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Needham Investment Management LLC

All holdings · as of Mar 31, 2026

176 positions

CompanyClassValueShares% of portfolio
FLOTEK INDUSTRIES INC/CNFTKCommon Stock$678.8K40,0000.0%
Extreme Networks Inc$678.6K45,0000.0%
Waters Corp$674.8K2,2660.0%
STERLING INFRASTRUCTURE, INC.$610.9K1,5000.0%
BROOKFIELD ASSET MANAGMT LTD$558.7K12,5700.0%
Mobileye Global Inc.$549.6K80,0000.0%
Circle Internet Group, Inc.CRCLCommon Stock$516.4K5,4120.0%
Commerce.com, Inc.$507.3K190,0000.0%
FREQUENCY ELECTRS INC$398.3K9,0000.0%
Kimbell Royalty Partners, LPKRPUnit$367.9K25,4240.0%
UGI CORP /PA$364.2K10,0000.0%
Mayville Engineering Company, Inc.$359.0K20,0000.0%
Fortrea Holdings Inc.$355.7K37,7630.0%
Versant Media Group, Inc.$342.8K9,2600.0%
SLB LIMITED/NV$334.0K6,5000.0%
FRP HOLDINGS, INC.FRPHCommon Stock$328.2K15,0000.0%
Ultra Clean Holdings Inc$310.9K5,0000.0%
DRAGANFLY INC.$294.6K60,0000.0%
Netflix Inc$288.4K3,0000.0%
Salesforce Inc$280.0K1,5000.0%
CareDx, Inc.$260.4K15,0000.0%
BellRing Brands Inc$241.3K15,0000.0%
ICHOR HOLDINGS, LTD.$233.1K5,0000.0%
Alight, Inc. / Delaware$174.8K300,0000.0%
KinderCare Learning Companies, Inc.KLCCommon Stock$89.8K40,8100.0%
STANDARD BIOTOOLS INC.$31.7K34,4350.0%
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