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Needham Investment Management LLC

All holdings · as of Mar 31, 2026

176 positions

CompanyClassValueShares% of portfolio
STANDARD BIOTOOLS INC.—$31.7K34,4350.0%
KinderCare Learning Companies, Inc.KLCCommon Stock$89.8K40,8100.0%
Alight, Inc. / Delaware—$174.8K300,0000.0%
ICHOR HOLDINGS, LTD.—$233.1K5,0000.0%
BellRing Brands Inc—$241.3K15,0000.0%
CareDx, Inc.—$260.4K15,0000.0%
Salesforce Inc—$280.0K1,5000.0%
Netflix Inc—$288.4K3,0000.0%
DRAGANFLY INC.—$294.6K60,0000.0%
Ultra Clean Holdings Inc—$310.9K5,0000.0%
FRP HOLDINGS, INC.FRPHCommon Stock$328.2K15,0000.0%
SLB LIMITED/NV—$334.0K6,5000.0%
Versant Media Group, Inc.—$342.8K9,2600.0%
Fortrea Holdings Inc.—$355.7K37,7630.0%
Mayville Engineering Company, Inc.—$359.0K20,0000.0%
UGI CORP /PA—$364.2K10,0000.0%
Kimbell Royalty Partners, LPKRPUnit$367.9K25,4240.0%
FREQUENCY ELECTRS INC—$398.3K9,0000.0%
Commerce.com, Inc.—$507.3K190,0000.0%
Circle Internet Group, Inc.CRCLCommon Stock$516.4K5,4120.0%
Mobileye Global Inc.—$549.6K80,0000.0%
BROOKFIELD ASSET MANAGMT LTD—$558.7K12,5700.0%
STERLING INFRASTRUCTURE, INC.—$610.9K1,5000.0%
Waters Corp—$674.8K2,2660.0%
Extreme Networks Inc—$678.6K45,0000.0%
FLOTEK INDUSTRIES INC/CNFTKCommon Stock$678.8K40,0000.0%
CLEANSPARK, INC.—$680.8K80,0000.0%
CrowdStrike Holdings, Inc.—$722.3K1,8500.0%
MERCURY SYSTEMS INC—$729.1K10,0000.0%
DuPont de Nemours, Inc.—$778.6K17,0000.0%
Netskope Inc—$849.0K100,0000.0%
WASTE MANAGEMENT INC—$861.7K3,7500.0%
Hinge Health, Inc.—$867.6K22,5000.0%
Penguin Solutions, Inc.PENGCommon Stock$880.0K50,0000.0%
Quest Diagnostics Inc—$881.9K4,5000.0%
LINDBLAD EXPEDITIONS HOLDINGS, INC.LINDCommon Stock$903.5K52,2230.0%
LOCKHEED MARTIN CORP—$906.6K1,5000.0%
VERIZON COMMUNICATIONS INC—$1.00M20,0000.1%
EDUCATIONAL DEV CORP—$1.01M800,0000.1%
Ambarella Inc—$1.03M20,0000.1%
UNITEDHEALTH GROUP INC—$1.08M4,0000.1%
KOPIN CORP—$1.13M500,0000.1%
AeroVironment Inc—$1.14M6,2500.1%
Trade Desk, Inc.—$1.16M51,0000.1%
Klaviyo, Inc.—$1.26M65,0000.1%
POWER INTEGRATIONS INC—$1.30M25,4000.1%
HEICO CORP—$1.37M5,0000.1%
Alphabet Inc.—$1.44M5,0000.1%
RTX Corp—$1.47M7,6000.1%
CHEVRON CORP—$1.71M8,2500.1%
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