NEEDHAM INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BOX | 160K | $5.16M |
 | QRHC | 158K | $245.70K |
 | MXL | 155K | $2.49M |
 | NVT | 155K | $15.24M |
 | AKAM | 153K | $11.55M |
 | ALIT | 150K | $489.00K |
 | CEVA | 138K | $3.63M |
 | MKSI | 131K | $16.18M |
 | KMX | 130K | $5.81M |
 | ICHR | 120K | $2.10M |
 | COHU | 118K | $2.40M |
 | BFAM | 118K | $12.76M |
 | ECG | 118K | $10.08M |
 | NVMI | 117K | $37.32M |
 | PENG | 113K | $2.96M |
 | TRNS | 94K | $6.84M |
 | CRAI | 92K | $19.08M |
 | BSY | 90K | $4.63M |
 | MBLY | 80K | $1.13M |
 | CAMT | 79K | $8.29M |
Box, Inc.
BOX
Shares Held
160K
Value
$5.16M
Quest Resource Holding Corporation
QRHC
Shares Held
158K
Value
$245.70K
MaxLinear, Inc.
MXL
Shares Held
155K
Value
$2.49M
nVent Electric plc
NVT
Shares Held
155K
Value
$15.24M
Akamai Technologies, Inc.
AKAM
Shares Held
153K
Value
$11.55M
Alight, Inc.
ALIT
Shares Held
150K
Value
$489.00K
CEVA, Inc.
CEVA
Shares Held
138K
Value
$3.63M
MKS Inc.
MKSI
Shares Held
131K
Value
$16.18M
CarMax, Inc.
KMX
Shares Held
130K
Value
$5.81M
Ichor Holdings, Ltd.
ICHR
Shares Held
120K
Value
$2.10M
Cohu, Inc.
COHU
Shares Held
118K
Value
$2.40M
Bright Horizons Family Solutions Inc.
BFAM
Shares Held
118K
Value
$12.76M
Everus Construction Group, Inc.
ECG
Shares Held
118K
Value
$10.08M
Nova Ltd.
NVMI
Shares Held
117K
Value
$37.32M
Penguin Solutions, Inc.
PENG
Shares Held
113K
Value
$2.96M
Transcat, Inc.
TRNS
Shares Held
94K
Value
$6.84M
CRA International, Inc.
CRAI
Shares Held
92K
Value
$19.08M
Bentley Systems, Incorporated
BSY
Shares Held
90K
Value
$4.63M
Mobileye Global Inc.
MBLY
Shares Held
80K
Value
$1.13M
Camtek Ltd.
CAMT
Shares Held
79K
Value
$8.29M