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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 | +63.05% | +63.58% | 29,757.3 | Hardware | |
ENTG | Entegris Inc | 87,500 | 7,654.5 | -7.41% | 5.390 | -0.36% | 0.060 | +32.87% | -6.91% | 13,928.8 | Semiconductors | |
TMO | Thermo Fisher Scientific Inc | 13,500 | 6,717.6 | -16.92% | 4.730 | -0.74% | 0.000 | -1.53% | -17.65% | 161,423.9 | Medical Diagnostics & Research | |
PDFS | PDF Solutions Inc | 315,000 | 6,019.6 | -0.51% | 4.240 | -0.02% | 0.800 | +38.20% | -12.43% | 928.2 | Software | |
AKAM | Akamai Technologies Inc | 72,500 | 5,836.3 | -3.33% | 4.110 | -0.12% | 0.050 | +9.14% | -15.94% | 11,443.8 | Software | |
KMX | CarMax Inc | 70,000 | 5,454.4 | -6.67% | 3.840 | -0.21% | 0.050 | -2.34% | -22.30% | 9,534.1 | Vehicles & Parts | |
PSN | Parsons Corp | 89,750 | 5,314.1 | +2.28% | 3.740 | +0.08% | 0.080 | +17.04% | -18.70% | 8,015.6 | Software | |
VICR | Vicor Corp | 110,000 | 5,145.8 | -14.73% | 3.620 | -0.48% | 0.240 | -3.50% | -6.46% | 2,043.4 | Hardware | |
NVMI | Nova Ltd | 27,500 | 5,069.1 | -36.42% | 3.570 | -1.61% | 0.090 | +57.70% | +39.43% | 8,073.6 | Semiconductors | |
BDX | Becton Dickinson & Co | 17,000 | 3,894.0 | -6.85% | 2.740 | -0.15% | 0.010 | -8.76% | -19.25% | 51,956.2 | 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 | $274.61 | 18.91% | 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 | $427.62 | -21.05% | Reduce -16.92% | 13,500 | -2,750 | |
CMCSA | Comcast Corp | 2025-03-31 | Reduce Reduce | -0.58% | 33.19 ($36.08) 38.23 | $35.27 | -2.25% | Reduce -42.75% | 39,500 | -29,500 | |
VICR | Vicor Corp | 2025-03-31 | Reduce Reduce | -0.48% | 46.78 ($53) 64.71 | $45.20 | -14.72% | Reduce -14.73% | 110,000 | -19,000 | |
ENTG | Entegris Inc | 2025-03-31 | Reduce Reduce | -0.36% | 87.48 ($100.87) 109.53 | $92.00 | -8.79% | Reduce -7.41% | 87,500 | -7,000 | |
GILD | Gilead Sciences Inc | 2025-03-31 | Reduce Reduce | -0.31% | 89.14 ($103.18) 117.41 | $110.17 | 6.77% | Reduce -46.43% | 7,500 | -6,500 | |
KVHI | KVH Industries Inc | 2025-03-31 | Reduce Reduce | -0.31% | 4.82 ($5.7) 6.12 | $5.32 | -6.67% | 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 | $253.96 | 33.83% | Reduce -21.57% | 10,000 | -2,750 | |
LH | Labcorp Holdings Inc | 2025-03-31 | Reduce Reduce | -0.27% | 228.19 ($242.67) 256.81 | $252.07 | 3.87% | Reduce -26.14% | 6,500 | -2,300 |
Needham Growth Fund Total Holding History ($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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