NIM
Needham Investment Management Portfolio holdings
AUM
$1.43B
1-Year Est. Return
39.31%
1 Year Est. Return
+39.31%
AUM
$1.43B
AUM Growth
+$180M
(+14%)
Holding
164
Top Buys
| 1 | +$8.96M | |
| 2 | +$7.78M | |
| 3 | +$6M | |
| 4 |
Bruker
BRKR
|
+$5.83M |
| 5 |
Box
BOX
|
+$5.16M |
Top Sells
| 1 | +$35.9M | |
| 2 | +$6.13M | |
| 3 | +$4.16M | |
| 4 |
Vicor
VICR
|
+$3.18M |
| 5 |
Akamai
AKAM
|
+$2.54M |
Sector Composition
| 1 | Technology | 49.56% |
| 2 | Industrials | 21.69% |
| 3 | Consumer Discretionary | 5.78% |
| 4 | Healthcare | 5.35% |
| 5 | Materials | 4.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Enhabit
EHAB
$487M
| $401K | 0.03% |
50,000
|
|
||
|
HNGE
152
Hinge Health
HNGE
$3.89B
| $368K | 0.03% |
+7,500
|
|
||
153
Kimbell Royalty Partners
KRP
$1.19B
| $343K | 0.02% |
25,424
|
|
||
154
UGI
UGI
$8.1B
| $333K | 0.02% |
10,000
|
|
||
155
Fortrea Holdings
FTRE
$1.35B
| $318K | 0.02% |
37,763
|
|
||
156
Calix
CALX
$3.69B
| $307K | 0.02% |
5,000
-35,000
|
|
||
157
CleanSpark
CLSK
$3.79B
| $290K | 0.02% |
+20,000
|
|
||
158
CoStar Group
CSGP
$29B
| $274K | 0.02% |
+3,250
|
|
||
|
KLC
159
KinderCare Learning Companies
KLC
$519M
| $266K | 0.02% |
40,000
|
|
||
160
Yext
YEXT
$1.04B
| $256K | 0.02% |
30,000
|
|
||
161
Quest Resource Holding
QRHC
$46.1M
| $246K | 0.02% |
157,500
-248,523
|
|
||
|
FARO
162
DELISTED
Faro Technologies
FARO
| – | – |
-818,375
|
|
||
163
Mativ Holdings
MATV
$658M
| – | – |
-72,500
|
|
||
164
Sportradar
SRAD
$6.98B
| – | – |
-35,000
|
|