Needham Investment Management LLC Portfolio Holdings

Needham Investment Management LLC

  • $1.1 Billion
  • Q2 2025

Needham Investment Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.1 Billion distributed in 302 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Thred Up Inc. with a value of $44M, Pdf Solutions Inc with a value of $40.9M, Nlight, Inc. with a value of $36.2M, Faro Technologies Inc with a value of $35.9M, and Nova Ltd. with a value of $35.7M.

Examining the 13F form we can see an increase of $139M in the current position value, from $957M to 1.1B.

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 $1.1 Billion
Technology: $545 Million
Industrials: $250 Million
Consumer Cyclical: $75.2 Million
Basic Materials: $59.8 Million
Healthcare: $45.4 Million
Consumer Defensive: $44.1 Million
Communication Services: $35.4 Million
Financial Services: $22.9 Million
Other: $16.7 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 302
  • Current Value $1.1 Billion
  • Prior Value $957 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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