test

James W. Giangrasso

@Needham Investment Management Llc

Latest period2024 - Q3ReportedManaged Assets$1.302BTotal holdings146
Assets growth rate7.01%Assets growth rate (2-Q avg)10.05%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Needham Investment Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Needham Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.302B in assets, with a quarterly growth rate of 7.01% and a 2-quarter average growth rate of 10.05%. The portfolio is managed by James W. Giangrasso, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QRHCQuest Resource Hldg Corp
Recent Activity
New Position
0.22%
$2.793M
350,000 shares@ $7.98 avg price
MYRGMyr Group Inc Del
Recent Activity
New Position
0.2%
$2.556M
25,000 shares@ $102.23 avg price
BSYBentley Sys Inc
Recent Activity
New Position
0.17%
$2.134M
42,000 shares@ $50.81 avg price
JJacobs Solutions Inc
Recent Activity
New Position
0.11%
$1.309M
10,000 shares@ $130.9 avg price
NSITInsight Enterprises Inc
Recent Activity
New Position
0.09%
$1.077M
5,000 shares@ $215.39 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
New Position
0.05%
$560,940
2,000 shares@ $280.47 avg price
LINELineage Inc
Recent Activity
New Position
0.04%
$489,875
6,250 shares@ $78.38 avg price
BNTBrookfield Wealth Sol Ltd
Recent Activity
New Position
0.04%
$425,280
8,000 shares@ $53.16 avg price
PLOWDouglas Dynamics Inc
Recent Activity
New Position
0.04%
$413,700
15,000 shares@ $27.58 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.03%
$322,501
10,000 shares@ $32.26 avg price