Filed: 5/15/2025ACC: 0000919574-25-003041
📋 What this filing means
NEEDHAM INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $1.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
150
Positions
$1.07B
Total AUM (reported)
64.46M
Total Shares
Allocation by class
COM$812.05M76.1%
COM NEW$96.28M9.0%
CL A$29.10M2.7%
COM CL A$24.55M2.3%
SHARES CL A$23.37M2.2%
COM SHS$20.50M1.9%
SHS$19.59M1.8%
Portfolio Concentration
Top 3$120.90M11.3%
4–10$175.57M16.5%
11–25$262.57M24.6%
Rest$508.14M47.6%
Top 3 weight
11.3%
Top 10 weight
27.8%
Voting Authority Distribution
Total shares with voting rights: 64.46M
Sole
Full voting authority
64.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4
Shared0
Other146
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings150
Rows:
SUPER MICRO COMPUTER INC
DFNDShares1.43M
TypeSH
Market value$49.05M
4.60%
Sole
1.43M
Shared
0.00
None
0.00
VICOR CORP
DFNDShares774K
TypeSH
Market value$36.21M
3.39%
Sole
774K
Shared
0.00
None
0.00
PDF SOLUTIONS INC
DFNDShares1.86M
TypeSH
Market value$35.64M
3.34%
Sole
1.86M
Shared
0.00
None
0.00
FARO TECHNOLOGIES INC
DFNDShares1.02M
TypeSH
Market value$27.80M
2.61%
Sole
1.02M
Shared
0.00
None
0.00
NOVA LTD
DFNDShares140.75K
TypeSH
Market value$25.94M
2.43%
Sole
140.75K
Shared
0.00
None
0.00
OIL DRI CORP AMER
DFNDShares561.50K
TypeSH
Market value$25.78M
2.42%
Sole
561.50K
Shared
0.00
None
0.00
UNISYS CORP
DFNDShares5.56M
TypeSH
Market value$25.52M
2.39%
Sole
5.56M
Shared
0.00
None
0.00
ASURE SOFTWARE INC
DFNDShares2.50M
TypeSH
Market value$23.83M
2.23%
Sole
2.50M
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
DFNDShares2.33M
TypeSH
Market value$23.37M
2.19%
Sole
2.33M
Shared
0.00
None
0.00
VISHAY INTERTECHNOLOGY INC
DFNDShares1.47M
TypeSH
Market value$23.32M
2.19%
Sole
1.47M
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
DFNDShares284.75K
TypeSH
Market value$20.56M
1.93%
Sole
284.75K
Shared
0.00
None
0.00
ENTEGRIS INC
DFNDShares233K
TypeSH
Market value$20.38M
1.91%
Sole
233K
Shared
0.00
None
0.00
NLIGHT INC
DFNDShares2.56M
TypeSH
Market value$19.90M
1.86%
Sole
2.56M
Shared
0.00
None
0.00
ARTERIS INC
DFNDShares2.81M
TypeSH
Market value$19.43M
1.82%
Sole
2.81M
Shared
0.00
None
0.00
FORMFACTOR INC
DFNDShares665K
TypeSH
Market value$18.81M
1.76%
Sole
665K
Shared
0.00
None
0.00
THERMON GROUP HLDGS INC
DFNDShares642.50K
TypeSH
Market value$17.89M
1.68%
Sole
642.50K
Shared
0.00
None
0.00
MATRIX SVC CO
DFNDShares1.42M
TypeSH
Market value$17.65M
1.65%
Sole
1.42M
Shared
0.00
None
0.00
ASPEN AEROGELS INC
DFNDShares2.74M
TypeSH
Market value$17.49M
1.64%
Sole
2.74M
Shared
0.00
None
0.00
PARSONS CORP DEL
DFNDShares292.25K
TypeSH
Market value$17.30M
1.62%
Sole
292.25K
Shared
0.00
None
0.00
VISHAY PRECISION GROUP INC
DFNDShares685.20K
TypeSH
Market value$16.51M
1.55%
Sole
685.20K
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
DFNDShares197.50K
TypeSH
Market value$15.90M
1.49%
Sole
197.50K
Shared
0.00
None
0.00
PHOTRONICS INC
DFNDShares750K
TypeSH
Market value$15.57M
1.46%
Sole
750K
Shared
0.00
None
0.00
VITAL FARMS INC
DFNDShares505K
TypeSH
Market value$15.39M
1.44%
Sole
505K
Shared
0.00
None
0.00
THREDUP INC
DFNDShares6.35M
TypeSH
Market value$15.30M
1.43%
Sole
6.35M
Shared
0.00
None
0.00
VEECO INSTRS INC DEL
DFNDShares721K
TypeSH
Market value$14.48M
1.36%
Sole
721K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER MICRO COMPUTER INCDFND | COM NEW | 1.43M | SH | $49.05M 4.60% | 1.43M | 0.00 | 0.00 |
VICOR CORPDFND | COM | 774K | SH | $36.21M 3.39% | 774K | 0.00 | 0.00 |
PDF SOLUTIONS INCDFND | COM | 1.86M | SH | $35.64M 3.34% | 1.86M | 0.00 | 0.00 |
FARO TECHNOLOGIES INCDFND | COM | 1.02M | SH | $27.80M 2.61% | 1.02M | 0.00 | 0.00 |
NOVA LTDDFND | COM | 140.75K | SH | $25.94M 2.43% | 140.75K | 0.00 | 0.00 |
OIL DRI CORP AMERDFND | COM | 561.50K | SH | $25.78M 2.42% | 561.50K | 0.00 | 0.00 |
UNISYS CORPDFND | COM NEW | 5.56M | SH | $25.52M 2.39% | 5.56M | 0.00 | 0.00 |
ASURE SOFTWARE INCDFND | COM | 2.50M | SH | $23.83M 2.23% | 2.50M | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDDFND | SHARES CL A | 2.33M | SH | $23.37M 2.19% | 2.33M | 0.00 | 0.00 |
VISHAY INTERTECHNOLOGY INCDFND | COM | 1.47M | SH | $23.32M 2.19% | 1.47M | 0.00 | 0.00 |
VERTIV HOLDINGS CODFND | COM CL A | 284.75K | SH | $20.56M 1.93% | 284.75K | 0.00 | 0.00 |
ENTEGRIS INCDFND | COM | 233K | SH | $20.38M 1.91% | 233K | 0.00 | 0.00 |
NLIGHT INCDFND | COM | 2.56M | SH | $19.90M 1.86% | 2.56M | 0.00 | 0.00 |
ARTERIS INCDFND | COM | 2.81M | SH | $19.43M 1.82% | 2.81M | 0.00 | 0.00 |
FORMFACTOR INCDFND | COM | 665K | SH | $18.81M 1.76% | 665K | 0.00 | 0.00 |
THERMON GROUP HLDGS INCDFND | COM | 642.50K | SH | $17.89M 1.68% | 642.50K | 0.00 | 0.00 |
MATRIX SVC CODFND | COM | 1.42M | SH | $17.65M 1.65% | 1.42M | 0.00 | 0.00 |
ASPEN AEROGELS INCDFND | COM | 2.74M | SH | $17.49M 1.64% | 2.74M | 0.00 | 0.00 |
PARSONS CORP DELDFND | COM | 292.25K | SH | $17.30M 1.62% | 292.25K | 0.00 | 0.00 |
VISHAY PRECISION GROUP INCDFND | COM | 685.20K | SH | $16.51M 1.55% | 685.20K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCDFND | COM | 197.50K | SH | $15.90M 1.49% | 197.50K | 0.00 | 0.00 |
PHOTRONICS INCDFND | COM | 750K | SH | $15.57M 1.46% | 750K | 0.00 | 0.00 |
VITAL FARMS INCDFND | COM | 505K | SH | $15.39M 1.44% | 505K | 0.00 | 0.00 |
THREDUP INCDFND | CL A | 6.35M | SH | $15.30M 1.43% | 6.35M | 0.00 | 0.00 |
VEECO INSTRS INC DELDFND | COM | 721K | SH | $14.48M 1.36% | 721K | 0.00 | 0.00 |
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