Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2023 · Filed August 14, 2023 · Accession 0000919574-23-004593

Total Value
$607.0M
Positions
254
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1SUPER MICRO COMPUTER INCSMCI80,000$19.9M3.29%
2SUPER MICRO COMPUTER INCSMCI69,500$17.3M2.85%
3PDF SOLUTIONS INCPDFS345,000$15.6M2.56%
4SUPER MICRO COMPUTER INCSMCI53,000$13.2M2.18%
5PDF SOLUTIONS INCPDFS282,500$12.7M2.10%
6ENTEGRIS INCENTG95,000$10.5M1.73%
7ASPEN AEROGELS INCASPN1,325,000$10.5M1.72%
8ADTRAN HOLDINGS INCADTN975,000$10.3M1.69%
9NLIGHT INCLASR615,000$9.5M1.56%
10THERMO FISHER SCIENTIFIC INCTMO16,250$8.5M1.40%
11TTM TECHNOLOGIES INCTTMI602,900$8.4M1.38%
12COMCAST CORP NEWCCZ200,000$8.3M1.37%
13VICOR CORPVICR150,800$8.1M1.34%
14LABORATORY CORP AMER HLDGS50540R40932,763$7.9M1.30%
15VICOR CORPVICR141,850$7.7M1.26%
16NOVA LTDNVMI65,000$7.6M1.26%
17NOVA LTDNVMI60,000$7.0M1.16%
18CAMBIUM NETWORKS CORPCMBMF450,000$6.8M1.13%
19FORMFACTOR INCFORM200,000$6.8M1.13%
20ENTEGRIS INCENTG61,500$6.8M1.12%
21THERMO FISHER SCIENTIFIC INCTMO13,000$6.8M1.12%
22ENTEGRIS INCENTG60,000$6.6M1.10%
23ZUORA INC98983V106588,000$6.5M1.06%
24KLA CORPKLAC13,000$6.3M1.04%
25PHOTRONICS INCPLAB236,900$6.1M1.01%
26KVH INDS INC482738101658,750$6.0M0.99%
27COHERENT CORPCOHR115,000$5.9M0.97%
28CARMAX INCKMX68,500$5.7M0.94%
29VERTIV HOLDINGS COVRT220,000$5.4M0.90%
30NOVA LTDNVMI45,000$5.3M0.87%
31UNISYS CORPUIS1,300,000$5.2M0.85%
32AXT INCAXTI1,500,000$5.2M0.85%
33PHOTRONICS INCPLAB200,000$5.2M0.85%
34VISHAY PRECISION GROUP INCVPG137,500$5.1M0.84%
35APPLE INCAAPL25,000$4.8M0.80%
36BECTON DICKINSON & COBDX18,250$4.8M0.79%
37VICOR CORPVICR87,850$4.7M0.78%
38ENCOMPASS HEALTH CORPEHC70,000$4.7M0.78%
39KVH INDS INC482738101500,000$4.6M0.75%
40KVH INDS INC482738101492,500$4.5M0.74%
41VIASAT INCVSAT108,000$4.5M0.73%
42AKOUSTIS TECHNOLOGIES INC00973N1021,387,500$4.4M0.73%
43WABTEC92974010840,000$4.4M0.72%
448X8 INC NEW2829141001,000,000$4.2M0.70%
45OIL DRI CORP AMER67786410071,250$4.2M0.69%
46HONEYWELL INTL INC43851610620,000$4.2M0.68%
47CLEAN HARBORS INCCLH24,500$4.0M0.66%
48SUPER MICRO COMPUTER INCSMCI16,000$4.0M0.66%
49PHOTRONICS INCPLAB152,500$3.9M0.65%
50FORMFACTOR INCFORM114,900$3.9M0.65%
51NEW RELIC INC64829B10060,000$3.9M0.65%
52FORMFACTOR INCFORM113,000$3.9M0.64%
53STANDARD BIOTOOLS INCLAB2,000,000$3.9M0.64%
54BOEING COBA-PA18,000$3.8M0.63%
55MKS INSTRS INCMKSI35,000$3.8M0.62%
56PARSONS CORP DELPSN77,500$3.7M0.61%
57PARSONS CORP DELPSN77,500$3.7M0.61%
58ADAMS RES & ENERGY INC006351308103,500$3.6M0.60%
59FREQUENCY ELECTRS INCFRQN545,000$3.6M0.59%
60THE TRADE DESK INC88339J10545,000$3.5M0.57%
61SMITH MIDLAND CORPSMID146,100$3.5M0.57%
62THERMON GROUP HLDGS INCTHR122,500$3.3M0.54%
63ASPEN AEROGELS INCASPN400,000$3.2M0.52%
64ASPEN AEROGELS INCASPN400,000$3.2M0.52%
65GILEAD SCIENCES INCGILD40,000$3.1M0.51%
66BRIGHT HORIZONS FAM SOL IN D10919410032,500$3.0M0.50%
67TEKLA LIFE SCIENCES INVSHQL221,873$3.0M0.49%
68LABORATORY CORP AMER HLDGS50540R40912,300$3.0M0.49%
69AKAMAI TECHNOLOGIES INCAKAM33,000$3.0M0.49%
70INTEVAC INC461148108788,100$3.0M0.49%
71MKS INSTRS INCMKSI27,000$2.9M0.48%
72COMCAST CORP NEWCCZ70,000$2.9M0.48%
73NAVIGATOR HLDGS LTDNVGS219,400$2.9M0.47%
74VICOR CORPVICR50,000$2.7M0.44%
75CRA INTL INC12618T10526,000$2.7M0.44%
76LABORATORY CORP AMER HLDGS50540R40910,700$2.6M0.43%
77TEKLA HEALTHCARE INVSHQH151,132$2.6M0.42%
78ALTERYX INC02156B10353,100$2.4M0.40%
79MKS INSTRS INCMKSI22,000$2.4M0.39%
80MKS INSTRS INCMKSI22,000$2.4M0.39%
81NOVA LTDNVMI20,000$2.3M0.39%
82VEECO INSTRS INC DEL92241710090,000$2.3M0.38%
83NLIGHT INCLASR148,800$2.3M0.38%
84WABTEC92974010820,500$2.2M0.37%
85MARKEL GROUP INCMKL1,600$2.2M0.36%
86NLIGHT INCLASR135,000$2.1M0.34%
87MEDTRONIC PLCMDT23,541$2.1M0.34%
88SITIME CORPSITM17,500$2.1M0.34%
89VEECO INSTRS INC DEL92241710080,000$2.1M0.34%
90MATIV HOLDINGS INCMATV135,000$2.0M0.34%
91CLEAN HARBORS INCCLH12,000$2.0M0.33%
92ALTAIR ENGR INC02136910326,000$2.0M0.32%
93ANALOG DEVICES INCADI10,000$1.9M0.32%
94KLA CORPKLAC4,000$1.9M0.32%
95VEECO INSTRS INC DEL92241710075,000$1.9M0.32%
96INFINERA CORP45667G103382,500$1.8M0.30%
97ASML HOLDING N VASMLF2,500$1.8M0.30%
98PHOTRONICS INCPLAB70,000$1.8M0.30%
99MARVELL TECHNOLOGY INCMRVL30,000$1.8M0.30%
100MEDTRONIC PLCMDT20,000$1.8M0.29%
101CLEAN HARBORS INCCLH10,706$1.8M0.29%
102HAWAIIAN HOLDINGS INCHE160,000$1.7M0.28%
103CARMAX INCKMX20,500$1.7M0.28%
104THREDUP INCTDUP700,000$1.7M0.28%
105PARSONS CORP DELPSN35,000$1.7M0.28%
106BRUKER CORPBRKRP22,500$1.7M0.27%
107ENTEGRIS INCENTG15,000$1.7M0.27%
108SURO CAPITAL CORPSSSSL518,200$1.7M0.27%
109UNISYS CORPUIS415,000$1.7M0.27%
110EQUINIX INCEQIX2,100$1.6M0.27%
111ASML HOLDING N VASMLF2,250$1.6M0.27%
112MKS INSTRS INCMKSI15,000$1.6M0.27%
113VISHAY INTERTECHNOLOGY INCVSH55,000$1.6M0.27%
114LAM RESEARCH CORPLRCX2,500$1.6M0.26%
115NORTHERN TECHNOLOGIES INTL CNTRSO150,000$1.6M0.26%
116APPLE INCAAPL8,000$1.6M0.26%
117FORMFACTOR INCFORM45,000$1.5M0.25%
118COHERENT CORPCOHR30,000$1.5M0.25%
119ADTRAN HOLDINGS INCADTN145,000$1.5M0.25%
120ACV AUCTIONS INCACVA86,500$1.5M0.25%
121TRANSCAT INCTRNS17,500$1.5M0.25%
122BIGCOMMERCE HLDGS INCCMRC150,000$1.5M0.25%
123GENERAC HLDGS INCGNRC10,000$1.5M0.25%
124SITIME CORPSITM12,000$1.4M0.23%
125COHERENT CORPCOHR27,500$1.4M0.23%
126LEMAITRE VASCULAR INCLMAT20,500$1.4M0.23%
127CAMBIUM NETWORKS CORPCMBMF90,000$1.4M0.23%
128PDF SOLUTIONS INCPDFS30,000$1.4M0.22%
129VICOR CORPVICR25,000$1.4M0.22%
130SENSATA TECHNOLOGIES HLDG PLST30,000$1.3M0.22%
131CORNING INCGLW38,250$1.3M0.22%
132NLIGHT INCLASR86,775$1.3M0.22%
133VIASAT INCVSAT32,000$1.3M0.22%
134ADTRAN HOLDINGS INCADTN125,000$1.3M0.22%
135AKAMAI TECHNOLOGIES INCAKAM14,500$1.3M0.21%
136APPLIED MATLS INC0382221059,000$1.3M0.21%
137VEECO INSTRS INC DEL92241710050,000$1.3M0.21%
138CIENA CORPCIEN30,000$1.3M0.21%
139PRECISION OPTICS CORP INC MAPOCI198,500$1.2M0.20%
140LABORATORY CORP AMER HLDGS50540R4095,000$1.2M0.20%
141TEKLA HEALTHCARE INVSHQH70,149$1.2M0.20%
142AXT INCAXTI335,450$1.2M0.19%
143TEKLA LIFE SCIENCES INVSHQL84,057$1.1M0.19%
144BROOKFIELD CORP11271J10732,870$1.1M0.18%
145CAMBIUM NETWORKS CORPCMBMF71,400$1.1M0.18%
146RESEARCH SOLUTIONS INCRSSS532,500$1.1M0.18%
147GILEAD SCIENCES INCGILD14,000$1.1M0.18%
148FORMFACTOR INCFORM31,000$1.1M0.17%
149MATRIX SVC CO576853105178,300$1.1M0.17%
150TTM TECHNOLOGIES INCTTMI75,000$1.0M0.17%
151AIR LEASE CORPAIIR24,850$1.0M0.17%
152COHERENT CORPCOHR20,000$1.0M0.17%
153KVH INDS INC482738101110,800$1.0M0.17%
154BOEING COBA-PA4,500$950,2200.16%
155THE TRADE DESK INC88339J10512,000$926,6400.15%
156ADTRAN HOLDINGS INCADTN85,000$895,0500.15%
157KVH INDS INC48273810195,800$875,6120.14%
158ALPHA PRO TECH LTDAPT220,000$875,6000.14%
159ASPEN AEROGELS INCASPN110,000$867,9000.14%
160NAVIGATOR HLDGS LTDNVGS66,600$866,4660.14%
161VIEWRAY INC92672L1072,400,000$845,2800.14%
162AIR LEASE CORPAIIR20,150$843,2780.14%
163CHEVRON CORP NEWCVX5,000$786,7500.13%
164QUEST DIAGNOSTICS INCDGX5,500$773,0800.13%
165GILEAD SCIENCES INCGILD10,000$770,7000.13%
166CRYOPORT INCCYRX43,500$750,3750.12%
167VERIZON COMMUNICATIONS INCVZ20,000$743,8000.12%
168BRIGHT HORIZONS FAM SOL IN D1091941008,000$739,6000.12%
169VERTIV HOLDINGS COVRT29,250$724,5230.12%
170TTM TECHNOLOGIES INCTTMI51,600$717,2400.12%
171FREQUENCY ELECTRS INCFRQN107,850$713,9670.12%
172TELOS CORP MDTLS275,000$704,0000.12%
173MERCURY SYS INCMRCY20,000$691,8000.11%
174MEDTRONIC PLCMDT7,500$660,7500.11%
175VACASA INC91854V107970,000$658,1450.11%
176CRYOPORT INCCYRX37,500$646,8750.11%
177VEECO INSTRS INC DEL92241710025,000$642,0000.11%
178CLEAN HARBORS INCCLH3,900$641,2770.11%
179CHEVRON CORP NEWCVX4,000$629,4000.10%
180ALPHABET INCGOOG5,000$598,5000.10%
181SITIME CORPSITM5,000$589,8500.10%
182INTEVAC INC461148108155,000$581,2500.10%
183EDUCATIONAL DEV CORPEDUC475,000$565,2500.09%
184APPLIED DIGITAL CORPAPLD60,000$561,0000.09%
185TERADYNE INCTER5,000$556,6500.09%
186TERADYNE INCTER5,000$556,6500.09%
187BRUKER CORPBRKRP7,500$554,4000.09%
188AXT INCAXTI160,000$550,4000.09%
189ADTRAN HOLDINGS INCADTN50,000$526,5000.09%
190AMER SOFTWARE INC02968310950,000$525,5000.09%
191HONEYWELL INTL INC4385161062,500$518,7500.09%
192GSE SYS INC36227K1061,430,000$514,8000.08%
193SOUTHWEST AIRLS CO84474110814,200$514,1820.08%
194ARLO TECHNOLOGIES INCARLO45,000$490,9500.08%
195AMERICAN TOWER CORP NEW03027X1002,500$484,8500.08%
196PARSONS CORP DELPSN10,000$481,4000.08%
197EMCORE CORP290846203606,650$456,5650.08%
198SURO CAPITAL CORPSSSSL142,688$455,8880.08%
199BROOKFIELD CORP11271J10713,424$452,5040.07%
200ARTERIS INCAIP65,000$443,3000.07%
201AMERICAN TOWER CORP NEW03027X1002,250$436,3650.07%
202HAWAIIAN HOLDINGS INCHE40,000$430,8000.07%
203AXT INCAXTI125,000$430,0000.07%
204QUEST DIAGNOSTICS INCDGX3,000$421,6800.07%
205ENHABIT INCEHAB35,000$402,5000.07%
206NLIGHT INCLASR25,965$400,3800.07%
207UNISYS CORPUIS100,000$398,0000.07%
208UNISYS CORPUIS100,000$398,0000.07%
209CAMBIUM NETWORKS CORPCMBMF25,000$380,5000.06%
210KIMBELL RTY PARTNERS LP49435R10225,000$367,7500.06%
211UPLAND SOFTWARE INCUPLD100,000$360,0000.06%
212TTM TECHNOLOGIES INCTTMI25,000$347,5000.06%
213VIA OPTRONICS AG91823Y109130,000$343,2000.06%
214HEWLETT PACKARD ENTERPRISE CHPE-PC20,000$336,0000.06%
215ALTERYX INC02156B1037,400$335,9600.06%
216WABTEC9297401083,000$329,0100.05%
217AIR LEASE CORPAIIR7,500$313,8750.05%
218VIASAT INCVSAT7,500$309,4500.05%
219FARO TECHNOLOGIES INC31164210217,800$288,3600.05%
220BROOKFIELD ASSET MANAGMT LTD1130041058,715$284,8120.05%
221INTEVAC INC46114810875,000$281,2500.05%
222VISHAY PRECISION GROUP INCVPG7,500$278,6250.05%
223UGI CORP NEW90268110510,000$269,7000.04%
224ASPEN AEROGELS INCASPN33,300$262,7370.04%
225NAVIGATOR HLDGS LTDNVGS20,000$260,2000.04%
226ILLUMIN HLDGS INCILLMF150,000$253,5000.04%
227BENCHMARK ELECTRS INC08160H1019,800$253,1340.04%
228WORLD WRESTLING ENTMT INC98156Q1082,250$244,0580.04%
229EMCORE CORP290846203303,350$228,3010.04%
230OMNICELL COMOMCL2,900$213,6430.04%
231SOUTHWEST AIRLS CO8447411085,800$210,0180.03%
232VERTIV HOLDINGS COVRT8,250$204,3530.03%
233G1 THERAPEUTICS INC3621LQ10980,000$199,2000.03%
234G1 THERAPEUTICS INC3621LQ10970,000$174,3000.03%
235FARO TECHNOLOGIES INC31164210210,300$166,8600.03%
236G1 THERAPEUTICS INC3621LQ10964,000$159,3600.03%
237CAMBIUM NETWORKS CORPCMBMF10,000$152,2000.03%
238VACASA INC91854V107212,500$144,1810.02%
239AXT INCAXTI40,000$137,6000.02%
240TELOS CORP MDTLS50,000$128,0000.02%
241BROOKFIELD ASSET MANAGMT LTD1130041053,855$125,9840.02%
242UNISYS CORPUIS30,000$119,4000.02%
243TELOS CORP MDTLS32,500$83,2000.01%
244FARO TECHNOLOGIES INC3116421024,400$71,2800.01%
245BENCHMARK ELECTRS INC08160H1012,500$64,5750.01%
246ALLBIRDS INCBIRD50,000$63,0000.01%
247STANDARD BIOTOOLS INCLAB27,350$52,7860.01%
248G1 THERAPEUTICS INC3621LQ10920,000$49,8000.01%
249VIEWRAY INC92672L107125,000$44,0250.01%
250VACASA INC91854V10746,500$31,5500.01%
251FATHOM DIGITAL MFG CORPFTHM60,000$24,3600.00%
252STANDARD BIOTOOLS INCLAB7,085$13,6740.00%
253VACASA INC91854V10716,300$11,0600.00%
254FATHOM DIGITAL MFG CORPFTHM20,000$8,1200.00%