13F Filings History of NEEDHAM INVESTMENT MANAGEMENT LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$1,433,481,870
Signature - Title
James W. Giangrasso - Chief Financial Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by NEEDHAM INVESTMENT MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NEEDHAM INVESTMENT MANAGEMENT LLC reported 161 stock holdings with total value $1,433,481,870 as of Q3 2025. Top holdings included SMCI, TDUP, LASR, PDFS, and VRT.

Notify me when NEEDHAM INVESTMENT MANAGEMENT LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 161 $1,433,481,870 +$125,387,933 -$76,621,441 +$48,766,492 SMCI, TDUP, LASR, PDFS, VRT 13F-HR 13 Nov 2025, 17:37
Q2 2025 150 $1,253,942,445 +$26,800,648 -$82,856,265 -$56,055,617 SMCI, TDUP, PDFS, VRT, LASR 13F-HR 13 Aug 2025, 18:03
Q1 2025 150 $1,067,168,955 +$37,632,780 -$94,676,222 -$57,043,442 SMCI, VICR, PDFS, FARO, NVMI 13F-HR 14 May 2025, 17:44
Q4 2024 150 $1,296,552,877 +$103,568,221 -$89,448,977 +$14,119,244 PDFS, SMCI, VICR, UIS, NVMI 13F-HR 13 Feb 2025, 17:44
Q3 2024 146 $1,302,319,736 +$149,828,886 -$33,868,330 +$115,960,556 ASPN, PDFS, SMCI, VICR, NVMI 13F-HR 13 Nov 2024, 17:49
Q2 2024 141 $1,217,087,070 +$202,353,935 -$57,803,104 +$144,550,831 SMCI, ASPN, PDFS, NVMI, FORM 13F-HR 13 Aug 2024, 18:11
Q1 2024 131 $1,076,264,015 +$184,432,096 -$102,269,316 +$82,162,780 SMCI, ASPN, PDFS, ENTG, NVMI 13F-HR 14 May 2024, 17:49
Q4 2023 130 $792,080,101 +$140,528,200 -$17,280,179 +$123,248,021 SMCI, ASPN, ENTG, PDFS, NVMI 13F-HR 14 Feb 2024, 10:39
Q3 2023 120 $587,958,635 +$58,881,365 -$26,663,782 +$32,217,583 SMCI, VICR, PDFS, ENTG, ASPN 13F-HR 13 Nov 2023, 18:26
Q2 2023 120 $606,957,314 +$32,082,892 -$70,766,077 -$38,683,185 SMCI, PDFS, ENTG, VICR, NVMI 13F-HR 11 Aug 2023, 18:03
Q1 2023 121 $579,816,361 +$54,261,163 -$64,011,167 -$9,750,004 PDFS, SMCI, ENTG, KVHI, NVMI 13F-HR 12 May 2023, 18:36
Q4 2022 117 $552,624,320 +$55,592,761 -$50,055,696 +$5,537,065 SMCI, PLAB, PDFS, KVHI, TMO 13F-HR 13 Feb 2023, 17:34
Q3 2022 118 $510,429,000 +$60,057,467 -$58,713,424 +$1,344,043 ENTG, PDFS, PLAB, VICR, TMO 13F-HR 10 Nov 2022, 17:38
Q2 2022 121 $534,988,000 +$48,976,035 -$44,907,675 +$4,068,360 ENTG, FORM, TMO, PDFS, VICR 13F-HR 12 Aug 2022, 16:47
Q1 2022 124 $690,944,000 +$73,160,403 -$79,570,236 -$6,409,833 ENTG, FORM, PDFS, ASPN, TMO 13F-HR 13 May 2022, 17:48
Q4 2021 119 $796,659,000 +$97,753,239 -$93,000,632 +$4,752,607 ENTG, ASPN, PDFS, NVMI, VICR 13F-HR 11 Feb 2022, 19:26
Q3 2021 122 $749,188,000 +$102,157,876 -$38,962,005 +$63,195,871 ASPN, ENTG, VICR, PDFS, MKSI 13F-HR 12 Nov 2021, 18:37
Q2 2021 121 $683,871,000 +$54,324,691 -$148,757,633 -$94,432,942 ENTG, ASPN, PDFS, VICR, PLAB 13F-HR 13 Aug 2021, 18:15
Q1 2021 118 $731,973,000 +$143,816,041 -$55,549,412 +$88,266,629 ENTG, PLAB, PDFS, ASPN, MKSI 13F-HR 14 May 2021, 18:07
Q4 2020 109 $595,899,000 +$88,890,817 -$117,748,579 -$28,857,762 ENTG, VICR, PDFS, FORM, TMO 13F-HR 12 Feb 2021, 20:35
Q3 2020 108 $500,865,000 $0 $0 $0 ENTG, TMO, PDFS, VICR, KVHI New Holdings 25 Feb 2021, 13:07
Q3 2020 108 $500,865,000 +$57,430,425 -$48,932,284 +$8,498,141 ENTG, TMO, PDFS, VICR, KVHI 13F-HR 13 Nov 2020, 17:48
Q2 2020 102 $468,003,000 $0 $0 $0 ENTG, PDFS, SMCI, VICR, TMO New Holdings 25 Feb 2021, 12:45
Q2 2020 102 $468,003,000 +$81,002,102 -$74,427,878 +$6,574,224 ENTG, PDFS, SMCI, VICR, TMO 13F-HR 13 Aug 2020, 17:37
Q1 2020 110 $352,311,000 +$82,817,698 -$13,209,593 +$69,608,105 ENTG, TMO, PDFS, VICR, IIVI 13F-HR 15 May 2020, 12:19
Q4 2019 97 $366,976,000 $0 $0 $0 ENTG, PDFS, TMO, FORM, IIVI New Holdings 15 May 2020, 11:45
Q4 2019 97 $366,976,000 +$36,718,706 -$19,408,336 +$17,310,370 ENTG, PDFS, TMO, FORM, IIVI Restatement 02 Mar 2020, 15:33
Q3 2019 86 $311,539,000 +$22,718,675 -$24,828,762 -$2,110,087 ENTG, PDFS, TMO, CMCSA, FORM 13F-HR 13 Nov 2019, 20:37
Q2 2019 83 $303,131,000 +$17,899,829 -$28,505,974 -$10,606,145 PDFS, ENTG, TMO, CMCSA, KVHI 13F-HR 13 Aug 2019, 20:09
Q1 2019 78 $294,214,000 +$13,605,493 -$31,256,975 -$17,651,482 TMO, ENTG, PDFS, FORM, CMCSA 13F-HR 15 May 2019, 09:22
Q4 2018 84 $266,015,000 +$9,533,072 -$22,508,664 -$12,975,592 TMO, ENTG, FORM, PDFS, CMCSA 13F-HR 13 Feb 2019, 19:29
Q3 2018 85 $331,718,000 +$12,139,530 -$51,067,971 -$38,928,441 TMO, FORM, ENTG, KVHI, VSAT 13F-HR 13 Nov 2018, 18:16
Q2 2018 92 $356,248,000 +$12,544,387 -$26,018,891 -$13,474,504 TMO, ENTG, SMCI, VSAT, FORM 13F-HR 13 Aug 2018, 18:52
Q1 2018 92 $349,776,000 +$11,389,768 -$40,080,961 -$28,691,193 ENTG, TMO, FORM, VSAT, BA 13F-HR 15 May 2018, 09:40
Q4 2017 94 $375,976,000 +$7,407,213 -$28,610,231 -$21,203,018 FORM, VSAT, TMO, ENTG, PDFS 13F-HR 13 Feb 2018, 19:40
Q3 2017 89 $394,769,000 +$9,275,131 -$18,903,636 -$9,628,505 FORM, TMO, VSAT, ENTG, PDFS 13F-HR 14 Nov 2017, 10:39
Q2 2017 99 $375,635,000 +$7,689,809 -$31,179,556 -$23,489,747 ESRX, VSAT, TMO, SMCI, FORM 13F-HR 11 Aug 2017, 18:28
Q1 2017 106 $384,317,000 +$23,573,448 -$41,472,685 -$17,899,237 ESRX, VSAT, TMO, SMCI, PDFS 13F-HR 12 May 2017, 18:00
Q4 2016 101 $391,139,000 +$19,117,442 -$24,893,965 -$5,776,523 ESRX, TMO, VSAT, SMCI, BA 13F-HR 13 Feb 2017, 19:25
Q3 2016 99 $378,623,000 +$11,858,048 -$21,484,280 -$9,626,232 ESRX, TMO, VSAT, FORM, SMCI 13F-HR 10 Nov 2016, 18:43
Q2 2016 90 $359,239,000 +$5,310,911 -$27,130,013 -$21,819,102 ESRX, TMO, VSAT, FORM, SMCI 13F-HR 12 Aug 2016, 18:02
Q1 2016 98 $383,469,000 +$10,436,870 -$25,286,597 -$14,849,727 TMO, ESRX, SMCI, VSAT, GILD 13F-HR 13 May 2016, 17:53
Q4 2015 100 $401,949,000 +$4,337,944 -$24,510,762 -$20,172,818 ESRX, TMO, GILD, FORM, SMCI 13F-HR 12 Feb 2016, 18:08
Q3 2015 105 $399,323,000 +$9,670,649 -$12,624,531 -$2,953,882 ESRX, TMO, SMCI, GILD, VSAT 13F-HR 13 Nov 2015, 18:40
Q2 2015 108 $461,321,000 +$19,233,352 -$24,290,660 -$5,057,308 ESRX, GILD, TMO, FORM, SMCI 13F-HR 13 Aug 2015, 17:52
Q1 2015 109 $469,605,000 +$19,759,320 -$45,015,102 -$25,255,782 ESRX, TMO, GILD, FORM, SMCI 13F-HR 15 May 2015, 09:29
Q4 2014 117 $475,221,000 +$37,089,571 -$49,620,613 -$12,531,042 ESRX, SMCI, GILD, FORM, TMO 13F-HR 13 Feb 2015, 17:56
Q3 2014 121 $452,099,000 +$15,720,398 -$27,809,096 -$12,088,698 ESRX, GILD, SMCI, TMO, FORM 13F-HR 14 Nov 2014, 10:26
Q2 2014 122 $479,400,000 +$25,000,039 -$24,736,486 +$263,553 ESRX, TMO, GILD, FORM, SMCI 13F-HR 14 Aug 2014, 09:13
Q1 2014 118 $473,133,000 +$22,659,546 -$34,176,758 -$11,517,212 ESRX, TMO, GILD, VSAT, FORM 13F-HR 15 May 2014, 11:43
Q4 2013 111 $483,396,000 $0 $0 $0 ESRX, TMO, GILD, FORM, VSAT 13F-HR 13 Feb 2014, 17:48