NEEDHAM INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LRCX | 25K | $3.35M |
 | BWXT | 24K | $4.33M |
 | BA | 23K | $4.86M |
 | HON | 23K | $4.74M |
 | SITM | 22K | $6.63M |
 | TENB | 20K | $583.20K |
 | VZ | 20K | $879.00K |
 | CLSK | 20K | $290.00K |
 | FEIM | 20K | $678.20K |
 | AAPL | 18K | $4.70M |
 | WBI | 18K | $463.06K |
 | NSIT | 17K | $1.93M |
 | BDX | 17K | $3.14M |
 | BMI | 15K | $2.68M |
 | KLAC | 13K | $14.02M |
 | BAM | 13K | $715.60K |
 | GTLS | 13K | $2.50M |
 | GNRC | 11K | $1.84M |
 | PSTG | 10K | $838.10K |
 | MRCY | 10K | $774.00K |
Lam Research Corporation
LRCX
Shares Held
25K
Value
$3.35M
BWX Technologies, Inc.
BWXT
Shares Held
24K
Value
$4.33M
The Boeing Company
BA
Shares Held
23K
Value
$4.86M
Honeywell International Inc.
HON
Shares Held
23K
Value
$4.74M
SiTime Corporation
SITM
Shares Held
22K
Value
$6.63M
Tenable Holdings, Inc.
TENB
Shares Held
20K
Value
$583.20K
Verizon Communications Inc.
VZ
Shares Held
20K
Value
$879.00K
CleanSpark, Inc.
CLSK
Shares Held
20K
Value
$290.00K
Frequency Electronics, Inc.
FEIM
Shares Held
20K
Value
$678.20K
Apple Inc.
AAPL
Shares Held
18K
Value
$4.70M
WaterBridge Infrastructure LLC
WBI
Shares Held
18K
Value
$463.06K
Insight Enterprises, Inc.
NSIT
Shares Held
17K
Value
$1.93M
Becton, Dickinson and Company
BDX
Shares Held
17K
Value
$3.14M
Badger Meter, Inc.
BMI
Shares Held
15K
Value
$2.68M
KLA Corporation
KLAC
Shares Held
13K
Value
$14.02M
Brookfield Asset Management Ltd.
BAM
Shares Held
13K
Value
$715.60K
Chart Industries, Inc.
GTLS
Shares Held
13K
Value
$2.50M
Generac Holdings Inc.
GNRC
Shares Held
11K
Value
$1.84M
Pure Storage, Inc.
PSTG
Shares Held
10K
Value
$838.10K
Mercury Systems, Inc.
MRCY
Shares Held
10K
Value
$774.00K