Needham Investment Management LLC
Needham Investment Management LLC is an investment adviser headquartered in New York, NY. Registered with the SEC since 1995, it is a subsidiary of The Needham Group, Inc. The firm manages assets primarily for institutional investors and high-net-worth individuals. As an employee-owned firm, Needham Investment Management focuses on equity strategies and growth-oriented investments in public and private companies, particularly within the technology and healthcare sectors. The organization typically has a small professional team, reflecting a focused investment approach.
Investment Strategy
Needham Investment Management LLC employs a growth-oriented investment strategy focused on small and mid-cap equity securities, particularly in the technology, healthcare, and industrial sectors. The firm's approach involves rigorous fundamental research, targeting companies with strong management, sustainable growth potential, and defensible market positions. It aims for long-term capital appreciation by identifying businesses demonstrating innovation and scalable operating models, with active portfolio management to maximize returns for clients.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SMCI | SUPER MICRO COMPUTER INC | 5.58% | $69.9M | 1,427,000 | $30.54 | $49.01 | +$20.9M |
T TDUP | THREDUP INC | 3.51% | $44.0M | 5,875,000 | $2.15 | $7.49 | +$28.7M |
P PDFS | PDF SOLUTIONS INC | 3.26% | $40.9M | 1,913,500 | $25.68 | $21.38 | +$5.3M |
V VRT | VERTIV HOLDINGS CO | 2.92% | $36.6M | 284,750 | $30.51 | $128.41 | +$16.0M |
L LASR | NLIGHT INC | 2.88% | $36.2M | 1,837,740 | $12.98 | $19.68 | +$16.3M |