NEEDHAM INVESTMENT MANAGEMENT LLC
Q2 2026 13F filing
Updated 27 days ago359 disclosed positions worth $3.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VICR VICOR CORP | $181.2M | 477.0K | 5.45% | Added(+3080.0%) |
| 2 | A AIP ARTERIS INC | $154.3M | 3.17M | 4.64% | Added(+1.6%) |
| 3 | V VSH VISHAY INTERTECHNOLOGY INC | $124.6M | 2.32M | 3.75% | Added(+8325.8%) |
| 4 | P PDFS PDF SOLUTIONS INC | $120.7M | 1.71M | 3.63% | Added(+620.0%) |
| 5 | L LASR NLIGHT INC | $118.7M | 1.71M | 3.57% | Added(+1244.9%) |
| 6 | V VRT VERTIV HOLDINGS CO | $87.3M | 260.8K | 2.63% | Added(+964.3%) |
| 7 | V VPG VISHAY PRECISION GROUP INC | $86.8M | 579.0K | 2.61% | Trimmed(-0.2%) |
| 8 | C CECO CECO ENVIRONMENTAL CORP | $83.3M | 917.5K | 2.50% | Added(+146.3%) |
| 9 | O ODC OIL DRI CORP AMER | $70.1M | 686.0K | 2.11% | Added(+1.3%) |
| 10 | T TDUP THREDUP INC | $69.7M | 10.18M | 2.10% | Added(+9.7%) |
| 11 | L LINC LINCOLN EDL SVCS CORP | $66.1M | 1.32M | 1.99% | Added(+3.7%) |
| 12 | T TTI TETRA TECHNOLOGIES INC DEL | $57.7M | 5.09M | 1.73% | Added(+50.8%) |
| 13 | F FORM FORMFACTOR INC | $51.6M | 322.5K | 1.55% | Added(+760.0%) |
| 14 | U UTI UNIVERSAL TECHNICAL INST INC | $48.3M | 1.13M | 1.45% | Added(+9.7%) |
| 15 | E ELMT ELMET GROUP CO (THE) | $40.4M | 2.04M | 1.21% | — |
| 16 | S SMCIP SUPER MICRO COMPUTER INC | $36.7M | 1.25M | 1.10% | Added(+437.6%) |
| 17 | A AIP ARTERIS INC | $36.6M | 752.5K | 1.10% | Trimmed(-75.9%) |
| 18 | V VECO VEECO INSTRS INC DEL | $36M | 474.4K | 1.08% | Added(+1280.0%) |
| 19 | A ASMLF NOVA LTD | $32.4M | 59.6K | 0.97% | Added(+231.4%) |
| 20 | C CCNEP CRA INTL INC | $30.7M | 215.5K | 0.92% | Added(+53.9%) |
| 21 | G GENI GENIUS SPORTS LIMITED | $29.1M | 4.80M | 0.87% | Added(+3740.0%) |
| 22 | W WTTR SELECT WATER SOLUTIONS INC | $26M | 1.30M | 0.78% | Added(+12.6%) |
| 23 | G GRC GORMAN RUPP CO | $25M | 272.5K | 0.75% | Unchanged |
| 24 | ? N/A AMBIQ MICRO INC | $24.6M | 279.0K | 0.74% | Added(+1016.0%) |
| 25 | K KLAC KLA CORP | $24.1M | 80.0K | 0.73% | Added(+900.0%) |
| 26 | C COHR COHERENT CORP | $23.7M | 60.0K | 0.71% | Added(+242.9%) |
| 27 | A ARLO ARLO TECHNOLOGIES INC | $22.8M | 1.69M | 0.69% | Added(+1200.0%) |
| 28 | V VSAT VIASAT INC | $22.5M | 250.0K | 0.68% | Added(+210.2%) |
| 29 | A ATROB ASTRONICS CORP | $22.1M | 272.5K | 0.67% | Unchanged |
| 30 | B BMI BADGER METER INC | $21.5M | 145.0K | 0.65% | Added(+383.3%) |
| 31 | M MKSI MKS INC. | $21.5M | 48.3K | 0.65% | Added(+221.7%) |
| 32 | V VSH VISHAY INTERTECHNOLOGY INC | $21.1M | 392.9K | 0.64% | Added(+1328.7%) |
| 33 | A ASUR ASURE SOFTWARE INC | $20.9M | 2.63M | 0.63% | Added(+1.1%) |
| 34 | F FORM FORMFACTOR INC | $20.8M | 130.0K | 0.63% | Added(+246.7%) |
| 35 | C CTRI CENTURI HOLDINGS INC | $20.1M | 665.0K | 0.60% | Added(+11936.2%) |
| 36 | M MTRX MATRIX SVC CO | $19.7M | 1.44M | 0.59% | Unchanged |
| 37 | M MYRG MYR GROUP INC | $19.5M | 39.0K | 0.59% | Added(+1.0%) |
| 38 | A AKAM AKAMAI TECHNOLOGIES INC | $19M | 160.5K | 0.57% | Added(+5.3%) |
| 39 | E ECG EVERUS CONSTR GROUP | $18.9M | 114.0K | 0.57% | Added(+812.0%) |
| 40 | B BRKRP BRUKER CORP | $18.7M | 311.0K | 0.56% | Added(+4876.0%) |
| 41 | N NVT NVENT ELEC PLC | $18.2M | 107.5K | 0.55% | Unchanged |
| 42 | E EVLVW EVOLV TECHNOLOGIES HLDNGS IN | $17.8M | 3.08M | 0.54% | Added(+146.0%) |
| 43 | G GNRC GENERAC HLDGS INC | $17.4M | 59.5K | 0.52% | Added(+1061.0%) |
| 44 | B BWXT BWX TECHNOLOGIES INC | $16.1M | 82.5K | 0.48% | Added(+3566.7%) |
| 45 | L LPTH LIGHTPATH TECHNOLOGIES INC | $15.7M | 959.0K | 0.47% | Added(+81.8%) |
| 46 | P PDFS PDF SOLUTIONS INC | $15.6M | 220.0K | 0.47% | Trimmed(-7.1%) |
| 47 | E ESOA ENERGY SERVICES OF AMER CORP | $15.5M | 800.0K | 0.47% | Unchanged |
| 48 | J J JACOBS SOLUTIONS INC | $14.5M | 115.0K | 0.44% | Added(+1990.9%) |
| 49 | U UIS UNISYS CORP | $14.4M | 3.92M | 0.43% | Added(+11581.5%) |
| 50 | L LTRX LANTRONIX INC | $14.1M | 2.40M | 0.42% | — |