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Needham Growth Fund | NEEGXMutual Fund | |
| NEEDHAM FUNDS INC | |
| Last update 2025-06-19 | 68 Stocks (1 new) |
| Value $142.00 Mil | Turnover 1 % |
Needham Growth Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCI | Super Micro Computer Inc | 302,500 | 10,357.6 | -3.97% | 7.290 | -0.20% | 0.050 | +50.25% | +59.32% | 28,981.5 | Hardware | |
ENTG | Entegris Inc | 87,500 | 7,654.5 | -7.41% | 5.390 | -0.36% | 0.060 | +20.59% | -12.34% | 13,117.3 | Semiconductors | |
TMO | Thermo Fisher Scientific Inc | 13,500 | 6,717.6 | -16.92% | 4.730 | -0.74% | 0.000 | -8.56% | -17.32% | 162,069.5 | Medical Diagnostics & Research | |
PDFS | PDF Solutions Inc | 315,000 | 6,019.6 | -0.51% | 4.240 | -0.02% | 0.800 | +32.35% | -15.10% | 899.8 | Software | |
AKAM | Akamai Technologies Inc | 72,500 | 5,836.3 | -3.33% | 4.110 | -0.12% | 0.050 | +0.89% | -16.91% | 11,312.9 | Software | |
KMX | CarMax Inc | 70,000 | 5,454.4 | -6.67% | 3.840 | -0.21% | 0.050 | -7.65% | -13.64% | 10,596.6 | Vehicles & Parts | |
PSN | Parsons Corp | 89,750 | 5,314.1 | +2.28% | 3.740 | +0.08% | 0.080 | +22.48% | -18.91% | 7,995.3 | Software | |
VICR | Vicor Corp | 110,000 | 5,145.8 | -14.73% | 3.620 | -0.48% | 0.240 | +3.54% | -4.24% | 2,091.8 | Hardware | |
NVMI | Nova Ltd | 27,500 | 5,069.1 | -36.42% | 3.570 | -1.61% | 0.090 | +65.49% | +44.69% | 8,377.9 | Semiconductors | |
BDX | Becton Dickinson & Co | 17,000 | 3,894.0 | -6.85% | 2.740 | -0.15% | 0.010 | -20.02% | -21.53% | 50,488.8 | Medical Devices & Instruments |
Needham Growth Fund's Historical Top Holdings Breakdowns
Needham Growth Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALTR Unlock Delisted | Altair Engineering Inc | 2025-03-31 | Sold Out Sold Out | -2.84% | 109.31 ($110.86) 111.85 | $111.85 | 0.89% | Sold Out | 0 | -50,000 | |
NVMI | Nova Ltd | 2025-03-31 | Reduce Reduce | -1.61% | 184.33 ($230.93) 273.65 | $284.96 | 23.40% | Reduce -36.42% | 27,500 | -15,750 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | Reduce Reduce | -0.74% | 497.6 ($541.6) 606.74 | $429.33 | -20.73% | Reduce -16.92% | 13,500 | -2,750 | |
CMCSA | Comcast Corp | 2025-03-31 | Reduce Reduce | -0.58% | 33.19 ($36.08) 38.23 | $35.99 | -0.25% | Reduce -42.75% | 39,500 | -29,500 | |
VICR | Vicor Corp | 2025-03-31 | Reduce Reduce | -0.48% | 46.78 ($53) 64.71 | $46.27 | -12.70% | Reduce -14.73% | 110,000 | -19,000 | |
ENTG | Entegris Inc | 2025-03-31 | Reduce Reduce | -0.36% | 87.48 ($100.87) 109.53 | $86.64 | -14.11% | Reduce -7.41% | 87,500 | -7,000 | |
GILD | Gilead Sciences Inc | 2025-03-31 | Reduce Reduce | -0.31% | 89.14 ($103.18) 117.41 | $111.75 | 8.31% | Reduce -46.43% | 7,500 | -6,500 | |
KVHI | KVH Industries Inc | 2025-03-31 | Reduce Reduce | -0.31% | 4.82 ($5.7) 6.12 | $5.41 | -5.09% | Reduce -31.57% | 225,000 | -103,800 | |
HII | Huntington Ingalls Industries Inc | 2025-03-31 | Reduce Reduce | -0.27% | 159.75 ($189.77) 208.61 | $252.08 | 32.83% | Reduce -21.57% | 10,000 | -2,750 | |
LH | Labcorp Holdings Inc | 2025-03-31 | Reduce Reduce | -0.27% | 228.19 ($242.67) 256.81 | $261.89 | 7.92% | Reduce -26.14% | 6,500 | -2,300 |
Needham Growth Fund Total Holding History ($B)
Needham Growth Fund's Asset Allocation
Needham Growth Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Needham Growth Fund's Hypothetical Growth since 2025-03-31
Needham Growth Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Needham Growth Fund's Holdings Heat Map
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Needham Growth Fund's Holdings Bubble Chart
Needham Growth Fund News
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