Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

NEEDHAM INVESTMENT MANAGEMENT LLC INSTITUTION : NEEDHAM INVESTMENT MANAGEMENT LLC
NEEDHAM INVESTMENT MANAGEMENT LLC Portfolio (reported on 2020-02-14)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ENTEGRIS INC    (COM) ENTG 20,612,000 411,500 5.61%
PDF SOLUTIONS INC    (COM) PDFS 19,623,000 1,161,815 5.34%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 17,868,000 55,000 4.86%
FORMFACTOR INC    (COM) FORM 16,465,000 634,000 4.48%
II VI INC    (COM) IIVI 14,499,000 430,600 3.95%
COMCAST CORP NEW    (CL A) CMCSA 14,166,000 315,000 3.86%
VICOR CORP    (COM) VICR 13,549,000 290,000 3.69%
KVH INDS INC    (COM) KVHI 12,572,000 1,129,498 3.42%
MKS INSTRUMENT INC    (COM) MKSI 10,450,000 95,000 2.84%
NOVA MEASURING INSTRUMENTS L    (COM) NVMI 10,441,000 276,000 2.84%
VIASAT INC    (COM) VSAT 10,364,000 141,600 2.82%
GILEAD SCIENCES INC    (COM) GILD 9,422,000 145,000 2.56%
CARMAX INC    (COM) KMX 9,030,000 103,000 2.46%
TEKLA LIFE SCIENCES INVS    (SH BEN INT) HQL 8,757,000 502,359 2.38%
BOEING CO    (COM) BA 8,307,000 25,500 2.26%
TEKLA HEALTHCARE INVS    (SH BEN INT) HQH 7,644,000 366,090 2.08%
WABTEC CORP    (COM) WAB 7,547,000 97,000 2.05%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 7,031,000 41,563 1.91%
ASPEN AEROGELS INC    (COM) ASPN 7,020,000 904,650 1.91%
APPLE INC    (COM) AAPL 6,666,000 22,700 1.81%
AIR LEASE CORP    (CL A) AL 6,415,000 135,000 1.74%
MEDTRONIC PLC    (SHS) MDT 6,116,000 53,906 1.66%
ZUORA INC    (COM CL A) 5,804,000 405,000 1.58%
BECTON DICKINSON & CO    (COM) BDX 5,439,000 20,000 1.48%
NAVIGATOR HOLDINGS LTD    (SHS) NVGS 5,016,000 372,300 1.36%
ENCOMPASS HEALTH CORP    (COM) 4,849,000 70,000 1.32%
AKAMAI TECHNOLOGIES INC    (COM) AKAM 4,794,000 55,500 1.30%
HONEYWELL INTL INC    (COM) HON 4,691,000 26,500 1.27%
KLA CORPORATION    (COM NEW) KLAC 4,677,000 26,250 1.27%
PHOTRONICS INC    (COM) PLAB 4,507,000 286,000 1.22%
CAMBIUM NETWORKS CORP    (SHS) 4,391,000 502,488 1.19%
GENMARK DIAGNOSTICS INC    (COM) GNMK 3,823,000 795,000 1.04%
FIREEYE INC    (COM) FEYE 3,802,000 230,000 1.03%
HAWAIIAN HOLDINGS INC    (COM) HA 3,752,000 128,100 1.02%
INTEVAC INC    (COM) IVAC 3,530,000 500,000 0.96%
SOUTHWEST AIRLS CO    (COM) LUV 3,239,000 60,000 0.88%
COHU INC    (COM) COHU 3,142,000 137,500 0.85%
CHANNELADVISOR CORP    (COM) ECOM 2,847,000 315,000 0.77%
SUTTER ROCK CAP CORP    (CALL) 2,631,000 401,759 0.71%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 2,141,000 37,037 0.58%
OIL DRI CORP AMER    (COM) ODC 2,139,000 59,000 0.58%
Q2 HLDGS INC    (COM) QTWO 2,088,000 25,750 0.56%
IPG PHOTONICS CORP    (COM) IPGP 1,920,000 13,250 0.52%
GSE SYS INC    (COM) GVP 1,816,000 1,100,683 0.49%
THE TRADE DESK INC    (COM CL A) 1,611,000 6,200 0.43%
LENDINGTREE INC NEW    (COM) TREE 1,608,000 5,300 0.43%
CRYOPORT INC    (COM PAR $0.001) 1,547,000 94,000 0.42%
FREQUENCY ELECTRS INC    (COM) FEIM 1,542,000 151,100 0.42%
EMCORE CORP    (COM NEW) EMKR 1,490,000 490,000 0.40%
APPIAN CORP    (CL A) 1,433,000 37,500 0.39%
PLURALSIGHT INC    (COM CL A) 1,394,000 81,000 0.37%
PURE STORAGE INC    (CL A) 1,326,000 77,500 0.36%
EVERBRIDGE INC    (COM) 1,288,000 16,500 0.35%
VISHAY INTERTECHNOLOGY INC    (COM) VSH 1,277,000 60,000 0.34%
EQUINIX INC    (COM) EQIX 1,167,000 2,000 0.31%
NATIONAL INSTRS CORP    (COM) NATI 1,143,000 27,000 0.31%
BILL COM HLDGS INC    (COM) 1,141,000 30,000 0.31%
VONAGE HLDGS CORP    (COM) VG 1,112,000 150,000 0.30%
WORLD WRESTLING ENTMT INC    (CL A) WWE 1,038,000 16,000 0.28%
CORNING INC    (COM) GLW 1,019,000 35,000 0.27%
FARO TECHNOLOGIES INC    (COM) FARO 1,008,000 20,000 0.27%
VIEWRAY INC    (COM) 907,000 215,000 0.24%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 901,000 15,500 0.24%
PARSONS CORPORATION    (COM) 884,000 21,400 0.24%
MAXLINEAR INC    (COM) MXL 849,000 40,000 0.23%
COUPA SOFTWARE INC    (COM) 834,000 5,700 0.22%
MODERNA INC    (COM) 831,000 42,500 0.22%
LIMELIGHT NETWORKS INC    (COM) LLNW 816,000 200,000 0.22%
LEMAITRE VASCULAR INC    (COM) LMAT 809,000 22,500 0.22%
CORNERSTONE ONDEMAND INC    (COM) CSOD 761,000 13,000 0.20%
IROBOT CORP    (COM) IRBT 734,000 14,500 0.20%
LAM RESEARCH CORP    (COM) LRCX 731,000 2,500 0.19%
ECOLOGY & ENVIRONMENT INC    (CL A) EEI 684,000 44,105 0.18%
SITIME CORPORATION    (COM) 638,000 25,000 0.17%
VISHAY PRECISION GROUP INC    (COM) VPG 595,000 17,500 0.16%
DIRTT ENVIRONMENTAL SOLUT LT    (COM) DRTTF 572,000 172,500 0.15%
QUEST DIAGNOSTICS INC    (COM) DGX 561,000 5,250 0.15%
APPLIED MATLS INC    (COM) AMAT 549,000 9,000 0.14%
NLIGHT INC    (COM) 535,000 26,393 0.14%
SCHLUMBERGER LTD    (COM) SLB 523,000 13,000 0.14%
BRUKER CORP    (COM) BRKR 510,000 10,000 0.13%
CHEVRON CORP NEW    (COM) CVX 482,000 4,000 0.13%
UGI CORP NEW    (COM) UGI 452,000 10,000 0.12%
FLIR SYS INC    (COM) FLIR 443,000 8,500 0.12%
KIMBELL RTY PARTNERS LP    (UNIT) 425,000 25,000 0.11%
RESIDEO TECHNOLOGIES INC    (COM) 406,000 34,000 0.11%
CRA INTL INC    (COM) CRAI 381,000 7,000 0.10%
CRISPR THERAPEUTICS AG    (NAMEN AKT) 335,000 5,500 0.09%
TTM TECHNOLOGIES INC    (COM) TTMI 301,000 20,000 0.08%
COMSCORE INC    (COM) SCOR 296,000 60,000 0.08%
ALPHA PRO TECH LTD    (COM) APT 292,000 85,000 0.07%
VOYAGER THERAPEUTICS INC    (COM) 279,000 20,000 0.07%
OMNICELL INC    (COM) OMCL 245,000 3,000 0.06%
STITCH FIX INC    (COM CL A) 231,000 9,000 0.06%
FASTLY INC    (CL A) 201,000 10,000 0.05%
AXT INC    (COM) AXTI 152,000 35,000 0.04%
FREIGHTCAR AMER INC    (COM) RAIL 83,000 40,000 0.02%
Total Value As 2019-12-31: 366,974,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
NEEDHAM INVESTMENT MANAGEMENT LLC

Matching performance of NEEDHAM INVESTMENT MANAGEMENT LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*