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Needham Investment Management LLC

All holdings · as of Mar 31, 2026

176 positions

CompanyClassValueShares% of portfolio
PARSONS CORPPSNCommon Stock$22.16M409,0001.1%
ASURE SOFTWARE INC$22.42M2,607,5001.1%
CRA INTERNATIONAL, INC.$22.66M140,0061.2%
CECO ENVIRONMENTAL CORPCECOCommon Stock$23.09M387,5001.2%
Centuri Holdings, Inc.$23.88M817,6281.2%
PHOTRONICS INC$24.45M605,0001.2%
Arlo Technologies, Inc.$25.04M1,760,0001.3%
COHERENT CORP$25.13M105,5001.3%
Vishay Precision Group, Inc.$26.92M620,0001.4%
MKS Inc$27.58M120,0001.4%
TETRA TECHNOLOGIES INC$28.75M3,375,0001.5%
Veeco Instruments Inc$29.80M880,0001.5%
ThredUp Inc.$30.42M9,275,0001.6%
Thermon Group Holdings, Inc.$31.88M632,5001.6%
Super Micro Computer, Inc.$36.81M1,616,5001.9%
UNIVERSAL TECHNICAL INSTITUTE INC$37.18M1,030,0001.9%
NOVA LTD$40.02M92,1502.0%
Oil-Dri Corp of America$44.10M677,5002.3%
LINCOLN EDUCATIONAL SERVICES CORPORATION$51.97M1,277,5002.7%
Vishay Intertechnology Inc$52.56M2,920,0002.7%
FormFactor Inc$58.53M603,5003.0%
Arteris, Inc.AIPCommon Stock$64.98M3,952,5003.3%
PDF Solutions, Inc.$66.16M2,022,7003.4%
Vertiv Holdings Co$71.48M285,2503.7%
VICOR CORP$84.04M522,0004.3%
NLIGHT, INC.$109.63M1,922,7405.6%
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