Needham Investment Management LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
NLIGHT, INC.	—	$109.63M	1,922,740	5.6%
VICOR CORP	—	$84.04M	522,000	4.3%
Vertiv Holdings Co	—	$71.48M	285,250	3.7%
PDF Solutions, Inc.	—	$66.16M	2,022,700	3.4%
Arteris, Inc.AIP	Common Stock	$64.98M	3,952,500	3.3%
FormFactor Inc	—	$58.53M	603,500	3.0%
Vishay Intertechnology Inc	—	$52.56M	2,920,000	2.7%
LINCOLN EDUCATIONAL SERVICES CORPORATION	—	$51.97M	1,277,500	2.7%
Oil-Dri Corp of America	—	$44.10M	677,500	2.3%
NOVA LTD	—	$40.02M	92,150	2.0%
UNIVERSAL TECHNICAL INSTITUTE INC	—	$37.18M	1,030,000	1.9%
Super Micro Computer, Inc.	—	$36.81M	1,616,500	1.9%
Thermon Group Holdings, Inc.	—	$31.88M	632,500	1.6%
ThredUp Inc.	—	$30.42M	9,275,000	1.6%
Veeco Instruments Inc	—	$29.80M	880,000	1.5%
TETRA TECHNOLOGIES INC	—	$28.75M	3,375,000	1.5%
MKS Inc	—	$27.58M	120,000	1.4%
Vishay Precision Group, Inc.	—	$26.92M	620,000	1.4%
COHERENT CORP	—	$25.13M	105,500	1.3%
Arlo Technologies, Inc.	—	$25.04M	1,760,000	1.3%
PHOTRONICS INC	—	$24.45M	605,000	1.2%
Centuri Holdings, Inc.	—	$23.88M	817,628	1.2%
CECO ENVIRONMENTAL CORPCECO	Common Stock	$23.09M	387,500	1.2%
CRA INTERNATIONAL, INC.	—	$22.66M	140,006	1.2%
ASURE SOFTWARE INC	—	$22.42M	2,607,500	1.1%
PARSONS CORPPSN	Common Stock	$22.16M	409,000	1.1%
HUNTINGTON INGALLS INDUSTRIES, INC.	—	$20.99M	55,250	1.1%
Akamai Technologies Inc	—	$20.50M	178,500	1.0%
CLEAN HARBORS INC	—	$19.74M	68,856	1.0%
nVent Electric plc	—	$18.27M	154,500	0.9%
ASTRONICS CORP	—	$18.18M	272,500	0.9%
Genius Sports Ltd	—	$17.72M	4,000,000	0.9%
Select Water Solutions, Inc.	—	$17.67M	1,155,000	0.9%
GORMAN RUPP CO	—	$16.93M	272,500	0.9%
MATRIX SERVICE COMPANY	—	$16.47M	1,435,000	0.8%
Vital Farms, Inc.	—	$16.24M	1,150,000	0.8%
ADTRAN Holdings, Inc.	—	$15.45M	1,228,500	0.8%
ASPEN AEROGELS INC	—	$15.45M	4,518,775	0.8%
BRUKER CORP	—	$15.32M	424,250	0.8%
TENNANT CO	—	$15.21M	229,000	0.8%
VIASAT INC	—	$15.14M	330,600	0.8%
KLA CORP	—	$15.09M	10,250	0.8%
LABCORP HOLDINGS INC.	—	$15.02M	56,313	0.8%
Everus Construction Group, Inc.	—	$14.93M	126,500	0.8%
Solstice Advanced Materials Inc.	—	$14.28M	187,500	0.7%
GENERAC HOLDINGS INC.	—	$14.15M	72,450	0.7%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	—	$13.93M	55,750	0.7%
Entegris, Inc.	—	$13.72M	117,000	0.7%
Ecovyst Inc.	—	$13.12M	1,020,000	0.7%
Markel Group Inc	—	$12.82M	6,700	0.7%