Needham Investment Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.96B
Q ending 2026-03-31
Prior quarter
$1.58B
Q ending 2025-12-31
Change
+23.7% QoQ · +83.4% YoY
Positions
176
reported holdings
Largest positions
Top 100 of 176 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nlight Inc | LASR | Shares | $109.6M | 1.9M |
| Vicor Corp | VICR | Shares | $84.0M | 522K |
| Vertiv Holdings Co | VRT | Shares | $71.5M | 285K |
| Pdf Solutions Inc | PDFS | Shares | $66.2M | 2.0M |
| Arteris Inc | AIP | Shares | $65.0M | 4.0M |
| Formfactor Inc | FORM | Shares | $58.5M | 604K |
| Vishay Intertechnology Inc | VSH | Shares | $52.6M | 2.9M |
| Lincoln Edl Svcs Corp | LINC | Shares | $52.0M | 1.3M |
| Oil Dri Corp Amer | ODC | Shares | $44.1M | 678K |
| Nova Ltd | Shares | $40.0M | 92K | |
| Universal Technical Inst Inc | UTI | Shares | $37.2M | 1.0M |
| Super Micro Computer Inc | SMCI | Shares | $36.8M | 1.6M |
| Thermon Group Hldgs Inc | 8TG | Shares | $31.9M | 633K |
| Thredup Inc | TDUP | Shares | $30.4M | 9.3M |
| Veeco Instrs Inc Del | VECO | Shares | $29.8M | 880K |
| Tetra Technologies Inc Del | TTI | Shares | $28.8M | 3.4M |
| Mks Inc. | MKSI | Shares | $27.6M | 120K |
| Vishay Precision Group Inc | VPG | Shares | $26.9M | 620K |
| Coherent Corp | COHR | Shares | $25.1M | 106K |
| Arlo Technologies Inc | ARLO | Shares | $25.0M | 1.8M |
| Photronics Inc | PLAB | Shares | $24.4M | 605K |
| Centuri Holdings Inc | CTRI | Shares | $23.9M | 818K |
| Ceco Environmental Corp | CECO | Shares | $23.1M | 388K |
| Cra Intl Inc | CRAI | Shares | $22.7M | 140K |
| Asure Software Inc | ASUR | Shares | $22.4M | 2.6M |
| Parsons Corp Del | PSN | Shares | $22.2M | 409K |
| Huntington Ingalls Inds Inc | HII | Shares | $21.0M | 55K |
| Akamai Technologies Inc | AKAM | Shares | $20.5M | 179K |
| Clean Harbors Inc | CLH | Shares | $19.7M | 69K |
| Nvent Elec Plc | Shares | $18.3M | 155K | |
| Astronics Corp | ATRO | Shares | $18.2M | 273K |
| Genius Sports Limited | Shares | $17.7M | 4.0M | |
| Select Water Solutions Inc | WTTR | Shares | $17.7M | 1.2M |
| Gorman Rupp Co | GRC | Shares | $16.9M | 273K |
| Matrix Svc Co | MTRX | Shares | $16.5M | 1.4M |
| Vital Farms Inc | VITL | Shares | $16.2M | 1.1M |
| Adtran Holdings Inc | ADTN | Shares | $15.5M | 1.2M |
| Aspen Aerogels Inc | ASPN | Shares | $15.5M | 4.5M |
| Bruker Corp | BRKR | Shares | $15.3M | 424K |
| Tennant Co | TNC | Shares | $15.2M | 229K |
| Viasat Inc | VSAT | Shares | $15.1M | 331K |
| Kla Corp | KLAC | Shares | $15.1M | 10K |
| Labcorp Holdings Inc | LH | Shares | $15.0M | 56K |
| Everus Constr Group | ECG | Shares | $14.9M | 127K |
| Solstice Advanced Matls Inc | SOLS | Shares | $14.3M | 188K |
| Generac Hldgs Inc | GNRC | Shares | $14.2M | 72K |
| Wabtec | WAB | Shares | $13.9M | 56K |
| Entegris Inc | ENTG | Shares | $13.7M | 117K |
| Ecovyst Inc | ECVT | Shares | $13.1M | 1.0M |
| Markel Group Inc | MKL | Shares | $12.8M | 7K |
| Thermo Fisher Scientific Inc | TMO | Shares | $12.4M | 25K |
| Jacobs Solutions Inc | J | Shares | $12.2M | 96K |
| Bwx Technologies Inc | BWXT | Shares | $12.1M | 59K |
| Mdu Res Group Inc | MDU | Shares | $11.6M | 558K |
| Equinix Inc | EQIX | Shares | $11.0M | 11K |
| Myr Group Inc | MYRG | Shares | $10.9M | 39K |
| Bright Horizons Fam Sol In D | BFAM | Shares | $10.6M | 129K |
| Energy Services Of Amer Corp | ESOA | Shares | $10.5M | 800K |
| Camtek Ltd | Shares | $10.1M | 67K | |
| Transcat Inc | TRNS | Shares | $9.6M | 131K |
| Unisys Corp | UIS | Shares | $9.2M | 4.4M |
| Teradyne Inc | TER | Shares | $8.6M | 29K |
| Ttm Technologies Inc | TTMI | Shares | $8.5M | 88K |
| Cognex Corp | CGNX | Shares | $8.5M | 173K |
| Gilead Sciences Inc | GILD | Shares | $7.7M | 55K |
| Asml Hldg Nv | Shares | $7.7M | 6K | |
| 908 Devices Inc | MASS | Shares | $7.6M | 1.2M |
| Vail Resorts Inc | MTN | Shares | $7.6M | 59K |
| Evolv Technologies Hldngs In | EVLV | Shares | $7.6M | 1.3M |
| Bentley Sys Inc | BSY | Shares | $7.6M | 215K |
| Modine Mfg Co | MOD | Shares | $7.5M | 35K |
| Precision Optics Corp Inc Ma | POCI | Shares | $7.3M | 1.7M |
| Smith Midland Corp | SMID | Shares | $7.3M | 225K |
| Research Solutions Inc | RSSS | Shares | $7.1M | 3.2M |
| Abrdn Life Sciences Investor | HQL | Shares | $7.0M | 430K |
| Crh Plc | Shares | $6.8M | 65K | |
| Comcast Corp New | CMCSA | Shares | $6.6M | 232K |
| Mastec Inc | MTZ | Shares | $6.5M | 20K |
| Life Time Group Holdings Inc | LTH | Shares | $6.5M | 240K |
| Northern Technologies Intl C | NTIC | Shares | $6.3M | 765K |
| Rogers Corp | ROG | Shares | $6.2M | 58K |
| Honeywell Intl Inc | HONGBP | Shares | $6.2M | 28K |
| Atlanta Braves Hldgs Inc | BATRK | Shares | $6.2M | 145K |
| Unusual Machs Inc | UMAC | Shares | $6.0M | 485K |
| Harmonic Inc | HLIT | Shares | $6.0M | 668K |
| Costar Group Inc | CSGP | Shares | $5.7M | 142K |
| Corning Inc | GLW | Shares | $5.7M | 42K |
| Core Molding Technologies In | CMT | Shares | $5.7M | 252K |
| Abrdn Healthcare Investors | HQH | Shares | $5.5M | 311K |
| Navigator Hldgs Ltd | Shares | $5.5M | 286K | |
| Carmax Inc | KMX | Shares | $5.3M | 129K |
| Lam Research Corp | LRCX | Shares | $5.3M | 25K |
| Lightpath Technologies Inc | LPTH | Shares | $5.3M | 528K |
| Sitime Corp | SITM | Shares | $5.2M | 15K |
| Ambiq Micro Inc | AMBQ | Shares | $5.1M | 200K |
| Red Cat Hldgs Inc | RCAT | Shares | $5.0M | 380K |
| Marvell Technology Inc | MRVL | Shares | $4.8M | 48K |
| Apple Inc | AAPL | Shares | $4.7M | 18K |
| Box Inc | BOX | Shares | $4.6M | 195K |
| Medtronic Plc | Shares | $4.6M | 53K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.