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 Market Cap. of $2 Billions to $10 Billions