Needham-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "ODC",
  "PRO",
  "FARO",
  "KLC",
  "TRNS",
  "ENTG",
  "AKAM",
  "BNT",
  "SMCI",
  "NSIT",
  "ASPN",
  "PLAB",
  "MTRX",
  "GOOGL",
  "ALGM",
  null,
  "ASML",
  "KMX",
  "FORM",
  "KRP",
  "LINE",
  "MYRG",
  "LASR",
  "PDFS",
  "EHC",
  "ECG",
  "MATW",
  "GILD",
  "APT",
  "ADTN",
  "AIP",
  "APLD",
  "HON",
  "MATV",
  "GENI",
  "FEIM",
  "AMAT",
  "LINC",
  "MXL",
  "MRCY",
  null,
  "POCI",
  "RSSS",
  "ROG",
  "SMID",
  "TDUP",
  "LAB",
  "TTI",
  "SSSS",
  "UIS",
  "LRCX",
  "MASS",
  "MRVL",
  "RPD",
  "MDT",
  "BMI",
  "EQIX",
  "KLAC",
  "AAPL",
  "HPE",
  "VZ",
  "PSTG",
  "DGX",
  "RTX",
  "TMO",
  "ICHR",
  "NTIC",
  "ARLO",
  "VICR",
  "MBLY",
  "LIND",
  "MDU",
  "UTI",
  "AXTI",
  "QRHC",
  "TENB",
  "THR",
  "ATRO",
  "GRC",
  "BN.TO",
  "DD",
  "VRT",
  "MUR",
  "MKSI",
  "PSN",
  "UGI",
  "MTN",
  "WAB",
  "GNRC",
  "CMTL",
  "ECVT",
  "ESOA",
  "EDUC",
  "EHAB",
  "FTRE",
  "EXTR",
  "HLIT",
  "KVHI",
  "LUV",
  "LMAT",
  "HII",
  "AL",
  "VSAT",
  "VECO",
  "VSH",
  "VPG",
  "VITL",
  "YEXT",
  "POWI",
  "NVGS",
  "SITM",
  "KVYO",
  "LH",
  "MKL",
  "TER",
  "TTD",
  "TTMI",
  "HQH",
  "HQL",
  "NVT",
  "ASUR",
  "BDX",
  "BSY",
  "BIGC",
  "BA",
  "BFAM",
  "BAM.TO",
  "BRKR",
  "CALX",
  "CAMT",
  "CDNA",
  "CRI",
  "CEVA",
  "CTRI",
  "CVX",
  "GTLS",
  "CLH",
  "CGNX",
  "COHR",
  "CMCSA",
  "COHU",
  "GLW",
  "CMT",
  "CRAI",
  "CRH",
  "CRWD",
  "CYRX",
  "J",
  "ADI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 314
Total Value: 1067168955
Accession Number: 0000919574-25-003041
Form Type: 13F-HR
CIK: needham-investment-management
Manager Name: Needham-Investment-Management

Data Enrichment

99% identified

312 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

314 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AKAMAI TECHNOLOGIES INC

AKAM|00971T101

Shares:197.5K

Value:$15.9M

% of Portfolio:1.5% ($15.9M/$1.1B)

PHOTRONICS INC

PLAB|719405102

Shares:750.0K

Value:$15.6M

% of Portfolio:1.5% ($15.6M/$1.1B)

Vital Farms, Inc.

VITL|92847W103

Shares:505.0K

Value:$15.4M

% of Portfolio:1.4% ($15.4M/$1.1B)

ThredUp Inc.

TDUP|88556E102

Shares:6.3M

Value:$15.3M

% of Portfolio:1.4% ($15.3M/$1.1B)

VEECO INSTRUMENTS INC

VECO|922417100

Shares:721.0K

Value:$14.5M

% of Portfolio:1.4% ($14.5M/$1.1B)

CRA INTERNATIONAL, INC.

CRAI|12618T105

Shares:83.3K

Value:$14.4M

% of Portfolio:1.4% ($14.4M/$1.1B)

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

BFAM|109194100

Shares:107.5K

Value:$13.7M

% of Portfolio:1.3% ($13.7M/$1.1B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:26.5K

Value:$13.2M

% of Portfolio:1.2% ($13.2M/$1.1B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:56.6K

Value:$13.2M

% of Portfolio:1.2% ($13.2M/$1.1B)

Arlo Technologies, Inc.

ARLO|04206A101

Shares:1.3M

Value:$12.8M

% of Portfolio:1.2% ($12.8M/$1.1B)

CLEAN HARBORS INC

CLH|184496107

Shares:60.9K

Value:$12.0M

% of Portfolio:1.1% ($12.0M/$1.1B)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

Shares:54.5K

Value:$11.1M

% of Portfolio:1.0% ($11.1M/$1.1B)

KLA CORP

KLAC|482480100

Shares:16.0K

Value:$10.9M

% of Portfolio:1.0% ($10.9M/$1.1B)

COHERENT CORP.

COHR|19247G107

Shares:166.0K

Value:$10.8M

% of Portfolio:1.0% ($10.8M/$1.1B)

CARMAX INC

KMX|143130102

Shares:137.5K

Value:$10.7M

% of Portfolio:1.0% ($10.7M/$1.1B)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:58.0K

Value:$10.5M

% of Portfolio:1.0% ($10.5M/$1.1B)

MKS INSTRUMENTS INC

MKSI|55306N104

Shares:128.8K

Value:$10.3M

% of Portfolio:1.0% ($10.3M/$1.1B)

TTM TECHNOLOGIES INC

TTMI|87305R109

Shares:476.8K

Value:$9.8M

% of Portfolio:0.9% ($9.8M/$1.1B)

ADTRAN Holdings, Inc.

ADTN|00486H105

Shares:1.1M

Value:$9.8M

% of Portfolio:0.9% ($9.8M/$1.1B)

LINCOLN EDUCATIONAL SERVICES CORP

LINC|533535100

Shares:605.0K

Value:$9.6M

% of Portfolio:0.9% ($9.6M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AKAMAI TECHNOLOGIES INC(AKAMcusip00971T101)	197.5K	QoQ +1.28% (-2.5K) YoY +199.24% (+131.5K)	All Managers (Combined)	$15.9M	1.5% ($15.9M/$1.1B)	QoQ -14.76% (-$2.8M) YoY +121.48% (+$8.7M)
PHOTRONICS INC(PLABcusip719405102)	750.0K	QoQ -2.59% (-20.0K) YoY +16.36% (-105.5K)	All Managers (Combined)	$15.6M	1.5% ($15.6M/$1.1B)	QoQ -14.17% (-$2.6M) YoY -14.69% (-$2.7M)
Vital Farms, Inc.(VITLcusip92847W103)	505.0K	QoQ +10.98% (-50.0K) YoY +44.28% (+155.0K)	All Managers (Combined)	$15.4M	1.4% ($15.4M/$1.1B)	QoQ -10.27% (-$1.8M) YoY +89.09% (+$7.2M)
ThredUp Inc.(TDUPcusip88556E102)	6.3M	QoQ -0.27% (-17.5K) YoY +29.59% (+1.4M)	All Managers (Combined)	$15.3M	1.4% ($15.3M/$1.1B)	QoQ +72.90% (-$6.5M) YoY +56.15% (+$5.5M)
VEECO INSTRUMENTS INC(VECOcusip922417100)	721.0K	QoQ -1.36% (-10.0K) YoY +28.17% (-158.5K)	All Managers (Combined)	$14.5M	1.4% ($14.5M/$1.1B)	QoQ -26.09% (-$5.1M) YoY -26.81% (-$5.3M)
CRA INTERNATIONAL, INC.(CRAIcusip12618T105)	83.3K	QoQ 0.00% (-0) YoY +14.04% (+10.3K)	All Managers (Combined)	$14.4M	1.4% ($14.4M/$1.1B)	QoQ -7.47% (-$1.2M) YoY +32.04% (+$3.5M)
BRIGHT HORIZONS FAMILY SOLUTIONS INC.(BFAMcusip109194100)	107.5K	QoQ -4.01% (-4.5K) YoY +20.11% (+18.0K)	All Managers (Combined)	$13.7M	1.3% ($13.7M/$1.1B)	QoQ +10.00% (-$1.2M) YoY +34.60% (+$3.5M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	26.5K	QoQ -9.40% (-2.8K) YoY -9.40% (-2.8K)	All Managers (Combined)	$13.2M	1.2% ($13.2M/$1.1B)	QoQ -13.34% (-$2.0M) YoY -22.43% (-$3.8M)
LABCORP HOLDINGS INC.(LHcusip504922105)	56.6K	QoQ -3.90% (-2.3K) YoY NEW(+56.6K)	All Managers (Combined)	$13.2M	1.2% ($13.2M/$1.1B)	QoQ -2.47% (-$334.0K) YoY NEW(+$13.2M)
Arlo Technologies, Inc.(ARLOcusip04206A101)	1.3M	QoQ +0.19% (-2.5K) YoY +73.00% (+547.5K)	All Managers (Combined)	$12.8M	1.2% ($12.8M/$1.1B)	QoQ -11.62% (-$1.7M) YoY +34.98% (+$3.3M)
CLEAN HARBORS INC(CLHcusip184496107)	60.9K	QoQ +0.24% (-150) YoY +0.91% (-550)	All Managers (Combined)	$12.0M	1.1% ($12.0M/$1.1B)	QoQ -14.14% (-$2.0M) YoY -1.19% (-$145.7K)
HUNTINGTON INGALLS INDUSTRIES, INC.(HIIcusip446413106)	54.5K	QoQ +1.39% (+750) YoY +361.86% (+42.7K)	All Managers (Combined)	$11.1M	1.0% ($11.1M/$1.1B)	QoQ +9.48% (+$963.0K) YoY +223.32% (+$7.7M)
KLA CORP(KLACcusip482480100)	16.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$10.9M	1.0% ($10.9M/$1.1B)	QoQ +7.88% (+$794.9K) YoY -2.68% (-$300.3K)
COHERENT CORP.(COHRcusip19247G107)	166.0K	QoQ -0.30% (-500) YoY -9.28% (-17.0K)	All Managers (Combined)	$10.8M	1.0% ($10.8M/$1.1B)	QoQ -31.65% (-$5.0M) YoY -2.82% (-$313.4K)
CARMAX INC(KMXcusip143130102)	137.5K	QoQ -3.50% (-5.0K) YoY +3.96% (-5.3K)	All Managers (Combined)	$10.7M	1.0% ($10.7M/$1.1B)	QoQ -8.04% (-$936.8K) YoY -6.99% (-$806.3K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	58.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$10.5M	1.0% ($10.5M/$1.1B)	QoQ -4.34% (-$477.9K) YoY +24.48% (+$2.1M)
MKS INSTRUMENTS INC(MKSIcusip55306N104)	128.8K	QoQ -0.19% (-250) YoY -25.57% (-44.3K)	All Managers (Combined)	$10.3M	1.0% ($10.3M/$1.1B)	QoQ -23.36% (-$3.1M) YoY -55.15% (-$12.7M)
TTM TECHNOLOGIES INC(TTMIcusip87305R109)	476.8K	QoQ -2.70% (-13.3K) YoY -40.66% (-326.8K)	All Managers (Combined)	$9.8M	0.9% ($9.8M/$1.1B)	QoQ -19.37% (-$2.3M) YoY -22.24% (-$2.8M)
ADTRAN Holdings, Inc.(ADTNcusip00486H105)	1.1M	QoQ -10.04% (-125.0K) YoY -3.86% (-45.0K)	All Managers (Combined)	$9.8M	0.9% ($9.8M/$1.1B)	QoQ -5.82% (-$604.5K) YoY +54.10% (-$3.4M)
LINCOLN EDUCATIONAL SERVICES CORP(LINCcusip533535100)	605.0K	QoQ 0.00% (+0) YoY NEW(+605.0K)	All Managers (Combined)	$9.6M	0.9% ($9.6M/$1.1B)	QoQ +0.31% (+$30.3K) YoY NEW(+$9.6M)