Investor

NEEDHAM INVESTMENT MANAGEMENT LLC

Portfolio Total Value

$952,726,000.00

Number of Stocks

140

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
PDFS $32,114,000.0 3.53%
Added 3.44%
1,185,900 $27.08 $32.75
Added 20.94%
$26.6 $39.7
SMCI $30,605,000.0 3.34%
No Change
73,500 $416.4 $30.68
Reduced 92.63%
$17.25 $122.9
VRT $29,595,000.0 3.25%
No Change
260,500 $113.61 $257.75
Added 126.87%
$52.4 $154.76
UIS $28,326,000.0 3.11%
Added 5.54%
4,475,000 $6.33 $2.33
Reduced 63.19%
$3.32 $8.93
VICR $25,126,000.0 2.76%
Added 0.78%
520,000 $48.32 $209.19
Added 332.93%
$30.9 $62.0
ODC $24,539,000.0 2.7%
Added 4.67%
280,000 $87.64 $69.0
Reduced 21.27%
$29.48 $46.5
FARO $24,472,000.0 2.69%
Added 1.05%
965,000 $25.36 $0.0
Reduced 100.0%
$0.0 $0.0
$24,384,000.0 2.68%
Added 595.65%
800,000 $30.48 $nan
Reduced nan%
$nan $nan
AIP $23,793,000.0 2.61%
Added 0.43%
2,335,000 $10.19 $16.18
Added 58.78%
$5.7 $12.64
ASUR $23,477,000.0 2.58%
Added 0.5%
2,495,000 $9.41 $9.43
Added 0.21%
$6.89 $12.49
AMSWA $20,989,000.0 2.31%
Added 4.66%
1,894,400 $11.08 $0.0
Reduced 100.0%
$0.0 $0.0
GENI $20,197,000.0 2.22%
Added 0.32%
2,335,000 $8.65 $6.37
Reduced 26.36%
$4.91 $10.33
ALTR $19,094,000.0 2.1%
No Change
175,000 $109.11 $0.0
Reduced 100.0%
$0.0 $0.0
THR $18,844,000.0 2.07%
Added 0.77%
655,000 $28.77 $46.52
Added 61.7%
$23.76 $35.93
LASR $17,636,000.0 1.94%
Added 9.89%
1,681,250 $10.49 $63.07
Added 501.24%
$9.15 $14.75
VSH $17,363,000.0 1.91%
Added 5.13%
1,025,000 $16.94 $17.95
Added 5.96%
$14.95 $24.69
VITL $17,148,000.0 1.88%
Added 1.68%
455,000 $37.69 $20.3
Reduced 46.14%
$14.37 $48.41
MTRX $16,997,000.0 1.87%
No Change
1,420,000 $11.97 $11.12
Reduced 7.1%
$8.61 $15.45
ASPN $16,067,000.0 1.77%
Added 5.25%
1,352,500 $11.88 $3.34
Reduced 71.89%
$10.75 $33.15
CRAI $15,584,000.0 1.71%
Added 0.3%
83,250 $187.2 $184.92
Reduced 1.22%
$104.23 $210.7
ARLO $14,491,000.0 1.59%
Added 2.37%
1,295,000 $11.19 $15.09
Added 34.85%
$8.38 $17.64
VPG $13,788,000.0 1.51%
Added 0.43%
587,500 $23.47 $49.22
Added 109.71%
$20.83 $35.98
NVMI $12,703,000.0 1.4%
No Change
64,500 $196.95 $425.25
Added 115.92%
$142.53 $266.13
PSN $12,015,000.0 1.32%
Added 0.19%
130,250 $92.25 $66.66
Reduced 27.74%
$64.33 $114.68
RSSS $11,952,000.0 1.31%
Added 0.17%
2,880,000 $4.15 $2.32
Reduced 44.1%
$2.38 $4.24
VECO $11,014,000.0 1.21%
Added 0.86%
411,000 $26.8 $32.47
Added 21.16%
$25.52 $49.25
BFAM $10,807,000.0 1.19%
Added 2.09%
97,500 $110.85 $75.02
Reduced 32.32%
$94.83 $141.9
AKAM $10,760,000.0 1.18%
Added 2.27%
112,500 $95.65 $102.08
Added 6.72%
$84.7 $129.17
FORM $10,340,000.0 1.14%
Added 2.17%
235,000 $44.0 $92.78
Added 110.86%
$37.25 $63.63
CALX $9,589,000.0 1.05%
Added 10.0%
275,000 $34.87 $52.58
Added 50.79%
$26.76 $45.09
LINC $9,571,000.0 1.05%
Added 0.83%
605,000 $15.82 $37.02
Added 134.01%
$8.91 $18.74
SMID $9,381,000.0 1.03%
Added 0.48%
211,000 $44.46 $38.5
Reduced 13.41%
$25.03 $51.96
ENTG $9,361,000.0 1.03%
No Change
94,500 $99.06 $126.79
Added 27.99%
$94.92 $147.57
TDUP $8,850,000.0 0.97%
Added 2.7%
6,367,500 $1.39 $3.84
Added 176.26%
$0.5 $2.45
HLIT $8,599,000.0 0.94%
Added 8.33%
650,000 $13.23 $10.21
Reduced 22.83%
$9.1 $15.46
TMO $8,453,000.0 0.93%
No Change
16,250 $520.23 $508.1
Reduced 2.33%
$493.3 $627.88
CRI $8,496,000.0 0.93%
No Change
156,800 $54.19 $35.91
Reduced 33.73%
$50.25 $88.03
BRKR $8,411,000.0 0.92%
Added 2.5%
143,500 $58.62 $39.27
Reduced 33.01%
$48.07 $94.86
TTMI $8,415,000.0 0.92%
Reduced 5.56%
340,000 $24.75 $113.0
Added 356.57%
$13.43 $28.0
UTI $7,867,000.0 0.86%
Added 2.0%
306,000 $25.71 $37.4
Added 45.47%
$13.23 $27.29
CLH $7,801,000.0 0.86%
No Change
33,900 $230.14 $297.15
Added 29.12%
$167.28 $267.11
HII $7,747,000.0 0.85%
No Change
41,000 $188.97 $440.33
Added 133.02%
$184.29 $299.5
KLAC $7,561,000.0 0.83%
No Change
12,000 $630.12 $1,534.95
Added 143.6%
$581.7 $896.32
WAB $7,583,000.0 0.83%
No Change
40,000 $189.59 $263.67
Added 39.07%
$128.96 $207.51
CMCSA $7,506,000.0 0.82%
No Change
200,000 $37.53 $31.01
Reduced 17.37%
$36.15 $47.11
NVT $7,327,000.0 0.8%
Added 4.88%
107,500 $68.16 $111.65
Added 63.81%
$56.44 $86.57
AE $7,172,000.0 0.79%
No Change
190,000 $37.75 $0.0
Reduced 100.0%
$0.0 $0.0
PLAB $7,185,000.0 0.79%
No Change
305,000 $23.56 $36.93
Added 56.75%
$20.25 $34.16
NTIC $7,088,000.0 0.78%
Added 0.57%
525,500 $13.49 $8.9
Reduced 34.03%
$11.7 $19.63
ZUO $7,111,000.0 0.78%
No Change
825,000 $8.62 $0.0
Reduced 100.0%
$0.0 $0.0
ECVT $7,028,000.0 0.77%
Added 0.55%
920,000 $7.64 $11.47
Added 50.13%
$6.02 $11.35
MDU $6,288,000.0 0.69%
Added 2.65%
349,000 $18.02 $20.64
Added 14.54%
$10.46 $20.39
KMX $6,132,000.0 0.67%
Reduced 4.46%
75,000 $81.76 $41.84
Reduced 48.83%
$65.83 $91.25
TTD $5,994,000.0 0.66%
No Change
51,000 $117.53 $24.32
Reduced 79.31%
$66.56 $141.53
MKL $5,955,000.0 0.65%
No Change
3,450 $1,726.23 $2,038.03
Added 18.06%
$1,342.66 $1,811.81
CMTL $5,934,000.0 0.65%
Added 13.63%
1,480,000 $4.01 $5.12
Added 27.68%
$1.53 $7.68
ROG $5,588,000.0 0.61%
Added 7.84%
55,000 $101.61 $111.91
Added 10.14%
$93.81 $134.07
EQIX $5,327,000.0 0.59%
No Change
5,650 $942.89 $972.01
Added 3.09%
$684.14 $994.03
GRC $5,251,000.0 0.58%
Added 8.63%
138,500 $37.92 $65.32
Added 72.26%
$30.47 $43.79
MKSI $4,854,000.0 0.53%
Added 9.41%
46,500 $104.39 $232.56
Added 122.78%
$97.54 $147.4
CGNX $4,841,000.0 0.53%
Reduced 12.9%
135,000 $35.86 $53.61
Added 49.5%
$34.79 $53.13
SWM $4,823,000.0 0.53%
Reduced 8.29%
442,500 $10.9 $0.0
Reduced 100.0%
$0.0 $0.0
MRVL $4,638,000.0 0.51%
Reduced 4.55%
42,000 $110.45 $77.51
Reduced 29.82%
$53.19 $126.15
EHC $4,617,000.0 0.51%
No Change
50,000 $92.35 $108.01
Added 16.96%
$69.95 $104.55
HON $4,517,000.0 0.5%
No Change
20,000 $225.89 $243.85
Added 7.95%
$189.66 $242.77
GTLS $4,580,000.0 0.5%
Reduced 12.73%
24,000 $190.84 $206.72
Added 8.32%
$101.6 $220.03
MYRG $4,463,000.0 0.49%
Added 20.0%
30,000 $148.77 $269.72
Added 81.3%
$86.6 $181.02
MXL $4,450,000.0 0.49%
No Change
225,000 $19.78 $17.29
Reduced 12.59%
$11.08 $26.59
ATRO $4,269,000.0 0.47%
No Change
267,500 $15.96 $75.68
Added 374.19%
$14.13 $23.74
BDX $4,140,000.0 0.45%
No Change
18,250 $226.87 $174.21
Reduced 23.21%
$218.75 $248.42
GILD $3,694,000.0 0.41%
No Change
40,000 $92.37 $147.83
Added 60.04%
$62.07 $98.9
TRNS $3,616,000.0 0.4%
Added 15.93%
34,200 $105.74 $80.73
Reduced 23.65%
$94.29 $147.12
CEVA $3,628,000.0 0.4%
Reduced 23.33%
115,000 $31.55 $20.97
Reduced 33.53%
$16.02 $34.71
LMAT $3,547,000.0 0.39%
No Change
38,500 $92.14 $107.4
Added 16.56%
$56.04 $109.58
TER $3,462,000.0 0.38%
Added 12.24%
27,500 $125.92 $325.83
Added 158.76%
$92.29 $163.21
AAPL $3,455,000.0 0.38%
Reduced 42.5%
13,800 $250.42 $263.75
Added 5.32%
$164.08 $260.1
HQL $3,356,000.0 0.37%
No Change
255,807 $13.12 $16.39
Added 24.92%
$12.76 $15.9
CMT $3,390,000.0 0.37%
No Change
205,000 $16.54 $19.32
Added 16.81%
$14.23 $21.0
BMI $3,356,000.0 0.37%
Added 15.51%
15,825 $212.12 $148.76
Reduced 29.87%
$139.5 $239.11
NVGS $3,367,000.0 0.37%
No Change
219,400 $15.35 $21.11
Added 37.52%
$14.55 $18.18
APT $3,240,000.0 0.36%
Added 0.41%
612,500 $5.29 $5.22
Reduced 1.32%
$4.64 $6.92
COHU $3,150,000.0 0.35%
Added 47.5%
118,000 $26.7 $29.55
Added 10.67%
$22.8 $36.6
BA $3,186,000.0 0.35%
No Change
18,000 $177.0 $224.12
Added 26.62%
$137.03 $217.59
BIGC $3,060,000.0 0.34%
Added 25.0%
500,000 $6.12 $0.0
Reduced 100.0%
$0.0 $0.0
RPD $3,017,000.0 0.33%
No Change
75,000 $40.23 $6.59
Reduced 83.62%
$32.95 $61.88
HQH $2,796,000.0 0.31%
No Change
174,215 $16.05 $18.88
Added 17.63%
$15.76 $19.79
QRHC $2,639,000.0 0.29%
Added 16.01%
406,023 $6.5 $1.66
Reduced 74.46%
$5.67 $10.85
LUNA $2,538,000.0 0.28%
Added 17.5%
1,175,000 $2.16 $1.5
Reduced 30.56%
$0.7 $7.92
KVHI $2,573,000.0 0.28%
No Change
451,550 $5.7 $6.02
Added 5.61%
$4.17 $6.13
AXTI $2,386,000.0 0.26%
No Change
1,099,600 $2.17 $41.76
Added 1824.42%
$1.73 $5.64
MTN $2,343,000.0 0.26%
Added 25.0%
12,500 $187.45 $138.08
Reduced 26.34%
$165.0 $236.92
VSAT $2,314,000.0 0.25%
Added 43.16%
272,000 $8.51 $47.24
Added 455.11%
$6.69 $26.7
GLW $2,162,000.0 0.24%
No Change
45,500 $47.52 $147.57
Added 210.54%
$30.31 $52.03
SITM $2,198,000.0 0.24%
Reduced 60.58%
10,250 $214.53 $406.41
Added 89.44%
$72.39 $268.18
ADI $2,124,000.0 0.23%
No Change
10,000 $212.46 $338.99
Added 59.55%
$182.57 $244.14
ASML $2,079,000.0 0.23%
Added 11.11%
3,000 $693.08 $1,360.94
Added 96.36%
$645.45 $1,110.09
LRCX $2,040,000.0 0.22%
No Change
2,500 $816.08 $231.0
Reduced 71.69%
$68.87 $113.0
BSY $1,984,000.0 0.22%
Added 102.38%
42,500 $46.7 $38.76
Reduced 17.0%
$43.82 $57.19
ALGM $1,967,000.0 0.22%
Added 24.14%
90,000 $21.86 $34.72
Added 58.83%
$18.59 $33.26
MDT $1,880,000.0 0.21%
No Change
23,541 $79.88 $96.71
Added 21.07%
$75.96 $92.68
SGH $1,919,000.0 0.21%
No Change
100,000 $19.19 $0.0
Reduced 100.0%
$0.0 $0.0
NSIT $1,901,000.0 0.21%
Added 150.0%
12,500 $152.1 $85.0
Reduced 44.12%
$146.56 $228.07
PRO $1,756,000.0 0.19%
No Change
80,000 $21.96 $0.0
Reduced 100.0%
$0.0 $0.0
HPE $1,761,000.0 0.19%
Added 2.48%
82,500 $21.35 $21.64
Added 1.36%
$14.47 $24.24
GNRC $1,705,000.0 0.19%
Reduced 26.67%
11,000 $155.05 $221.21
Added 42.67%
$108.89 $195.94
PLOW $1,654,000.0 0.18%
Added 366.67%
70,000 $23.63 $45.22
Added 91.37%
$21.31 $30.98
FEIM $1,666,000.0 0.18%
Reduced 10.0%
90,000 $18.52 $54.18
Added 192.55%
$8.62 $20.33
SSSS $1,622,000.0 0.18%
Reduced 10.68%
275,934 $5.88 $9.51
Added 61.73%
$3.32 $6.74
AMAT $1,463,000.0 0.16%
No Change
9,000 $162.63 $351.32
Added 116.02%
$158.96 $255.89
EDUC $1,328,000.0 0.15%
No Change
805,000 $1.65 $1.31
Reduced 20.61%
$1.36 $2.95
CYRX $1,361,000.0 0.15%
Added 45.83%
175,000 $7.78 $8.49
Added 9.13%
$5.32 $20.11
DD $1,334,000.0 0.15%
No Change
17,500 $76.25 $48.27
Reduced 36.7%
$61.14 $90.06
ICHR $1,353,000.0 0.15%
No Change
42,000 $32.22 $48.58
Added 50.78%
$26.4 $46.43
MRCY $1,260,000.0 0.14%
Reduced 14.29%
30,000 $42.0 $89.43
Added 112.93%
$25.31 $44.63
MUR $1,210,000.0 0.13%
Added 33.33%
40,000 $30.26 $34.87
Added 15.23%
$27.75 $49.14
AL $1,198,000.0 0.13%
No Change
24,850 $48.21 $64.72
Added 34.25%
$39.35 $52.31
FLDM $1,225,000.0 0.13%
Reduced 6.67%
700,000 $1.75 $0.0
Reduced 100.0%
$0.0 $0.0
YEXT $1,049,000.0 0.12%
Reduced 15.38%
165,000 $6.36 $5.67
Reduced 10.85%
$4.29 $8.75
GOOGL $946,000.0 0.1%
No Change
5,000 $189.3 $303.58
Added 60.37%
$130.67 $202.29
LITE $950,000.0 0.1%
No Change
15,000 $63.38 $694.43
Added 995.66%
$38.29 $97.76
ESOA $946,000.0 0.1%
Added 50.0%
75,000 $12.62 $15.28
Added 21.08%
$5.7 $19.83
LUV $813,000.0 0.09%
No Change
24,200 $33.62 $47.75
Added 42.03%
$23.58 $36.12
DGX $829,000.0 0.09%
No Change
5,500 $150.86 $208.36
Added 38.11%
$123.04 $165.32
VZ $799,000.0 0.09%
No Change
20,000 $39.99 $49.98
Added 24.98%
$37.59 $45.36
ACVA $711,000.0 0.08%
No Change
35,000 $20.33 $5.54
Reduced 72.75%
$12.84 $23.46
CMBM $732,000.0 0.08%
No Change
400,000 $1.83 $1.31
Reduced 28.42%
$0.64 $4.92
CVX $724,000.0 0.08%
No Change
5,000 $144.84 $188.77
Added 30.33%
$135.37 $167.11
CRWD $684,000.0 0.08%
No Change
2,000 $342.16 $391.42
Added 14.4%
$200.81 $398.33
CLFD $620,000.0 0.07%
No Change
20,000 $31.0 $31.06
Added 0.19%
$24.99 $44.83
RTX $578,000.0 0.06%
No Change
5,000 $115.72 $206.52
Added 78.47%
$88.7 $128.7
LIND $495,000.0 0.05%
No Change
41,773 $11.86 $19.03
Added 60.46%
$6.35 $14.34
KRP $412,000.0 0.05%
No Change
25,424 $16.23 $14.57
Reduced 10.23%
$14.57 $17.07
DDOG $321,000.0 0.04%
Added 12.5%
2,250 $142.89 $111.77
Reduced 21.78%
$98.8 $170.08
MASS $352,000.0 0.04%
Added 100.0%
160,000 $2.2 $6.32
Added 187.27%
$1.81 $8.5
TENB $393,000.0 0.04%
No Change
10,000 $39.38 $19.96
Reduced 49.31%
$35.25 $53.5
B $242,000.0 0.03%
No Change
6,000 $40.41 $46.35
Added 14.7%
$0.0 $0.0
UGI $282,000.0 0.03%
Reduced 50.0%
10,000 $28.23 $37.56
Added 33.05%
$22.01 $30.61
IOT $218,000.0 0.02%
No Change
5,000 $43.69 $28.94
Reduced 33.76%
$27.14 $57.51
CDNA $214,000.0 0.02%
No Change
10,000 $21.41 $18.8
Reduced 12.19%
$7.42 $34.84
IVAC $170,000.0 0.02%
No Change
50,000 $3.4 $0.0
Reduced 100.0%
$0.0 $0.0