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NEEDHAM INVESTMENT MANAGEMENT LLC 13F holdings

Filed 2026-08-14 · NEEDHAM INVESTMENT MANAGEMENT LLC · 359 positions · $3.3B

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TickerCompanySharesValue% of portfolio
VICRVICOR CORP477.0K$181.2M5.4%
AIPARTERIS INC3.2M$154.3M4.6%
VSHVISHAY INTERTECHNOLOGY INC2.3M$124.6M3.7%
PDFSPDF SOLUTIONS INC1.7M$120.7M3.6%
LASRNLIGHT INC1.7M$118.7M3.6%
VRTVERTIV HOLDINGS CO260.8K$87.3M2.6%
VPGVISHAY PRECISION GROUP INC579.0K$86.8M2.6%
CECOCECO ENVIRONMENTAL CORP917.5K$83.3M2.5%
ODCOIL DRI CORP AMER686.0K$70.1M2.1%
TDUPTHREDUP INC10.2M$69.7M2.1%
LINCLINCOLN EDL SVCS CORP1.3M$66.1M2.0%
TTITETRA TECHNOLOGIES INC DEL5.1M$57.7M1.7%
FORMFORMFACTOR INC322.5K$51.6M1.6%
UTIUNIVERSAL TECHNICAL INST INC1.1M$48.3M1.5%
ELMTELMET GROUP CO (THE)2.0M$40.4M1.2%
SMCISUPER MICRO COMPUTER INC1.2M$36.7M1.1%
AIPARTERIS INC752.5K$36.6M1.1%
VECOVEECO INSTRS INC DEL474.4K$36.0M1.1%
—NOVA LTD59.6K$32.4M1.0%
CRAICRA INTL INC215.5K$30.7M0.9%
—GENIUS SPORTS LIMITED4.8M$29.1M0.9%
WTTRSELECT WATER SOLUTIONS INC1.3M$26.0M0.8%
GRCGORMAN RUPP CO272.5K$25.0M0.8%
AMBQAMBIQ MICRO INC279.0K$24.6M0.7%
KLACKLA CORP80.0K$24.1M0.7%
COHRCOHERENT CORP60.0K$23.7M0.7%
ARLOARLO TECHNOLOGIES INC1.7M$22.8M0.7%
VSATVIASAT INC250.0K$22.5M0.7%
ATROASTRONICS CORP272.5K$22.1M0.7%
BMIBADGER METER INC145.0K$21.5M0.6%
MKSIMKS INC.48.2K$21.5M0.6%
VSHVISHAY INTERTECHNOLOGY INC392.9K$21.1M0.6%
ASURASURE SOFTWARE INC2.6M$20.9M0.6%
FORMFORMFACTOR INC130.0K$20.8M0.6%
CTRICENTURI HOLDINGS INC665.0K$20.1M0.6%
MTRXMATRIX SVC CO1.4M$19.7M0.6%
MYRGMYR GROUP INC39.0K$19.5M0.6%
AKAMAKAMAI TECHNOLOGIES INC160.5K$19.0M0.6%
ECGEVERUS CONSTR GROUP114.0K$18.9M0.6%
BRKRBRUKER CORP311.0K$18.7M0.6%
—NVENT ELEC PLC107.5K$18.2M0.5%
EVLVEVOLV TECHNOLOGIES HLDNGS IN3.1M$17.8M0.5%
GNRCGENERAC HLDGS INC59.5K$17.4M0.5%
BWXTBWX TECHNOLOGIES INC82.5K$16.1M0.5%
LPTHLIGHTPATH TECHNOLOGIES INC959.0K$15.7M0.5%
PDFSPDF SOLUTIONS INC220.0K$15.6M0.5%
ESOAENERGY SERVICES OF AMER CORP800.0K$15.5M0.5%
JJACOBS SOLUTIONS INC115.0K$14.5M0.4%
UISUNISYS CORP3.9M$14.4M0.4%
LTRXLANTRONIX INC2.4M$14.1M0.4%
VITLVITAL FARMS INC1.2M$14.1M0.4%
TNCTENNANT CO155.0K$13.6M0.4%
EQIXEQUINIX INC12.7K$13.2M0.4%
ASPNASPEN AEROGELS INC2.1M$13.2M0.4%
HIIHUNTINGTON INGALLS INDS INC46.0K$12.9M0.4%
ECVTECOVYST INC1.0M$12.7M0.4%
CLHCLEAN HARBORS INC42.5K$12.7M0.4%
SOLSSOLSTICE ADVANCED MATLS INC142.5K$12.6M0.4%
LTHLIFE TIME GROUP HOLDINGS INC305.0K$12.5M0.4%
PSNPARSONS CORP DEL235.0K$12.3M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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