$933 Million is the total value of NEEDHAM INVESTMENT MANAGEMENT LLC's 414 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
INFN | New | INFINERA CORP | $13,024,000 | – | 2,200,000 | +100.0% | 1.40% | – |
INSG | New | INSEEGO CORP | $9,280,000 | – | 800,000 | +100.0% | 1.00% | – |
VECO | New | VEECO INSTRS INC DEL | $5,422,000 | – | 401,928 | +100.0% | 0.58% | – |
FLDM | New | FLUIDIGM CORP DEL | $4,512,000 | – | 1,125,000 | +100.0% | 0.48% | – |
SSSS | New | SURO CAPITAL CORP | $3,403,000 | – | 401,759 | +100.0% | 0.36% | – |
SIEN | New | SIENTRA INC | $1,162,000 | – | 300,000 | +100.0% | 0.12% | – |
ADTN | New | ADTRAN INC | $656,000 | – | 60,000 | +100.0% | 0.07% | – |
AMT | New | AMERICAN TOWER CORP NEW | $622,000 | – | 2,400 | +100.0% | 0.07% | – |
ARLO | New | ARLO TECHNOLOGIES INC | $568,000 | – | 220,000 | +100.0% | 0.06% | – |
OMCL | New | OMNICELL INC | $424,000 | – | 6,000 | +100.0% | 0.04% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
THERMO FISHER SCIENTIFIC INC COM | 42 | Q3 2023 | 6.1% |
ENTEGRIS INC | 42 | Q3 2023 | 6.4% |
FORMFACTOR INC | 42 | Q3 2023 | 5.1% |
PDF SOLUTIONS INC | 42 | Q3 2023 | 5.7% |
VIASAT INC | 42 | Q3 2023 | 5.0% |
GILEAD SCIENCES INC | 42 | Q3 2023 | 5.3% |
KVH INDS INC | 42 | Q3 2023 | 4.1% |
COMCAST CORP NEW | 42 | Q3 2023 | 4.6% |
BOEING CO COM | 42 | Q3 2023 | 4.0% |
NOVA MEASURING INSTRUMENTS LTD | 42 | Q3 2023 | 3.7% |
View NEEDHAM INVESTMENT MANAGEMENT LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
GSE SYSTEMS INC | February 14, 2023 | 1,500,000 | 6.9% |
EMCORE CORPSold out | February 14, 2022 | 0 | 0.0% |
FORMFACTOR INC | February 17, 2015 | 2,475,950 | 4.4% |
SOUNDBITE COMMUNICATIONS INC | February 14, 2013 | 1,350,000 | 8.3% |
SYPRIS SOLUTIONS INC | February 14, 2013 | 675,000 | 3.4% |
SOUTHWALL TECHNOLOGIES INC /DE/ | October 12, 2011 | 401,962 | 6.9% |
SOUTHWALL TECHNOLOGIES INC /DE/ | March 01, 2010 | 2,009,807 | 7.0% |
DATALINK CORP | August 17, 2006 | 471,500 | 4.3% |
PARLEX CORP | November 14, 2005 | 385,000 | 5.9% |
CERADYNE INC | January 24, 2003 | 292,301 | 3.3% |
View NEEDHAM INVESTMENT MANAGEMENT LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
SC 13G | 2024-03-21 |
SC 13G | 2024-03-14 |
SC 13G | 2024-02-21 |
13F-HR | 2024-02-14 |
SC 13G/A | 2024-02-14 |
SC 13G/A | 2024-02-14 |
SC 13G/A | 2024-02-14 |
SC 13G/A | 2024-02-14 |
SC 13G/A | 2024-02-14 |
SC 13G/A | 2024-02-14 |
View NEEDHAM INVESTMENT MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.