Needham Investment Management LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
THERMO FISHER SCIENTIFIC INC.	—	$12.41M	25,250	0.6%
JACOBS SOLUTIONS INC.	—	$12.22M	96,000	0.6%
BWX Technologies, Inc.	—	$12.06M	59,000	0.6%
MDU RESOURCES GROUP INC	—	$11.55M	557,500	0.6%
Equinix Inc	—	$10.98M	11,200	0.6%
MYR Group Inc.	—	$10.90M	38,600	0.6%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.	—	$10.59M	129,000	0.5%
Energy Services of America CORPESOA	Common Stock	$10.50M	800,000	0.5%
CAMTEK LTD.	—	$10.08M	66,500	0.5%
TRANSCAT INC	—	$9.59M	130,500	0.5%
UNISYS CORP	—	$9.17M	4,428,000	0.5%
TERADYNE, INC	—	$8.60M	29,000	0.4%
TTM Technologies Inc	—	$8.52M	87,500	0.4%
COGNEX CORP	—	$8.48M	173,000	0.4%
GILEAD SCIENCES, INC.	—	$7.67M	55,000	0.4%
ASML HLDG NV	—	$7.66M	5,800	0.4%
908 Devices Inc.MASS	Common Stock	$7.59M	1,240,000	0.4%
VAIL RESORTS INC	—	$7.57M	59,000	0.4%
Evolv Technologies Holdings Inc	—	$7.56M	1,250,000	0.4%
BENTLEY SYSTEMS INC	—	$7.55M	215,000	0.4%
MODINE MANUFACTURING CO	—	$7.48M	34,500	0.4%
PRECISION OPTICS CORPORATION, INC.	—	$7.33M	1,670,550	0.4%
SMITH MIDLAND CORPSMID	Common Stock	$7.32M	225,000	0.4%
Research Solutions, Inc.	—	$7.13M	3,155,000	0.4%
abrdn Life Sciences InvestorsHQL	Closed-End Fund	$6.99M	429,573	0.4%
CRH PUBLIC LTD CO	—	$6.80M	64,700	0.3%
Comcast Corp.	—	$6.65M	231,500	0.3%
MASTEC INC	—	$6.47M	20,100	0.3%
Life Time Group Holdings, Inc.	—	$6.47M	240,000	0.3%
Northern Technologies International Corp.	—	$6.30M	765,000	0.3%
ROGERS CORP	—	$6.23M	58,000	0.3%
HONEYWELL INTERNATIONAL INC	—	$6.22M	27,500	0.3%
Atlanta Braves Holdings, Inc.	—	$6.19M	145,000	0.3%
Unusual Machines, Inc.UMAC	Common Stock	$6.01M	485,000	0.3%
HARMONIC INC.	—	$6.00M	668,000	0.3%
CoStar Group Inc	—	$5.73M	142,000	0.3%
CORNING INC /NY	—	$5.71M	42,000	0.3%
CORE MOLDING TECHNOLOGIES INC	—	$5.65M	252,371	0.3%
abrdn Healthcare InvestorsHQH	Closed-End Fund	$5.54M	311,284	0.3%
NAVIGATOR HLDGS LTD	—	$5.53M	286,000	0.3%
CarMax Inc	—	$5.34M	128,500	0.3%
LAM RESEARCH CORP	—	$5.34M	25,000	0.3%
LIGHTPATH TECHNOLOGIES INCLPTH	Common Stock	$5.29M	527,500	0.3%
SITIME Corp	—	$5.18M	15,000	0.3%
Ambiq Micro, Inc.AMBQ	Common Stock	$5.08M	200,000	0.3%
Red Cat Holdings, Inc.	—	$4.97M	380,000	0.3%
Marvell Technology, Inc.	—	$4.78M	48,250	0.2%
Apple Inc.	—	$4.68M	18,450	0.2%
Box Inc	—	$4.61M	195,000	0.2%
Medtronic plc	—	$4.60M	53,041	0.2%