,3791,2260.21%-153
QUEST DIAGNOSTICS INC(DGX)8,5008,50001,1951,0360.18%-159
ACV AUCTIONS INC(ACVA)86,50086,50001,4941,3130.22%-181
SOUTHWEST AIRLS CO COM(LUV)20,00020,00007245410.09%-183
BRUKER CORP(BRKR)30,00032,500+2,5002,2182,0250.34%-193
VIA OPTRONICS AG130,000130,00003431500.03%-194
ANALOG DEVICES INC(ADI)10,00010,00001,9481,7510.30%-197
WABTEC(WAB)63,50063,50006,9646,7481.15%-216
GSE SYS INC01,430,000+1,430,00002890.05%+289
TEKLA LIFE SCIENCES INVS305,930313,792+7,8624,1423,9130.67%-229
TEKLA HEALTHCARE INVS(HQH)221,281226,965+5,6843,7733,5290.60%-244
WORLD WRESTLING ENTMT INC2,2500-2,2502440-244
G1 THERAPEUTICS INC234,000234,00005833370.06%-246
ILLUMIN HLDGS INC150,0000-150,0002540-253
VISHAY INTERTECHNOLOGY INC(VSH)55,00055,00001,6171,3600.23%-257
FREQUENCY ELECTRS INC652,850572,850-80,0004,3223,9760.68%-346
UPLAND SOFTWARE INC000000
VACASA INC01,042,500+1,042,50004810.08%+481
STANDARD BIOTOOLS INC01,224,435+1,224,43503,5510.60%+3,551
MATIV HOLDINGS INC0112,500+112,50001,6040.27%+1,604
SMITH MIDLAND CORP146,100160,000+13,9003,4703,0320.52%-438
BOEING CO COM(BA)22,50022,50004,7514,3130.73%-438
KLA CORP(KLAC)17,00017,00008,2457,7971.33%-448
THERMO FISHER SCIENTIFIC INC COM(TMO)029,250+29,250014,8052.52%+14,805
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