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| Needham Investment Management LLC
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| CRD # | 106783 |
| SEC # | 801-50449 |
| CIK # | 0001396716, 0001167212 |
| AUM | $1.4 B (2025-03-31) |
| Employees | 11 (27% Investors, 91% Brokers) |
| Phone | 212-371-8300 |
| Address | 250 Park Ave New York, NY 10177 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Super Micro Computer Inc | 69.9 | ||
| ThredUp Inc | 44.0 | ||
| PDF Solutions Inc | 40.9 | ||
| GS Acquisition Holdings Corp | 36.6 | ||
| nLight Inc | 36.2 | ||
| Nova Measuring Instruments Ltd | 35.7 | ||
| Oil DRI Corp of America | 33.1 | ||
| Vicor Corp | 32.0 | ||
| Arteris Inc | 28.2 | ||
| Unisys Corp | 25.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Needham Contrarian Fund LP | 2012-03-28 | 10.1 | |
| HF | Needham Contrarian QP Fund LP | 2012-03-28 | 49.1 | |
| HF | Needham Emerging Growth Partners LP | 2012-03-28 | 180.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 1,176.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 229.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 1,406.2 |
| By Discretionary | ||
| Discretionary | 5 | 1,406.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 1,406.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,406.2 | |
| Total | 5 | 1,406.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001167212] | |
| SC 13G | [0001167212] | |
| 3 | [0001396716] | |
| 4 | [0001396716] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Needham Group Inc | |
| KVH Industries Inc de | |
| Needham George A |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Needham Investment Management LLC
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|
NY | 1.4 |
|
Needham & Company LLC
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|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
EAM Global Investors LLC
✚
|
CA | 1.4 |
|
Water Island Capital LLC
✚
|
NY | 1.4 |
|
Squadra Investments - Gestao de Recursos LTDA
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|
1.4 | |
|
Passaic Partners LLC
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|
NJ | 1.4 |
|
Boldhaven Management LLP
✚
|
1.4 | |
|
Columbus Hill Capital Management LP
✚
|
NJ | 1.4 |
|
Tree Line Advisors Hong Kong Ltd
✚
|
1.4 | |
|
Paradice Investment Management LLC
✚
|
CO | 1.4 |
|
AFBI LP
✚
|
FL | 1.4 |
|
Boxer Capital Management LLC
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|
CA | 1.4 |