Needham Investment Management LLC Portfolio Holdings

Needham Investment Management LLC

  • $1.16 Billion
  • Q4 2024

Needham Investment Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 316 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pdf Solutions Inc with a value of $49.2M, Vicor Corp with a value of $42.2M, Unisys Corp with a value of $33.8M, Nova Ltd. with a value of $33.4M, and Aspen Aerogels Inc with a value of $28.4M.

Examining the 13F form we can see an decrease of $67.8M in the current position value, from $1.23B to 1.16B.

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 $1.16 Billion
Technology: $643 Million
Industrials: $248 Million
Basic Materials: $59.6 Million
Healthcare: $54.9 Million
Consumer Cyclical: $47.7 Million
Consumer Defensive: $34.6 Million
Communication Services: $33.4 Million
Financial Services: $19.2 Million
Other: $22.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$209B
$15.2 Million 1.31% of portfolio
29,250
Q2 2023 Reduced 2.5%
$3.95T
$5.15 Million 0.44% of portfolio
20,550
Q4 2024 Reduced 33.17%
$293B
$3.81 Million 0.33% of portfolio
5,500
Q4 2024 Added 11.11%
$307B
$1.3 Million 0.11% of portfolio
9,000
Q1 2021 Added 125.0%
$1.07T
$946,000 0.08% of portfolio
5,000
Q3 2022 Added 1,900.0%

Summary

  • Portfolio
  • No. of Stocks 316
  • Current Value $1.16 Billion
  • Prior Value $1.23 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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