13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001167212
Total reported value
$3.3B
$3.3B
150 檔
6.8%
In Q2 2025, Needham Investment Management LLC's U.S. equity holdings reached a combined market value of $3.3B, distributed across 150 disclosed stock positions.
In Q2 2025, Needham Investment Management LLC adopted a defensive or profit-taking posture, trimming 57 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMCI | Super Micro Computer Inc | Stock-Tech | 5.58% | -0.24% | -0.38% | |
| 2 | TDUP | Thredup Inc - Class A | Stock-Other | 3.51% | +0.55% | -7.48% | |
| 3 | PDFS | Pdf Solutions Inc | Stock-Other | 3.26% | +1.02% | +2.60% | |
| 4 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.92% | -0.77% | — | |
| 5 | LASR | Nlight Inc | Stock-Other | 2.88% | -1.43% | -28.23% | |
| 6 | FARO | Faro Technologies Inc | Stock-Other | 2.87% | — | -19.64% | |
| 7 | NVMI | Nova Ltd. | Stock-Other | 2.85% | -0.60% | -7.82% | |
| 8 | ODC | Oil-dri CORP Of America | Stock-Other | 2.64% | -0.14% | — | |
| 9 | VICR | Vicor CORP | Stock-Tech | 2.55% | +1.69% | -8.85% | |
| 10 | AIP | Arteris Inc | Stock-Other | 2.25% | +2.42% | +5.07% | |
| 11 | UIS | Unisys CORP | Stock-Other | 2.00% | +0.02% | -0.54% | |
| 12 | GENI | Genius Sports Limited | Stock-Other | 1.95% | -0.01% | +0.86% | |
| 13 | ASUR | Asure Software Inc | Stock-Other | 1.94% | -0.52% | — | |
| 14 | VSH | Vishay Intertechnology Inc | Stock-Other | 1.93% | +2.22% | +3.98% | |
| 15 | FORM | Formfactor Inc | Stock-Tech | 1.80% | -0.36% | -1.50% | |
| 16 | ARLO | Arlo Technologies Inc | Stock-Other | 1.77% | -0.47% | +0.77% | |
| 17 | PSN | Parsons CORP | Stock-Tech | 1.65% | -0.26% | -1.11% | |
| 18 | VITL | Vital Farms Inc | Stock-Other | 1.56% | -0.41% | +0.49% | |
| 19 | ENTG | Entegris Inc | Stock-Tech | 1.54% | -0.15% | +3.00% | |
| 20 | MTRX | Matrix Service Co | Stock-Other | 1.53% | -0.25% | — | |
| 21 | VPG | Vishay Precision Group | Stock-Other | 1.47% | +1.32% | -4.04% | |
| 22 | ASPN | Aspen Aerogels Inc | Stock-Other | 1.42% | -0.17% | +10.12% | |
| 23 | 8TG | Thermon Group Holdings Inc | Stock-Other | 1.40% | -1.63% | EXIT | |
| 24 | CRAI | Cra International Inc | Stock-Other | 1.27% | -0.24% | +1.80% | |
| 25 | AKAM | Akamai Technologies Inc | Stock-Tech | 1.18% | -0.40% | -5.82% | |
| 26 | COHR | Coherent CORP | Stock-Tech | 1.18% | -0.18% | — | |
| 27 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.18% | -0.30% | -0.44% | |
| 28 | VECO | Veeco Instruments Inc | Stock-Other | 1.17% | +0.41% | — | |
| 29 | PLAB | Photronics Inc | Stock-Other | 1.14% | -0.68% | +1.60% | |
| 30 | CLH | Clean Harbors Inc | Stock-Industrials | 1.12% | -0.38% | — | |
| 31 | LINC | Lincoln Educational Services | Stock-Other | 1.12% | -0.67% | +0.74% | |
| 32 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 1.06% | -0.35% | — | |
| 33 | TTMI | Ttm Technologies | Stock-Tech | 1.05% | -0.03% | -32.04% | |
| 34 | HII | Huntington Ingalls Industrie | Stock-Industrials | 1.05% | -0.59% | — | |
| 35 | KLAC | Kla CORP | Stock-Tech | 1.04% | +0.16% | -9.38% | |
| 36 | MKSI | Mks Inc | Stock-Tech | 1.02% | +0.09% | — | |
| 37 | WAB | Wabtec CORP | Stock-Industrials | 0.93% | -0.28% | -3.88% | |
| 38 | NVT | nVent Electric plc | Stock-Industrials | 0.92% | -0.14% | — | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.86% | -0.25% | — | |
| 40 | UTI | Universal Technical Institut | Stock-Other | 0.84% | -0.45% | +1.63% | |
| 41 | KVYO | Klaviyo Inc-a | Stock-Other | 0.82% | -0.03% | -1.29% | |
| 42 | ADTN | Adtran Holdings Inc | Stock-Other | 0.80% | -0.60% | — | |
| 43 | MKL | Markel Group Inc | Stock-Financials | 0.79% | -0.23% | — | |
| 44 | CTRI | Centuri Holdings Inc | Stock-Other | 0.75% | -0.36% | -6.70% | |
| 45 | BRKR | Bruker CORP | Stock-Healthcare | 0.72% | +0.05% | -4.13% | |
| 46 | ATRO | Astronics CORP | Stock-Other | 0.71% | -0.26% | — | |
| 47 | KMX | Carmax Inc | Stock-Consumer Disc | 0.71% | -0.07% | -3.64% | |
| 48 | RSSS | Research Solutions Inc | Stock-Other | 0.67% | -0.14% | — | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.66% | -0.17% | -2.92% | |
| 50 | ECVT | Ecovyst Inc | Stock-Other | 0.60% | -0.29% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TDUP | Thredup Inc - Class A | +2.1% | -7.48% | Trim |
| 2 | LASR | Nlight Inc | +1% | -28.23% | Trim |
| 3 | VRT | Vertiv Holdings Co-a | +1% | — | Unchanged |
| 4 | SMCI | Super Micro Computer Inc | +1% | -0.38% | Trim |
| 5 | ARLO | Arlo Technologies Inc | +0.6% | +0.77% | Add |
| 6 | AIP | Arteris Inc | +0.4% | +5.07% | Add |
| 7 | NVMI | Nova Ltd. | +0.4% | -7.82% | Trim |
| 8 | FARO | Faro Technologies Inc | +0.3% | -19.64% | Trim |
| 9 | ODC | Oil-dri CORP Of America | +0.2% | — | Unchanged |
| 10 | LINC | Lincoln Educational Services | +0.2% | +0.74% | Add |
| 11 | COHR | Coherent CORP | +0.2% | — | Unchanged |
| 12 | MTN | Vail Resorts Inc | +0.2% | +79.07% | Add |
| 13 | NVT | nVent Electric plc | +0.2% | — | Unchanged |
| 14 | CAMT | Camtek Ltd. | +0.1% | +26.32% | Add |
| 15 | CRCL | Circle Internet Group Inc | +0.1% | NEW | New buy |
| 16 | TTMI | Ttm Technologies | +0.1% | -32.04% | Trim |
| 17 | VITL | Vital Farms Inc | +0.1% | +0.49% | Add |
| 18 | ECG | Everus Construction Group | +0.1% | -13.93% | Trim |
| 19 | MYRG | Myr Group Inc/delaware | +0.1% | — | Unchanged |
| 20 | SSSS | Suro Capital CORP | +0.1% | +15.85% | Add |
| 21 | UTI | Universal Technical Institut | +0.1% | +1.63% | Add |
| 22 | ATRO | Astronics CORP | +0.1% | — | Unchanged |
| 23 | RPD | Rapid7 Inc | +0.1% | +100.00% | Add |
| 24 | CMTL | Comtech Telecommunications | +0.1% | — | Unchanged |
| 25 | SRAD | Sportradar Group AG | +0.1% | NEW | New buy |
| 26 | ECVT | Ecovyst Inc | +0.1% | — | Unchanged |
| 27 | WTTR | Select Water Solutions Inc | +0.1% | NEW | New buy |
| 28 | CTRI | Centuri Holdings Inc | +0.1% | -6.70% | Trim |
| 29 | VSAT | Viasat Inc | +0.1% | — | Unchanged |
| 30 | UCTT | Ultra Clean Holdings Inc | +0.1% | NEW | New buy |
| 31 | MKSI | Mks Inc | +0.1% | — | Unchanged |
| 32 | TTI | Tetra Technologies Inc | +0.1% | +61.29% | Add |
| 33 | PRO | Pros Holdings Inc | +0.1% | +87.50% | Add |
| 34 | EVLV | Evolv Technologies Holdings | +0.1% | NEW | New buy |
| 35 | FORM | Formfactor Inc | 0% | -1.50% | Trim |
| 36 | NSIT | Insight Enterprises Inc | 0% | +100.00% | Add |
| 37 | PSN | Parsons CORP | 0% | -1.11% | Trim |
| 38 | ASML | ASML Holding N.V. | 0% | +4.55% | Add |
| 39 | 6D8 | Dupont De Nemours Inc | 0% | +46.15% | Add |
| 40 | MXL | Maxlinear Inc | 0% | +3.33% | Add |
| 41 | EXTR | Extreme Networks Inc | 0% | +60.00% | Add |
| 42 | KLAC | Kla CORP | 0% | -9.38% | Trim |
| 43 | BSY | Bentley Systems Inc-class B | 0% | -10.26% | Trim |
| 44 | BA | Boeing Co/the | 0% | — | Unchanged |
| 45 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 46 | CYRX | Cryoport Inc | 0% | +10.81% | Add |
| 47 | COHU | Cohu Inc | 0% | — | Unchanged |
| 48 | ALGM | Allegro Microsystems Inc | 0% | — | Unchanged |
| 49 | HPE | Hewlett Packard Enterprise | 0% | — | Unchanged |
| 50 | ICHR | Ichor Holdings, Ltd. | 0% | +60.71% | Add |
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 Q2 2025.
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 SMCI, TDUP, PDFS) accounted for 6.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
CRCL
市值: $1.8M
Top Position Liquidated / Trimmed
AMSWAUSD
前期市值: $6.6M
During Q2 2025, Needham Investment Management LLC's top holdings by market value included SMCI (5.6%)、TDUP (3.5%)、PDFS (3.3%). The largest single position, SMCI, represented 5.6% of total portfolio value.
In Q2 2025, Needham Investment Management LLC made 107 total portfolio adjustments, initiating 5 new buys, adding to 40 positions, trimming 57 holdings, and fully liquidating 5 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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.