Needham Investment Management LLC Top Holdings and 13F Report (2026)

About Needham Investment Management LLC

Investment Activity

Needham Investment Management LLC has $1.96 billion in total holdings as of March 31, 2026.
Needham Investment Management LLC owns shares of 176 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 11.56% of the portfolio was purchased this quarter.
About 4.89% of the portfolio was sold this quarter.
This quarter, Needham Investment Management LLC has purchased 162 new stocks and bought additional shares in 65 stocks.
Needham Investment Management LLC sold shares of 29 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

nLight: $109,634,635
Vicor: $84,042,000
Vertiv: $71,477,945
PDF Solutions: $66,162,517
Arteris: $64,979,100

Largest New Holdings this Quarter

576323109 - MasTec: $6,466,974 Holding
91532F102 - UNUSUAL MACHS INC: $6,014,000 Holding
532257805 - LightPath Technologies: $5,290,825 Holding
023193105 - AMBIQ MICRO INC: $5,082,000 Holding
75644T100 - Red Cat: $4,974,200 Holding

Largest Purchases this Quarter

Tennant: 161,500 shares (about $10.72M)
ThredUp: 3,200,000 shares (about $10.50M)
Vishay Intertechnology: 545,000 shares (about $9.81M)
Arteris: 541,000 shares (about $8.89M)
Tetra Technologies: 1,000,000 shares (about $8.52M)

Largest Sales this Quarter

TTM Technologies: 97,750 shares (about $9.52M)
FormFactor: 91,000 shares (about $8.83M)
Entegris: 74,400 shares (about $8.72M)
Nova: 19,600 shares (about $8.51M)
Vicor: 47,775 shares (about $7.69M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LASR nLight	$109,634,635	$3,706,300 â–²	3.5%	1,922,740	5.6%	Computer and Technology
VICR Vicor	$84,042,000	$7,691,775 â–¼	-8.4%	522,000	4.3%	Computer and Technology
VRT Vertiv	$71,477,945		0.0%	285,250	3.7%	Computer and Technology
PDFS PDF Solutions	$66,162,517	$1,887,367 â–²	2.9%	2,022,700	3.4%	Computer and Technology
AIP Arteris	$64,979,100	$8,894,040 â–²	15.9%	3,952,500	3.3%	Computer and Technology
FORM FormFactor	$58,533,465	$8,826,090 â–¼	-13.1%	603,500	3.0%	Computer and Technology
VSH Vishay Intertechnology	$52,560,000	$9,810,000 â–²	22.9%	2,920,000	2.7%	Computer and Technology
LINC Lincoln Educational Services	$51,968,700	$6,203,700 â–²	13.6%	1,277,500	2.7%	Consumer Discretionary
ODC Oil-Dri Corporation Of America	$44,098,475	$2,766,325 â–²	6.7%	677,500	2.3%	Basic Materials
NVMI Nova	$40,018,902	$8,511,888 â–¼	-17.5%	92,150	2.0%	Computer and Technology
UTI Universal Technical Institute	$37,183,000	$8,032,250 â–²	27.6%	1,030,000	1.9%	Consumer Discretionary
SUPER MICRO COMPUTER INC	$36,807,705	$5,385,105 â–²	17.1%	1,616,500	1.9%	COM NEW
THR Thermon Group	$31,878,000	$630,000 â–²	2.0%	632,500	1.6%	Computer and Technology
TDUP ThredUp	$30,422,000	$10,496,000 â–²	52.7%	9,275,000	1.6%	Consumer Staples
VECO Veeco Instruments	$29,796,801	$2,539,500 â–²	9.3%	880,000	1.5%	Computer and Technology
TTI Tetra Technologies	$28,755,000	$8,520,000 â–²	42.1%	3,375,000	1.5%	Energy
MKSI MKS	$27,577,201	$2,413,005 â–¼	-8.0%	120,000	1.4%	Computer and Technology
VPG Vishay Precision Group	$26,920,400	$1,628,250 â–¼	-5.7%	620,000	1.4%	Computer and Technology
COHR Coherent	$25,131,155	$7,622,720 â–¼	-23.3%	105,500	1.3%	Business Services
ARLO Arlo Technologies	$25,044,800	$3,130,600 â–²	14.3%	1,760,000	1.3%	Computer and Technology
PLAB Photronics	$24,448,050	$6,869,700 â–¼	-21.9%	605,000	1.2%	Computer and Technology
CENTURI HOLDINGS INC	$23,882,914	$584,200 â–²	2.5%	817,628	1.2%	COM SHS
CECO CECO Environmental	$23,087,250	$5,302,620 â–²	29.8%	387,500	1.2%	Industrials
CRAI Charles River Associates	$22,664,171	$6,677,550 â–²	41.8%	140,006	1.2%	Business Services
ASUR Asure Software	$22,424,500	$322,500 â–²	1.5%	2,607,500	1.1%	Computer and Technology
PSN Parsons	$22,155,530	$4,604,450 â–²	26.2%	409,000	1.1%	Business Services
HII Huntington Ingalls Industries	$20,989,475	$1,804,525 â–²	9.4%	55,250	1.1%	Aerospace
AKAM Akamai Technologies	$20,500,725	$2,526,700 â–²	14.1%	178,500	1.0%	Computer and Technology
CLH Clean Harbors	$19,743,081		0.0%	68,856	1.0%	Business Services
NVT nVent Electric	$18,274,260		0.0%	154,500	0.9%	Computer and Technology
ATRO Astronics	$18,183,925		0.0%	272,500	0.9%	Aerospace
GENI Genius Sports	$17,720,000	$5,803,300 â–²	48.7%	4,000,000	0.9%	Computer and Technology
WTTR Select Water Solutions	$17,671,500	$5,814,000 â–²	49.0%	1,155,000	0.9%	Business Services
GRC Gorman-Rupp	$16,930,425	$776,625 â–²	4.8%	272,500	0.9%	Industrials
MTRX Matrix Service	$16,473,800		0.0%	1,435,000	0.8%	Energy
VITL Vital Farms	$16,238,000	$6,565,800 â–²	67.9%	1,150,000	0.8%	Consumer Staples
ADTN ADTRAN	$15,454,531	$2,755,020 â–¼	-15.1%	1,228,500	0.8%	Business Services
ASPN Aspen Aerogels	$15,454,211	$571,397 â–²	3.8%	4,518,775	0.8%	Construction
BRKR Bruker	$15,323,910	$2,152,752 â–²	16.3%	424,250	0.8%	Computer and Technology
TNC Tennant	$15,205,600	$10,723,600 â–²	239.3%	229,000	0.8%	Industrials
VSAT Viasat	$15,141,480		0.0%	330,600	0.8%	Computer and Technology
KLAC KLA	$15,092,203	$4,049,128 â–¼	-21.2%	10,250	0.8%	Computer and Technology
LABCORP HOLDINGS INC	$15,024,872		0.0%	56,313	0.8%	COM SHS
EVERUS CONSTR GROUP	$14,934,590		0.0%	126,500	0.8%	COM
SOLSTICE ADVANCED MATLS INC	$14,280,000	$952,000 â–²	7.1%	187,500	0.7%	COM SHS
GNRC Generac	$14,151,658	$7,412,773 â–²	110.0%	72,450	0.7%	Industrials
WAB Wabtec	$13,932,483		0.0%	55,750	0.7%	Transportation
ENTG Entegris	$13,717,080	$8,722,656 â–¼	-38.9%	117,000	0.7%	Computer and Technology
ECVT Ecovyst	$13,117,200		0.0%	1,020,000	0.7%	Basic Materials
MKL Markel Group	$12,824,270	$909,183 â–²	7.6%	6,700	0.7%	Multi-Sector Conglomerates
TMO Thermo Fisher Scientific	$12,411,133		0.0%	25,250	0.6%	Medical
J Jacobs Solutions	$12,218,880	$4,836,640 â–²	65.5%	96,000	0.6%	Business Services
BWXT BWX Technologies	$12,064,911	$4,703,270 â–²	63.9%	59,000	0.6%	Aerospace
MDU MDU Resources Group	$11,551,400	$321,160 â–²	2.9%	557,500	0.6%	Utilities
EQIX Equinix	$10,978,688	$441,108 â–²	4.2%	11,200	0.6%	Finance
MYRG MYR Group	$10,897,552		0.0%	38,600	0.6%	Utilities
BFAM Bright Horizons Family Solutions	$10,594,770		0.0%	129,000	0.5%	Business Services
ESOA Energy Services of America	$10,504,000	$2,817,173 â–²	36.6%	800,000	0.5%	Industrials
CAMT Camtek	$10,082,065	$1,364,490 â–¼	-11.9%	66,500	0.5%	Computer and Technology
TRNS Transcat	$9,585,225	$450,249 â–²	4.9%	130,500	0.5%	Computer and Technology
UIS Unisys	$9,165,960	$795,294 â–¼	-8.0%	4,428,000	0.5%	Computer and Technology
TER Teradyne	$8,597,340	$296,460 â–¼	-3.3%	29,000	0.4%	Computer and Technology
TTMI TTM Technologies	$8,524,250	$9,522,805 â–¼	-52.8%	87,500	0.4%	Computer and Technology
CGNX Cognex	$8,475,270		0.0%	173,000	0.4%	Computer and Technology
GILD Gilead Sciences	$7,665,350		0.0%	55,000	0.4%	Medical
ASML ASML	$7,660,815	$396,249 â–²	5.5%	5,800	0.4%	Computer and Technology
MASS 908 Devices	$7,588,800	$2,876,400 â–²	61.0%	1,240,000	0.4%	Medical
MTN Vail Resorts	$7,570,880		0.0%	59,000	0.4%	Consumer Discretionary
EVLV Evolv Technologies	$7,562,500	$4,235,000 â–²	127.3%	1,250,000	0.4%	Computer and Technology
BSY Bentley Systems	$7,550,800	$2,634,000 â–²	53.6%	215,000	0.4%	Computer and Technology
MOD Modine Manufacturing	$7,476,495	$2,058,745 â–²	38.0%	34,500	0.4%	Auto/Tires/Trucks
POCI Precision Optics	$7,333,715	$4,172,915 â–²	132.0%	1,670,550	0.4%	Medical
SMID Smith-Midland	$7,319,250		0.0%	225,000	0.4%	Construction
RSSS Research Solutions	$7,130,300	$22,600 â–²	0.3%	3,155,000	0.4%	Industrials
HQL abrdn Life Sciences Investors	$6,989,152	$426,420 â–²	6.5%	429,573	0.4%	Finance
CRH PLC	$6,801,264	$2,522,880 â–²	59.0%	64,700	0.3%	ORD
CMCSA Comcast	$6,646,365		0.0%	231,500	0.3%	Consumer Discretionary
MTZ MasTec	$6,466,974	$6,466,974 â–²	New Holding	20,100	0.3%	Construction
LTH Life Time Group	$6,465,600	$3,367,500 â–²	108.7%	240,000	0.3%	Consumer Discretionary
NTIC Northern Technologies International	$6,303,600	$426,362 â–²	7.3%	765,000	0.3%	Basic Materials
ROG Rogers	$6,225,140	$214,660 â–¼	-3.3%	58,000	0.3%	Computer and Technology
HON Honeywell International	$6,215,825		0.0%	27,500	0.3%	Multi-Sector Conglomerates
BATRK Atlanta Braves	$6,191,500	$1,708,000 â–²	38.1%	145,000	0.3%	Consumer Discretionary
UNUSUAL MACHS INC	$6,014,000	$6,014,000 â–²	New Holding	485,000	0.3%	COM SHS
HLIT Harmonic	$5,998,640	$1,104,540 â–²	22.6%	668,000	0.3%	Computer and Technology
CSGP CoStar Group	$5,728,280	$3,287,710 â–²	134.7%	142,000	0.3%	Computer and Technology
GLW Corning	$5,710,740		0.0%	42,000	0.3%	Computer and Technology
CMT Core Molding Technologies	$5,653,110	$21,930 â–¼	-0.4%	252,371	0.3%	Industrials
HQH abrdn Healthcare Investors	$5,537,742	$344,308 â–²	6.6%	311,284	0.3%	Finance
NVGS Navigator	$5,528,380		0.0%	286,000	0.3%	Transportation
KMX CarMax	$5,343,030	$41,580 â–¼	-0.8%	128,500	0.3%	Retail/Wholesale
LAM RESEARCH CORP	$5,341,500		0.0%	25,000	0.3%	COM NEW
LPTH LightPath Technologies	$5,290,825	$5,290,825 â–²	New Holding	527,500	0.3%	Computer and Technology
SITM SiTime	$5,180,250	$172,675 â–¼	-3.2%	15,000	0.3%	Computer and Technology
AMBIQ MICRO INC	$5,082,000	$5,082,000 â–²	New Holding	200,000	0.3%	COMMON STOCK
RCAT Red Cat	$4,974,200	$4,974,200 â–²	New Holding	380,000	0.3%	Business Services
MRVL Marvell Technology	$4,779,163		0.0%	48,250	0.2%	Computer and Technology
AAPL Apple	$4,682,426		0.0%	18,450	0.2%	Computer and Technology
BOX BOX	$4,609,800	$118,200 â–²	2.6%	195,000	0.2%	Computer and Technology
MDT Medtronic	$4,596,003		0.0%	53,041	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Needham Investment Management LLC Top Holdings and 13F Report (2026)

About Needham Investment Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Needham Investment Management LLC Top Holdings and 13F Report (2026)

About Needham Investment Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNeedham Investment Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools