Institutions / Needham Investment Management LLC
Needham Investment Management LLC
CIK 1167212 · Institution · as of Mar 31, 2026
Portfolio value
$1.96B
Positions
176
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.96B+23.7%Positions
176+8.6%Top holdings
Mar 31, 2026View all 176 →
| Company | Value | % of portfolio |
|---|---|---|
| Nlight, Inc. | $109.63M | 5.6% |
| Vicor Corp | $84.04M | 4.3% |
| Vertiv Holdings Co | $71.48M | 3.7% |
| PDF Solutions, Inc. | $66.16M | 3.4% |
| Arteris, Inc.AIP | $64.98M | 3.3% |
| FormFactor Inc | $58.53M | 3.0% |
| Vishay Intertechnology Inc | $52.56M | 2.7% |
| Lincoln Educational Services Corporation | $51.97M | 2.7% |
| Oil-Dri Corp of America | $44.10M | 2.3% |
| Nova Ltd | $40.02M | 2.0% |
| Universal Technical Institute Inc | $37.18M | 1.9% |
| Super Micro Computer, Inc. | $36.81M | 1.9% |
| Thermon Group Holdings, Inc. | $31.88M | 1.6% |
| ThredUp Inc. | $30.42M | 1.6% |
| Veeco Instruments Inc | $29.80M | 1.5% |
| Tetra Technologies Inc | $28.75M | 1.5% |
| MKS Inc | $27.58M | 1.4% |
| Vishay Precision Group, Inc. | $26.92M | 1.4% |
| Coherent Corp | $25.13M | 1.3% |
| Arlo Technologies, Inc. | $25.04M | 1.3% |
| Photronics Inc | $24.45M | 1.2% |
| Centuri Holdings, Inc. | $23.88M | 1.2% |
| Ceco Environmental CorpCECO | $23.09M | 1.2% |
| Cra International, Inc. | $22.66M | 1.2% |
| Asure Software Inc | $22.42M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Tennant Co Common stock | $10.72M | +162K +239.26% | 229,000 0.78% of portfolio | medium |
| Q1 2026 as of | Add | ThredUp Inc. Common stock | $10.50M | +3.2M +52.67% | 9,275,000 1.55% of portfolio | medium |
| Q1 2026 as of | Add | Vishay Intertechnology Inc Common stock | $9.81M | +545K +22.95% | 2,920,000 2.69% of portfolio | medium |
| Q1 2026 as of | Trim | TTM Technologies Inc Common stock | $-9.52M | -98K -52.77% | 87,500 0.44% of portfolio | medium |
| Q1 2026 as of | Add | AIP Arteris, Inc. Common Stock | $8.89M | +541K +15.86% | 3,952,500 3.32% of portfolio | medium |
| Q1 2026 as of | Trim | FormFactor Inc Common stock | $-8.83M | -91K -13.10% | 603,500 2.99% of portfolio | medium |
| Q1 2026 as of | Trim | Entegris, Inc. Common stock | $-8.72M | -74K -38.87% | 117,000 0.70% of portfolio | medium |
| Q1 2026 as of | Add | Tetra Technologies Inc Common stock | $8.52M | +1.0M +42.11% | 3,375,000 1.47% of portfolio | medium |
| Q1 2026 as of | Trim | Nova Ltd Common stock | $-8.51M | -20K -17.54% | 92,150 2.05% of portfolio | medium |
| Q1 2026 as of | Add | Universal Technical Institute Inc Common stock | $8.03M | +223K +27.55% | 1,030,000 1.90% of portfolio | medium |