NEEDHAM INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EHC | 45K | $5.72M |
 | GLW | 42K | $3.45M |
 | J | 42K | $6.29M |
 | FLY | 40K | $1.17M |
 | ALGM | 40K | $1.17M |
 | EXTR | 40K | $826.00K |
 | KLC | 40K | $265.60K |
 | LMAT | 40K | $3.50M |
 | FTRE | 38K | $317.96K |
 | MYRG | 38K | $7.80M |
 | TER | 36K | $4.96M |
 | LUV | 35K | $1.12M |
 | LGN | 35K | $1.08M |
 | CRH | 33K | $3.96M |
 | TNC | 33K | $2.63M |
 | POWI | 33K | $1.31M |
 | CDNA | 30K | $436.20K |
 | YEXT | 30K | $255.60K |
 | TMO | 26K | $12.73M |
 | KRP | 25K | $342.97K |
Encompass Health Corporation
EHC
Shares Held
45K
Value
$5.72M
Corning Incorporated
GLW
Shares Held
42K
Value
$3.45M
Jacobs Solutions Inc.
J
Shares Held
42K
Value
$6.29M
Firefly Aerospace Inc.
FLY
Shares Held
40K
Value
$1.17M
Allegro MicroSystems, Inc.
ALGM
Shares Held
40K
Value
$1.17M
Extreme Networks, Inc.
EXTR
Shares Held
40K
Value
$826.00K
KinderCare Learning Companies, Inc.
KLC
Shares Held
40K
Value
$265.60K
LeMaitre Vascular, Inc.
LMAT
Shares Held
40K
Value
$3.50M
Fortrea Holdings Inc.
FTRE
Shares Held
38K
Value
$317.96K
MYR Group Inc.
MYRG
Shares Held
38K
Value
$7.80M
Teradyne, Inc.
TER
Shares Held
36K
Value
$4.96M
Southwest Airlines Co.
LUV
Shares Held
35K
Value
$1.12M
Legence Corp. Class A Common stock
LGN
Shares Held
35K
Value
$1.08M
CRH plc
CRH
Shares Held
33K
Value
$3.96M
Tennant Company
TNC
Shares Held
33K
Value
$2.63M
Power Integrations, Inc.
POWI
Shares Held
33K
Value
$1.31M
CareDx, Inc
CDNA
Shares Held
30K
Value
$436.20K
Yext, Inc.
YEXT
Shares Held
30K
Value
$255.60K
Thermo Fisher Scientific Inc.
TMO
Shares Held
26K
Value
$12.73M
Kimbell Royalty Partners, LP
KRP
Shares Held
25K
Value
$342.97K