Needham Investment Management LLC Portfolio Holdings

Needham Investment Management LLC

  • $1.24 Billion
  • Q3 2025

Needham Investment Management LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 315 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Thred Up Inc. with a value of $54.3M, Nlight, Inc. with a value of $53.1M, Pdf Solutions Inc with a value of $52.1M, Nova Ltd. with a value of $37.3M, and Oil Dri Corp Of America with a value of $34.6M.

Examining the 13F form we can see an increase of $144M in the current position value, from $1.1B to 1.24B.

Needham Investment Management LLC is based out at New York, NY

Below you can find more details about Needham Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion
Technology: $589 Million
Industrials: $293 Million
Consumer Cyclical: $82.3 Million
Basic Materials: $66.3 Million
Consumer Defensive: $59.4 Million
Healthcare: $53.4 Million
Communication Services: $40.9 Million
Financial Services: $26.5 Million
Other: $27.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 315
  • Current Value $1.24 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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