NEEDHAM INVESTMENT MANAGEMENT LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    new york, NY
  • CIK
    0001167212
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

150

$1.30B
PDFS, SUPER MICRO COMPUTER INC, VICR, UIS
13F-HR
Feb 13, 2025
000091957425001161

146

$1.30B
ASPN, PDFS, SMCI, VICR
13F-HR
Nov 14, 2024
000091957424006457

141

$1.22B
SMCI, ASPN, PDFS, NOVA LTD
13F-HR
Aug 14, 2024
000091957424004560

131

$1.08B
SMCI, ASPN, PDFS, ENQ
13F-HR
May 15, 2024
000091957424003024

130

$792.08M
SMCI, ASPN, ENQ, PDFS
13F-HR
Feb 14, 2024
000091957424001293

120

$587.96M
SMCI, VICR, PDFS, ENQ
13F-HR
Nov 14, 2023
000091957423006236

120

$606.96M
SMCI, PDFS, ENQ, VICR
13F-HR
Aug 14, 2023
000091957423004593

121

$579.82M
PDFS, SMCI, ENQ, KVH INDS INC
13F-HR
May 15, 2023
000091957423003200

117

$552.63M
SMCI, PLAB, PDFS, KVH INDS INC
13F-HR
Feb 14, 2023
000091957423001164

118

$510.43M
ENQ, PDFS, PLAB, VICR
13F-HR
Nov 14, 2022
000091957422006499

121

$534.99M
ENQ, FMF, THERMO FISHER SCIENTIFIC INC, PDFS
13F-HR
Aug 12, 2022
000091957422004826

124

$690.94M
ENQ, FMF, PDFS, ASPN
13F-HR
May 16, 2022
000091957422003224

119

$796.66M
ENQ, ASPN, PDFS, NOVA LTD
13F-HR
Feb 14, 2022
000091957422001077

122

$749.19M
ASPN, ENQ, VICR, PDFS
13F-HR
Nov 15, 2021
000091957421006902

121

$683.87M
ENQ, ASPN, PDFS, VICR
13F-HR
Aug 16, 2021
000091957421005179

118

$731.97M
ENQ, PLAB, PDFS, ASPN
13F-HR
May 17, 2021
000091957421003521

109

$595.90M
ENQ, VICR, PDFS, FMF
13F-HR
Feb 16, 2021
000091957421001162

108

$500.87M
ENQ, THERMO FISHER SCIENTIFIC INC, PDFS, VICR
NEW HOLDINGS
Feb 25, 2021
000091957421002006

107

$496.62M
ENQ, THERMO FISHER SCIENTIFIC INC, PDFS, VICR
13F-HR
Nov 16, 2020
000091957420006942

102

$468.00M
ENQ, PDFS, SMCI, VICR
NEW HOLDINGS
Feb 25, 2021
000091957421002002

101

$464.60M
ENQ, PDFS, SMCI, VICR
13F-HR
Aug 14, 2020
000091957420005078

110

$353.40M
ENQ, THERMO FISHER SCIENTIFIC INC, PDFS, VICR
13F-HR
May 15, 2020
000091957420003621

97

$366.98M
ENQ, PDFS, THERMO FISHER SCIENTIFIC INC, FMF
NEW HOLDINGS
May 15, 2020
000091957420003611

97

$366.97M
ENQ, PDFS, THERMO FISHER SCIENTIFIC INC, FMF
RESTATEMENT
Mar 2, 2020
000091957420002090

86

$311.54M
ENQ, PDFS, THERMO FISHER SCIENTIFIC INC, CMCSA
13F-HR
Nov 14, 2019
000091957419007042

83

$303.13M
PDFS, ENQ, THERMO FISHER SCIENTIFIC INC, CMCSA
13F-HR
Aug 14, 2019
000091957419005198

78

$294.21M
THERMO FISHER SCIENTIFIC INC, ENQ, PDFS, FMF
13F-HR
May 15, 2019
000091957419003487

83

$266.50M
THERMO FISHER SCIENTIFIC INC, ENQ, FMF, PDFS
13F-HR
Feb 14, 2019
000091957419001367

85

$331.92M
THERMO FISHER SCIENTIFIC INC, FMF, ENQ, KVH INDS INC
13F-HR
Nov 14, 2018
000091957418007213

92

$356.25M
THERMO FISHER SCIENTIFIC INC, ENQ, SMCI, VSAT
13F-HR
Aug 14, 2018
000091957418005436

91

$349.94M
ENQ, THERMO FISHER SCIENTIFIC INC, FMF, VSAT
13F-HR
May 15, 2018
000091957418003623

93

$376.11M
FMF, VSAT, THERMO FISHER SCIENTIFIC INC, ENQ
13F-HR
Feb 14, 2018
000091957418001418

89

$394.77M
FMF, THERMO FISHER SCIENTIFIC INC, VSAT, ENQ
13F-HR
Nov 14, 2017
000091957417007960

99

$375.63M
ESRX, VSAT, THERMO FISHER SCIENTIFIC INC, SMCI
13F-HR
Aug 14, 2017
000091957417006017

106

$388.20M
ESRX, VSAT, THERMO FISHER SCIENTIFIC INC, SMCI
13F-HR
May 15, 2017
000091957417004070

101

$391.14M
ESRX, THERMO FISHER SCIENTIFIC INC, VSAT, SMCI
13F-HR
Feb 14, 2017
000091957417001669

99

$378.62M
ESRX, THERMO FISHER SCIENTIFIC INC, VSAT, FMF
13F-HR
Nov 14, 2016
000091957416016287

90

$362.32M
ESRX, THERMO FISHER SCIENTIFIC INC, VSAT, FMF
13F-HR
Aug 15, 2016
000091957416014702

98

$383.47M
THERMO FISHER SCIENTIFIC INC, ESRX, SMCI, VSAT
13F-HR
May 16, 2016
000091957416013007

100

$401.95M
ESRX, THERMO FISHER SCIENTIFIC INC, GILD, FMF
13F-HR
Feb 16, 2016
000091957416010480

105

$399.32M
ESRX, THERMO FISHER SCIENTIFIC INC, SMCI, GILD
13F-HR
Nov 16, 2015
000091957415007999

108

$461.32M
ESRX, GILD, THERMO FISHER SCIENTIFIC INC, FMF
13F-HR
Aug 14, 2015
000091957415005929

109

$469.61M
ESRX, THERMO FISHER SCIENTIFIC INC, GILD, FMF
13F-HR
May 15, 2015
000091957415004193

117

$475.22M
ESRX, SMCI, GILD, FMF
13F-HR
Feb 17, 2015
000091957415001483

121

$452.10M
ESRX, GILD, SMCI, THERMO FISHER SCIENTIFIC INC
13F-HR
Nov 14, 2014
000091957414006449

122

$479.40M
ESRX, THERMO FISHER SCIENTIFIC INC, GILD, FMF
13F-HR
Aug 14, 2014
000091957414004484

118

$473.13M
ESRX, THERMO FISHER SCIENTIFIC INC, GILD, VSAT
13F-HR
May 15, 2014
000091957414003281

111

$483.40M
ESRX, THERMO FISHER SCIENTIFIC INC, GILD, FMF
13F-HR
Feb 14, 2014
000091957414001009
Needham Investment Management Llc 13F Filings