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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

NEEDHAM INVESTMENT MANAGEMENT LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001164

Total Value
$552.6M
Positions
253
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (253)

#IssuerTicker / CUSIPSharesValue% of Filing
1THERMO FISHER SCIENTIFIC INCTMO19,000$10.5M1.89%
2INTEVAC INC4611481081,608,550$10.4M1.88%
3NLIGHT INCLASR1,000,000$10.1M1.83%
4VIEWRAY INC92672L1072,215,000$9.9M1.80%
5PDF SOLUTIONS INCPDFS345,000$9.8M1.78%
6PDF SOLUTIONS INCPDFS338,990$9.7M1.75%
7SUPER MICRO COMPUTER INCSMCI116,500$9.6M1.73%
8PHOTRONICS INCPLAB550,000$9.3M1.68%
9THERMO FISHER SCIENTIFIC INCTMO15,000$8.3M1.49%
10SUMO LOGIC INC86646P1031,000,000$8.1M1.47%
11LABORATORY CORP AMER HLDGS50540R40932,763$7.7M1.40%
12ASPEN AEROGELS INCASPN644,734$7.6M1.38%
13CAMBIUM NETWORKS CORPCMBMF350,000$7.6M1.37%
14INFINERA CORP45667G1031,100,000$7.4M1.34%
15YEXT INCYEXT1,100,612$7.2M1.30%
16COMCAST CORP NEWCCZ200,000$7.0M1.27%
178X8 INC NEW2829141001,600,000$6.9M1.25%
18KVH INDS INC482738101658,750$6.7M1.22%
19ENTEGRIS INCENTG99,000$6.5M1.18%
20TELOS CORP MDTLS1,200,000$6.1M1.11%
21VICOR CORPVICR112,500$6.0M1.09%
22KLA CORPKLAC15,000$5.7M1.02%
23ADTRAN HOLDINGS INCADTN300,000$5.6M1.02%
24SUPER MICRO COMPUTER INCSMCI65,000$5.3M0.97%
25NOVA LTDNVMI65,000$5.3M0.96%
26VISHAY PRECISION GROUP INCVPG135,500$5.2M0.95%
27LUMENTUM HLDGS INCLITE100,000$5.2M0.94%
28KVH INDS INC482738101500,000$5.1M0.92%
29KVH INDS INC482738101492,500$5.0M0.91%
30ENTEGRIS INCENTG75,000$4.9M0.89%
31NOVA LTDNVMI60,000$4.9M0.89%
32SUPER MICRO COMPUTER INCSMCI57,500$4.7M0.85%
33ASPEN AEROGELS INCASPN400,000$4.7M0.85%
34BECTON DICKINSON & COBDX18,500$4.7M0.85%
35ZUORA INC98983V106727,488$4.6M0.84%
36FORMFACTOR INCFORM200,000$4.4M0.80%
37AXT INCAXTI1,000,000$4.4M0.79%
38VICOR CORPVICR80,000$4.3M0.78%
39HONEYWELL INTL INC43851610620,000$4.3M0.78%
40STANDARD BIOTOOLS INCLAB3,647,157$4.3M0.77%
41ASPEN AEROGELS INCASPN357,000$4.2M0.76%
42ENCOMPASS HEALTH CORPEHC70,000$4.2M0.76%
43CARMAX INCKMX68,500$4.2M0.75%
44ENTEGRIS INCENTG62,500$4.1M0.74%
45COHERENT CORPCOHR115,000$4.0M0.73%
46VICOR CORPVICR75,000$4.0M0.73%
47FREQUENCY ELECTRS INCFRQN570,000$4.0M0.73%
48FORMFACTOR INCFORM180,000$4.0M0.72%
49WABTEC92974010840,000$4.0M0.72%
50UPLAND SOFTWARE INCUPLD542,500$3.9M0.70%
51BOEING COBA-PA20,000$3.8M0.69%
52PHOTRONICS INCPLAB225,000$3.8M0.69%
53MKS INSTRS INCMKSI44,500$3.8M0.68%
54NOVA LTDNVMI45,000$3.7M0.67%
55APPLE INCAAPL27,800$3.6M0.65%
56PARSONS CORP DELPSN77,500$3.6M0.65%
57PARSONS CORP DELPSN77,500$3.6M0.65%
58ADAMS RES & ENERGY INC00635130890,500$3.5M0.64%
59COHERENT CORPCOHR100,000$3.5M0.64%
60GILEAD SCIENCES INCGILD40,000$3.4M0.62%
61BIGCOMMERCE HLDGS INCCMRC380,000$3.3M0.60%
62CHART INDS INC16115Q30827,500$3.2M0.57%
63PHOTRONICS INCPLAB185,000$3.1M0.56%
64TEKLA LIFE SCIENCES INVSHQL216,870$3.1M0.56%
65AKOUSTIS TECHNOLOGIES INC00973N1021,092,500$3.1M0.56%
66PHOTRONICS INCPLAB182,500$3.1M0.56%
67SENSATA TECHNOLOGIES HLDG PLST75,000$3.0M0.55%
68VERTIV HOLDINGS COVRT220,000$3.0M0.54%
69SMITH MIDLAND CORPSMID146,100$3.0M0.54%
70CLEAN HARBORS INCCLH26,000$3.0M0.54%
71MKS INSTRS INCMKSI35,000$3.0M0.54%
72LABORATORY CORP AMER HLDGS50540R40912,300$2.9M0.52%
73VIASAT INCVSAT90,100$2.9M0.52%
74COMCAST CORP NEWCCZ80,000$2.8M0.51%
75AKAMAI TECHNOLOGIES INCAKAM33,000$2.8M0.50%
76SUPER MICRO COMPUTER INCSMCI33,500$2.8M0.50%
77MATIV HOLDINGS INCMATV130,000$2.7M0.49%
78VICOR CORPVICR50,000$2.7M0.49%
79TEKLA HEALTHCARE INVSHQH147,751$2.7M0.48%
80FORMFACTOR INCFORM119,500$2.7M0.48%
81NAVIGATOR HLDGS LTDNVGS219,400$2.6M0.47%
82LABORATORY CORP AMER HLDGS50540R40911,000$2.6M0.47%
83CRA INTL INC12618T10520,000$2.4M0.44%
84THERMON GROUP HLDGS INCTHR117,500$2.4M0.43%
85ADTRAN HOLDINGS INCADTN125,000$2.3M0.43%
86ADTRAN HOLDINGS INCADTN125,000$2.3M0.43%
87VEECO INSTRS INC DEL922417100120,000$2.2M0.40%
88VIASAT INCVSAT70,000$2.2M0.40%
89THE TRADE DESK INC88339J10547,000$2.1M0.38%
90BRIGHT HORIZONS FAM SOL IN D10919410032,500$2.1M0.37%
91WABTEC92974010820,500$2.0M0.37%
92CAMBIUM NETWORKS CORPCMBMF94,250$2.0M0.37%
93MARKEL CORPMKL1,500$2.0M0.36%
94MKS INSTRS INCMKSI23,000$1.9M0.35%
95KLA CORPKLAC5,000$1.9M0.34%
96MKS INSTRS INCMKSI22,000$1.9M0.34%
97MEDTRONIC PLCMDT23,541$1.8M0.33%
98ROGERS CORPROG15,000$1.8M0.32%
99UNISYS CORPUIS325,000$1.7M0.30%
100ANALOG DEVICES INCADI10,000$1.6M0.30%
101ENTEGRIS INCENTG25,000$1.6M0.30%
102NOVA LTDNVMI20,000$1.6M0.30%
103PARSONS CORP DELPSN35,000$1.6M0.29%
104VACASA INC91854V1071,250,000$1.6M0.29%
105MEDTRONIC PLCMDT20,000$1.6M0.28%
106CAMBIUM NETWORKS CORPCMBMF71,400$1.5M0.28%
107BRUKER CORPBRKRP22,500$1.5M0.28%
108ALTERYX INC02156B10330,000$1.5M0.28%
109OIL DRI CORP AMER67786410045,000$1.5M0.27%
110NLIGHT INCLASR148,800$1.5M0.27%
111VEECO INSTRS INC DEL92241710080,000$1.5M0.27%
112AXT INCAXTI335,450$1.5M0.27%
113VEECO INSTRS INC DEL92241710075,000$1.4M0.25%
114VEECO INSTRS INC DEL92241710075,000$1.4M0.25%
115NLIGHT INCLASR135,850$1.4M0.25%
116EQUINIX INCEQIX2,100$1.4M0.25%
117ASML HOLDING N VASMLF2,500$1.4M0.25%
118CLEAN HARBORS INCCLH11,900$1.4M0.25%
119VICOR CORPVICR25,000$1.3M0.24%
120SURO CAPITAL CORPSSSSL350,616$1.3M0.24%
121ADTRAN HOLDINGS INCADTN70,000$1.3M0.24%
122INTEVAC INC461148108200,000$1.3M0.23%
123GILEAD SCIENCES INCGILD15,000$1.3M0.23%
124MKS INSTRS INCMKSI15,000$1.3M0.23%
125SITIME CORPSITM12,500$1.3M0.23%
126EDUCATIONAL DEV CORPEDUC400,000$1.3M0.23%
127CARMAX INCKMX20,500$1.2M0.23%
128TRANSCAT INCTRNS17,500$1.2M0.22%
129TEKLA HEALTHCARE INVSHQH68,580$1.2M0.22%
130ASML HOLDING N VASMLF2,250$1.2M0.22%
131AKAMAI TECHNOLOGIES INCAKAM14,500$1.2M0.22%
132CLEAN HARBORS INCCLH10,706$1.2M0.22%
133CORNING INCGLW37,500$1.2M0.22%
134ALTERYX INC02156B10323,500$1.2M0.22%
135VISHAY INTERTECHNOLOGY INCVSH55,000$1.2M0.21%
136ALTAIR ENGR INC02136910326,000$1.2M0.21%
137ASPEN AEROGELS INCASPN100,000$1.2M0.21%
138LABORATORY CORP AMER HLDGS50540R4095,000$1.2M0.21%
139TEKLA LIFE SCIENCES INVSHQL82,162$1.2M0.21%
140KVH INDS INC482738101110,800$1.1M0.20%
141PRECISION OPTICS CORP INC MAPOCI198,500$1.1M0.20%
142APPLE INCAAPL8,500$1.1M0.20%
143PHOTRONICS INCPLAB64,600$1.1M0.20%
144GSE SYS INC36227K1061,500,000$1.1M0.20%
145COHERENT CORPCOHR30,000$1.1M0.19%
146LAM RESEARCH CORPLRCX2,500$1.1M0.19%
147BROOKFIELD CORP11271J10732,870$1.0M0.19%
148FORMFACTOR INCFORM45,000$1.0M0.18%
149KVH INDS INC48273810195,800$979,0760.18%
150AIR LEASE CORPAIIR24,850$954,7370.17%
151BOEING COBA-PA5,000$952,4500.17%
152LEMAITRE VASCULAR INCLMAT20,500$943,4100.17%
153ADTRAN HOLDINGS INCADTN50,000$939,5000.17%
154NLIGHT INCLASR92,400$936,9360.17%
155MATRIX SVC CO576853105150,000$933,0000.17%
156RESEARCH SOLUTIONS INCRSSS480,000$926,4000.17%
157THREDUP INCTDUP700,000$917,0000.17%
158CHEVRON CORP NEWCVX5,000$897,4500.16%
159ALPHA PRO TECH LTDAPT220,000$884,4000.16%
160APPLIED MATLS INC0382221059,000$876,4200.16%
161VIASAT INCVSAT27,500$870,3750.16%
162QUEST DIAGNOSTICS INCDGX5,500$860,4200.16%
163GILEAD SCIENCES INCGILD10,000$858,5000.16%
164MAXLINEAR INCMXL25,000$848,7500.15%
165HAWAIIAN HOLDINGS INCHE80,000$820,8000.15%
166NAVIGATOR HLDGS LTDNVGS66,600$796,5360.14%
167EDGIO INC53261M104700,000$791,0000.14%
168AIR LEASE CORPAIIR20,150$774,1630.14%
169FREQUENCY ELECTRS INCFRQN107,850$760,3430.14%
170CRYOPORT INCCYRX43,500$754,7250.14%
171CHEVRON CORP NEWCVX4,000$717,9600.13%
172ACV AUCTIONS INCACVA86,500$710,1650.13%
173FORMFACTOR INCFORM30,000$666,9000.12%
174TTM TECHNOLOGIES INCTTMI44,000$663,5200.12%
175CRYOPORT INCCYRX37,500$650,6250.12%
176COHERENT CORPCOHR18,500$649,3500.12%
177VIEWRAY INC92672L107144,780$648,6140.12%
178TELOS CORP MDTLS120,000$610,8000.11%
179CAMBIUM NETWORKS CORPCMBMF28,150$610,0110.11%
180CARMAX INCKMX10,000$608,9000.11%
181SUMO LOGIC INC86646P10375,000$607,5000.11%
182MEDTRONIC PLCMDT7,500$582,9000.11%
183MARVELL TECHNOLOGY INCMRVL15,000$555,6000.10%
184INTEVAC INC46114810885,000$549,9500.10%
185AXT INCAXTI125,000$547,5000.10%
186THE TRADE DESK INC88339J10512,000$537,9600.10%
187HONEYWELL INTL INC4385161062,500$535,7500.10%
188AMERICAN TOWER CORP NEW03027X1002,500$529,6500.10%
189BRUKER CORPBRKRP7,500$512,6250.09%
190TELOS CORP MDTLS100,000$509,0000.09%
191SITIME CORPSITM5,000$508,1000.09%
192BRIGHT HORIZONS FAM SOL IN D1091941008,000$504,8000.09%
193SOUTHWEST AIRLS CO84474110814,200$478,1140.09%
194AMERICAN TOWER CORP NEW03027X1002,250$476,6850.09%
195QUEST DIAGNOSTICS INCDGX3,000$469,3200.08%
196VEECO INSTRS INC DEL92241710025,000$464,5000.08%
197PARSONS CORP DELPSN10,000$462,5000.08%
198ENHABIT INCEHAB35,000$460,6000.08%
199CLEAN HARBORS INCCLH3,900$445,0680.08%
200Q2 HLDGS INCQTWO16,500$443,3550.08%
201ALPHABET INCGOOG5,000$441,1500.08%
202TERADYNE INCTER5,000$436,7500.08%
203BROOKFIELD CORP11271J10713,424$421,9020.08%
204KIMBELL RTY PARTNERS LP49435R10225,000$417,5000.08%
205VERTIV HOLDINGS COVRT29,250$399,5550.07%
206VERIZON COMMUNICATIONS INCVZ10,000$394,0000.07%
207G1 THERAPEUTICS INC3621LQ10970,000$380,1000.07%
208UGI CORP NEW90268110510,000$370,7000.07%
209ASPEN AEROGELS INCASPN31,100$366,6690.07%
210SURO CAPITAL CORPSSSSL93,872$356,7140.06%
211G1 THERAPEUTICS INC3621LQ10964,000$347,5200.06%
212VIASAT INCVSAT10,000$316,5000.06%
213VISHAY PRECISION GROUP INCVPG8,000$309,2000.06%
214UNISYS CORPUIS60,000$306,6000.06%
215NLIGHT INCLASR29,600$300,1440.05%
216WABTEC9297401083,000$299,4300.05%
217AIR LEASE CORPAIIR7,500$288,1500.05%
218PDF SOLUTIONS INCPDFS10,000$285,2000.05%
219HEWLETT PACKARD ENTERPRISE CHPE-PC17,500$279,3000.05%
220VACASA INC91854V107214,150$269,8290.05%
221BIGCOMMERCE HLDGS INCCMRC30,000$262,2000.05%
222BROOKFIELD ASSET MANAGMT LTD1130041058,715$249,3950.05%
223TTM TECHNOLOGIES INCTTMI16,000$241,2800.04%
224CAMBIUM NETWORKS CORPCMBMF11,050$239,4540.04%
225NAVIGATOR HLDGS LTDNVGS20,000$239,2000.04%
226TERADYNE INCTER2,500$218,3750.04%
227G1 THERAPEUTICS INC3621LQ10940,000$217,2000.04%
228Q2 HLDGS INCQTWO8,000$214,9600.04%
229VIA OPTRONICS AG91823Y109130,000$207,5060.04%
230HAWAIIAN HOLDINGS INCHE20,000$205,2000.04%
231SUMO LOGIC INC86646P10325,000$202,5000.04%
232SOUTHWEST AIRLS CO8447411085,800$195,2860.04%
233ALLBIRDS INCBIRD75,000$181,5000.03%
234ARLO TECHNOLOGIES INCARLO45,000$157,9500.03%
235VISHAY PRECISION GROUP INCVPG4,000$154,6000.03%
236PDF SOLUTIONS INCPDFS5,000$142,6000.03%
237SIENTRA INC82621J105700,000$142,0300.03%
238STANDARD BIOTOOLS INCLAB100,000$117,0000.02%
239VERTIV HOLDINGS COVRT8,250$112,6950.02%
240BROOKFIELD ASSET MANAGMT LTD1130041053,855$110,3170.02%
241UNISYS CORPUIS20,000$102,2000.02%
242ACUITYADS HLDGS INC00510L10650,000$77,5000.01%
243BIGCOMMERCE HLDGS INCCMRC7,500$65,5500.01%
244VACASA INC91854V10746,500$58,5900.01%
245G1 THERAPEUTICS INC3621LQ10910,000$54,3000.01%
246FATHOM DIGITAL MFG CORPFTHM30,000$39,6000.01%
247STANDARD BIOTOOLS INCLAB25,000$29,2500.01%
248STANDARD BIOTOOLS INCLAB25,000$29,2500.01%
249VACASA INC91854V10716,300$20,5380.00%
250VIEWRAY INC92672L1074,300$19,2640.00%
251AVROBIO INC05455M10024,513$17,4750.00%
252FATHOM DIGITAL MFG CORPFTHM10,000$13,2000.00%
253SIENTRA INC82621J10520,000$4,0580.00%