NEEDHAM INVESTMENT MANAGEMENT LLC
NEEDHAM INVESTMENT MANAGEMENT LLC runs NEEDHAM INVESTMENT MANAGEMENT LLC and currently holds 176 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $3.33B. Their top holdings are VICR, AIP, VSH, PDFS, LASR. The top five represent 25.2% of reported portfolio weight. NEEDHAM INVESTMENT MANAGEMENT LLC ranks #96 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NEEDHAM INVESTMENT MANAGEMENT LLC initiated 6 new positions. They added to 52 existing positions. They trimmed 19 positions. Their current best-performing preview position is AMBQ with returns of +247.50%.
176 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
VICR VICOR CORP | 5.98% | $41.68 | $200.32 | +380.61% | Added +0.38% |
AIP ARTERIS INC | 5.74% | $8.74 | $23.89 | +173.34% | Trimmed -0.63% |
VSH VISHAY INTERTECHNOLOGY INC | 4.91% | $19.48 | $31.65 | +62.45% | Added +3.96% |
PDFS PDF SOLUTIONS INC | 4.40% | $26.81 | $45.65 | +70.27% | Added +2.09% |
LASR NLIGHT INC | 4.17% | $17.21 | $47.39 | +175.36% | Added +3.64% |
VRT VERTIV HOLDINGS CO | 2.88% | $31.62 | $262.00 | +728.59% | Added +0.18% |
VPG VISHAY PRECISION GROUP INC | 2.70% | $31.51 | $66.54 | +111.17% | Trimmed -3.39% |
FORM FORMFACTOR INC | 2.63% | $27.20 | $114.16 | +319.71% | Trimmed -9.28% |
ODC OIL DRI CORP AMER | 2.11% | $36.31 | $89.94 | +147.70% | Added +1.25% |
LINC LINCOLN EDL SVCS CORP | 1.99% | $21.23 | $25.72 | +21.15% | Added +3.72% |
Showing 1-10 of 176