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

About Needham Investment Management LLC

Investment Activity

Needham Investment Management LLC has $3.33 billion in total holdings as of June 30, 2026.
Needham Investment Management LLC owns shares of 176 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 14.55% of the portfolio was purchased this quarter.
About 3.45% of the portfolio was sold this quarter.
This quarter, Needham Investment Management LLC has purchased 176 new stocks and bought additional shares in 77 stocks.
Needham Investment Management LLC sold shares of 26 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Vicor: $199,004,720
Arteris: $190,837,225
Vishay Intertechnology: $163,255,106
PDF Solutions: $146,181,350
nLight: $138,734,559

Largest New Holdings this Quarter

289395105 - ELMET GROUP CO (THE): $52,102,072 Holding
516548203 - Lantronix: $18,522,000 Holding
353514102 - Franklin Electric: $16,528,698 Holding
88554D205 - 3D Systems: $10,646,104 Holding
13100M509 - Calix: $10,263,000 Holding

Largest Purchases this Quarter

ELMET GROUP CO (THE): 2,639,416 shares (about $52.10M)
CECO Environmental: 570,000 shares (about $51.72M)
KLA: 92,250 shares (about $27.83M)
Tetra Technologies: 2,276,500 shares (about $25.79M)
Lantronix: 3,150,000 shares (about $18.52M)

Largest Sales this Quarter

ADTRAN: 778,500 shares (about $10.82M)
FormFactor: 56,000 shares (about $8.96M)
Aspen Aerogels: 1,257,975 shares (about $7.98M)
Cohu: 80,000 shares (about $5.91M)
Coherent: 13,000 shares (about $5.13M)

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
VICR Vicor	$199,004,720	$759,560 â–²	0.4%	524,000	6.0%	Industrials
AIP Arteris	$190,837,225	$1,214,750 â–¼	-0.6%	3,927,500	5.7%	Technology
VSH Vishay Intertechnology	$163,255,106	$6,217,506 â–²	4.0%	3,035,610	4.9%	Technology
PDFS PDF Solutions	$146,181,350	$2,994,417 â–²	2.1%	2,065,000	4.4%	Technology
LASR nLight	$138,734,559	$4,873,400 â–²	3.6%	1,992,740	4.2%	Technology
VRT Vertiv	$95,674,815	$167,410 â–²	0.2%	285,750	2.9%	Industrials
VPG Vishay Precision Group	$89,796,090	$3,148,110 â–¼	-3.4%	599,000	2.7%	Technology
FORM FormFactor	$87,561,675	$8,956,080 â–¼	-9.3%	547,500	2.6%	Technology
CECO CECO Environmental	$86,883,550	$51,721,800 â–²	147.1%	957,500	2.6%	Industrials
ODC Oil-Dri Corporation Of America	$70,116,060	$868,785 â–²	1.3%	686,000	2.1%	Consumer Staples
TDUP ThredUp	$69,698,750	$6,165,000 â–²	9.7%	10,175,000	2.1%	Consumer Discretionary
LINC Lincoln Educational Services	$66,117,500	$2,370,250 â–²	3.7%	1,325,000	2.0%	Consumer Discretionary
VECO Veeco Instruments	$64,115,430	$2,588,570 â–¼	-3.9%	845,850	1.9%	Technology
TTI Tetra Technologies	$64,031,495	$25,792,745 â–²	67.5%	5,651,500	1.9%	Energy
SUPER MICRO COMPUTER INC	$54,509,805	$7,097,860 â–²	15.0%	1,858,500	1.6%	COM NEW
ELMET GROUP CO (THE)	$52,102,072	$52,102,072 â–²	New Holding	2,639,416	1.6%	COMMON STOCK
MKSI MKS	$49,928,800	$3,447,200 â–¼	-6.5%	112,250	1.5%	Technology
UTI Universal Technical Institute	$48,330,100	$4,277,000 â–²	9.7%	1,130,000	1.5%	Consumer Discretionary
NVMI Nova	$48,131,631	$1,900,290 â–¼	-3.8%	88,650	1.4%	Technology
COHR Coherent	$36,488,475	$5,128,110 â–¼	-12.3%	92,500	1.1%	Technology
KLAC KLA	$30,925,275	$27,832,748 â–²	900.0%	102,500	0.9%	Technology
CRAI Charles River Associates	$30,666,504	$10,743,650 â–²	53.9%	215,506	0.9%	Industrials
GENI Genius Sports	$29,845,500	$5,605,500 â–²	23.1%	4,925,000	0.9%	Consumer Discretionary
VSAT Viasat	$29,691,186		0.0%	330,600	0.9%	Technology
PSN Parsons	$29,076,450	$7,648,940 â–²	35.7%	555,000	0.9%	Industrials
AMBIQ MICRO INC	$28,582,710	$10,922,710 â–²	61.9%	323,700	0.9%	COMMON STOCK
CENTURI HOLDINGS INC	$28,505,071	$3,780,000 â–²	15.3%	942,628	0.9%	COM SHS
BRKR Bruker	$27,637,665	$2,106,300 â–²	8.2%	459,250	0.8%	Healthcare
ARLO Arlo Technologies	$26,892,600	$3,167,800 â–²	13.4%	1,995,000	0.8%	Technology
NVT nVent Electric	$26,204,745		0.0%	154,500	0.8%	Industrials
WTTR Select Water Solutions	$25,974,000	$2,897,100 â–²	12.6%	1,300,000	0.8%	Energy
GRC Gorman-Rupp	$24,999,150		0.0%	272,500	0.8%	Industrials
GNRC Generac	$24,010,420	$2,796,336 â–²	13.2%	82,000	0.7%	Industrials
ATRO Astronics	$22,143,350		0.0%	272,500	0.7%	Industrials
AKAM Akamai Technologies	$21,691,535	$591,050 â–²	2.8%	183,500	0.7%	Technology
BMI Badger Meter	$21,515,100	$17,063,700 â–²	383.3%	145,000	0.6%	Technology
TNC Tennant	$21,228,450	$1,181,790 â–²	5.9%	242,500	0.6%	Industrials
EVERUS CONSTR GROUP	$20,992,675		0.0%	126,500	0.6%	COM
CLH Clean Harbors	$20,944,168	$373,438 â–²	1.8%	70,106	0.6%	Industrials
ASUR Asure Software	$20,921,900	$218,350 â–²	1.1%	2,635,000	0.6%	Industrials
ASPN Aspen Aerogels	$20,673,472	$7,975,562 â–¼	-27.8%	3,260,800	0.6%	Materials
MTRX Matrix Service	$19,659,500		0.0%	1,435,000	0.6%	Industrials
MYRG MYR Group	$19,515,600	$200,160 â–²	1.0%	39,000	0.6%	Industrials
PLAB Photronics	$19,046,315	$634,335 â–¼	-3.2%	585,500	0.6%	Technology
LTRX Lantronix	$18,522,000	$18,522,000 â–²	New Holding	3,150,000	0.6%	Technology
ENTG Entegris	$18,255,790	$2,787,830 â–¼	-13.2%	101,500	0.5%	Technology
EVLV Evolv Technologies	$17,835,000	$10,585,000 â–²	146.0%	3,075,000	0.5%	Technology
BWXT BWX Technologies	$17,031,875	$5,547,525 â–²	48.3%	87,500	0.5%	Industrials
SOLSTICE ADVANCED MATLS INC	$16,612,500		0.0%	187,500	0.5%	COM SHS
FELE Franklin Electric	$16,528,698	$16,528,698 â–²	New Holding	154,200	0.5%	Industrials
LPTH LightPath Technologies	$16,513,500	$7,888,875 â–²	91.5%	1,010,000	0.5%	Technology
BSY Bentley Systems	$16,209,348	$9,782,998 â–²	152.2%	542,300	0.5%	Technology
UIS Unisys	$16,206,480		0.0%	4,428,000	0.5%	Technology
UNUSUAL MACHS INC	$16,022,550	$5,207,050 â–²	48.1%	718,500	0.5%	COM SHS
MASS 908 Devices	$15,839,394	$5,051,394 â–²	46.8%	1,820,620	0.5%	Technology
HII Huntington Ingalls Industries	$15,813,785	$349,863 â–²	2.3%	56,500	0.5%	Industrials
LABCORP HOLDINGS INC	$15,767,640		0.0%	56,313	0.5%	COM SHS
J Jacobs Solutions	$15,687,000	$3,591,000 â–²	29.7%	124,500	0.5%	Industrials
ESOA Energy Services of America	$15,472,000		0.0%	800,000	0.5%	Industrials
BATRK Atlanta Braves	$14,900,491	$7,374,990 â–²	98.0%	287,100	0.4%	Communication Services
MRVL Marvell Technology	$14,373,193		0.0%	48,250	0.4%	Technology
WAB Wabtec	$14,288,800	$741,400 â–¼	-4.9%	53,000	0.4%	Industrials
MKL Markel Group	$14,208,148	$1,122,981 â–²	8.6%	7,275	0.4%	Finance
MDU MDU Resources Group	$14,104,650	$2,280,075 â–²	19.3%	665,000	0.4%	Utilities
VITL Vital Farms	$14,072,300	$697,800 â–²	5.2%	1,210,000	0.4%	Consumer Staples
TER Teradyne	$14,031,360		0.0%	29,000	0.4%	Technology
EQIX Equinix	$13,733,489	$2,058,720 â–²	17.6%	13,175	0.4%	Real Estate
TTMI TTM Technologies	$13,558,950	$2,805,300 â–¼	-17.1%	72,500	0.4%	Technology
MTZ MasTec	$13,417,935	$5,055,129 â–²	60.4%	32,250	0.4%	Industrials
ECVT Ecovyst	$12,699,000		0.0%	1,020,000	0.4%	Materials
TRNS Transcat	$12,683,514	$577,029 â–²	4.8%	136,720	0.4%	Industrials
TMO Thermo Fisher Scientific	$12,659,340		0.0%	25,250	0.4%	Healthcare
CGNX Cognex	$12,528,660		0.0%	173,000	0.4%	Technology
LTH Life Time Group	$12,456,200	$2,654,600 â–²	27.1%	305,000	0.4%	Consumer Discretionary
ASML ASML	$12,235,056	$696,304 â–²	6.0%	6,150	0.4%	Technology
AMBA Ambarella	$11,583,000	$9,867,000 â–²	575.0%	135,000	0.3%	Technology
MTN Vail Resorts	$11,504,675	$3,471,825 â–²	43.2%	84,500	0.3%	Consumer Discretionary
HLIT Harmonic	$11,431,000	$522,560 â–²	4.8%	700,000	0.3%	Technology
CYRX CryoPort	$11,256,900	$5,604,900 â–²	99.2%	717,000	0.3%	Healthcare
SITM SiTime	$11,183,400		0.0%	15,000	0.3%	Technology
GLW Corning	$10,855,775	$127,715 â–²	1.2%	42,500	0.3%	Technology
LAM RESEARCH CORP	$10,833,250		0.0%	25,000	0.3%	COM NEW
DDD 3D Systems	$10,646,104	$10,646,104 â–²	New Holding	3,525,200	0.3%	Industrials
CAMT Camtek	$10,439,680	$407,800 â–¼	-3.8%	64,000	0.3%	Technology
CALX Calix	$10,263,000	$10,263,000 â–²	New Holding	275,000	0.3%	Technology
MOD Modine Manufacturing	$10,146,760	$934,570 â–²	10.1%	38,000	0.3%	Industrials
AVAV AeroVironment	$10,069,270	$9,037,583 â–²	876.0%	61,000	0.3%	Industrials
CEVA Ceva	$9,903,600	$943,200 â–¼	-8.7%	210,000	0.3%	Technology
ROG Rogers	$9,005,150	$491,190 â–¼	-5.2%	55,000	0.3%	Technology
HQL abrdn Life Sciences Investors	$8,865,250	$269,495 â–²	3.1%	443,041	0.3%	Finance
POCI Precision Optics	$8,519,805		0.0%	1,670,550	0.3%	Healthcare
MATW Matthews International	$8,076,000	$4,980,200 â–²	160.9%	300,000	0.2%	Consumer Discretionary
CRH PLC	$7,564,900	$642,000 â–²	9.3%	70,700	0.2%	ORD
RCAT Red Cat	$7,321,875	$3,274,875 â–²	80.9%	687,500	0.2%	Industrials
RSSS Research Solutions	$7,319,600		0.0%	3,155,000	0.2%	Industrials
HQH abrdn Healthcare Investors	$7,051,734	$209,711 â–²	3.1%	320,825	0.2%	Finance
GILD Gilead Sciences	$6,948,700		0.0%	55,000	0.2%	Healthcare
NTIC Northern Technologies International	$6,848,000	$299,600 â–²	4.6%	800,000	0.2%	Materials
DRAGANFLY INC.	$6,775,000	$6,449,800 â–²	1,983.3%	1,250,000	0.2%	COM
KMX CarMax	$6,743,475	$52,890 â–¼	-0.8%	127,500	0.2%	Consumer Discretionary

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

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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