Needham Investment Management LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
CRH PUBLIC LTD CO	—	$6.80M	64,700	0.3%
abrdn Life Sciences InvestorsHQL	Closed-End Fund	$6.99M	429,573	0.4%
Research Solutions, Inc.	—	$7.13M	3,155,000	0.4%
SMITH MIDLAND CORPSMID	Common Stock	$7.32M	225,000	0.4%
PRECISION OPTICS CORPORATION, INC.	—	$7.33M	1,670,550	0.4%
MODINE MANUFACTURING CO	—	$7.48M	34,500	0.4%
BENTLEY SYSTEMS INC	—	$7.55M	215,000	0.4%
Evolv Technologies Holdings Inc	—	$7.56M	1,250,000	0.4%
VAIL RESORTS INC	—	$7.57M	59,000	0.4%
908 Devices Inc.MASS	Common Stock	$7.59M	1,240,000	0.4%
ASML HLDG NV	—	$7.66M	5,800	0.4%
GILEAD SCIENCES, INC.	—	$7.67M	55,000	0.4%
COGNEX CORP	—	$8.48M	173,000	0.4%
TTM Technologies Inc	—	$8.52M	87,500	0.4%
TERADYNE, INC	—	$8.60M	29,000	0.4%
UNISYS CORP	—	$9.17M	4,428,000	0.5%
TRANSCAT INC	—	$9.59M	130,500	0.5%
CAMTEK LTD.	—	$10.08M	66,500	0.5%
Energy Services of America CORPESOA	Common Stock	$10.50M	800,000	0.5%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.	—	$10.59M	129,000	0.5%
MYR Group Inc.	—	$10.90M	38,600	0.6%
Equinix Inc	—	$10.98M	11,200	0.6%
MDU RESOURCES GROUP INC	—	$11.55M	557,500	0.6%
BWX Technologies, Inc.	—	$12.06M	59,000	0.6%
JACOBS SOLUTIONS INC.	—	$12.22M	96,000	0.6%
THERMO FISHER SCIENTIFIC INC.	—	$12.41M	25,250	0.6%
Markel Group Inc	—	$12.82M	6,700	0.7%
Ecovyst Inc.	—	$13.12M	1,020,000	0.7%
Entegris, Inc.	—	$13.72M	117,000	0.7%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	—	$13.93M	55,750	0.7%
GENERAC HOLDINGS INC.	—	$14.15M	72,450	0.7%
Solstice Advanced Materials Inc.	—	$14.28M	187,500	0.7%
Everus Construction Group, Inc.	—	$14.93M	126,500	0.8%
LABCORP HOLDINGS INC.	—	$15.02M	56,313	0.8%
KLA CORP	—	$15.09M	10,250	0.8%
VIASAT INC	—	$15.14M	330,600	0.8%
TENNANT CO	—	$15.21M	229,000	0.8%
BRUKER CORP	—	$15.32M	424,250	0.8%
ASPEN AEROGELS INC	—	$15.45M	4,518,775	0.8%
ADTRAN Holdings, Inc.	—	$15.45M	1,228,500	0.8%
Vital Farms, Inc.	—	$16.24M	1,150,000	0.8%
MATRIX SERVICE COMPANY	—	$16.47M	1,435,000	0.8%
GORMAN RUPP CO	—	$16.93M	272,500	0.9%
Select Water Solutions, Inc.	—	$17.67M	1,155,000	0.9%
Genius Sports Ltd	—	$17.72M	4,000,000	0.9%
ASTRONICS CORP	—	$18.18M	272,500	0.9%
nVent Electric plc	—	$18.27M	154,500	0.9%
CLEAN HARBORS INC	—	$19.74M	68,856	1.0%
Akamai Technologies Inc	—	$20.50M	178,500	1.0%
HUNTINGTON INGALLS INDUSTRIES, INC.	—	$20.99M	55,250	1.1%