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CIK: 0001167212
Total reported value
$3.3B
$3.3B
150 檔
6.1%
According to the latest 13F quarterly dataset, Needham Investment Management LLC managed an equity portfolio of $3.3B at the end of Q4 2024, spanning 150 distinct U.S. exchange-listed positions.
In Q4 2024, Needham Investment Management LLC displayed an active expansion posture, initiating 13 new positions and adding to 64 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDFS | Pdf Solutions Inc | Stock-Other | 3.80% | +1.02% | +3.29% | |
| 2 | SMCI | Super Micro Computer Inc | Stock-Tech | 3.31% | -0.24% | — | |
| 3 | VICR | Vicor CORP | Stock-Tech | 3.26% | +1.69% | -3.58% | |
| 4 | UIS | Unisys CORP | Stock-Other | 2.60% | +0.02% | +1.62% | |
| 5 | NVMI | Nova Ltd. | Stock-Other | 2.58% | -0.60% | — | |
| 6 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.50% | -0.77% | -1.04% | |
| 7 | ASPN | Aspen Aerogels Inc | Stock-Other | 2.19% | -0.17% | +5.17% | |
| 8 | AIP | Arteris Inc | Stock-Other | 2.16% | +2.42% | +0.37% | |
| 9 | LASR | Nlight Inc | Stock-Other | 2.15% | -1.43% | +13.45% | |
| 10 | FORM | Formfactor Inc | Stock-Tech | 2.12% | -0.36% | +0.89% | |
| 11 | FARO | Faro Technologies Inc | Stock-Other | 2.01% | — | -0.09% | |
| 12 | PSN | Parsons CORP | Stock-Tech | 1.97% | -0.26% | +0.73% | |
| 13 | ALTREUR | Altair Engineering Inc - A | Stock-Other | 1.89% | — | -2.81% | |
| 14 | ODC | Oil-dri CORP Of America | Stock-Other | 1.89% | -0.14% | +4.67% | |
| 15 | VSH | Vishay Intertechnology Inc | Stock-Other | 1.85% | +2.22% | +12.23% | |
| 16 | ENTG | Entegris Inc | Stock-Tech | 1.83% | -0.15% | — | |
| 17 | ASUR | Asure Software Inc | Stock-Other | 1.81% | -0.52% | +0.50% | |
| 18 | AMSWAUSD | American Software Inc-cl A | Stock-Other | 1.69% | — | +9.50% | |
| 19 | GENI | Genius Sports Limited | Stock-Other | 1.56% | -0.01% | +0.32% | |
| 20 | VECO | Veeco Instruments Inc | Stock-Other | 1.51% | +0.41% | +7.90% | |
| 21 | 8TG | Thermon Group Holdings Inc | Stock-Other | 1.45% | -1.63% | EXIT | |
| 22 | AKAM | Akamai Technologies Inc | Stock-Tech | 1.44% | -0.40% | +8.33% | |
| 23 | PLAB | Photronics Inc | Stock-Other | 1.40% | -0.68% | +0.98% | |
| 24 | VITL | Vital Farms Inc | Stock-Other | 1.32% | -0.41% | +1.68% | |
| 25 | MTRX | Matrix Service Co | Stock-Other | 1.31% | -0.25% | — | |
| 26 | VPG | Vishay Precision Group | Stock-Other | 1.24% | +1.32% | +1.14% | |
| 27 | COHR | Coherent CORP | Stock-Tech | 1.22% | -0.18% | -1.19% | |
| 28 | CRAI | Cra International Inc | Stock-Other | 1.20% | -0.24% | +0.30% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.17% | -0.25% | — | |
| 30 | ARLO | Arlo Technologies Inc | Stock-Other | 1.12% | -0.47% | +2.37% | |
| 31 | CLH | Clean Harbors Inc | Stock-Industrials | 1.08% | -0.38% | — | |
| 32 | BRKR | Bruker CORP | Stock-Healthcare | 1.07% | +0.05% | +2.61% | |
| 33 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.04% | -0.30% | — | |
| 34 | MKSI | Mks Inc | Stock-Tech | 1.04% | +0.09% | +3.61% | |
| 35 | KVYO | Klaviyo Inc-a | Stock-Other | 1.00% | -0.03% | — | |
| 36 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.96% | -0.35% | +2.28% | |
| 37 | TTMI | Ttm Technologies | Stock-Tech | 0.94% | -0.03% | -4.39% | |
| 38 | RSSS | Research Solutions Inc | Stock-Other | 0.92% | -0.14% | +0.17% | |
| 39 | KMX | Carmax Inc | Stock-Consumer Disc | 0.90% | -0.07% | -3.06% | |
| 40 | WAB | Wabtec CORP | Stock-Industrials | 0.85% | -0.28% | — | |
| 41 | NVT | nVent Electric plc | Stock-Industrials | 0.84% | -0.14% | +4.92% | |
| 42 | ADTN | Adtran Holdings Inc | Stock-Other | 0.80% | -0.60% | -6.74% | |
| 43 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.78% | -0.59% | +1.42% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.78% | -0.17% | -0.37% | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.78% | +0.16% | — | |
| 46 | CALX | Calix Inc | Stock-Tech | 0.74% | +0.31% | NEW | |
| 47 | LINC | Lincoln Educational Services | Stock-Other | 0.74% | -0.67% | +0.83% | |
| 48 | SMID | Smith-midland CORP | Stock-Other | 0.72% | -0.17% | +0.48% | |
| 49 | TDUP | Thredup Inc - Class A | Stock-Other | 0.68% | +0.55% | +2.70% | |
| 50 | CTRI | Centuri Holdings Inc | Stock-Other | 0.67% | -0.36% | +3.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMCI | Super Micro Computer Inc | +3.3% | NEW | New buy |
| 2 | ECG | Everus Construction Group | +0.6% | NEW | New buy |
| 3 | AIP | Arteris Inc | +0.5% | +0.37% | Add |
| 4 | FARO | Faro Technologies Inc | +0.5% | -0.09% | Trim |
| 5 | ODC | Oil-dri CORP Of America | +0.5% | +4.67% | Add |
| 6 | VICR | Vicor CORP | +0.3% | -3.58% | Trim |
| 7 | RSSS | Research Solutions Inc | +0.3% | +0.17% | Add |
| 8 | UIS | Unisys CORP | +0.3% | +1.62% | Add |
| 9 | VRT | Vertiv Holdings Co-a | +0.3% | -1.04% | Trim |
| 10 | TDUP | Thredup Inc - Class A | +0.3% | +2.70% | Add |
| 11 | UTI | Universal Technical Institut | +0.2% | +2.00% | Add |
| 12 | RPD | Rapid7 Inc | +0.2% | NEW | New buy |
| 13 | LASR | Nlight Inc | +0.2% | +13.45% | Add |
| 14 | TTMI | Ttm Technologies | +0.2% | -4.39% | Trim |
| 15 | ADTN | Adtran Holdings Inc | +0.2% | -6.74% | Trim |
| 16 | ALTREUR | Altair Engineering Inc - A | +0.2% | -2.81% | Trim |
| 17 | BSY | Bentley Systems Inc-class B | +0.2% | +132.14% | Add |
| 18 | LINC | Lincoln Educational Services | +0.2% | +0.83% | Add |
| 19 | SMID | Smith-midland CORP | +0.2% | +0.48% | Add |
| 20 | MTN | Vail Resorts Inc | +0.2% | +115.00% | Add |
| 21 | AEUSD | Adams Resources & Energy Inc | +0.2% | — | Unchanged |
| 22 | GENI | Genius Sports Limited | +0.2% | +0.32% | Add |
| 23 | BIRD | Smartbird, Inc | +0.2% | NEW | New buy |
| 24 | MYRG | Myr Group Inc/delaware | +0.1% | +20.00% | Add |
| 25 | KVYO | Klaviyo Inc-a | +0.1% | — | Unchanged |
| 26 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 27 | PRO | Pros Holdings Inc | +0.1% | NEW | New buy |
| 28 | CTRI | Centuri Holdings Inc | +0.1% | +3.90% | Add |
| 29 | AMSWAUSD | American Software Inc-cl A | +0.1% | +9.50% | Add |
| 30 | MRVL | Marvell Technology Inc | +0.1% | -14.29% | Trim |
| 31 | VITL | Vital Farms Inc | +0.1% | +1.68% | Add |
| 32 | ICHR | Ichor Holdings, Ltd. | +0.1% | NEW | New buy |
| 33 | PLOW | Douglas Dynamics Inc | +0.1% | +366.67% | Add |
| 34 | MXL | Maxlinear Inc | +0.1% | — | Unchanged |
| 35 | GTLS | Chart Industries Inc | +0.1% | -12.73% | Trim |
| 36 | KLC | Kindercare Learning Cos Inc | +0.1% | NEW | New buy |
| 37 | COHU | Cohu Inc | +0.1% | +47.50% | Add |
| 38 | CRAI | Cra International Inc | +0.1% | +0.30% | Add |
| 39 | ASUR | Asure Software Inc | +0.1% | +0.50% | Add |
| 40 | MBLY | Mobileye Global Inc-a | +0.1% | NEW | New buy |
| 41 | NSIT | Insight Enterprises Inc | +0.1% | +150.00% | Add |
| 42 | COHR | Coherent CORP | +0.1% | -1.19% | Trim |
| 43 | MKL | Markel Group Inc | +0.1% | — | Unchanged |
| 44 | ECVT | Ecovyst Inc | +0.1% | +0.55% | Add |
| 45 | BMI | Badger Meter Inc | +0.1% | +28.83% | Add |
| 46 | CMRC | Commerce.com Inc | +0.1% | +25.00% | Add |
| 47 | NTIC | Northern Technologies Intl | +0.1% | +0.57% | Add |
| 48 | MTRX | Matrix Service Co | +0.1% | — | Unchanged |
| 49 | CLFD | Clearfield Inc | +0.1% | NEW | New buy |
| 50 | BA | Boeing Co/the | +0.1% | — | Unchanged |
According to official SEC Form 13F filings, Needham Investment Management LLC reported a total U.S. public equity portfolio value of $3.3B across 150 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PDFS, SMCI, VICR) accounted for 6.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
SMCI
市值: $43.0M
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $54.4M
During Q4 2024, Needham Investment Management LLC's top holdings by market value included PDFS (3.8%)、SMCI (3.3%)、VICR (3.3%). The largest single position, PDFS, represented 3.8% of total portfolio value.
In Q4 2024, Needham Investment Management LLC made 113 total portfolio adjustments, initiating 13 new buys, adding to 64 positions, trimming 27 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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